I will set up jobber servicetitan or housecall pro for your business
About this Gig
Do you use Jobber, ServiceTitan, or Housecall Pro but still struggle with scheduling, dispatch, estimates, invoices, reminders, or customer follow-up?
I will set up and organize your field-service CRM so your home-service business can manage jobs more smoothly and reduce manual admin work. I can help configure the platform you already use, including Jobber, ServiceTitan, or Housecall Pro.
Depending on your selected package, I can help with:
- Account and business profile configuration
- Services, price book, estimates, and invoice setup
- Customer, team, and basic permission organization
- Scheduling, dispatch, job-status, and technician workflows
- Online booking, calendar sync, reminders, and follow-up automation
- CRM cleanup, workflow optimization, reporting guidance, or one simple integration
This service is suitable for HVAC, plumbing, electrical, cleaning, landscaping, handyman, pest-control, and other home-service companies. Each order covers one primary platform. Multi-platform integrations, migrations, advanced automations, and larger account cleanups require a custom quote.
Please message me so I will review your goals and confirm the exact scope before we begin.
Software:
Jobber
My Portfolio
Other Software Management Services I Offer
FAQ
Do you support all three platforms?
Yes. I support setup and workflow assistance for Jobber, ServiceTitan, and Housecall Pro. Each standard order covers one primary platform. If you need two platforms connected, message me first so I can review the integration and provide the correct scope.
Can you set up scheduling and dispatch?
Yes, when the required feature is available in the buyer’s plan and the buyer provides the necessary business and team information. The exact scope depends on the platform, account permissions, number of technicians, service area, and workflow complexity.
Can you configure estimates and invoices?
Yes. I can help organize services, price-book items, estimates, invoices, payment-related workflows, and follow-up steps within the agreed platform scope. Payment processor configuration and accounting integrations may require additional access or a custom order.
Do you provide automation?
Yes. Standard and Premium orders can include a defined workflow such as appointment reminders, calendar synchronization, quote follow-up, invoice follow-up, job-status updates, or customer notifications. Complex multi-step automations, API work, and multiple integrations require a custom quote.

