GoHighLevel Specialist Needed to Build Multi-Contractor Sales System Project Overview

@AwaisChaudhry

As a team at ZAWN Tech, my colleagues and I offer a unique combination of hard-earned technical expertise backed by over a decade of experience. Particularly, the depth of our skills in Software Development, Software Architecture, and API Integration aligns perfectly with your specific needs for a GoHighLevel Specialist. We understand that successful implementation of this project requires more than just knowledge in GoHighLevel, but also an understanding of SaaS setup, automation architecture, template creation, and system integration like JobTread. Our profound understanding in these areas will not only see us configure your Agency account but also build an intricate Contractor Sub-Account Template that is easily maintainable for future updates. The three core roles in your sales process; Guide, Site Specialist, and Design Specialist call for expert-level automation mastery to ensure seamless workflow across the structures you've outlined. Our experience building custom-made systems that span across multiple APIs has equipped us with the advanced level of skills required to build this automation system uniquely tailored to fit your needs. This coupled with our knowledge in reporting and dashboard systems development will leave you with a profound bird's eye view across the whole agency as well being able to compare performance metrics across contractors.

@irsolutions

With over 10 years of experience in CRM setup and automation architecture, I understand the complexities involved in configuring your GoHighLevel platform for Second Mile Solutions. Your project requires an expert who can seamlessly integrate the Agency account, build Contractor Sub-Account Templates, create customized pipelines, forms, automations, and dashboards for a streamlined 3-role sales process. In the realm of SaaS setup and automation architecture, I have successfully delivered tailored solutions for various industries like fintech and healthcare, ensuring enhanced efficiency and scalability. My past projects in CRM customization and workflow automation align perfectly with the requirements of your Sales-as-a-Service platform. To kickstart this project, I propose a detailed approach involving thorough Agency + Sub-Account Structure setup, sales pipeline creation, role-based workflow design, form creation, automation implementation, template creation, and JobTread integration. With a keen eye for detail and a focus on user experience, I will ensure seamless workflows and reporting capabilities for your team. I am excited to collaborate on this project and bring your vision to life. Feel free to reach out to discuss further details and kickstart this exciting journey towards a successful Sales-as-a-Service platform for home-services contractors.

@OutsourceMan

⭐⭐⭐⭐⭐ Valuable Client, CnELIndia, led by Raman Ladhani, can ensure the successful delivery of your Sales-as-a-Service platform by leveraging deep expertise in GoHighLevel, SaaS architecture, and workflow automation. We will first configure your Agency account and build a fully maintainable Contractor Template sub-account for seamless cloning. Next, we will design your 3-role sales process with pipelines, automations, and notifications for Guide, Site Specialist, and Design Specialist workflows. All forms—including Lead Intake, Design Preferences, and Site Visit—will map to custom fields for accurate reporting. We will create starter Email/SMS templates, set up contractor and agency dashboards, and integrate JobTread to synchronize proposals and e-signatures. Our approach emphasizes scalable automation, role-specific notifications, and real-time reporting, ensuring efficiency, accuracy, and maintainability. Timeline and cost will be shared post detailed scoping.

@tangramua

Dear JasonCHughes,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in PHP, Project Management, Software Architecture, CRM, Software Development, Sales Management, Database Management, API Integration and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@LiveExperts

Hello, With your project, GoHighLevel will be a game-changer for expanding your market share in the home-services sector. My name is Mirza Muhammad, and I lead Live Experts – an elite team specializing in software development and project management. Having proficient PHP programming skills combined with my in-depth understanding of Software Architecture, I can ensure maximum optimization and tailored implementation for your CRM system. At Live Experts, we understand that every role has its distinct functions for desirable workflow efficiency. We will build comprehensive pipelines and automate platforms that accurately channel your contractors' work sequences into the agency pipeline. Setting well-timed triggers for the appropriate notifications, assignments, or automations will save you time and reduce paperwork redundancy. Moreover, our vast experience with SaaS architecture enables us to craft custom-designed forms that map effectively to essential custom fields for seamless automation and productive reporting purposes. Additionally, our understanding of integrating various applications comes in handy here; hence, we can seamlessly integrate GoHighLevel with JobTread to ensure efficient communication between the created CRM project and the contractor's project management software. Let me assure you that our commitment is to exceed client expectations by delivering high-quality work within budget and on-time delivery. Thanks!

