Neighbly · CRM and field operations systems

Field Operations & CRM Systems
for Home Service Businesses

Neighbly — founded by Ipalibo Victor A.

Stop losing hours to back-office chaos. I turn messy Jobber, ServiceTitan, and Housecall Pro accounts into systems that actually hold up — CRM setup, workflow automation, data cleanup, and lead gen, so you can stay on the field instead of in the software.

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Ipalibo Victor A., founder of Neighbly
neighbly / field record
Pipeline value migrated $4.79M
Job Success Score 100%
Records cleaned & staged714
Duplicates resolved238
Top Rated Upwork Talent Status
100% JSS Job Success Score
$4K+ Verified Earnings
What Neighbly builds

Two systems that make the workday lighter.

The practical architecture behind a home service business that can quote, schedule, invoice, and follow up without constant manual effort.

CRM architecture dashboard showing lead pipeline stages, custom price book, and automated quote workflow
CRM systems

CRM Architecture & Lead Pipelines

Full system setups that turn scattered inquiries into a predictable revenue pipeline. I design custom price books, personalized templates, and automate the journey from initial inquiry → approved quote.

  • Full system setup & onboarding architecture
  • Custom price books & quoting templates
  • Lead capture → qualification → quote automation
  • Clean client & job database hygiene
  • Legacy platform migration (ServiceTitan, Workiz, BookingKoala, JobTread, Housecall Pro → Jobber)
JobberServiceTitanHousecall ProWorkizBookingKoalaJobTread
Workflow automation diagram connecting CRM to QuickBooks Online, Gusto payroll, and OpenPhone
Connected operations

Advanced Workflow Automation

Using Zapier and Make.com to bridge CRM data seamlessly with your accounting, payroll, and comms stack — so every invoice, pay run, and message stays in sync without manual data entry.

  • CRM ↔ QuickBooks Online invoice & payment sync
  • Gusto payroll automation & field crew data flow
  • OpenPhone & ConnectTeam communication bridging
  • Automations that don't quietly break when something upstream changes
ZapierMake.comQuickBooks
Industry Verticals

The businesses I build around.

Systems shaped around the day-to-day hand-offs, schedules, and relationships in each kind of operation.

Residential / Commercial Cleaning

Crews stay booked without you chasing follow-ups. Recurring schedules, route optimization, and auto-renewing plans make repeat business happen on its own.

Lawn Care & Landscaping

Seasonal pricing that adjusts itself. Dispatch that doesn't need a phone call. Revenue that renews without a reminder.

HVAC / Plumbing / Electrical

When a ticket comes in, it needs to land with the right tech fast — and leave a paper trail for compliance. That's the system.

Property Management

Tenant requests, contractor coordination, move-in and move-out inspections — all logged against the property instead of scattered across texts and emails.

Skills & Tools

The tools behind the systems.

A wide toolkit for field service operations, automation, and data integrity.

CRMs

Jobber ServiceTitan Workiz Housecall Pro JobTreadBookingKoalaPipeline CRMPipedrive CRM

Automation & Operations

Zapier Make.com Database Administration Data Hygiene Quote IQ

Integrations

QuickBooks Online Gusto OpenPhone ConnectTeam Google LSA Meta Ads
Testimonials

The work, in clients’ words.

Verified feedback from the people who needed their operations to work better.

★★★★★
“Victor was great to work with, he was very detail oriented and help answered all my questions. His communication was always clear and direct, such a great partner to work with!”
Camila & Matt, WonderlyCRM Specialist · Upwork verified
★★★★★
“Victor is very responsive and well rounded with many softwares. He setup my Jobber account and all reoccurring jobs with auto invoicing for me. Great to work with.”
Austyn MencariniJobber setup & administration · Upwork verified
★★★★★
“Setting up Jobber for our property management portfolio seemed like an absolute nightmare, but Victor handled it with ease. He tailored the platform perfectly to manage multiple properties under single owners, streamlined our recurring maintenance schedules, and made handling work orders totally seamless. Our communication with landlords and tenants has never been smoother. A true field service operations expert!”
Samuel BakerProperty management implementation · Upwork verified
★★★★★
“Bringing Victor on to fully set up GoHighLevel and manage our agency's day-to-day operations was the best decision we've made. He mapped out our entire client onboarding, automated our lead follow-ups, and built a flawless system that keeps our social media fulfillment organized. Now on a monthly retainer, he keeps the gears turning perfectly in the background so we can focus entirely on scaling. If you run an agency and need your backend fixed and managed, this is your person!”
Becca Wright, Wright SolutionsGoHighLevel operations management · Upwork verified
Let's Build

Ready to stop losing hours to back-office chaos?

Tell me where your system is breaking down. I'll architect the fix — CRM setup, lead pipelines, or full workflow automation. Verified Top Rated on Upwork, 100% Job Success.

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★ Top Rated 100% Job Success $4K+ Verified

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