Abigall

Data Migration Specialist ServiceTitan to Housecall Pro

Cleaning • Freelance

Apr 2026 - May 2026 • 1 mo

I Successfully managed full data migration from ServiceTitan to Housecall Pro, ensuring smooth transfer of business operations without data loss. Worked on migrating and organizing key business data including customer records, job history, invoices, estimates, service agreements, memberships, recurring jobs, technician schedules, pricebook setup, automation workflows, tags, custom fields, and payment records. Handled CRM data mapping, field matching, system integration setup, workflow automation, pipeline configuration, dispatch board setup, booking settings, and account optimization to ensure the new Housecall Pro account was fully functional and streamlined for daily operations.

Lofty CRM Setup Specialist (Real Estate Platform)

Real HR Hero • Freelance

Apr 2026 - May 2026 • 1 mo

I worked on setting up and optimizing the Lofty platform for real estate business operations. My role focused on configuring the CRM system to improve lead management, automation, and overall workflow efficiency. I handled full Lofty platform setup, including pipeline customization, lead routing, automation workflows, and contact management. I also ensured proper integration of communication tools and optimized the system for smooth tracking of leads from capture to conversion. In addition, I supported data organization, property listing setup, and system customization to match the client’s business process. My work helped improve efficiency, reduce manual tasks, and enhance lead conversion performance within the Lofty CRM platform.

Jobber CRM Specialist / Virtual Assistant (Full Setup & Automation)

CleanSquad • Freelance

Mar 2026 - Mar 2026 • 0 mos

I worked as a Jobber CRM Specialist, responsible for the full setup and configuration of the Jobber platform for service-based businesses. My role included building and optimizing workflows to ensure smooth business operations and automation. I handled complete Jobber setup including client onboarding, pipeline creation, quote and invoice configuration, job scheduling, and task automation. I also managed data migration from other platforms into Jobber, ensuring accuracy and proper organization of customer records. In addition, I integrated Jobber with other platforms and tools to improve efficiency, automate follow-ups, and streamline communication between teams and clients. I also supported job tracking, field worker coordination, and reporting systems to help businesses manage operations effectively. Platforms used: Jobber CRM, Google Workspace, Asana, and other automation tools for workflow integration and business management.