Field service and CRM

Put AI to work with GoHighLevel

Leads, pipeline, and follow-up. We set up Claude for your business and connect it to GoHighLevel, so your AI works with what you already have. No new software to learn, and nothing to switch.

Use GoHighLevel? On a free 20-minute call we'll show you what your AI can do with it.

Not ready to talk? See what it looks like: a sample dashboard for a made-up business.

What it helps with

Every plan works on a few priorities at a time. With GoHighLevel connected, these are the ones it helps with most.

Get more from your ad spend

Lower what each lead costs on Google and Meta, and stop paying for clicks that never call.

  • Weekly look at which ads bring customers, not just clicks
  • Cut the losers, move money to the winners
  • Landing pages that match the ad

We'd track: Cost per lead

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Close more estimates

Follow up on every quote until it's a yes or a no, so fewer jobs slip away to the next bid.

  • Every quote followed up at 2, 5, and 10 days, drafted by your assistant
  • Good, better, best options on every estimate
  • Lost quotes logged with the reason

We'd track: Share of estimates won, Quotes sent

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Book more jobs with the same crew

Fill the schedule with better routing, faster callbacks, and fewer gaps between jobs.

  • Tomorrow's schedule checked for gaps every afternoon
  • A short-notice list of customers happy to take an opening
  • Jobs grouped by area to cut drive time

We'd track: Jobs completed per week

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Raise the average job

Offer the right upgrades, repairs, and maintenance plans on every call, without the hard sell.

  • A short options checklist for techs on every call
  • Good, better, best pricing on common repairs
  • Your assistant flags jobs that left money on the table

We'd track: Average job value

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Get more leads

More calls and requests from Google, reviews, neighbors, and past customers.

  • Neighbors of every job get a note or door hanger
  • Past customers reminded of seasonal service
  • Google profile and reviews worked every week

We'd track: New leads per week

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Turn more leads into customers

Answer every lead fast, day or night, and follow up until they book.

  • Every lead answered within 15 minutes, day or night
  • Follow-up on every lead that didn't book
  • Monthly: lead sources ranked by customers won

We'd track: New customers per week

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Also: Fill the slow season

The numbers it gives us

Once GoHighLevel is connected these come in on their own, and your dashboard shows each one against where you started. Nothing for you to type in.

  • Cost per lead
  • Share of estimates won
  • Quotes sent
  • Jobs completed per week
  • Average job value
  • New leads per week
  • New customers per week
  • Jobs on the schedule

How connecting works

On setup day we connect GoHighLevel with you on the call. You approve the connection, and you can remove it at any time. We see the work your AI does and the numbers, not your conversations. How it works · Pricing

Also in field service and crm: Jobber · Housecall Pro · Workiz · HubSpot

Everything we connect to

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