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I will servicem8 setup, form, api, zapier, make, quickbook, servicetitan integration
CRM Automation Expert, Helping Businesses Save Time, Convert More Leads
Hi,
I’m Felicia, a CRM Automation Expert with 7+ years of experience helping businesses stop losing leads, missing follow-ups, and wasting valuable time on manual processes. I specialize in GoHighLev...
About this Gig
Are you losing leads, missing follow-ups, and wasting hours on manual tasks that cost your business revenue? I help home service and field-service businesses streamline their operations with ServiceM8 and ServiceTitan CRM setup, automation, and customization.
I help home-service and field service businesses build streamlined CRM systems that automate repetitive processes, improve lead management, and keep your team focused on serving customers and winning more jobs.
My Services Include:
- ServiceM8 & ServiceTitan CRM Setup
- CRM Customization & Workflow Automation
- Lead Capture & Follow-Up Automation
- Customer & Job Management
- Sales Pipeline & Appointment Automation
- Email/SMS & Reminder Automation
- ServiceM8 & ServiceTitan Integrations
- Forms, Notifications & Task Automation
- CRM Optimization & Troubleshooting
Ideal For: HVAC, plumbing, electrical, cleaning, landscaping, roofing, handyman, construction, and other service businesses.
The result: less manual work, faster follow ups, better organization, improved productivity, and more opportunities to convert leads into paying customers
.
Ready to streamline your CRM and stop losing valuable opportunities?
Place your today.
Software:
GoHighLevel
Industry:
Business services & consulting
•
Construction
•
Legal
FAQ
Can you set up and customize ServiceM8 CRM?
Yes. I can handle ServiceM8 CRM setup and customization, including customer management, job management, pipelines, forms, notifications, workflows, and other settings based on your business process.
Do you provide ServiceTitan CRM setup and automation?
Yes. I provide ServiceTitan CRM setup and automation to streamline lead management, customer communication, follow-ups, appointments, job workflows, and repetitive administrative tasks.
Can you automate lead follow ups in ServiceM8 and ServiceTitan?
Yes. I can build lead follow-up automation in ServiceM8 and ServiceTitan to help ensure leads receive timely responses, reminders, and follow ups, reducing the chances of missed opportunities.
Do you provide ServiceM8 and ServiceTitan integrations?
Yes. I can set up ServiceM8 and ServiceTitan integrations with compatible third-party tools to connect your systems, reduce manual data entry, and create a more efficient workflow.
Can you create workflow automation for my service business?
Absolutely. I create workflow automation for home-service and field-service businesses, covering lead capture, follow-ups, appointments, notifications, customer communication, and task managemen
Can you optimize an existing ServiceM8 or ServiceTitan system?
Yes. I can audit and optimize your ServiceM8 or ServiceTitan CRM, identify workflow bottlenecks, fix automation issues, improve organization, and recommend changes that make your system more efficient.
Which businesses can benefit from ServiceM8 and ServiceTitan automation?
My ServiceM8 and ServiceTitan automation services are ideal for plumbers, HVAC companies, electricians, cleaners, landscapers, roofers, contractors, handymen, and other home-service and field-service businesses looking to save time and convert more leads.
