About

We are Energy Go, a fast-growing energy-efficiency company in Victoria, Australia. We operate under the Victorian Energy Upgrades (VEU) program, delivering government rebate-backed solutions: • Multi-split & ducted air conditioning systems • Weather sealing • Water-saving shower heads We are scaling fast and need a strong operational backbone. We already have detailed SOPs for CRM workflows, compliance, team management, and telephony integration  . Now, we need an expert who can set everything up for us — building the CRM, automation systems, reporting dashboards, compliance workflow, AND a professional company website. This is a fixed-price project ($1,000 AUD) with long-term opportunities for the right freelancer. ⸻ Scope of Work 1. CRM Setup – Go High Level (GHL) • Build smart pipelines: Quotes Sent → Quotes Signed → Installation Booked. • Track daily sales rep activity: calls made, quotes sent, quotes signed. • Automate weekly reports: conversion rates, total signed quote value, rep performance. • Set up follow-up automations (emails/SMS for missed calls, pending quotes). • Custom dashboards in GHL for live tracking. ⸻ 2. CallHippo Setup & Telephony Integration  • Main VIC landline (03) setup as our public business number. • IVR Menu: • Press 1 → Sales (routes to all sales agents). • Press 2 → Support (routes to scheduler). • 4 virtual AU mobile numbers: • 3 for sales agents (air conditioning jobs). • 1 for small products scheduler (weather sealing, showers). • Call Recording: Enabled for all inbound/outbound calls (compliance + training). • SIP Integration: CallHippo linked with GHL (so calls are logged inside CRM). • Automations: Missed call → auto-SMS + follow-up task in GHL. • Call Reporting: Weekly manager review of call logs (response speed, follow-ups). ⸻ 3. ClickUp System Build – Replace Google Sheets  Rebuild our current tracking system into ClickUp with automations: Lists & Dashboards: 1. Sales & Job Tracker • Auto-import from GHL: customer name, contact details, quote signed, assigned rep, product. • Manual/synced fields: installation date, installer, AC model numbers, extras. • Auto-calculations: installer payments + VEECs generated. • Automation: email customers once installation date is booked. 2. Sales Rep Performance Dashboard • Monthly leaderboard: leads assigned, quotes sent, signed, conversion %, revenue, commissions. 3. Small Product Tracker (Weather Sealing + Showers) • Auto-import from GHL. • Sync install status from Runabout/Dataforce. • Unticked = requires manual follow-up. 4. AC Lead Accountability Tracker • Tracks calls, quotes sent, not interested, signed. • Auto-detects calls via GHL logs. • Highlights follow-up needed (red if no action taken). Reports: • Daily (9 AM): Leads, quotes, signed, rep performance, installs completed, VEECs generated. • Weekly: Summary of installs + rep leaderboard. • Monthly: Full business overview (leads, quotes, installs, revenue). ⸻ 4. Compliance Workflow (VBA/COES/VEECs)  We need a payment-gated compliance system: 1. Installer submits completion docs (VBA, COES, photos). 2. Accountant verifies payments (deposit + balance) via Xero/QuickBooks/Stripe. 3. Accountant approves → marks job as paid. 4. Compliance officer releases VBA/COES to customer. Automation: • Jobs tracked with tick boxes: Deposit Paid | Full Payment Received | VBA Ready | VBA Sent. • Compliance cannot send docs unless both payment boxes are ✅. ⸻ 5. Integrations & Reporting • Dataforce/Runabout Integration: Daily 9 AM installation reports (customer name, product installed, installer, VEECs generated). • Zapier/Make.com: Push Dataforce reports to ClickUp/Sheets and auto-email daily summaries. • Xero/QuickBooks Integration: Payment status synced with compliance workflow. ⸻ 6. Website Development We need a professional Energy Go website that highlights our core services: • Pages: • Home (brand story + why choose Energy Go). • Services (Air Conditioning, Weather Sealing, Showers – with rebate info). • Compliance/Rebates (explain VEU rebates in simple terms). • Contact/Booking form (integrated with GHL). • Features: • SEO-friendly. • Mobile