Need Help Automating My Service Business Workflow (Jobber, GoCanvas, Zapier, Google Ads, More)
Description:
Im starting a specialized leak detection and plumbing diagnostics company and have been building the backend of my business myself—but I’m now stretched too thin and need a pro to help bring everything together.
Here’s what I’ve already got in place:
✅ Website built on GoDaddy: www.nvcaleakdetection.com
✅ Jobber account for scheduling, customer management, and invoicing
✅ GoCanvas forms, integrated with Jobber via Zapier
✅ Ion24 virtual assistant with a dedicated number that schedules through Jobber when I’m on a job
✅ Running ads on Yelp, Google, and Nextdoor
✅ Business cards, brochures, and other branding materials in the works
✅ Goal: I want to finish my day reviewing final documents, not creating or rewriting them from scratch
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What I Need Help With:
Workflow Automation & Integration
- Make sure Jobber, GoCanvas, and Zapier are all working smoothly together
- Automatically trigger the right form when a job/invoice is created
- Auto-fill customer/job info into documents
- Clean, consistent data flow between platforms
Invoicing & Document Streamlining
- Help me set up templates so documents are pre-filled and only need light review
- Make sure completed jobs result in finalized reports and ready-to-send invoices with minimal manual work
Marketing Support
- Audit and improve current ad campaigns on Google, Yelp, and Nextdoor
- Connect my website to lead capture that automatically routes to Jobber
- Possibly assist in designing or sourcing branded items (brochures, bottle openers, etc.)
Virtual Assistant Optimization
- Help fine-tune Ion24 workflows and messaging so everything sounds on-brand
- Automate post-job emails and review requests
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Ideal Freelancer Will Be Able To:
- Understand the Jobber + Zapier + GoCanvas ecosystem
- Speak with me about my workflow needs and propose smart solutions
- Communicate clearly and deliver updates
- Help create a backend that’s smooth, scalable, and professional
- Possibly assist with branding or direct me to reliable sources for design/print work
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Let’s Talk
This can be a one-time project with potential for ongoing support. I prefer someone who can collaborate directly, not just send files back and forth. I want to offload backend tasks so I can focus on jobs in the field—not spend nights rewriting invoices and fixing automations.
Apply Now
Apply Now