Home Services Automation: Best GoHighLevel Uses

Tight playbooks, no pricing.

What to automate in GoHighLevel for each niche, which objects to use, and the minimum fields to collect. Plug into your existing hub and reuse the same components across all posts.

Dryer Vent Cleaning

Outcome
Recurring, photo-verified visits across condos and HOAs.

Use these GoHighLevel functions

• Form/Survey with photo upload and conditional questions for condo vs detached.
• Missed-Call Text-Back → link to the form.
• Calendars per building or zone, round-robin, buffers.
• Pipelines: New, Booked, On-Site, Report Sent, Renewal.
• Workflows: geofence check-in/out required to submit the report, auto-PDF with photos, 11-month renewal sequence.
• Reputation: review request 2 hours after report.
• Payments: collect on completion, card on file for buildings.
• Reporting: Response Time, Photo-Complete Rate, Renewal Rate.

Core fields to collect
Property type, floor, elevator/stairs, vent exit location, access notes, 3 photos, contact, building name, map pin.

Duct Cleaning & IAQ

Outcome
Fast quotes off register counts, upsell to plans.

Use these GoHighLevel functions

• Form/Survey that totals supply/return counts per floor.
• Products/Order Forms for add-ons (sanitizer, coil clean, filter plan).
• Calendars: single-tech vs two-tech slots based on count threshold.
• Pipelines with stage-based tasks for big homes.
• Workflows: quote builder email/SMS, plan signup, filter reminders every 90 days.
• Reputation and Reviews after visit.
• Dashboards: Plan Attach, Quote→Book, Avg Visit Length.

Core fields
Home size (m²/ft²), floors, supply/return counts, furnace type, filter size, access/parking notes, photos.

Gutter Installation & Guards

Outcome
Clean approvals, minimal rework, batch routes after storms.

Use these GoHighLevel functions

• Form with simple map pin and photo prompts, color picker (custom field).
• Calendars by crew and ladder band, buffers.
• Pipelines: Estimate, Color Approved, Scheduled, Installed, Follow-Up.
• Workflows: color approval one-tap, storm follow-ups to past quotes, pre-job SMS checklist.
• Tasks: utility/overhead line checks.
• Reputation: review + neighbor offer.

Core fields
Eaves length estimate, stories/ladder band, downspout count, guard preference, color code, 4 photos, HOA note, map pin.

Siding Repair & Replacement

Outcome
Accurate SKUs, permits on time, smooth production.

Use these GoHighLevel functions

• Form with SKU photo overlay and color code fields.
• Deals/Pipelines: Inspection, Scope Finalized, Permit Submitted, Material In, Install, Punch, Paid.
• Workflows: permit checklist, supplier PO reminders, client status emails on each stage.
• Documents: e-sign for scope and color approval.
• Tasks: dumpster placement, HOA submission.
• Reporting: Permit On-Time, Wrong-SKU Incidents.

Core fields
Material, profile/reveal, color codes, wall area (m²/ft²) rough, story count, HOA, 6 photos, access and staging notes.

Window & Door Replacement

Outcome
Measure set fast, financing visible, milestones clear.

Use these GoHighLevel functions

• Form to request measure with counts by type; trigger Calendar for site measure.
• Funnels/Quotes with Good/Better/Best options; Payments with financing link.
• Pipeline stages mapping factory lead milestones.
• Workflows: milestone chasers (order, ship, install, inspection), task to book inspection if required.
• Reputation: post-install review request.

Core fields
Counts by window type, rough opening W×H, door swing, color in/out, glass options, photos, HOA/permit notes, preferred days.

Insulation & Air Sealing

Outcome
Predictable installs, clean rebate paperwork, fewer call-backs.

Use these GoHighLevel functions

• Form/Survey with guided photo prompts (depth ruler, hatch, vents).
• Pipelines: Audit, Proposal, Rebate Docs, Scheduled, Complete, Rebate Paid.
• Workflows: calculator email, rebate doc checklist with upload, follow-ups for missing docs.
• Task Templates: safety and ventilation checks.
• Reputation: review request with before/after photos.

