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I will setup hvac solar crm enerflo solargraf servicem8 commusoft simpro sunbase scoop
I build CRMs and AI automations that save you hours every week
Hello,
I am a certified CRM and AI automation expert. I help businesses stop losing leads and wasting time on manual work. I set up and customize CRMs: pipelines, contacts, deals, email templates, ta...
About this Gig
SETUP HVAC SOLAR CRM ENERFLO SOLARGRAF SERVICEM8 COMMUSOFT SIMPRO SUNBASE SCOOP
I will set up and optimize your HVAC or solar CRM using Enerflo, SolarGraf, ServiceM8, Commusoft, Simpro, Sunbase, or Scoop Solar. I can organize your customer records, leads, sales pipeline, appointments, jobs, projects, quotes, tasks, and follow-up processes into a structured CRM system designed around your business workflow.
For solar companies, I can configure lead management, consultation scheduling, site survey stages, proposals, financing follow-ups, installation milestones, project tracking, customer communication. For HVAC and field-service businesses, I can set up customer management, scheduling, dispatch workflows, job tracking, estimates, invoicing, technician tasks, maintenance reminders, and customer follow-ups.
I can also configure workflow automation, email notifications, forms, dashboards, reports, and supported integrations to reduce repetitive manual work and keep your team organized.
Whether you need a new CRM setup, workflow optimization, migration, integration, or automation, I will create a practical system that fits your HVAC or solar operation.
PLACE YOUR ORDER NOW!
Software:
Zoho
