GoHighLevel for Electrical Services: Automate Triage, Fixed-Fee Menus, Permits, Dispatch, Upsells
TL,DR
Electrical profit dies from vague intake, no model photos, permit delays, and zigzag routes. GoHighLevel triages every request, collects scope and photos, shows fixed-fee menus with limits, books 2 hour windows with buffers, assigns by license and zone, flags permits and panel capacity, collects deposits, and drives memberships. Fewer second trips, tighter days, higher attach.
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Pain points you are paying for
- “What do you charge” loops, no photos, no model numbers, slow quotes.
- Tech arrives without the right breaker, box, or bracket, second trip.
- Citywide routes, 70 to 100 km per day, low billable hours.
- Permit and inspection steps stall jobs.
- One-off fixes never convert to panel tune ups or memberships.
What the system does
- Capture phone, SMS, forms, and Google messages in one CRM.
- Triage in 90 seconds, safety issue vs scheduled, circuit, load, photos, short video optional.
- Menus show fixed fees with limits, fall back to time and materials for risk flags.
- Book 2 hour windows with travel buffers, after-hours premium as policy.
- Assign by license and skill tags, service calls, EV chargers, panels, lighting, low-voltage.
- Parts pull-sheet from intake, van stock decrement, supply-house pickup if short.
- Permits auto-task, AHJ, fee, inspection window, simple checklist.
- Payments deposit on booking for larger tasks, card on file, balance link with tip buttons.
- Reviews and memberships post-visit automation, annual safety check subscription.
Fast intake flow that converts
- Caller selects urgent no power or sparking vs scheduled work.
- AI collects scope, device type, photos, brand or model if relevant, panel photo with open cover.
- System presents a menu price or a clear time and materials range with a minimum callout.
- Client selects a window, pays deposit if needed, receives prep checklist.
- Tech gets a job card with photos, parts list, permit status, ladder height, and risks.
Intake fields that keep quotes accurate
- Job type, outlet or switch, dimmer, GFCI or AFCI, lighting, ceiling fan, EV charger, panel or breaker, smoke or CO, spa or hot tub, low-voltage device.
- Symptoms, tripping, dead circuit, flicker, heat, burning smell.
- Panel rating and space, main breaker A, spare ways, photo of bus.
- Home age and wiring type if known, copper or aluminium, AWG, add metric cross-section for reference, for example 12 AWG ≈ 3.31 mm².
- Run length estimate in m and ft from panel to device location.
- Ceiling height in m, access, attic or crawl, ladder required yes or no.
- Device brand or model where relevant, fan, dimmer, fixture, EVSE.
- Permit likely yes or no, AHJ name if known.
- Access notes, pets, parking, work hours.
- Map pin for routing.
Fixed-fee menu and rules, use as your knowledge base
USD ranges. Adjust to your labor and market. Keep limits visible to stop scope creep.
Task | Typical price, USD | Limits | Notes |
---|---|---|---|
Standard receptacle replace (15 A) | 90 to 150 | one device, existing box OK | Add if box replaced |
GFCI receptacle install | 140 to 220 | line or load, one device | Label and test included |
Switch or dimmer replace | 90 to 180 | per gang | Smart dimmer add 40 to 80 |
Light fixture swap | 120 to 220 | ≤ 4 m height | Fan box upgrade extra |
Ceiling fan install with brace | 220 to 360 | ≤ 4 m height | Brace included |
New recessed retrofit, per can | 90 to 140 | existing cans only | New cut-ins quote T and M |
Breaker replace, common sizes | 140 to 220 | one pole | Includes test and labeling |
AFCI or GFCI breaker upgrade | 180 to 300 | one pole | Panel photo required |
EV charger site survey | 80 to 140 | up to 45 minutes | Load calc draft included |
EV charger install, 40 A, ≤ 12 m run | 650 to 980 | surface run EMT or PVC | Permit probable |
EV charger install, 60 A, ≤ 18 m run | 980 to 1,480 | surface run | Load calc and permit |
Smoke or CO combo, interconnected | 140 to 220 | per device | Code spacing applies |
Panel tune up, tighten and label | 140 to 240 | one panel | IR photo optional |
Supply-house run | 35 to 65 | per run | Pre-approved in intake |
After-hours premium | +30 to +60 percent | labor only | Applied outside hours |
Menu rules
- If intake shows aluminium branch circuits, corroded conductors, doubled neutrals, or no fan-rated box, switch to time and materials with a clear hourly rate and minimum callout.
- EV chargers depend on load calculation and run length. If panel capacity is insufficient, offer a sub-panel or service upgrade quote.
