
ANGELLA FIELD
HVAC Field Service CRM and Dispatch Automation Specialist
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Work experience
Field Service CRM and Automation Specialist
Fiverr • Full-time
Jan 2026 - Present • 6 mos
Built and managed field service automation systems for HVAC, plumbing, electrical, and home service teams that needed cleaner lead handling, dispatch control, booking workflows, customer tracking, and back-office coordination. Work covered Housecall Pro setup, ServiceTitan dispatch support, Jobber pipeline structure, FieldPulse CRM workflows, Service Fusion lead capture, FieldEdge job tracking, Workiz automation, Zoho FSM booking flows, QuickBooks connection, Twilio SMS alerts, Gmail routing, Calendly scheduling, Mailchimp follow-up, and Zapier workflow builds. Created lead-to-job processes that move new calls, forms, ads, website inquiries, and referrals into the right CRM stage with assigned tags, service categories, customer details, source tracking, technician notes, and next-step alerts. Built workflows for missed-call text back, quote request routing, appointment reminders, job status updates, estimate follow-up, invoice handoff, customer reactivation, review requests, and internal office notifications. Worked with owners, dispatchers, office managers, and small service teams to remove manual copying between apps, reduce lost leads, improve response speed, organize customer records, and make field operations easier to manage. Also handled Zapier triggers, webhooks, form connections, calendar logic, email routing, SMS messaging, reporting sheets, workflow testing, documentation, and Loom walkthroughs so teams could understand and maintain the setup after delivery. Specialized in practical HVAC and field service systems where the goal is not extra software, but a working process that helps the business answer faster, book cleaner, dispatch better, follow up consistently, and keep job data organized from first inquiry to paid invoice.