Trades — Example Workflow
A single, repeatable flow for service businesses (plumbers, electricians, HVAC, landscapers, and other trades).
- Capture: Customer submits a short service request (address, issue type, optional photos) via form, chat, or landing page.
- Qualify & Schedule: Auto-route jobs by urgency and location, offer available time slots, and schedule the appropriate technician.
- Confirm & Communicate: Send SMS/email confirmations, ETA updates, and enable two‑way messaging for clarifications.
- Estimate & Pay: Provide templated estimates, collect approval and payment online, and attach invoices to the job record.
- Execute & Log: Technician records work (time, parts used, photos) which feeds billing and performance reports.
- Follow-up & Retain: Trigger post-job review requests, maintenance reminders, and targeted nurture sequences to drive repeat business.
What GrowthPilotHQ does: connects funnels, CRM pipelines, automations, and reporting into one job-centered workflow — plus integrations for messaging, payments, and calendar sync so trades can focus on work, not admin.
How we get you clients
We help trades attract and convert local customers with a combination of high-converting capture and reputation tools:
- Optimized lead capture: Landing pages, chat widgets and forms that capture the exact job details (photos, urgency, location) so leads are ready to quote.
- Missed-call & missed-form follow-up: Instant missed-call text-back and automated follow-up sequences so warm leads don't get lost.
- Local visibility & reviews: Google Reviews management workflows and automated review requests that improve ratings and local search performance.
- Social & listings: Scheduled social media posts and local listing updates to keep profiles active and discoverable.
- Targeted outreach & retargeting: Email/SMS nurture, on-site retargeting and lookalike audiences to convert visitors into booked jobs.
- Automation-driven promotions: Time-limited offers, seasonal campaigns, and referral incentives delivered automatically to the right segments.
- Referral & repeat: Post-job campaigns and maintenance reminders that increase repeat business and referrals.
How GrowthPilotHQ saves you time
We automate the repetitive, time-consuming tasks so your team spends more time on billable work:
- Automated scheduling & dispatch: Reduce back-and-forth calls with self-service booking and technician assignment.
- Pre-built templates & automations: Ready-to-use estimates, messages, and follow-ups that remove manual setup.
- Mobile work logging: Field techs submit time, parts and photos from their phone — billing and reports update automatically.
- One place for records: Jobs, invoices, messages and reports in a single interface — no double entry across systems.