@Guptapuru304

We have successfully completed similar projects, providing robust solutions for platform development and automation. We understand the complexity of building a comprehensive Sales-as-a-Service platform using GoHighLevel and integrating it with JobTread. Our approach will ensure a seamless Agency and Sub-Account setup, focusing on creating effective sales pipelines and role-based automations for the Guide, Site Specialist, and Design Specialist roles. With over 8 years of experience in AI-first product development and automation, we've honed our skills in CRM setups and SaaS architecture, ensuring scalable and maintainable solutions. Our expertise in n8n workflows and API integrations will facilitate smooth communication between systems, enhancing efficiency and user experience. Our team is committed to delivering customer-centric solutions with uncompromised quality. We'll leverage our knowledge in web platforms and intelligent systems to build a dynamic and user-friendly CRM setup. Portfolio highlights include AI-driven solutions and comprehensive automation workflows that align with your goals. Q: Could you specify the preferred timeline for project completion? Q: Are there any specific customizations needed for the JobTread integration? Let's connect to discuss how we can transform your vision into a scalable reality, ensuring a future-proof and impactful solution for your platform. Looking forward to your reply. Best regards, Puru Gupta

@diektech

Hi — Elias from Miami. I can set up your full GoHighLevel Sales-as-a-Service stack for SMS, including the Agency account, a clean Contractor Sub-Account Template, pipelines, forms, automations, notifications, dashboards, and JobTread integration. I specialize in scalable, clone-ready GHL systems with clear documentation for your team. What I’ll deliver: • Agency + master template setup • Contractor pipeline with role-based automations (Guide → Site Specialist → Design Specialist) • Lead intake, design questionnaire, and site-visit forms mapped to custom fields • Email/SMS templates for confirmations, reminders, and follow-ups • Contractor dashboards + SMS-level rollup dashboard • JobTread sync via API/Zapier/webhooks • Handoff docs + quick walkthrough video Questions: How many contractors should the template support at launch? Do you have JobTread API/Zapier access ready? Which objects must sync (proposals, contracts, project status)? What lead sources must feed directly into the pipeline? Preferred notification channels (email, SMS, tasks, Slack) + any SLA timing? I’m available to start right away. Typical delivery: 2–3 weeks depending on integration depth. — Elias

@Julian29

Hello, I’m a GoHighLevel automation specialist with 11+ years of CRM, workflow, and SaaS architecture experience, and I can build your complete multi-contractor Sales-as-a-Service system exactly as defined. I will set up the SMS Agency account and create a fully modular Contractor Sub-Account Template (pipelines, custom fields, workflows, dashboards, forms, notifications). Each new contractor can be onboarded instantly via cloned snapshots with easy update management. Your 3-role sales model will be automated end-to-end: • Guide → lead intake, qualification, nurturing • Site Specialist → site visit scheduling, reminders, internal notes/handoffs • Design Specialist → proposal workflow, design-ready notifications, follow-up Each stage triggers tasks, alerts, and transitions to eliminate manual coordination. Forms (Lead Intake, Design Preferences, Site Visit) will map to custom fields and drive automations and reporting. Email/SMS templates for inquiries, reminders, and follow-ups will be built and linked to workflows. Dashboards will show contractor-level metrics (leads, conversions, pipeline performance) and an SMS HQ dashboard comparing all contractors. JobTread will be integrated via API/webhooks to sync proposals, contracts, and project updates directly into GHL. Thanks.

@vladang

Hello, Thank you for the opportunity to assist with your Sales-as-a-Service platform for home-services contractors. I will configure SMS as the Agency account in GoHighLevel and create a Contractor Template sub-account that can be easily cloned for new contractors. I will design a sales pipeline that consolidates sub-account pipelines and implement triggers for notifications and tasks at each stage. I will develop automated workflows for your three roles: Guide, Site Specialist, and Design Specialist, ensuring timely tasks and notifications for each. Required forms, such as the Lead Intake Form and Homeowner Design Preferences Questionnaire, will be set up with clean mappings to custom fields for automation and reporting. Automated sequences will be built for lead management, scheduling, and follow-ups. I’ll provide foundational email and SMS templates for inquiries, appointment reminders, and lead nurturing, allowing for easy messaging adjustments. Contractor-level dashboards will be configured to track leads and conversions, along with an SMS-level dashboard to compare performance across contractors. I will also integrate JobTread for seamless data flow between your CRM and project management. The estimated cost for this project is $4,500, with a timeline of 4 to 6 weeks for completion, including setup, testing, and revisions. Thank you for considering my proposal. I look forward to discussing how we can realize your vision. Thank you, Vladimir

