Gig Board

Gig ID

GIG-3742

Date posted

2026-06-14 18:06:55

Timeline start date

2026-07-14

Timeline end date

2026-07-17

Gig Marketplace partnership

Conestoga College

Gig category

Business Data Analyst

Budget

$1200

Company Name

TWO DUDES, ONE COUCH INC.

Project overview

Project Summery: We need an integration specialist to optimize our Jobber CRM and connect it to Google Calendar via Zapier within a strict 48-hour deadline. The analyst will configure native Jobber custom fields, build an internal booking checklist, align our 9-stage Kanban sales pipeline, embed our legal contract into quote templates, and automate data delivery to our crew's calendar. No custom coding or external apps required; we are utilizing Jobber as our absolute single source of truth to streamline operations and eliminate administrative friction.

Scope of work

Scope of Work & Specific Deliverables: 1. Set Up Phase 1 Fields (Lead Info): Add 5 custom text boxes inside Jobber Requests so we can quickly type in the Lead Source, Move Date, and Move Size while talking to customers on the initial call. 2. Build Phase 2 Form (Booking Checklist): Create a digital checklist inside Jobber for deep booking questions (Crew size, Truck size, Flights of stairs, Elevators, and heavy items like Pianos or Safes). 3. Set Up the 9 Pipeline Columns: Change Jobber’s native Kanban board columns to match our exact 9 sales steps: New Lead -> Lead Contacted -> Quote Sent -> Follow-Up 1 -> Follow-Up 2 -> Follow-Up 3 -> Awaiting Inspection -> Booked -> Lost. 4. Add Contract to Quotes: Paste our legal moving contract text into Jobber’s quote settings so customers are forced to type their digital signature on their phones to approve and book the move.5. Connect Jobber to Google Calendar (Zapier): Build one automated link using Zapier. The second a job is booked in Jobber, it must automatically create an event on our Google Calendar containing the customer’s name, phone number, addresses, and all our checklist notes for the crew. 6. Test the System: Run one fake customer through the entire system to prove that data flows smoothly from the phone call all the way to the calendar and QuickBooks before the project is marked complete.

Preferred Skills or Experience

We prefer an expert who has hands-on experience setting up native Jobber custom fields, dashboards, and checklists. They must also be highly skilled at building multi-variable automated data links between Jobber and Google Calendar using Zapier.

Submission details

Please include the following in your response: Estimated Timeline: Confirm you can configure and fully test this system within 48 hours. Past Work Samples: Briefly describe any similar CRM workflows or Zapier automations you have built.Your Action Plan: Briefly explain your approach to setting up the Jobber-to-Google Calendar data sync