Leads
Missed call text back
Callers hear from you instead of ringing someone else.
Test: Let a call ring out and time the text.
GoHighLevel · DocumentedText for every missed call.[7]
Leads
Call tracking and recording
Know which channel brings work; review calls for training.
Test: A test call from a tracked page shows its source; a recorded call plays its announcement first.
GoHighLevel · DocumentedNumber pools, recording with announcement.[13][15]
Automation
Text message sequences
Follow-ups and reminders without manual texting.
Test: A sequence stops when the customer replies.
GoHighLevel · DocumentedWorkflows with text actions.[2]
Scheduling
Online booking
Routine visits booked without phone tag.
Test: A customer books a service slot and gets a confirmation.
GoHighLevel · DocumentedBooking link, Google Calendar sync.[3]
Scheduling
Dispatch and routes
Less driving, faster emergency response.
Test: Reassign an emergency to the nearest free engineer.
GoHighLevel · Not documentedUse dispatch or job management software.
Reputation
Review requests
Recent reviews from every customer.
Test: A completed job sends one request, to every customer, with no score filter.
GoHighLevel · DocumentedSend Review Request action; do not gate.[8][9]
Sales
Job and quote pipeline
Nothing stuck without anyone knowing.
Test: Every open quote is visible by stage, with an owner.
GoHighLevel · DocumentedPipelines and stages.[1]
Sales
Estimates and invoices
Quote, acceptance and invoice in one flow.
Test: Send an estimate, accept it as the customer, convert it to an invoice.
GoHighLevel · DocumentedStatuses and conversion to invoice.[4]
Retention
Maintenance and renewal reminders
Repeat work without a spreadsheet.
Test: A reminder starts 30 days before a service date stored on a record.
GoHighLevel · Possible with custom fieldsDate fields you create, then a date trigger.[11]
Communication
Shared inbox
Anyone in the office can answer a customer.
Test: A text, an email and a WhatsApp from one customer appear in one thread.
GoHighLevel · DocumentedConversations across channels.[10]
Marketing
Customer segmentation
The right message to the right customers.
Test: A list of boiler customers due in two months updates itself.
GoHighLevel · DocumentedSmart lists.[12]
Operations
Job sheets and stock
Records of work done and parts used.
Test: An engineer completes a job sheet with photos and a signature.
GoHighLevel · Not documentedUse job management software.