Field Ops · SVC_02Field ops automation
Field ops automation
that syncs job software with your CRM and customer comms.
from $5,000 · fixed scope
We sync SimPRO or ServiceM8 with Zoho CRM or GoHighLevel, automate WhatsApp updates at each job stage, trigger review requests on completion, and connect inbound leads to job creation.
The problem
Your field team runs on job software. Your sales team runs on the CRM. Nothing talks.
Trades and field-service operators lose visibility when job status lives in SimPRO or ServiceM8 while sales and marketing data lives in a separate CRM. Manual updates, missed review requests, and duplicate customer records follow.
What's included
A field ops stack — two-way sync, not one-way exports.
- SimPRO / ServiceM8 → CRM two-way sync (contacts, jobs, stages)
- CRM opportunity → job creation when a lead converts
- Automated WhatsApp customer updates at each job stage
- Review request triggered automatically on job completion
- Weekly revenue summary delivered to the owner
- Error monitoring and documented hand-off
Proof
Live in three weeks.
A UK trades contractor went live with full SimPRO + GoHighLevel CRM sync, opportunity stage automation, and review triggers on job completion within 3 weeks of Blueprint sign-off.
Common questions
Quick answers.
Start the engagement
Book a strategy call, or request a free audit.
Tell us one workflow that costs you the most manual hours each week. We'll come back with a build plan, a fixed price, and a timeline — within 48 hours.