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