We are seeking an experienced GoHighLevel (GHL) developer to help us improve and automate key parts of our customer and invoice workflows. We are a training company that currently uses GHL to manage bookings and quotes (internally called “Booking Confirmations”), but we require assistance to extend and refine the system and, ultimately, minimise manual intervention.
SCOPE OF WORK:
1) Review Existing Workflows: Review our current GHL setup for the Quote workflows.
2) Build New Invoice Workflow: When a booking moves to a designated pipeline stage (e.g., “Send Invoice”), GHL automatically sends the invoice to the customer. At the same time the above happens, GHL automatically generates an email which will include the GHL fields relevant to the booking and sends it to our internal support inbox so the team can manually input it into Xero and create the invoice.
3) Automate Conditional Triggers Based on Course Dates: Ensure workflows handle deposits and balance payments correctly: a) If the course is within 30 days, send the full invoice. b) If the course is further out, schedule the balance invoice to go automatically at the 30-day point
4) Build Invoice Chaser Workflow: Duplicate our existing Quote (BC) workflow to manage Invoices and create an invoice reminder (chaser) system similar to the one we currently use for quotes (BCs).
Integrate a manual stop function (e.g., a dropdown) so that when a payment is marked as received, the system stops chasing that invoice.
5) Add Field Validation Check: Develop a check that ensures all required fields are completed in the ‘Send Booking Confirmation’ stage before the booking moves to the ‘Send Invoice’ stage.
Ideally, if a required field is missing, the system should block the move or display a warning.
6) Add Post Payment Customer Email: When payment is marked as received, trigger a customised thank you email to the customer.
REQUIREMENTS: - Experience building workflows and automations in GoHighLevel. - Ability to advise on best practices and workflow design for bookings, invoicing, and reminders. - Understanding of conditional triggers, custom fields, and email automations in GHL.
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