HVAC contractor
Maintenance agreements, seasonal tune-ups and emergency intake.
Home services
The Plumbing company GoHighLevel snapshot kit
Emergency intake first, everything else second.
A plumbing lead is either an emergency or it is not, and treating both the same loses the emergency. This kit triages at intake, sends urgent calls straight to a dispatch calendar, and keeps the planned work in its own estimate pipeline.
- Job-type pages with a call bar
- Dispatch board and quoted work board
- One ask per job, not per landlord
What lands in the account for plumbing companies kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in plumbing companies, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Job-type pages with a call bar
Professional Website. Emergency and service pages written per job type, with a call-out request form and the service calendar embedded on each one.
- Emergency landing pages
- Call-out request form
- Service calendar embedded
- Without it
- Your site lists plumbing services as one line, so a search for sewer line replacement in your own town lands on somebody else's page.
- With it
- Pages arrive written per job type: drains, sewer lines, water heaters, repipes, gas work and leak detection, each with a sticky call bar and the booking calendar.
- How it pays
- Assume a copywriter charges $250 a page and you want a page per job type plus your towns. That invoice does not get raised, and the pages go live on import day.
- BS-02ACCT
Funnels
Emergency call-out and repipe quote pages
- Without it
- Someone searching at midnight for an emergency plumber lands on a page about your history since 1998 and leaves before finding a way to book.
- With it
- Each page does one job: the emergency call-out page with the number above the fold, the free estimate booking funnel, water heater replacement, service club enrolment and commercial enquiry.
- How it pays
- If emergency clicks cost you $18 each and the call-out page converts better than a home page by even a few points, the same budget buys noticeably more booked work.
- BS-03ACCT
Forms and surveys
Is the water off? intake
- Without it
- A generic contact form makes an active leak look identical to a bathroom refit enquiry, so both wait in the same inbox until somebody reads them.
- With it
- One urgency question decides the path. Below it sit property type, access notes, shutoff location and photograph upload, with consent wording that satisfies carrier opt-in rules.
- How it pays
- Assume a photograph of the leak saves ten minutes of diagnosis on arrival. Across say thirty jobs a week that is half a technician's day recovered without hiring anyone.
- BS-04SYS-01
1 AI Receptionist
Midnight burst pipe, answered live
AI Receptionist. Answers the burst pipe call at midnight, asks whether the water is off, gives the caller the one instruction that saves a floor, and dispatches.
- Emergency triage first
- Books to the on-call tech
- English and Spanish
- Without it
- It is 1am, water is coming through a kitchen ceiling, and the homeowner is working down a list of numbers until somebody actually picks up.
- With it
- The line answers, checks whether the main shutoff is closed, records the address and the type of leak, and pages the on-call engineer with the details.
- How it pays
- If an after-hours call-out bills $350 before any parts and you currently miss three a week to voicemail, catching most of them changes what a night shift is worth.
- BS-05SYS-02
1 AI Chatbot
Routine work booked without the phone
AI Chatbot. Handles the non-urgent traffic on the site and Facebook so the phone stays clear for emergencies, and books routine work directly.
- Site and Facebook chat
- Keeps the phone line clear
- Books routine work
- Without it
- Half the messages are a dripping tap or a quote for a new toilet, and each one ties up the line somebody with a flooded basement is dialling.
- With it
- Non-urgent traffic gets handled in text on the site, Facebook, SMS and email: prices explained, availability offered, routine jobs booked, and the emergency line left alone.
- How it pays
- Assume twenty routine enquiries a week and ten minutes of office time each. Handing those to the widget clears a morning off the dispatcher's desk, before counting the emergency calls that now get through.
- BS-06ACCT
Custom fields
Water heater age and shutoff notes
- Without it
- Nobody records that the water heater in that house was manufactured in 2011, so the reactivation offer goes to everyone instead of the houses about to flood.
- With it
- The record carries water heater age and type, pipe material, shutoff location, property type, tenant or owner, deferred work item and service club status. Automations select on them.
- How it pays
- If two hundred addresses on your list carry heaters past ten years and a replacement averages $1,900, mailing only those addresses beats mailing the whole list at a fraction of the cost.
