JobDone
A SaaS platform for mobile service businesses: scheduling, jobs, customers and field teams — designed and built for a Washington State software company.
Part of Custom Web Applications & SaaS
CRM Integration & Business Automation
Connect your website, CRM, communications, calendar and accounting into one flow — leads captured, assigned, followed up and reported without anyone copying and pasting.
Every small business has a version of the same leak: enquiries arrive by web form, phone, text, email and social, get handled in five places and are followed up when someone remembers. CRM integration and automation close the leak — new lead in, instant acknowledgement out, owner notified, follow-up scheduled, outcome recorded.
As a business automation developer we work with mainstream CRMs and tools, and write custom integrations when native connectors are missing or unreliable.
What is included
Scope, in plain language
Process mapping
How leads and jobs actually flow today, and how they should.
CRM setup or cleanup
Pipelines, fields, automations and reporting in the CRM you use (or one we help you choose).
Website & form integration
Every enquiry lands in the CRM with source tracking — no more inbox triage.
Communications integration
Phone, SMS, email and chat connected to customer records.
Custom connectors
APIs and middleware when off-the-shelf integrations do not exist.
Automated follow-up & reporting
Sequences, reminders, tasks and dashboards that run themselves.
Proof, not promises
Related work
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FAQ
Common questions
Which CRMs do you work with?
HubSpot, Pipedrive, Zoho, Salesforce, Jobber-style field-service tools and many industry CRMs — plus custom-built systems when nothing fits. If it has an API, we can usually integrate it.
Can automation replace hiring an admin?
It can remove most repetitive admin — acknowledgements, reminders, data entry, reporting — so the people you have spend time on customers. We are careful to keep humans where judgment matters.
Related services
Often paired with
Mobile App Development
iOS, Android and progressive web apps for customers and field teams — including communications and VoIP softphone apps — sharing one backend with your web platform.
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Website Maintenance & Support
Care plans covering updates, security, backups, monitoring, content changes and ongoing optimization for your website, integrations and software — one accountable team.
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Web Design & Development
Custom, fast, mobile-first websites for small businesses — designed to convert and engineered so you can add booking, CRM, portals and software later without starting over.
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Social Media & Digital Marketing
Social media management, paid social, email and SMS automation and campaign infrastructure — connected to your website and CRM so marketing effort becomes measurable leads.
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Ready to talk about crm integration & automation?
Tell us about your business. We reply within one business day with next steps and a written estimate.