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Fiverr Pro
Nederlands
$
USD
I will setup jobber housecall pro servicem8 fieldpulse servicetitan bookingkoala
Over deze dienst
Are leads getting lost between calls, website forms, WhatsApp messages, spreadsheets, and your calendar? I can help you set up a field service system that keeps your team organized from lead capture and booking through dispatch, invoicing, payment, review requests, and repeat service.
I work with Jobber, Housecall Pro, ServiceM8, FieldPulse, ServiceTitan, and BookingKoala to configure practical workflows for home service businesses.
I can help you set up:
- Business profile and service settings
- CRM/customer setup and data organization
- Online booking and website lead capture
- Scheduling, dispatch, technicians, and job workflows
- Quotes, estimates, price books, invoices, and payments
- Email/SMS confirmations, reminders, and follow up
- Review requests and recurring service reminders
- Supported integrations, reporting setup, and handover training
Perfect for HVAC, plumbing, electrical, cleaning, landscaping, pest control, handyman, roofing, appliance repair, locksmith, carpet cleaning, and other service businesses.
Message me before ordering so I can confirm your software plan, integrations, and workflow requirements.
Software:
Jobber
Branche:
Zakelijke dienstverlening en consulting
Veelgestelde vragen
Which software platforms do you support?
I support Jobber, Housecall Pro, ServiceM8, FieldPulse, ServiceTitan, and BookingKoala. The exact setup depends on the features available in your account and subscription plan.
Do you set up Jobber and Housecall Pro from scratch?
Yes. I can configure the business profile, services, customers, scheduling, booking, templates, notifications, workflows, and other supported features based on your requirements.
Can you connect my WordPress or Wix website to my booking system?
Yes, where the platform and your website support the required connection. This can include booking buttons, forms, service request forms, embedded booking options, or supported integrations.
Can you import my customers, jobs, and data?
Yes, when the platform supports the required import method. I can help organize and clean CSV or spreadsheet data before importing it. Large or complex migrations require separate scope review.
Can you set up estimates, invoices, and payment reminders?
Yes, where supported by your platform and plan. I can configure templates, workflows, payment links, and reminders based on the available features and payment tools.
Can you automate appointment confirmations and customer reminders?
Yes. I can configure supported email or SMS confirmations, appointment reminders, follow ups, and other customer communication workflows. SMS availability and costs depend on the platform, plan, country, and provider.
Can you set up technician scheduling and dispatch workflows?
Yes. I can configure technician profiles, roles, availability, scheduling, job assignment, dispatch processes, checklists, notes, and related workflows where supported.
Can you connect QuickBooks, Zapier, Make, Google Calendar, or other apps?
Potentially, depending on the platform, subscription, API access, third party connection, and available integration options. I will verify compatibility before committing to a specific integration.
What do you need from me before you start?
I need your platform and plan, business details, services, team information, existing workflow, desired outcome, relevant data, website details, and any integrations you want considered. Secure collaborator access is preferred where available.
Do I need to message you before ordering?
For simple Basic setups, you may order directly. However, messaging first is strongly recommended for ServiceTitan, data migration, multi location accounts, integrations, large service catalogs, advanced reporting, or complex workflows so the scope can be confirmed first.
