Isabella I

Complete Jobber Setup for a Cleaning & Home Services Business

Clean Globe • Part time

Jun 2026 - Jun 2026 • 0 mos

I've set up Jobber for several home service businesses, including cleaning and landscaping companies. My work has included configuring company settings, creating service lists, setting up recurring jobs, estimates, invoices, online payments, client intake forms, automated reminders, follow-up messages, tags, and workflows that reduce manual admin work. I also help connect Jobber with tools like QuickBooks and websites when needed, so everything works together smoothly. My goal is always to build a system that's easy for you to use, whether you're managing a handful of clients or growing your team. For your business, I can help create customized intake forms that collect the right information before each appointment, organize your client database, set up recurring scheduling, and customize your emails and text notifications so they reflect your brand and provide a professional experience for your clients. Once everything is set up, I'll walk you through the system step by step so you understand how it works and feel confident managing it yourself. To get started, I'll need your Jobber account access, a list of your services and pricing, your branding (logo and business details), any forms or questions you'd like clients to complete before appointments, and information about your current workflow. I'd be happy to help you build a Jobber system that saves you time, keeps your business organized, a

CRM JobTread Setup

Construction Media Solutions • Part time

May 2026 - May 2026 • 0 mos

Successfully completed a full JobTread CRM setup and customization project by building a structured and efficient workflow system tailored to the client’s business operations. The project included setting up pipelines, automations, estimating templates, scheduling systems, invoicing, task management, and client communication tools to improve overall productivity and organization. Integrated key business processes into one centralized platform, making it easier for the team to track leads, manage ongoing projects, assign tasks, monitor job progress, and handle customer interactions efficiently. The setup also reduced manual work through automation, improved response time, enhanced project visibility, and created a smoother workflow from lead generation to final project completion. The successful implementation helped the client save time, increase operational efficiency, maintain better project coordination, and create a scalable system for long-term business growth.

Jobber CRM Specialist

Afida Africa • Freelance

Mar 2026 - Apr 2026 • 1 mo

I successfully set up and customized Jobber accounts for service businesses, created structured service packages with accurate pricing, and built a smooth online booking system with custom fields. I automated client communications such as confirmations, reminders, follow-ups, and invoices, while also integrating payment solutions like Stripe and accounting tools like QuickBooks to streamline operations. Additionally, I designed professional quotes and invoices, organized client databases efficiently, and trained business owners on how to use the system effectively, resulting in improved workflow, faster payments, and better overall business efficiency.