- BS-07ACCT
Custom values
Call-out fee, licence, club pricing
- Without it
- Your call-out fee, licence number and after-hours rate appear in messages, on pages and in the receptionist's script, and they change more often than you expect.
- With it
- Set them once: trading name, coverage area, call-out fee, after-hours rate, master licence number, service club tiers, warranty wording, dispatch number and the booking links used everywhere.
- How it pays
- If you raise the call-out fee by $10, that is one value edited rather than an afternoon hunting through pages and message templates for the old figure.
- BS-08ACCT
Pipelines
Dispatch board and quoted work board
- Without it
- A $6,000 repipe quote and a blocked toilet share one list, so the repipe never gets a second conversation while the drain jobs churn through.
- With it
- One board handles the emergency run from new call through triaged, dispatched and complete. A second holds quoted work and service club members, which are different sales entirely.
- How it pays
- If your quoted work board is holding thirty open estimates averaging $2,400, seeing them ranked by age tells you which two to ring this afternoon rather than guessing.
- BS-09ACCT
Workflows
Triage, dispatch SMS, deferred work
- Without it
- A tech writes 'heater is on borrowed time' on the job sheet, the sheet goes in the van door pocket, and nobody ever mentions it again.
- With it
- Urgent intake skips every sequence and pages the on-call tech. Deferred items wake up at ninety days by name, and club renewals fire before the anniversary date.
- How it pays
- Say your techs flag deferred work on one job in four and a flagged item averages $900. Calling that list on a clock is found money you already earned once.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Two hour windows, honoured
Smart Appointment System. Gives a window rather than a whole day, texts when the van is twenty minutes out, and rebooks the call when nobody answers the door.
- 24h, 1h and 15min reminders
- On-the-way tech message
- Target: 70% of no-shows rebooked
AI Outbound Caller. Calls the quotes that were never approved and the customers due a water heater or repipe conversation they have been putting off.
- Unapproved quote follow-up
- Deferred work callback
- Voicemail with a booking link
- Without it
- A homeowner takes a morning off work, nobody knocks until three, and the review that follows is about the waiting rather than the workmanship.
- With it
- Booking confirms instantly with the window in writing, the reminder ladder runs, the van sends an on-the-way text, and a nobody-home job is rebooked the same day.
- How it pays
- At a loaded van cost of say $95 an hour, two wasted door knocks a week burns most of a working day of capacity across a month.
- BS-11SYS-09SYS-08
Nurture campaign
From quote to signed repipe
Lifetime Nurture Campaigns. Annual water heater and drain check prompts, a winter pipe reminder before the first freeze, and a maintenance plan offer worth taking.
- Annual check-up prompts
- Winter freeze reminders
- Maintenance plan offers
Database Reactivation. Works the customers not seen in six months and the deferred work list, which for most plumbing companies is the biggest untouched number they own.
- Six month dormant customers
- AI calling campaign
- Deferred work win-back
- Without it
- A repipe quote is a big number for a homeowner to sit with, and most of them go quiet for weeks while they think about the money.
- With it
- The sequence answers the real objections in order: what happens to the walls, how long the water is off, financing terms, and photographs of a finished repipe nearby.
- How it pays
- On a repipe averaging $4,800, one extra signature a month from quotes that would have gone silent is a bigger number than most plumbing companies spend on advertising.
- BS-12SYS-06SYS-07
Review automation
One ask per job, not per landlord
Review Harvesting. Nothing goes out until the water is running and the customer has signed off, and any job that needed a second visit is skipped entirely.
- Trigger: job signed off
- Skipped after a callback
- Google and Facebook links
Review Automation. The engine asks by job rather than by customer, so a landlord with six properties can leave six honest reviews without ever being spammed.
- Asked per job, not per contact
- Two follow-ups, then stop
- Callback jobs suppressed
- Without it
- A letting agent with a dozen properties gets the same review text every fortnight and stops reading anything you send, including the invoices.
- With it
- The ask is keyed to the job, not the contact, waits until the work is signed off, and skips entirely where a second visit was needed.
- How it pays
- Aim at 5 to 10 reviews a month. If your local competitors sit on a handful each, that pace moves you up the map inside a season.
- BS-13ACCT
Seasonal automation
Pre-freeze and holiday drain runs
- Without it
- The week of the first hard freeze is the busiest week you will have, and nothing went out beforehand to the houses with exposed pipework.
