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charles_dike

Charles Dike

@charles_dike

CRM Integration Field Service and Automation Expert

Nigeria
English
About me
Hi, I’m Charles, a CRM Integration, Field Service and Automation Expert. I help businesses configure field service CRM systems, organize customer data, automate workflows and improve field operations. I work with ServiceTitan, Jobber, Housecall Pro, FieldEdge, Service Fusion, Workiz, AccuLynx. My services include CRM setup, CRM integration, field service workflows, scheduling, dispatch, lead management, customer management, task automation and business process automation. I connect sales, service and field operations to simplify work and improve productivity. MESSAGE ME TO AUTOMATE YOUR CRM!... Read more

Skills

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charles_dike
Charles Dike
Offline • 
Average response time: 1 hour

See my services

CRM Management
I will follow up boss boldtrail resimpli boomtown zillow rechat resman brivity CRM
From$15 / projectMore details
CRM Management
I will procore buildertrend jobber project management sales pipeline job scheduling
From$15 / projectMore details

Work experience

Fiverr

Fiverr

Freelance • 8 mos

ServiceMax CRM Integration for Field Operations

Jul 2026 - Present • 2 mos

Configured a ServiceMax field service environment for a business that needed stronger customer management, work order tracking, scheduling, and field operations. The work focused on CRM integration, service workflows, asset information, and task automation. • Organized customer, contact, asset, and service information • Configured work orders and field service workflow stages • Structured scheduling and technician activity tracking • Connected service records with customer information • Set up workflow tasks and automated operational activities • Tested data flow, service processes, and user workflows The result was a structured ServiceMax environment that improved service data visibility, work order management, field coordination, and workflow consistency for better business operations.

Housecall Pro Field Service CRM Automation

Mar 2026 - Present • 6 mos

Implemented Housecall Pro for a home service company that needed a better system for lead capture, customer management, scheduling, and field team coordination. The work focused on CRM organization, service workflows, and automated follow ups. • Organized customer and lead records for faster access • Configured job workflows, appointments, and service activities • Set up scheduling and technician assignment processes • Created automated reminders and customer follow up tasks • Structured service history and customer communication records • Tested booking, scheduling, and workflow processes The result was a more organized Housecall Pro system with improved lead handling, clearer scheduling, automated customer communication, and better coordination between office and field teams with ease.

Upwork

FieldEdge CRM and Dispatch Workflow Configuration

Upwork • Freelance

Jul 2025 - Present • 1 yr 2 mos

Configured FieldEdge for a service company that needed stronger CRM organization, dispatch coordination, customer tracking, and workflow automation. The work focused on connecting sales and service activities so staff could manage jobs efficiently. • Organized customer accounts, contacts, and service records • Configured lead and job workflows for service requests • Structured scheduling and dispatch processes for technicians • Set up tasks and follow up activities for customer communication • Improved visibility across open jobs and service history • Tested workflows and resolved CRM configuration issues The result was a cleaner FieldEdge environment with organized customer data, improved dispatch visibility, better follow up management, and a consistent workflow from request to service.