GoHighLevel Expert — Configure GHL to be “VPS Middleware Ready” (ServiceM8 + Gmail)

Description:
I need an experienced GoHighLevel (GHL) specialist to clean up and configure our GHL account so it is stable, consistent, and ready for a future VPS-hosted middleware integration with ServiceM8 and Gmail.

This project is GHL configuration only (no VPS middleware build in this job).

Scope / Deliverables

Contact schema cleanup (critical)

Remove/avoid conflicting phone fields (mobile/phone/landline handling must be clean)

Business vs residential naming: support Customer/Company Name properly (not forced into first/last)

Address handling: ensure Service Address and Billing Address are separate and never overwrite incorrectly

Multi-site / Properties model (required)

Implement or fix Custom Objects for multi-site (e.g., Properties/Sites)

Associations: Contact ↔ Property/Site (and optional Site Contacts ↔ Property if needed)

Clear method to add new service address under an existing client without creating duplicate clients

Document any manual association steps if unavoidable

Field authority + overwrite protection rules

Written “authority matrix” for each key field (GHL vs ServiceM8 vs Gmail)

Rules to prevent partial/incorrect overwrites (especially billing vs service address)

ServiceM8 notifications handling in GHL

System/non-replyable ServiceM8 notifications must be logged as Notes/Activities, not Conversations

Replyable client communications must be logged as Conversations

Add tags/labels so staff can easily tell system notifications vs client communications

Gmail readiness

Define Gmail labels/routing plan for ingestion (for future middleware)

Define dedupe/threading approach (message IDs/headers approach preferred)

Handover pack
Provide documentation that a VPS developer can use:

Field map (names + IDs), custom objects + association rules

Tag/label list

Overwrite/authority rules in plain English

Acceptance test checklist

Acceptance tests (must pass)

Existing client books again → no duplicate contact created

New site added under existing client → correctly linked

Billing address never overwrites service address

ServiceM8 system email → Note/Activity (not Conversation)

Client reply → Conversation linked correctly

Documentation includes all IDs/maps needed for VPS developer

To apply (mandatory)

Please include:

NDA-safe proof of similar GHL work (Loom video or screenshots) showing custom objects + associations

Your fixed price quote broken into:

Phase 0 Audit (paid): review + written plan + acceptance checklist

Phase 1 Build: implement + test + handover

Timeline (business days)

Note: Generic bids without proof will be ignored.