HighLevel (GHL) Marketing + Intake Operating System Build (Restoration/Field Service) — Phase 1 Now, Phase 2 Optional
Budget: $1,500 – $3,000 USD
Summary:
We are a field-service company (water mitigation, sewage cleanup, mold, junk/trash, hoarder, moving, light demo). We are building an operating system inside GoHighLevel (HighLevel/GHL) — not just funnels. We are bootstrapping and need a builder who can implement cleanly, document, and stress-test.
To be considered, your first line MUST be:
AIDED v4.5 — READ & READY
Tools (non-negotiable direction)
GHL = Website + CRM + pipelines + automations + SMS/calls + dashboards
CompanyCam = Evidence/photos/video system of record
QuickBooks = Estimates/invoices/payment status system of record
Twilio = numbers/SMS/voice inside GHL
Middleware (n8n or Zapier) = only if truly necessary (document every mapping + failure handling)
Ai voice chat ect is model tool pricing and hard caps and rules ect
Were are building marketing A-z and parts of other tabs to make a workable system this doc is to give a view contents of sheet AIDED v4.5 has the context
We are offering TWO build options (you must bid both)
Option A — Phase 1 “Bare Minimum but Functional” (award now)
Goal: Make us operational from Marketing → Inspection, with skeleton placeholders after inspection.
Deliverables:
1. GHL Website Build
Main site on GHL (replace Squarespace)
8 core service-head pages (required):
Water / Sewage / Mold / Junk / Trash Removal / Hoarder / Moving / Light Demo
Each page conversion-ready (CTA, trust, reviews/proof placeholders)
2. Lead Capture + Routing
One master intake schema (consistent data + no leakage)
Capture service type + source attribution
Route ALL lead sources into the CRM pipeline
3. Lead Sources + Paid Lead Priority
Website/funnels, Google (GBP/Ads), Social, Paid lead apps (Thumbtack/Angi/Nextdoor/Inqurely)Paid lead automation is priority: speed-to-lead + logging + dispute-ready tracking
4. CRM Buildout inside GHL
One main Jobs pipeline with all lifecycle stages through inspection + placeholders after
Calendar setup + views
Job board views (stages, owner, priority tags)Tags/custom fields naming conventions documented
5. Comms + Call RoutingTwilio setup inside GHLRing group escalation (human first) Missed-call text back Appointment confirmation + reminder logic (customer + tech/sub)
6. AI Setup (Phase 1 scope)
Conversational AI (chat + SMS) for intake/pre‑inspection support (controlled prompts)
Voice AI fallback (only after missed call/after-hours/overflow)
Must include: usage caps, kill switch, short-call limits, call recording + transcript logged to the record
7. CompanyCam (Phase 1 minimal)
Create CompanyCam project at Pre‑Inspection or Inspection stage
Store CompanyCam link back in GHL record
8. QuickBooks + PandaDoc (Phase 1 “light buttons”)
At minimum: a clean “push contact/job to QB” pathway (manual button / controlled step)
Full automation/prefill can be Phase 2
9. Google Sheets Backup
Lead log backup sheet (timestamp, source, service, stage, link to CRM record)
Acceptance tests (must pass):
Test leads from 5 sources route correctly
Paid lead flow logs correctly
Missed call text back works
Ring group escalation works
AI fallback respects caps and logs transcript
CompanyCam project creation + link writeback works
Budget target: We are bootstrapping; we need a realistic Phase 1 bid that is not agency-priced.---
Option B — Full Operating System (Phase 2/3 extension proposal)
Provide an additional bid/timeline to extend from inspection through:
Estimate → Docs → Production → Evidence/Drylog → QA/Audit → Billing/Collections → Closeout → Reviews/Nurture
Inventory/equipment tracking approach (light at first, expandable)
We may not award Option B immediately, but we will if Phase 1 is delivered cleanly and ROI supports it.
---
What you MUST submit in your bid (apples-to-apples)
A) Fixed price + timeline for Option A, and Option B
B) Tool plan table: Tool / Purpose / Monthly cost / Notes
C) Milestone plan with acceptance gates and what you will demo
D) QA/stress-test plan (missed calls, duplicates, lead volume, stage jumps, integration failures)
E) Links/screenshots of 2–3 relevant builds (GHL workflows, pipelines, automations)
F) Confirm: build inside our account + documentation + short Loom videos per milestone
We will close this post in 12- 24 hours and select a finalist.
