Dami G

HVAC CRM & Job Management Specialist

Serviceberry Homes • Freelance

Aug 2026 - Aug 2026 • 0 mos

Managed CRM and job-management workflows for a residential HVAC company handling AC repair, heating services, heat pump installations, maintenance, and recurring tune-ups. The focus was keeping incoming leads, customer records, estimates, appointments, and active jobs organized from the first inquiry through completed service. Configured Jobber and Housecall Pro to support lead and customer management, service requests, estimates, scheduling, job assignments, and customer communication. Built organized pipelines for new HVAC inquiries, qualified leads, estimate requests, approved work, scheduled appointments, active jobs, completed services, and follow-up opportunities. Set up customer records and custom information for service addresses, equipment details, requested services, lead sources, appointment information, and job history. Created workflows for new lead notifications, estimate follow-ups, appointment reminders, technician assignments, completed-job follow-up, and recurring maintenance opportunities. Also worked on lead routing and data organization so new inquiries could be assigned to the appropriate team member. Connected supported tools and forms where needed, mapped customer information between systems, cleaned duplicate records, tested workflow triggers, and resolved issues affecting lead or job visibility. The completed setup gave the HVAC team a clearer process for managing lead → customer → estimate → appointment → job → follow-up, while reducing manual CRM administration and improving day-to-day job visibility.

Residential HVAC Website & Lead Generation Specialist

Home Services City • Freelance

Jun 2026 - Jul 2026 • 1 mo

Managed website development and lead-generation systems for a residential HVAC company serving homeowners with air conditioning repair, heating, heat pump installation, maintenance, and seasonal tune-up services. Focused on creating a professional online presence that made it easier for homeowners to understand services, request estimates, and schedule appointments. Built and organized service-focused website pages for AC repair, heating repair, heat pumps, HVAC maintenance, emergency service, tune-ups, and replacement projects. Structured clear service information, calls-to-action, quote request forms, booking options, contact forms, service areas, FAQs, customer reviews, and mobile-friendly layouts. Created lead-generation workflows around website inquiries, quote requests, appointment bookings, and service questions. Improved the path from website visitor to qualified HVAC lead by organizing forms, required customer information, service selection, preferred appointment times, and contact details. Also worked on basic SEO structure, local service content, page organization, conversion-focused buttons, mobile optimization, and website testing. Connected forms and booking processes with customer-management tools where supported and tested submissions to ensure inquiries were captured correctly. The finished website gave the HVAC team a more professional digital presence while creating a clearer path for homeowners to find a service → request a quote → book an appointment → become a customer.