- Work above 4 m height adds a ladder premium.
- Permit required, open a task with AHJ, fee, and inspection target before booking crew.
Routing, capacity, and skills logic that protect margin
- Zone calendars keep techs inside 10 to 15 km radii, target under 60 km per day.
- Enforce 15 to 25 minute buffers, longer for attic, crawl, or exterior mast work.
- Assign by skill tags, service, EV, panels, lighting, low-voltage.
- If a tech does not accept in 2 minutes, auto route to the next qualified in zone.
- Weather or traffic flag increases buffer and reorders by proximity.
High impact automations
- Missed call text back in 15 seconds with intake link and panel photo prompt.
- Photo prompts overlay examples, receptacle, panel bus, nameplate, attic access.
- Permit task auto-creates AHJ, fee, inspection step, due dates.
- Parts pull-sheet to van stock and supply-house pickup when short.
- Deposit links for EV, multi-device, or panel scopes.
- On-site approvals one-tap for extra time, parts run, or device add.
- Auto charge after visit, tip buttons at 10, 15, 20 percent.
- Review request 2 hours after visit, reminders day 3 and 7.
- Memberships annual safety check and panel torque, discount on future service.
Scripts that convert
- First reply, “Share two photos, the device and the panel with the cover open, plus a quick note on symptoms. I will give you a menu price or a clear range now.”
- EV anchor, “40 A charger installs land 650 to 980 USD for a surface run up to 12 m, permit likely. I will confirm after a load calc and panel photo. Want a site survey tomorrow”
- Risk clarity, “If the box is not fan-rated or aluminium pigtails are needed we switch to time and materials with a capped estimate. Approve now to avoid delays”
- Close, “Deposit secures the slot. You will get prep notes and the tech’s ETA by SMS.”
Metrics to track weekly
Metric | Target | If below target, do this |
---|---|---|
First response time | under 2 minutes | Turn on missed call text back, extend AI hours |
Intakes with panel and device photos | over 80 percent | Stronger prompts, require before booking |
Quote to booking | 60 to 80 percent | Tighten menus, present ranges early |
Parts run rate | under 15 percent | Expand van kits, use pull-sheets |
Daily km per tech | under 60 km | Rework zones, raise buffers |
Permit on-time rate | ≥ 95 percent | Automate AHJ tasks and reminders |
EV charger attach after survey | 50 to 70 percent | Send same-day quote with one-tap accept |
Review rate | 25 to 40 percent | Ask at 2 hours, remind day 3 and 7 |
Real example, compact
A two-tech shop in Aurora adopted photo-first intake and EV survey workflow. In 45 days: 211 inquiries, 84 percent with panel photos, 138 bookings, parts runs down from 24 to 10 percent, daily km per tech 76 to 44, EV survey to install 63 percent, reviews 9 to 31.
Owner insights
- Panel and device photos decide first-trip success.
- EV load calc and clear ranges close faster than “we will see on site”.
- Zones beat squeezing one tiny job across town.
- Permit tasks and dates in the CRM stop schedule drift.
Setup blueprint in GoHighLevel
- Intake form, job type, symptoms, panel rating, run length estimate, photos, access, map pin.
- Knowledge base, menu limits, EV load calc prompts, aluminium branch rules, permit checklist.
- Calendars by zone and skill tags with buffers and capacity caps.
- Workflows, missed call text back, photo prompts, permit tasking, parts pull-sheets, deposit links, on-site approvals, auto charge, reviews, membership offer.
- Payments, card on file for after-hours and larger scopes.
- Dashboards, response time, photo compliance, km per tech, permit on-time, EV attach.
- Test with 20 real leads, tune ranges, buffers, and kit lists.
FAQs
How do I stop scope creep
Publish menu limits and use one-tap approvals for extra time, parts, or device adds. Switch to time and materials with a capped estimate when risk flags show up.
Do I need deposits
Yes for EV chargers, multi-room lighting, and panel work. Take 15 to 30 percent.
What about permits and inspections
Auto-create AHJ tasks, fees, and inspection steps. Do not schedule crews until permit is greenlit.
Can I quote EV chargers without a site visit
Use panel and location photos plus a run length estimate in m or ft to send a provisional range. Finalize after a quick survey and load calc.
How do I handle aluminium branch circuits
Require pigtail kits or CO/ALR devices. Switch to time and materials, log consent, and document each device with photos.
Commercial next steps
- Deploy the electrician snapshot with triage, menus, permits, parts pull-sheets, and memberships.
- Train CSRs on the panel-photo script and EV survey questions.
- Audit van kits weekly against pull-sheet data.