Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup service titan jobber housecallpro crm with quickbooks, workflow automation
About this Gig
Are you looking to set up your CRM quickly and professionally?
I'm here to help you fully configure ServiceTitan, Jobber, or Housecall Pro with QuickBooks integration and custom workflow automation tailored to your business needs.
I specialize in helping service-based companies streamline their operations with clean CRM setups, smooth automations, and reliable system integrations all delivered with care and attention to detail.
What I Can Set Up For You:
- CRM System Setup (Service Titan, Jobber, Housecall Pro)
- QuickBooks Integration (Full sync and mapping)
- Custom Workflows (Job types, tags, business units)
- Phone & Texting Configuration
- Estimate & Invoice Template Setup
- Appointment Reminders, Follow-ups, and Job Confirmations
- Light Branding (Logo and email templates)
- Team Training Sessions (Premium package)
- Post-Launch Support
Why Choose Me?
- ️ Fast and Reliable Setup
- ️ Clean and Organized System
- ️ Attention to Detail
- ️ Always Available for Questions
- ️ Friendly and Professional Communication
Lets get your CRM fully set up and ready to grow your business. Feel free to send me a message if you have any questions or would like a custom offer!
Best Regards.
Industry:
Agriculture
•
Business services & consulting
•
Software
Software:
Workflow
FAQ
What CRM platforms do you work with?
I specialize in ServiceTitan, Jobber, and Housecall Pro. If you’re using a different CRM, feel free to message me — I’m always open to supporting additional platforms.
Do I need to have a CRM account before ordering?
Yes, you need to have an active CRM account. If you haven't set one up yet, I can guide you through the account creation process as part of the service.
Can you integrate QuickBooks with my CRM?
Yes! I offer full QuickBooks integration (Online version) and will assist with the proper mapping to ensure your financial data syncs correctly with your CRM.
Will you provide training on how to use the system?
Absolutely! Team training is included in the Premium Package. I’ll walk you through the system step-by-step and provide recorded sessions for future use.
What if I need a custom setup not listed in your packages?
No problem! Please send me a detailed message about your specific needs, and I can create a custom offer tailored to your project.
Do you offer post-launch support?
Yes, I provide 2 weeks of post-launch support in the Premium Package to help with adjustments, system stability, and answering your team’s questions.
Can you migrate data from another system?
Yes, basic data migration is available in the Premium Package. For complex migrations, please contact me first to discuss the scope and get a custom quote.
Can you help me integrate my CRM with other apps using Zapier?
Yes! I can set up custom Zapier automations to connect your CRM (ServiceTitan, Jobber, Housecall Pro) with other tools like Google Sheets, Gmail, Slack, Trello, QuickBooks, and more.
What if I don't know what to automate?
No worries! I can review your workflow and recommend the best automations that will save you time and simplify your processes.
