MOSTECH

Contractor Business Automation Specialist

Nov 2024 - Present • 1 yr 10 mos

I specialize in business automation for contractors and service companies that need better connections between lead management, job management, customer communication, payments, reviews, and internal team processes. I work with JobTread, GoHighLevel, NiceJob, CompanyCam, QuickBooks, Stripe, Slack, Zapier, and Make. My work includes connecting lead pipelines with job-management systems, automating customer and contact updates, creating internal Slack notifications, connecting payment workflows, organizing customer information, setting up review-request processes, and linking business applications through automation platforms. I can also help connect different stages of the contractor workflow, from receiving a new lead and managing the sales pipeline to creating job records, handling customer information, coordinating internal notifications, processing connected financial workflows, and requesting customer reviews. The focus is on creating practical systems that fit the contractor's existing workflow and reduce repetitive administrative work.

CRM Data Migration & Integration Specialist

May 2024 - Present • 2 yrs 4 mos

I specialize in CRM data migration, data organization, and platform integration for businesses moving information between CRM, project management, accounting, and spreadsheet systems. I work with JobTread, GoHighLevel, Buildertrend, QuickBooks, Zapier, Google Sheets, and other business platforms. My work can include reviewing existing records, organizing spreadsheet data, mapping fields between systems, preparing customer and contact information for import, checking duplicate records, matching data fields, organizing pipeline information, and connecting platforms through automation tools. I also work on integrations where information needs to move between different systems. This can include connecting CRM records with project-management tools, accounting platforms, spreadsheets, communication tools, and automation platforms. The focus is on keeping information properly structured and making the transition between systems easier to manage.

Lead Automation & CRM Specialist

Oct 2023 - Present • 2 yrs 11 mos

I work on lead management and CRM automation systems that help businesses organize incoming prospects and move them through defined sales pipelines. My work focuses on capturing lead information, assigning the right pipeline stage, applying tags, triggering communication, creating tasks, and notifying the appropriate team members. I work with GoHighLevel, JobTread, Zapier, Slack, NiceJob, Twilio, and AI automation tools to connect lead-generation and customer-management processes. Depending on the workflow, I can configure automated lead routing, pipeline movement, CRM updates, SMS communication, internal notifications, appointment processes, review requests, and AI-assisted customer communication. I focus on building workflows around the actual sales process so that leads are properly organized from the point of entry through the next stage of the customer journey.