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🔧 GoHighLevel snapshot · Auto Repair & Detailing

Auto snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the Service Appointment calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for auto

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedService BookedVehicle InspectedEstimate SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Vehicle ScheduledIn the BayVehicle Picked UpFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Auto fields included

  • Vehicle Year / Make / Model
  • Current Mileage
  • Next Service Mileage
  • Declined Work
  • Declined Work Estimate
  • Detail Package (Express wash & vac, Interior detail, Exterior detail, Full detail, Paint correction)
  • Drop-Off Preference (Wait at the shop, Drop off, Need a ride, Mobile service at my location)

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · New Lead → Speed-to-Lead + 7-Day Follow-Up

Replies to new service requests instantly, asks about the vehicle and follows up until the appointment is booked.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, it's owner name at business name. Got your request! I can get you lead offer. What's going on with the vehicle? Or book a time: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts back callers the service counter couldn't answer so they don't call the next shop.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, this is business name. Sorry we missed your call, we're probably under a car! What can we help with? Reply here or book a time: booking link Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Alerts the service writer the moment a customer replies.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms the appointment and reminds the customer to note symptoms and bring the wheel lock key.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're booked, first name! Your appointment type at business name is set for start time. Need to change it? reschedule link
05 · No-Show → Reschedule Recovery

Rebooks customers who missed their appointment before they go elsewhere.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, we missed you at the shop today! No worries. Want to grab a new time for your vehicle? booking link
06 · Appointment Completed → Proposal Prep

Lets the customer know the estimate is coming and reminds the team to send it promptly.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for bringing your vehicle in, first name! We're putting your estimate together now, with what needs attention now and what can wait. You'll have it shortly. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up on repair estimates, explains what's urgent and offers to stage the work.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, did you get a chance to look at the estimate from business name? Happy to walk you through it or prioritize what's most important. Just reply here.
08 · Deal Won → Welcome + Customer Journey

Confirms approved work and sets expectations for updates and pickup.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Thanks for choosing business name, first name! We'll text you updates while your vehicle is in the shop and when it's ready. Save this number, it's our direct line.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps in touch with customers who didn't approve work and invites them back.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Asks how the vehicle is running after pickup.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Hi first name, thanks for choosing business name! How's the vehicle running? It takes 20 seconds to tell us how we did: feedback link Reply STOP to opt out.
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy customers to Google and alerts the owner to any complaint so it can be fixed fast.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Asks satisfied customers to refer friends and family for a service credit.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thanks for the kind words! Know someone looking for a shop they can trust? Send them our way and we'll thank you with referral reward: referral link Reply STOP to opt out.
13 · Referral Received → Thank You + Team Alert

Thanks the referrer and alerts the team to call the new customer.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Brings back customers you haven't seen in months with a service offer.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's owner name from business name. It's been a while since we've seen your vehicle. Is it due for an oil change or anything else? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends polite reminders on unpaid repair or fleet invoices.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Thanks the customer and clears the past-due tag.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Sends a birthday discount on any service or detail.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Alerts the service writer when an estimate hasn't moved in a week.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds customers when maintenance is due by time or mileage.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In auto: The next maintenance visit by time or mileage, such as an oil change, tire rotation or scheduled service, or a maintenance detail or coating top-up for detailing customers. Set Next Service Due (date) and Next Service Mileage after each visit, then add the 'service due' tag.

Sample text message:
Hi first name, it's business name. Based on your last visit, your vehicle is coming due for service by time or mileage. Book now and get service due offer: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs a winter-ready or spring vehicle check promotion to the whole list.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In auto: Seasonal vehicle check. Run a winter-ready check in October and November and a road-trip or A/C check in April and May. For detailers, run a spring 'salt and pollen' detail. Change the Seasonal Offer value for each run.

Sample text message:
Hi first name, business name here. Cold weather is coming. For a limited time: seasonal offer. Want in? Reply YES or book: booking link Reply STOP to opt out.
21 · Declined Work Follow-Up

Follows up on recommended repairs the customer declined, with a free re-check and option to stage the work.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In auto: Follows up on recommended repairs the customer declined at their last visit, offering a free re-check and staged work. Add the 'niche campaign' tag 2-4 weeks after a visit with declined work, and record the items in the Declined Work field. This is often the most valuable campaign for a shop, because declined estimates are work the customer already knows they need.

Sample text message:
Hi first name, owner name at business name. On your last visit we noted some work you chose to hold off on. Want us to re-check it or put it on the schedule? Reply YES. Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

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