Plumbing snapshot setup guide
Install, brand and launch the snapshot in about an hour. Follow the steps in order.
Setup checklist
Load the snapshot
From the agency view, go to Sub-Accounts, open the account menu and choose Load Snapshot, or select this snapshot when creating the sub-account. Import all assets and switch into the account.
Fill in the business profile
Go to Settings > Business Profile and enter the business name, address, phone, website, license number if you display it, and time zone.
Set your custom values
Go to Settings > Custom Values and fill in business name, owner name, phone, service area and the booking, review, feedback and referral links. Set the water heater, seasonal and reactivation offers to what the shop actually honors.
Connect a phone number and register A2P
Go to Settings > Phone Numbers to buy or port a number and enable missed-call text-back. Complete A2P 10DLC registration in the Trust Center before sending campaigns.
Set up email sending
Go to Settings > Email Services and add a dedicated sending domain. Add the DNS records and verify it so estimates and reminders land in the inbox.
Configure the Plumbing Service Call calendar
Go to Calendars > Calendar Settings and open Plumbing Service Call. Assign plumbers or a round-robin, set arrival windows and hours, then copy the booking link into the booking_link custom value.
Customize the service request form
Go to Sites > Forms > Builder and open Request a Quote / Booking Request. Confirm Issue Urgency, Problem Description and Water Heater Age, add the SMS consent checkbox, and embed it on the website.
Connect Google Business Profile and reviews
Go to Settings > Integrations and connect Google Business Profile. Then go to Reputation > Settings, copy your review link and paste it into the review_link custom value.
Import past customers with water heater data
Go to Contacts > Import and upload past customers with consent status, last service date, water heater type and age if you have them. This feeds workflows 14, 19 and 21.
Assign staff and alerts
Go to Settings > My Staff and add dispatchers, plumbers and the owner with mobile numbers. Update the alert steps in workflows 01, 02, 03 and 13 under Automation > Workflows.
Publish the workflows
Go to Automation > Workflows, review each workflow's copy, and switch it from Draft to Publish. Keep 14, 20 and 21 in draft until you're ready to launch them.
Go live test
Submit the form, book a service call, call and hang up, and reply URGENT to the text-back. Confirm every SMS, email and team alert fires, then delete the test contact.
Custom values: fill these once
All 21 workflows pull from these values, so your client's name, links and offers show up everywhere. Pre-filled plumbing defaults are shown; replace the business details.
| Custom value | Plumbing default |
|---|---|
| Business Name | Your value |
| Business Phone | Your value |
| Owner Name | Your value |
| Website URL | Your value |
| Booking Link | Your value |
| Review Link | Your value |
| Feedback Link | Your value |
| Referral Link | Your value |
| Service Area | Your value |
| Customer Term | homeowner |
| Appointment Type | plumbing service call |
| Primary Service | plumbing repairs and installs |
| Lead Offer | a licensed plumber at your door with upfront pricing before any work starts |
| Guarantee | you approve the price before we start, and our workmanship is backed by a written warranty |
| Referral Reward | a $75 gift card |
| Reactivation Offer | a free whole-home plumbing inspection with any service call |
| Seasonal Offer | a pre-winter pipe and water heater check at a special seasonal price |
| Service Due Offer | a discounted water heater flush and plumbing inspection |
| Birthday Offer | $50 off your next plumbing service |
| Business Hours | Mon-Fri 7am-6pm, Sat 8am-2pm, 24/7 emergency service |
KPIs to track every week
| Metric | Goal | Where in GoHighLevel |
|---|---|---|
| Speed to lead | First contact within 5 minutes, and urgent leaks called back right away | Conversations and the contact activity timeline in Contacts |
| Booked call rate | Steadily increase the share of calls and leads that become booked service calls | Opportunities > Pipelines > Sales Pipeline (New Lead vs Service Call Booked) |
| Missed call recovery | Every missed call gets a text-back and a human follow-up the same day | Automation > Workflows > 02 Missed Call execution log |
| Estimate close rate | Track monthly and improve it with consistent follow-up | Opportunities > Pipelines (Estimate Sent vs Won) and Dashboard |
| Water heater replacements booked | Grow planned replacements from the database every month | Automation > Workflows > 21 stats and Opportunities filtered by Water Heater Replacement |
| New Google reviews | Ask after every completed job and grow reviews every week | Reputation > Overview |
Campaign ideas for your client
- Water heater check with an upfront replacement quote
- Annual water heater flush and whole-home leak inspection
- Membership with a yearly inspection, priority scheduling and member pricing
- Sewer camera inspection for older homes or home buyers
- Pre-winter frozen pipe protection visit
Compliance notes
- Collect clear SMS consent on every form and booking page, and only text past customers who gave you their number for service updates.
- Register A2P 10DLC and describe emergency follow-up, service reminders and promotional campaigns accurately in the campaign use case.
- Be upfront about trip fees and after-hours rates. Avoid 'lowest price' or 'cheapest' claims you can't back up.
- Water heater, gas line and repipe work often requires permits and a licensed plumber. Don't promise same-day installs where permits or inspections are required.
- If you sell memberships with recurring billing, put the terms, renewal and cancellation policy in writing and follow your state's automatic renewal laws.
This is general guidance, not legal advice. Confirm the rules for your client's state and industry.