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English
$
USD
I will set up and optimize servicetitan servicem8 invoice template ai integration
Elijah O
About this gig
I help HVAC, plumbing, electrical, roofing, and other home-service businesses set up and optimize ServiceTitan or ServiceM8 for real field operations.
If your account feels messy, your team is missing follow-ups, or your pricebook and dispatch process are difficult to manage, I can organize the system around your actual workflow.
What I can help with:
ServiceTitan or ServiceM8 setup, cleanup, and optimization
Pricebook categories, services, materials, and pricing structure
Job types, tags, forms, custom fields, and business units
Dispatch, scheduling, technician workflows, and user roles
Lead, estimate, job, invoice, and follow-up workflows
Email/SMS templates, basic automations, integrations, and reporting
Team training and handover support
I focus on practical systems that office staff and technicians can use. I review your current process so the setup matches how your business handles calls, estimates, scheduling, jobs, and customer communication.
Message me before ordering with your platform, business type, users, current challenges, and desired result. Large migrations, advanced integrations, and complex implementations require a custom offer.
Get to know Elijah O
Elijah O
Field service automation specialist for roofing and home service companies
- FromNigeria
- Member sinceJun 2026
- Avg. response time9 hours
Languages
English
I help roofing and home-service businesses turn more inquiries into organized jobs. I set up and improve ServiceTitan and ServiceM8, build Cognito Forms, Jotform, and Typeform workflows, and connect lead capture, estimates, scheduling, dispatch, email follow-up, and reporting.
My practical AI and workflow automations help reduce repetitive admin work and missed leads. I build around your real process, communicate clearly, and focus on solutions your team will actually use. Tell me what happens after a new customer contacts you, and I’ll help you find the best place to start.
My Portfolio
FAQ
Do you work with HVAC, plumbing, electrical, and roofing companies?
Yes. I specialize in field-service workflows for HVAC, plumbing, electrical, roofing, and related home-service businesses.
Can you set up or clean up a ServiceTitan pricebook?
Yes. I can help organize agreed categories, services, materials, and pricing structures. The exact scope depends on the number of items, business units, and pricing rules involved.
Can you configure Dynamic Pricing?
I can help review and configure Dynamic Pricing where it is available in your account and suitable for your workflow. Requirements can vary by account, permissions, and platform configuration, so I will confirm the scope before starting.
Can you optimize dispatch and scheduling?
Yes. I can review your dispatch board, job types, technician assignments, and scheduling process, then recommend or configure improvements within the agreed scope.
Can you set up user roles and technician profiles?
Yes. I can help organize user roles, permissions, technician profiles, and workflow access based on your team’s responsibilities and operational needs.
How is this different from ServiceTitan’s own onboarding?
ServiceTitan’s official onboarding is general. I customize everything specifically to how your business actually runs and make sure your team can use it day one.
Can you create forms, custom fields, and job types?
Yes. I can configure agreed forms, custom fields, job types, tags, and business units to support your lead, estimate, scheduling, and job-completion process.
Can you automate customer follow-up?
Yes. I can help plan or configure basic follow-up workflows, reminders, email or SMS templates, assignments, and task notifications. Advanced automations or multiple integrations may require a custom offer.