- With it
- The calendar is already loaded: lagging and shutoff reminders before the first freeze, drain checks ahead of the holiday cooking, and a spring hose bib and irrigation prompt.
- How it pays
- Say a pre-freeze check sells at $89 and a fifth of them find something worth fixing. Booked prevention work in November is far cheaper to deliver than emergency work in December.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how plumbing companies actually sell
Plumbers compete on who answers, and then on who remembers. The kit answers instantly, splits emergencies from planned work, and stores the age of the water heater and the last service date so the reactivation campaign is targeted at the houses that actually need one.
- Splitting emergency intake from the estimate queue at the form
- Tracking equipment age for a targeted reactivation campaign
- Building service club renewals without a spreadsheet
Primary pipeline
- New call
- Triaged
- Dispatched
- Estimate given
- Sold
- Complete
- Member
The problem, and what actually changes
What it looks like today
- A burst pipe at midnight goes to an answering service that takes a message, and the customer calls someone else.
- Non-urgent enquiries clog the emergency line during the day.
- Quotes for a repipe or a water heater are given once and never chased.
- The deferred work list is the biggest untouched asset in the business and it lives in a technician notebook.
What changes, and what changes it
- Emergency calls are triaged, given the one instruction that saves a floor, and dispatched to the on-call tech.SYS-01 AI Receptionist
- Routine enquiries move to chat, which keeps the phone line clear for the next emergency.SYS-02 AI Chatbot
- On-the-way messages go out from the road and no-shows are rebooked before the van hour is wasted.SYS-05 Smart Appointment System
- Unapproved quotes and deferred work are called automatically rather than forgotten.SYS-04 AI Outbound Caller
- Customers not seen in six months are worked against their deferred items, not a generic offer.SYS-08 Database Reactivation
Built for
- Service plumbing companies running three or more vans with genuine emergency volume.
- Shops paying for an answering service that takes messages rather than booking work.
- Anyone with a deferred work list they have never called.
Not built for
- New construction plumbers on contract schedules. There is no inbound service flow to run this on.
- Two-person shops already answering every call themselves.
- Anyone expecting the AI to diagnose or price. It triages, books and reminds.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for plumbing companies at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Emergency triage to dispatch calendar
- On-call tech SMS notification
- Planned work estimate booking
- Estimate follow-up over 10 days
- Service club membership offer
- Membership renewal at 30 days
- Water heater age 10 years reactivation
- Annual drain and inspection reminder
- Job complete review request
- Lapsed customer win-back at 12 months
The funnels, by name
- Emergency plumber landing page
- Free estimate booking funnel
- Service club enrolment
- Water heater replacement offer
- Commercial plumbing enquiry
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for plumbing companies, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
A burst pipe at midnight gets answered, triaged and dispatched. Everything non-urgent is pushed to chat so the line stays clear for the next emergency.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a call-out
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked call-out.
Ten days of nurture belongs to the quotes, not the emergencies: what the repipe involves, what the water heater options are, what the finance looks like.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A customer not being home wastes a van hour. The window is confirmed, reminded three times, and the on-the-way message goes out from the road.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied customer into the thing that wins the next one.
The ask fires when the job is signed off and the water is running, and it is skipped whenever a second visit was needed.
Intelligent review request
- Satisfaction check 2 hours after the job
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a customer for years rather than one transaction.
The deferred work list is the asset. Annual checks, winter freeze reminders and maintenance plans keep the address on the books.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best customers
Put your own numbers in
On the assumptions below the recovered emergency calls cover the kit inside the first month, and the deferred work list is pure upside on top. Every box below starts on an assumption for plumbing companies, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$22,966
recovered a month from calls you currently miss
2 days
for the $1,315 kit to cover itself
56 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
Plumbing company snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The plumbing company kit is that copy built for plumbing companies: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
The intake form asks one urgency question. Urgent answers skip the nurture entirely, notify the on-call tech by SMS, and drop the contact on the dispatch calendar. Everything else goes to the estimate path.
Yes. Service club tier, start date and renewal date are custom fields, with enrolment, renewal and lapse workflows already built.
Yes. Service type is a custom value used in routing and copy, so a specialty company sets fewer values rather than editing workflows.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Take the plumbing company kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.