
Isabella I
Email marketing expert and JOBBER CRM account management
Skills

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Portfolio
Work experience
CRM JobTread Setup
Construction Media Solutions • Part-time
May 2026 - May 2026 • 0 mos
Successfully completed a full JobTread CRM setup and customization project by building a structured and efficient workflow system tailored to the client’s business operations. The project included setting up pipelines, automations, estimating templates, scheduling systems, invoicing, task management, and client communication tools to improve overall productivity and organization. Integrated key business processes into one centralized platform, making it easier for the team to track leads, manage ongoing projects, assign tasks, monitor job progress, and handle customer interactions efficiently. The setup also reduced manual work through automation, improved response time, enhanced project visibility, and created a smoother workflow from lead generation to final project completion. The successful implementation helped the client save time, increase operational efficiency, maintain better project coordination, and create a scalable system for long-term business growth.
Jobber CRM Specialist
Afida Africa • Freelance
Mar 2026 - Apr 2026 • 1 mo
I successfully set up and customized Jobber accounts for service businesses, created structured service packages with accurate pricing, and built a smooth online booking system with custom fields. I automated client communications such as confirmations, reminders, follow-ups, and invoices, while also integrating payment solutions like Stripe and accounting tools like QuickBooks to streamline operations. Additionally, I designed professional quotes and invoices, organized client databases efficiently, and trained business owners on how to use the system effectively, resulting in improved workflow, faster payments, and better overall business efficiency.
Data transfer from servicetitan to housecallpro
Clean Max • Full-time
Mar 2026 - Apr 2026 • 1 mo
Work Experience: Data Transfer from ServiceTitan to Housecall Pro I helped move customer and job data from ServiceTitan to Housecall Pro. My work included: Exporting customer details, job history, and invoices from ServiceTitan Cleaning and organizing the data to make sure everything was correct Importing the data into Housecall Pro without errors Matching services, pricing, and customer records properly Checking all information after transfer to ensure accuracy I made sure the migration was smooth, with no data loss, and the system was ready for daily business use.