I will coconstruct buildops servicem8 workiz knowify pipeline jobprogres automation
Growth and Speed Focused
About this Gig
Hello and Welcome,
Still spending too much time managing leads, projects, customers, schedules, and job updates manually?
Ill create a streamlined automation system that organizes your operations, connects your workflows, and reduces repetitive administrative work.
Let me help you simplify and supercharge your business! I help contractors and service businesses streamline operations, automate key processes, improve pipeline visibility, and eliminate manual work.
What You Will Get:
- Complete CRM setup and configuration
- Custom sales pipeline development
- Lead capture and organization
- Automated lead follow-up
- Customer onboarding workflows
- Job and project management
- Job progress tracking
- Scheduling and task automation
- Team assignment workflows
- Data synchronization
- Automated notifications and alerts
- Communication workflows
- Custom trigger-based automation
- Workflow testing and optimization
Ill build each workflow around your actual business process so your team can manage jobs, customers, and daily operations more efficiently.
Stop wasting time on repetitive tasks. Message me before ordering and tell me what you want to automateIll help you build the right workflow for your business.
Software:
PipeDrive
FAQ
Which platforms do you set up and support?
I work with CoConstruct, BuildOps, ServiceM8, Workiz, Foreman, Knowify, JobProgress, and related contractor software.
Can you automate my workflows?
Yes. I create custom automations for lead tracking, job management, follow-ups, notifications, and more.
Do you customize CRM systems?
Yes. I customize pipelines, workflows, forms, dashboards, and settings to match your business process.
Can you automate my workflows and repetitive tasks?
Yes. I can automate lead tracking, customer follow-ups, scheduling, notifications, and other tasks to improve efficiency.
What do you need to get started?
I will need details about your business, your desired workflow, and the necessary access to your software so I can deliver the best solution for your project.
Do you provide support after delivery?
Yes. I provide post-delivery support to ensure your CRM and automations work smoothly.

