Actively recruiting / 3 applicants
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Juliana Torrisi, RecruiterAbout the client
Client is an established accessibility equipment and installation business that has run its operations on Zoho One for over four years. The company is preparing to launch a franchise model. The core system works for the home business, but it now needs to become a clean, standardized system that can be deployed to new franchise locations.
The project
You’ll own the build of a franchise-ready Zoho One system, designed so that each new location runs on the same processes, branding, SKUs, and job standards, while headquarters keeps central control. Target completion is end of Q1 2027, with long-term work afterward for new locations and ongoing improvements.
What you’ll do
- Design and build a replicable Zoho One structure that can be deployed to new franchise locations quickly and cleanly
- Complete the inventory build: a standardized SKU catalog and pricing shared across all locations
- Build location-level pricing controls. For example, apply a 12% regional increase across all SKUs for a new California location without rebuilding anything
- Build the full lifecycle in Zoho: lead capture and tracking, quoting, job scheduling, job completion, and close-out
- Build automations for job follow-ups, review requests, and lead nurturing, with a lean setup that a small team can run
- Enforce operational standards across locations, including required job photos, branded materials, and consistent workflows
- Audit the existing system and identify what can be reused and what needs rebuilding (previous work had transfer issues)
- Write custom code (Deluge, APIs, widgets) where native Zoho features fall short
- Provide weekly milestone plans and detailed work reports tied to deliverables
Must-have
- 5+ years hands-on with Zoho, with deep experience across Zoho One (not just Zoho CRM)
- Proven experience building multi-location or franchise systems in Zoho. You should be able to explain your approach, such as multi-org versus a single org with territories, or sandbox and template deployment.
- Strong Zoho CRM skills: custom modules, Blueprints, workflow rules, layouts, and permissions
- Hands-on with Zoho Inventory and/or Zoho Books, including price books and SKU management
- Strong Deluge scripting, plus Zoho Creator and Zoho Flow
- A track record of shipping end-to-end implementations, with references or examples you can walk through
- Comfortable working to clearly defined weekly milestones with transparent reporting
- Strong English communication and proactive updates
Nice-to-have
- Zoho FSM (Field Service Management) or field and installation businesses
- Zoho Analytics for cross-location reporting at HQ level
- Zoho Desk, Campaigns, or Marketing Automation
- Experience with franchise operations or home services businesses