Core fields
Attic area (m²/ft²), existing insulation type/depth, vent count, access, photos, contact, preferred windows.

Foundation Crack Repair & Waterproofing

Outcome
Correct method chosen from intake, clean comms, fewer reschedules.

Use these GoHighLevel functions

• Form with inside/outside photo prompts and leak status.
• Conditional Workflows: route to interior vs exterior team, create utility-locate task when exterior is chosen, send prep SMS.
• Calendars with capacity caps per crew.
• Pipelines: Inspection, Method Selected, Scheduled, Report Sent, Warranty.
• Reputation: review + warranty email with photos attached.

Core fields
Crack length/width estimate, wall type, finish status, exterior access, utility-locate needed, 4 photos, contact, map pin.

Tree Service & Storm Cleanup

Outcome
Safe scheduling, proof for insurance, dense routes after events.

Use these GoHighLevel functions

• Storm Campaigns to past leads/clients by ZIP radius.
• Form with two-angle photo prompts; Chat Widget on landing page for fast intake.
• Calendars by crew/equipment; Tags for chip site proximity.
• Workflows: safety checklist task, pre-job SMS, after-visit photo report to client and insurer.
• Pipelines: Triage, Survey, Scheduled, Complete, Invoice Sent.
• Reputation: review + neighbor referral.

Core fields
Species if known, trunk size band, distance to structures, line proximity note, access width, photos, contact, map pin.

Solar Install & Battery, Lightweight

Outcome
Clean triage, visible permit/utility path, fewer stalls.

Use these GoHighLevel functions

• Form to book a survey, collect bill photo, roof faces, panel label; Calendar for survey.
• Pipelines: Survey, Design, Contract, Permit/Interconnect, Install, PTO, Live.
• Workflows: financing pre-qual link, permit + interconnect tasks with due dates, milestone emails to client.
• Documents: e-sign for contract and disclosures.
• Reporting: cycle time per stage, PTO lag by utility.

Core fields
Utility, monthly bill, roof faces/photos, main panel size, backup circuits list, program name, contact, address, map pin.

GHL components

Capture & qualify

• Missed-Call Text-Back with a direct link to the intake form.
• Form/Survey with conditional logic, required photo uploads, and a map pin field.
• Chat Widget connected to Conversations for SMS and email in one thread.

Scheduling & routing

• Team Calendars per zone/skill, round-robin, buffers, capacity caps.
• Auto-assign opportunity owner on booking.
• “No-accept in 2 min” escalation to next available user.

Sales & fulfillment

• Pipeline per niche with 5 to 7 stages.
• Workflows that move deals on form submit, booking, check-in, or form completion.
• Task templates for prep, safety, permits, supplier runs.
• Documents for e-sign approvals and terms.
• Payments: deposits, balances, or subscriptions where relevant.

Evidence & reviews

• Form-based reports or Notes with photo requirements.
• Reputation: request at 2 hours, reminders at day 3 and 7.
• Neighbor offer automation with expiry.

Retention

• Smart Lists by zone or property type.
• Renewal sequences at 11 months for annual services.
• Upsell automations to related posts in your hub.

Minimal setup checklist

1. Intake form: contact, address, access notes, 3 to 6 photo prompts, map pin, 3 niche-specific fields maximum.
2. Calendar: team/zone calendars with buffers and capacity; round-robin enabled.
3. Pipeline: 5 to 7 stages; define entry/exit triggers.
4. Workflows: missed-call, form→stage, booking→prep SMS, check-in/out rules, report send, review + neighbor offer, renewal.
5. Assets: SMS templates, email templates, report PDF template, e-sign doc, checklist tasks.
6. Reporting: response time, quote→book, photo-complete, review rate, renewal rate.