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Dave KY.
@dav_klaviyo_
Email Marketing Specialist, CRM Workflows and AI Automations
United States
English
About me
⭐⭐⭐⭐⭐ “David completely transformed our workflow and automation systems. Everything runs smoother, faster, and more efficiently now!”
Hi, I’m David, a CRM & business automation specialist helping service businesses streamline operations using JobTread, ServiceTitan, JobNimbus, Procore, Jobber, BookingKoala, Housecall Pro, Xero, QuickBooks, Zapier, Make.com, and more. I specialize in CRM setup, workflow automation, integrations, invoicing systems, scheduling, and process optimization designed to save time, reduce errors, and scale your business efficiently.
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Dave KY.
Offline •
Average response time: 1 hour
See my services
CRM Management
I will optimize jobtread servicetitan jobnimbus procore jobber bookingkoala housecall
CRM Management
I will neon crm givebutter bloomerang everyaction action network blackbaud zoho keela
Portfolio
3 Reviews
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Rating Breakdown
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1-3 out of 3 Reviews
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greg_faith_
United States
I came to Dave with a tight budget and he still delivered the most professional, thorough job I could have asked for. He didn't just build a basic Zap; he caught three separate issues during the build (a wrong field mapping, duplicate contact logic in Xero, and a missing account code) and fixed every...
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wilson_faith_
United Kingdom
Came back for a tiny description tweak in the Xero invoice and Dave still found and fixed a formatting inconsistency I didn't even know I had — different jobs had the '#' symbol applied differently and he standardised everything without me asking. This is the level of care he brings to a $10 job. I can...
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davidoaks
United States
I have found a new partner in my work! The knowledge of what needed to be done on multiple platforms blew me away. Dave alleviated all my fears and far exceeded my expectations. His deep understanding of IT platforms and nonprofit work makes him my FIRST choice for all my needs in the future. I am thankful I found him!
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