Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup servicem8 workflow automation forms scheduling and invoicing system
Oscar A. Kinkea
About this gig
HELLO THERE
Are scheduling, job forms, and invoicing taking too much time to manage manually?
I will set up ServiceM8 workflow automation to help organize your field service operations from booking through job completion and invoicing.
I can configure job workflows, custom forms, scheduling processes, client notifications, job status updates, invoicing workflows, and automated tasks around how your business operates.
Whether you're starting with ServiceM8 or improving an existing setup, I'll build a practical system that helps keep jobs organized, appointments coordinated, information captured, and everyday administrative processes easier to manage.
WHAT I OFFER
- ServiceM8 Workflow Configuration
- Custom Job Forms
- Service Request Forms
- Job Sched uling Workflows
- Client Booking Processes
- Field Service Workflows
- Job Status Automation
- Work Order Management
- Client Communication Workflows
- Technician Task Automation
- Invoice Workflow Automation
- Invoice & Payment Workflows
- Job Completion Workflows
- Sched uling Notifications
- ServiceM8 Workflow Optimization
Let me organize your ServiceM8 workflows, sched uling, forms, and invoicing around your field service operations. Contact me now.
Get to know Oscar A. Kinkea
Oscar A. Kinkea
pro
- FromUnited Kingdom
- Member sinceOct 2025
- Avg. response time1 hour
Languages
English, German, Spanish, French
Hi, I’m Oscar A, a CRM specialist helping businesses organize leads, clients, and everyday workflows.
I work with agencies, service providers, and growing businesses that need better systems for managing customer relationships.
I can help with CRM setup, workflow automation, lead pipelines, client onboarding, followup systems, integrations, and data organization.
My focus is creating practical CRM solutions that reduce manual tasks, improve organization, and make your business processes easier to manage.
I also build systems around the way your teams all work. Contact me to get started
FAQ
Can you set up custom job forms and checklists in ServiceM8?
Yes. I can create custom job forms, service forms, checklists, and field requirements based on the information your team needs to collect. These can be structured around inspections, maintenance, installations, service calls, or other field jobs.
Can you organize my ServiceM8 scheduling and job workflow?
Yes. I can configure scheduling processes, job stages, staff assignments, status updates, and related workflows around how your business handles bookings and field jobs. The setup will follow the workflow and rules you provide.
Can you automate client notifications and job follow-ups?
Yes. I can configure supported notifications, reminders, and follow-up workflows for different stages of the customer journey, such as booking, scheduling, job progress, completion, and invoicing.
Can you set up ServiceM8 invoicing workflows?
Yes. I can organize the invoicing process around your job workflow, including the relevant job information, completion process, invoice steps, and supported notifications. If you need accounting software integration, message me first so I can confirm the scope.
Can you improve my existing ServiceM8 setup instead of starting again?
Yes. I can review your existing forms, scheduling, job stages, invoicing processes, and workflows, then improve the areas included in your package. You do not necessarily need to rebuild your entire ServiceM8 account.
