Browse categories
Explore
Fiverr Pro
English
$
USD
I will do custom servicem8 forms and templates
crm consultant
Your tools are set up. Leads are still slipping. I build automation systems that turn your GHL, funnels, and workflows into one engine that runs itself. No more slow follow-ups. No more paying people ...
About this Gig
Looking for an expert to setup, automate, or migrate your ServiceM8 account for your field service or trade business? You're in the right place!
I'm a professional CRM & business automation specialist who helps trade and field service businesses build powerful systems for job management, scheduling, client communication & invoicing using ServiceM8.
With the right setup, your business can automatically manage jobs, send client updates, schedule staff & get paid faster, all from one place.
What you'll get:
- ServiceM8 account installation & full configuration
- Job cards, scheduling & staff access setup
- Forms & estimate templates tailored to your trade
- Client database import & migration from your old CRM or spreadsheet
- Automated workflows (job status updates, follow-ups, reminders)
- Quote & invoice template setup
- Payment integration (Stripe & others)
- Recurring job automation
- Integration with accounting tools (Xero, QuickBooks)
- Staff training & walkthrough support
Why Me?
- Expertise across CRM & automation systems
- Fast delivery
- Clear communication
- 100% client satisfaction focus
- Ongoing support
Industry:
Business services & consulting
•
Construction
•
Software
Software:
Jobber
My Portfolio
Other Software Management Services I Offer
FAQ
Do I need an active ServiceM8 subscription before we start?
Yes, you'll need an active account; I work inside your existing subscription.
Can you migrate my data from another CRM or spreadsheet?
Yes, send me your data in CSV or Excel format and I'll handle the import and cleanup.
Will you train my team to use it?
Training is included in the Premium package; it's available as an add-on for other packages.
What if I'm not sure which package I need?
Message me first with your business size and goals and I'll recommend the right fit.
Do you set up payment processing?
Yes, I can connect supported processors like Stripe within the Standard and Premium packages
Can you build automations for recurring jobs?
Yes, recurring job automation is included in Premium and available as an extra for other tiers.
How long does a full setup take?
Depends on package, ranging from 2 to 7 days depending on scope and how quickly you provide access/data.
Do you offer ongoing support after delivery?
YES INCLUDED BY DEFAULT.
What information do you need from me to start?
Business type, number of staff, current tools/data, and your main pain points; I'll send a full requirements form after you order.
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J jorge_tattoo
Repeat Client
Spain
Working with Tofunmi was a great experience. Before starting, I had different parts of my business process that needed better organization and a clearer system. I wanted something that could help me manage clients, improve my workflow, and make things easier as my business grows. Tofunmi took the time...
Up to $50
Price
5 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
J jorge_tattoo
Repeat Client
Spain
Working with Tofunmi was a great experience. Before starting, I had different parts of my business process that needed better organization and a clearer system. I wanted something that could help me manage clients, improve my workflow, and make things easier as my business grows. Tofunmi took the time...
Up to $50
Price
5 days
Duration
Helpful?