@djsmoothy

Hi there, I can set up your full GoHighLevel agency account and build a clean, scalable Contractor Sub-Account Template that handles your 3-role sales process, automations, forms, and JobTread integration end-to-end. I’ll structure the pipelines so each contractor has their own flow while SMS gets a unified, agency-level view, and I’ll wire all notifications, task handoffs, and form-driven automations so Guides, Site Specialists, and Design Specialists always know exactly what to do next. The whole system will be easy to clone, maintain, and evolve as your Sales-as-a-Service platform grows. 1. Do you already have access to JobTread’s API documentation or should I pull it directly from their developer portal for mapping fields and triggers? 2. For your branded Contractor Template, do you prefer a clean minimal UI or something more visually branded for your luxury-market clients? Tayo

@Herculesz

Hi I have deep experience building GoHighLevel Agency infrastructures, SaaS sub-account templates, and multi-role automation systems, and I can set up Second Mile Solutions with a clean, scalable configuration. The core challenge is mapping your 3-role sales workflow into GHL while keeping pipelines, forms, and automations reusable across contractor sub-accounts, and I solve this using modular snapshots, custom fields, and role-based triggers that stay easy to maintain. I will build the Contractor Template with pipelines that roll up into an agency-level master view, plus forms that sync cleanly to reporting and task assignments. Each workflow—Guide, Site Specialist, and Design Specialist—will receive automated handoffs, notifications, reminders, and follow-ups configured through event-driven logic. Your dashboards will include contractor-level metrics and an SMS-level overview to compare performance across accounts. I’ll also integrate JobTread so proposals and contracts sync reliably into the CRM. This structure will give you a repeatable SaaS model that supports rapid onboarding of new contractors. Thanks, Hercules

@teodorgeorge

Hi Jason, I've carefully reviewed your need for a GoHighLevel expert to build a multi-contractor sales system for Second Mile Solutions. With strong experience configuring agency accounts, building scalable CRM templates, and designing role-based workflows and automations, I am confident I can deliver a clean, maintainable system tailored to your 3-role sales process, incorporating JobTread integration for seamless proposal management. I will start by structuring your agency and contractor sub-accounts, then develop pipelines, forms, and automations aligning with each sales role, followed by setting up email/SMS templates and dashboards for transparent performance tracking. Thanks, Teo.

@jmvdesignsohio

Hi, I’ve built full GoHighLevel agency systems for service businesses and SaaS models where each client account needed its own cloned sub-account, pipelines, automations, forms and dashboards. I’ve also set up multi-role sales workflows, internal task routing, custom field mapping, cross-account reporting, and integrations with external project-management tools similar to JobTread. My approach focuses on making the agency template scalable so you can onboard new contractors with one click while keeping all pipelines and reporting connected back to SMS. For your platform I will configure the full Agency structure, build a contractor sub-account template with all forms, custom fields, pipelines and automations, create clean role-based workflows for Guide/Site Specialist/Design Specialist, set up email/SMS templates, and prepare dashboards for both contractor-level and SMS-level visibility. I will also configure the JobTread integration so proposal and contract steps sync cleanly with GoHighLevel. The entire system will be built to be maintainable and easy to update as you scale. Best regards, Joseph

@agilifytechllc

Hey JasonCHughes, Experienced GoHighLevel SaaS architect with 12 agency implementations ready to build your Sales-as-a-Service Contractor Template featuring 3-role pipelines (Guide/Site/Design), JobTread integration, and centralized agency dashboard. Implementation Approach: --> SMS Master Account + Contractor Template (snapshot-ready) --> Unified funnel (New Lead → Guide → Site Visit → Design → Closed) w/ role triggers --> Lead Intake + Homeowner Questionnaire + Site Visit (custom fields mapped) --> Lead→Guide→Site→Design handoffs + SMS/Email sequences --> Zapier/Webhook sync (proposals → GHL opportunities) --> Contractor (personal metrics) + Agency (cross-contractor comparison) Fixed Delivery: --> Agency + Template setup + core pipeline --> 3-Role automations + forms + templates --> JobTread integration + reporting dashboards --> Testing + snapshot template + handover training Key Automations Delivered: --> New Lead → Guide assigned + SMS confirmation --> Qualified → Site Specialist calendar invite --> Site complete → Design Specialist notification --> Proposal ready → Guide follow-up sequence I will focus on your requirements. I worked on similar projects and can share upon request. Let’s discuss timeline and budget based on these details via chat. Regards, Atta

@okechukwu1

With 8+ years of versatile project management experience under my belt, and a comprehensive skill set in API integration and CRM, I am well-prepared to take on your ambitious Sales-as-a-Service project. From the onset, I'll configure your Agency account, establish Contractor Sub-Account Template, Expert-Level GoHighLevel setup and finally integrate it with JobTread software. My proficiency in managing projects from initiation to completion gives me an advantage when it comes to handling complex tasks like automations, workflow setting up, and integration. I thrive in creating efficient workflows. Streamlining operations is a second nature to me and implementing systems tailored to fit your unique business needs would be an enjoyable challenge. I envision building a powerful multi-contractor sales system for you keeping all stakeholders in mind. Meticulously mapping out the agency structure while ensuring ease of future updates is a task I approach eagerly. The role-based workflows will be designed with such precision that each specialist receives the right tasks and notifications at the right time without any handoffs slippage.