We are a field-service company (water mitigation, sewage cleanup, mold, junk/trash, hoarder, moving, light demo). We are building an operating system inside GoHighLevel (HighLevel/GHL) — not just funnels. We are bootstrapping and need a builder who can implement cleanly, document, and stress-test.
To be considered, your first line MUST be:
AIDED v4.5 — READ & READY
Tools (non-negotiable direction)
GHL = Website + CRM + pipelines + automations + SMS/calls + dashboards
CompanyCam = Evidence/photos/video system of record
QuickBooks = Estimates/invoices/payment status system of record
Twilio = numbers/SMS/voice inside GHL
Middleware (n8n or Zapier) = only if truly necessary (document every mapping + failure handling)
Ai voice chat ect is model tool pricing and hard caps and rules ect
Were are building marketing A-z and parts of other tabs to make a workable system this doc is to give a view contents of sheet AIDED v4.5 has the context
We are offering TWO build options (you must bid both)
Option A — Phase 1 “Bare Minimum but Functional” (award now)
Goal: Make us operational from Marketing → Inspection, with skeleton placeholders after inspection.
Deliverables:
1. GHL Website Build
Main site on GHL (replace Squarespace)
8 core service-head pages (required):
Water / Sewage / Mold / Junk / Trash Removal / Hoarder / Moving / Light Demo
Each page conversion-ready (CTA, trust, reviews/proof placeholders)
2. Lead Capture + Routing
One master intake schema (consistent data + no leakage)
Capture service type + source attribution
Route ALL lead sources into the CRM pipeline
3. Lead Sources + Paid Lead Priority
Website/funnels, Google (GBP/Ads), Social, Paid lead apps (Thumbtack/Angi/Nextdoor/Inqurely)Paid lead automation is priority: speed-to-lead + logging + dispute-ready tracking
4. CRM Buildout inside GHL
One main Jobs pipeline with all lifecycle stages through inspection + placeholders after
Calendar setup + views
Job board views (stages, owner, priority tags)Tags/custom fields naming conventions documented
5. Comms + Call RoutingTwilio setup inside GHLRing group escalation (human first) Missed-call text back Appointment confirmation + reminder logic (customer + tech/sub)
6. AI Setup (Phase 1 scope)
Conversational AI (chat + SMS) for intake/pre‑inspection support (controlled prompts)
Voice AI fallback (only after missed call/after-hours/overflow)
Must include: usage caps, kill switch, short-call limits, call recording + transcript logged to the record
7. CompanyCam (Phase 1 minimal)
Create CompanyCam project at Pre‑Inspection or Inspection stage
Store CompanyCam link back in GHL record
8. QuickBooks + PandaDoc (Phase 1 “light buttons”)
At minimum: a clean “push contact/job to QB” pathway (manual button / controlled step)
Full automation/prefill can be Phase 2
9. Google Sheets Backup
Lead log backup sheet (timestamp, source, service, stage, link to CRM record)
Acceptance tests (must pass):
Test leads from 5 sources route correctly
Paid lead flow logs correctly
Missed call text back works
Ring group escalation works
AI fallback respects caps and logs transcript
CompanyCam project creation + link writeback works
Budget target: We are bootstrapping; we need a realistic Phase 1 bid that is not agency-priced.---
Option B — Full Operating System (Phase 2/3 extension proposal)
Provide an additional bid/timeline to extend from inspection through:
Estimate → Docs → Production → Evidence/Drylog → QA/Audit → Billing/Collections → Closeout → Reviews/Nurture
Inventory/equipment tracking approach (light at first, expandable)
We may not award Option B immediately, but we will if Phase 1 is delivered cleanly and ROI supports it.
---
What you MUST submit in your bid (apples-to-apples)
A) Fixed price + timeline for Option A, and Option B
B) Tool plan table: Tool / Purpose / Monthly cost / Notes
C) Milestone plan with acceptance gates and what you will demo
D) QA/stress-test plan (missed calls, duplicates, lead volume, stage jumps, integration failures)
E) Links/screenshots of 2–3 relevant builds (GHL workflows, pipelines, automations)
F) Confirm: build inside our account + documentation + short Loom videos per milestone
We will close this post in 12- 24 hours and select a finalist.