HVAC Snapshot for GoHighLevel
A heating and cooling company's whole sub-account — lead page, quote form, booking calendar, pipeline and five automations with every message written. Import it once, load it into every HVAC client.
New Lead
Contacted
Visit Booked
Quote Sent
Won
Lost
The HVAC Jobs pipeline. Deals move between stages on their own as leads reply, book and get the job done. Example names.
What's true once it's running
No lead waits
A quote request gets a text and an email within a minute, with a link to book. The owner gets an alert with the lead's name, phone and the service they need.
Missed calls come back
When nobody picks up, the caller gets a text asking what they need — before they try the next company on Google.
Fewer no-shows, more reviews
Bookings are confirmed and reminded 24 and 2 hours before. Tag a job done and the review request goes out on its own.
Everything in the snapshot
Named plainly, so you and your client can find each piece.
- HVAC Lead PageRequest page and thank-you page with the booking calendar.
- Request Service formService needed, system age, preferred time, address, SMS consent.
- Service Visit calendar60-minute visits, Mon–Fri 8–5 and Sat 8–12.
- HVAC Jobs pipelineNew Lead → Contacted → Visit Booked → Quote Sent → Won / Lost.
- New Lead – Instant ReplyTag, deal, text, email, owner alert.
- Missed Call Text-BackText within a minute of a missed call.
- Appointment Confirm & RemindConfirmation plus 24-hour and 2-hour reminders.
- Review RequestGoogle review link by text, then by email.
- Old Lead Wake-UpThree texts over a week; stops on reply.
- Install guide (PDF)Import, set up, publish and a 5-minute test.