I will build your hvac forms, CRM and job management system

amelia

Canada

I speak English, Spanish, French, German

CRM, Automation Specialist,Lead Management and Business Systems

I help businesses organize their leads, automate repetitive tasks, and build simple systems that make day-to-day work easier. My work covers CRM setup and automation, lead follow-up, forms, client ma...
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About this Gig

Are you running an HVAC or home-service business but still managing leads, customers and jobs across forms, spreadsheets, messages and different tools?


I can build a connected system that helps you capture new inquiries, organize customers, manage your pipeline and track jobs from the first request to completion.


Whether you're an HVAC company, Heating & cooling,

Air conditioning, plumber, electrician, landscaper, handyman or another home-service business, I can help you create a more organized process for managing leads, customers and jobs.


What I can help you build:

  • HVAC service request forms
  • Quote & estimate forms
  • Lead qualification
  • Customer information forms
  • Website contact forms
  • CRM setup & organization
  • Customer database
  • Lead pipelines
  • Custom fields & tags
  • Lead status tracking
  • Appointment tracking
  • Job/project trackers
  • Customer follow-up tracking
  • Email & SMS notifications
  • CRM automation
  • Google Sheets/Airtable
  • CRM job tracker
  • Zapier/Make/n8n integrations
  • API & webhook integrations
  • Existing system cleanup


The system can be structured around the way your business actually handles inquiries, estimates, appointments and service jobs.


Message me now or place a custom order!

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build your hvac forms, CRM and job management system
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build your hvac forms, CRM and job management system

Domain:

Programming & Tech

Industry:

Business services & consulting

+1 more

Language:

English

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French

•

German

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