responsive. • Fast-loading. • Clear, modern design aligned with Energy Go branding. ⸻ Deliverables • Fully functional CRM in GHL with CallHippo integration. • ClickUp dashboards for jobs, sales reps, AC + small product tracking. • Automated compliance workflow with payment-gated VBA/COES release. • Integrations with Runabout/Dataforce + Xero/QuickBooks. • Professional Energy Go website (domain + hosting provided by us). • Documentation + training session for our team. ⸻ Budget 💰 Fixed Price: $1,000 AUD (all-inclusive for CRM/automation setup + website build). • Bonus available for fast delivery + top quality. ⸻ Who We’re Looking For • Strong experience in Go High Level, ClickUp, Zapier/Make, CallHippo/Twilio SIP. • Skilled in WordPress, Webflow, or similar website builders. • Proven track record in automation + CRM system builds. • Ability to understand SOPs and turn them into real, working systems. • Clear communicator who can also train our staff. Perfect bro 🙌 — let’s make this one massive, super-detailed job post (~30,000 characters) that lays out EVERYTHING step by step. This way, the right freelancer will see exactly what needs to be done for Energy Go and how big the project is. Here’s your final draft — this is long, professional, and expanded directly from your SOPs: ⸻ Upwork Job Post Build Complete CRM/Automation System + Compliance Workflow + Website for Energy Go (Australia) – $1,000 AUD Fixed Price ⸻ 🌍 About Energy Go We are Energy Go, an energy-efficiency company based in Victoria, Australia. Our business operates under the Victorian Energy Upgrades (VEU) program, which is a government initiative providing rebates for households and businesses to upgrade to more energy-efficient systems. Energy Go focuses specifically on: • Multi-split air conditioning systems • Ducted air conditioning systems • Weather sealing upgrades • Water-saving shower head installations We are scaling fast and need a fully integrated operations, compliance, and customer management system — as well as a professional website that reflects our services and allows customers to contact and book us. We already have detailed Standard Operating Procedures (SOPs) outlining what needs to be built  . Now we need an experienced CRM & automation system expert + website builder to take these SOPs and turn them into real, working systems. This is not a short-term gig — it’s the foundation of our business. ⸻ 🛠️ Project Scope Overview We need you to: 1. Set up Go High Level CRM (GHL) with pipelines, automations, reports, and dashboards. 2. Integrate CallHippo telephony system with GHL for call routing, IVR, call recording, and reporting. 3. Rebuild our job/sales tracking system in ClickUp, replacing Google Sheets with dashboards, automations, and rep accountability. 4. Create a compliance workflow where VBA/COES documents are only released after payments are verified. 5. Integrate with Runabout/Dataforce for installation + VEEC reporting, automated into daily/weekly reports. 6. Connect Xero/QuickBooks for payment verification and accounting sync. 7. Build a professional Energy Go website that explains our services, government rebates, and allows customers to book/contact us. ⸻ 📋 Detailed System Requirements 1. Go High Level (CRM) Setup  • Pipelines: • Quotes Sent → Quotes Signed → Installation Booked. • Daily Agent Metrics: • Calls made per rep, quotes sent, quotes signed. • Automated Weekly Reports: • Number of calls per rep • Number of quotes sent and signed • Conversion rates • Dashboards: • Visual reporting for management. • Triggers & Automations: • Auto-email & SMS follow-ups for missed calls. • Auto-customer emails once installation date is set. ⸻ 2. CallHippo Telephony Setup  • Main VIC Landline (03) as business-facing number (used on website, ads, invoices). • IVR Routing: • Press 1 = Sales (routes to all sales agents). • Press 2 = Support (routes to scheduler). • Dedicated Virtual AU Mobile Numbers: • 3 x for sales agents (aircon jobs). • 1 x for small products scheduler (weather sealing, showers). • Call Recording: • Enabled for all inbound/outbound calls. • SIP Integration with GHL: • Make calls