I will set up and automate servicem8 forms workflows and integrations
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Ill set up and automate ServiceM8 around your business. Whether youre starting with ServiceM8, cleaning up an existing account, or connecting it to your CRM and other tools, I can build the workflow for you.
WHAT I CAN HELP WITH:
- ServiceM8 setup & configuration
- Custom forms, checklists & job templates
- Workflow & process automation
- Customer & job setup
- Quotes, invoices & scheduling
- SMS & email notifications
- Follow-up & service reminders
- Review request automation
- ServiceM8 API integrations
- Zapier, Make & n8n automation
- GoHighLevel integration
- QuickBooks integration
- Data migration & optimization
I work with HVAC, plumbing, electrical, cleaning, landscaping, roofing, construction, property maintenance, and field-service businesses.
The goal isnt simply to set up ServiceM8. Its to create a system that moves your team from LEAD JOB SCHEDULE SERVICE QUOTE INVOICE PAYMENT FOLLOW-UP with less manual work.
Already using ServiceM8? I can optimize your existing setup.
Send me your setup and what you want to automate, and Ill map out a solution.
Software:
Jobber
Industry:
Architecture & interior design
•
Construction
My Portfolio
FAQ
Can you set up a new ServiceM8 account?
Yes. I can configure your account based on your business workflow and services.
Can you fix an existing ServiceM8 setup?
Yes. I can audit your current setup, identify issues and optimize the system.
Can you create custom ServiceM8 forms?
Yes. I can create forms, checklists, job templates and service workflows.
Can you integrate ServiceM8 with GoHighLevel?
Yes. I can design an integration between ServiceM8 and GoHighLevel where the required API/integration capabilities are available.
Can you connect ServiceM8 with Zapier, Make or n8n?
Yes. I can build automation between ServiceM8 and compatible applications.
Do you work with HVAC and other home-service companies?
Yes. I can customize ServiceM8 workflows for HVAC, plumbing, electrical, cleaning, roofing, landscaping and other field-service businesses.
Can you migrate data into ServiceM8?
Yes, depending on the source system and available data/export options.
