Field service system for a dryer vent company
Service businessUS home services operator. Built end to end on GoHighLevel.
Every job lived on a whiteboard and in one person's phone. Quotes were verbal, scheduling was a text thread, and follow-up depended on somebody remembering. The build turned the whole thing into one pipeline with automated notifications at each stage, so the office stopped being the system of record.
Before
- Call comes in, written on a whiteboard
- Quote given verbally, not recorded
- Job scheduled over text
- Invoice chased manually after the visit
- Review request forgotten
After
- Inquiry captured into one pipeline
- Quote sent and logged against the job
- Scheduling with automatic reminders
- Invoice fires on job completion
- Review request sent without anyone touching it
Built with GoHighLevel pipelines, custom fields, workflows, SMS and email automation