@reedsystems

Hi, I understand your requirements for building a Sales-as-a-Service platform using GoHighLevel as the foundation. Here’s my approach: 1. **Agency + Sub-Account Structure**: I will set up Second Mile Solutions (SMS) as the Agency account and create a template Contractor sub-account that can be easily cloned for each new contractor, ensuring future updates are streamlined. 2. **Sales Pipelines**: I’ll develop a sales pipeline that consolidates all sub-account pipelines into one agency pipeline, with automated triggers for notifications, tasks, or workflows at each stage. 3. **Role-Based Workflows**: Based on your three roles—Guide, Site Specialist, and Design Specialist—I will create automations to ensure the right tasks are assigned and notified at the appropriate times. 4. **Forms Needed**: I’ll design and implement forms including Lead Intake Form, Homeowner Design Preferences Questionnaire, and Site Visit Form (internal use only), ensuring they map cleanly to custom fields for automation and reporting. 5. **Automations Needed**: I will set up automated sequences for lead handling through different stages of the sales process, from initial contact to proposal follow-up, with critical internal notifications at each step. 6. **Email/SMS Templates**: I’ll create basic templates for Inquiry confirmation, appointment reminders, and lead nurturing campaigns, providing a robust framework that can be refined later. 7. **Reporting & Dashboards**: I will develop contractor-level dashboards focusing on leads, conversions, and pipeline metrics, as well as an SMS-level dashboard to compare performance across contractors. 8. **JobTread Integration**: Finally, I’ll integrate JobTread for proposal creation and e-signing, ensuring seamless workflow between the CRM and project management software. The estimated cost is $10,000, with a timeline of 6 weeks from contract signing, broken down into two-week sprints to ensure regular progress updates. You can check the portfolio on my profile for references.

@marcoc7

Hello Mate!Greetings , Good afternoon! I’ve carefully checked your requirements and really interested in this job. I’m full stack node.js developer working at large-scale apps as a lead developer with U.S. and European teams. I’m offering best quality and highest performance at lowest price. I can complete your project on time and your will experience great satisfaction with me. I’m well versed in React/Redux, Angular JS, Node JS, Ruby on Rails, html/css as well as javascript and jquery. I have rich experienced in Database Management, Software Development, CRM, Sales Management, PHP, API Integration, Software Architecture and Project Management. For more information about me, please refer to my portfolios. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. Please keep me informed

@Azursol

Hello, I am a seasoned PHP and CRM expert with a strong background in software architecture and API integration. With over a decade of experience, I have successfully delivered similar projects, as showcased in my portfolio. I am excited about the opportunity to work on your GoHighLevel project for Second Mile Solutions. My approach would involve meticulously configuring the Agency account, building a comprehensive Contractor Sub-Account Template, setting up tailored sales pipelines, forms, and automations, and seamlessly integrating with JobTread software. I excel in creating role-based workflows and ensuring smooth communication through email/SMS templates. Additionally, I prioritize detailed reporting and dashboards for effective performance tracking. Let's collaborate to bring your Sales-as-a-Service platform to life. Looking forward to discussing this project further. Best regards, Ali Zahid

@leenadvnani6

Good Day JasonCHughes ✌️ I am Leena, an experienced PHP developer with 8+ years of expertise. I have thoroughly reviewed your project requirements for building a multi-contractor sales system using GoHighLevel and am confident in my ability to deliver exceptional results. I specialize in setting up CRM systems, creating automation workflows, and integrating with other software like JobTread. Why Choose me? - Unlimited Revisions: Ensuring the system meets your exact needs. - Unique Creations: Tailoring the system to fit your specific sales process. - Money-Back Guarantee: Ensuring your satisfaction with the final product. - 24/7 Communication: Available to discuss and update you on the project progress. Browse my portfolio for quality work samples: https://www.freelancer.com/u/leenadvnani6 Let's discuss your project further in the chat. Best regards, Leena Kumari :)