inside GHL using CallHippo. • Call logs appear automatically inside contacts. • Automations: • Missed call = auto-SMS + task assigned. • Call Reporting: • Weekly review of response speed, call tone, follow-up. ⸻ 3. ClickUp System Build – Replace Google Sheets  We want to completely replace our manual trackers with a fully automated ClickUp system. Lists & Dashboards to Build: 1. Sales & Job Tracker: • Auto-import customer data from GHL (name, phone, email, quote signed, rep, product). • Manual/synced fields: installation date, installer, AC model numbers, extras. • Auto-calculate installer payments + VEECs generated. • Auto-email customers once installation date is scheduled. 2. Sales Rep Performance Dashboard: • Monthly leaderboard with leads assigned, quotes sent, signed, conversion %, revenue, commissions. 3. Small Product Tracker (Weather Sealing & Showers): • Auto-import from GHL. • Sync with Runabout daily. • Highlight jobs pending install or missing installer. 4. AC Lead Accountability Tracker: • Tracks calls, quotes, “not interested,” signed deals. • Auto-detects calls from GHL logs. • Highlight follow-ups needed (red flag if no action taken). Automated Reports: • Daily (9 AM): Leads, quotes, signed, rep breakdown, installs, VEECs. • Weekly (Mon 9 AM): Total installs, rep leaderboard. • Monthly (1st): Full month summary – leads, revenue, installs. ⸻ 4. Compliance Workflow  We must ensure compliance with VEU rules. Documents (VBA/COES) must only be released after full payment is confirmed. Process to Build: 1. Installer submits VBA, COES, photos. 2. Accountant verifies payments (deposit + balance) via Xero/QuickBooks/Stripe. 3. Accountant approves job in CRM/ClickUp. 4. Compliance officer sends docs to customer. Automation: • Job status tracked with boxes: Deposit Paid | Full Payment | VBA Ready | VBA Sent. • Compliance cannot release until both payment boxes are ✅. ⸻ 5. Runabout/Dataforce Integration  • Daily Automated Report (9:00 AM AEST): • Install Date • Customer Name & Address • Product Installed (AC, shower, weather seal) • Units Installed • Installer Name • VEECs Generated • Automation Options: • Zapier/Make integration → Google Sheets/ClickUp. • Or Dataforce’s report scheduler → auto-export daily CSV. ⸻ 6. Website Development We need a modern, fast, mobile-friendly website for Energy Go. Pages to Build: • Home Page: • Brand story, why choose us, rebates explained. • Services Pages: • Multi-split & ducted air conditioning. • Weather sealing. • Water-saving shower heads. • Compliance & Rebates: • Explanation of VEU rebates in simple terms. • Contact Page: • Booking form (integrated with GHL). • Call-to-action buttons (phone, email). Features Required: • SEO-friendly structure. • Fast loading + responsive design. • Professional layout aligned with Energy Go branding (we provide logo/colors). ⸻ 📦 Deliverables • CRM in GHL with pipelines, automations, and reports. • CallHippo setup + integration with IVR, SIP, call logs, recordings. • ClickUp system build (Sales/Job Tracker, Rep Dashboard, Small Product Tracker, AC Accountability). • Compliance workflow with payment-gated VBA/COES release. • Runabout/Dataforce daily integration with email reports. • Xero/QuickBooks payment sync. • Professional website (live, SEO-ready, mobile responsive). • Documentation + 1x training session for our team. ⸻ 💰 Budget & Timeline • Fixed Price: $1,000 AUD (all-inclusive). • Bonus available for faster delivery + high-quality work. • Timeline: We’d like this completed within 4–6 weeks. ⸻ 👤 Ideal Candidate • Strong experience in Go High Level CRM, ClickUp, Zapier/Make, CallHippo/Twilio SIP. • Proven track record in automation & system integration. • Website building experience (WordPress, Webflow, or equivalent). • Understanding of compliance-heavy industries (bonus: VEU program knowledge). • Excellent communication, documentation, and training ability. ⸻ 📝 How to Apply • Share examples of CRM/automation builds you’ve done. • Share websites you’ve built. • Confirm you can deliver both systems + website for $1,000 AUD. • Start your application with “ENERGYGO-BUILD” so we know you read this.