HighLevel for painting contractors

Most callers who reach voicemail ring the next painter on the list. A text inside a minute keeps the job yours until you can call back.

Trigger

Call Details (HighLevel’s call trigger). Add two filters: Call direction is Incoming, and Call status is no-answer or voicemail.

Steps

1. Send SMS: the text below.
2. Create/update opportunity: your pipeline, stage New lead.
3. Send internal notification: to you or whoever is on call.

Message

Sorry we missed your call! This is {{location.name}}. Is it an interior or exterior paint job? Text back and we’ll call you shortly to set up an estimate. Reply STOP to opt out.

Older HighLevel guides call this trigger Call Status.

The first business to reply usually gets the job. This answers every form at once, day or night, and tells you who to call.

Trigger

Form Submitted. Filter: your quote request form.

Steps

1. Create/update opportunity: your pipeline, stage New lead.
2. Send SMS: the text below.
3. Send email: the email below.
4. Send internal notification: the alert below.
5. Add task: “Call back within 5 minutes”, assigned to whoever takes new leads.

Messages

Hi {{contact.first_name}}, thanks for contacting {{location.name}}. We got your request and will call you shortly to book your estimate. Reply STOP to opt out.

Hi {{contact.first_name}},

Thanks for reaching out to {{location.name}}. Your request is in, and we’ll call you shortly to book your estimate.

Photos of the rooms or the outside of the house help us give you an accurate estimate, so feel free to reply with a few.

Talk soon,
{{location.name}}

New painting lead: {{contact.name}}, {{contact.phone}}. Call within 5 minutes.

Most quotes are not a “no”, they are a “not yet”. Three polite nudges over ten days win back jobs that would otherwise go quiet, and they stop the moment the customer says yes.

Trigger

Pipeline Stage Changed. Filter: stage is Estimate sent.

Steps

1. Wait: 2 days.
2. If / else: the opportunity is still in Estimate sent. If not, end here.
3. Send SMS: first text below.
4. Wait: 3 days.
5. If / else: still in Estimate sent.
6. Send email: the email below.
7. Wait: 5 days.
8. If / else: still in Estimate sent.
9. Send SMS: last text below.

Messages

Hi {{contact.first_name}}, it’s {{location.name}}. Did you get a chance to look at your painting estimate? Happy to answer questions about colors, prep or timing.

Hi {{contact.first_name}},

I wanted to follow up on the estimate we sent. If you’d like to change the scope, the paint or the timing, reply here and we’ll update it.

Ready to go ahead? Reply YES and we’ll get you on the schedule.

Thanks,
{{location.name}}

Hi {{contact.first_name}}, should we keep your painting estimate open? Reply YES to book the job, or let us know if anything has changed.

A wasted trip costs you a morning. A confirmation and two reminders cut no-shows, and give the customer an easy way to reschedule.

Trigger

Customer Booked Appointment. Filter: your estimate visit calendar.

Steps

1. Send SMS: confirmation below.
2. Wait: choose “Until a scheduled date/time” and set it to 1 day before the appointment.
3. Send SMS: day-before reminder below.
4. Wait: “Until a scheduled date/time” again, set to 2 hours before the appointment.
5. Send SMS: same-day text below.

Messages

You’re booked! {{location.name}} will come by for your estimate on [appointment date and time]. Reply here if you need to change it.

Reminder: your painting estimate with {{location.name}} is tomorrow at [appointment time]. Have any color ideas or photos ready if you like.

We’re on schedule for today at [appointment time]. See you soon! {{location.name}}

Where a text says [appointment date and time], insert HighLevel’s appointment merge field from the message editor’s merge-field menu.

People choose the business with the most recent reviews. Asking every happy customer, every time, is the cheapest marketing a trade business has.

Trigger

Pipeline Stage Changed. Filter: stage is Job complete.

Steps

1. Wait: 2 hours.
2. Send review request: HighLevel’s built-in review request (set your Google review link under Reputation first).
3. Optional second workflow: trigger New Review Received, step Send internal notification, so you can reply to every review the same day.

Message

Thanks for choosing {{location.name}}, {{contact.first_name}}! If you love your fresh paint, a quick Google review would mean a lot to our team: [your review link]

Six months after a job is the right time to check the finish, offer touch-ups and ask about the next room or the exterior. It turns one job into several.

Trigger

Pipeline Stage Changed. Filter: stage is Job complete.

Steps

1. Add contact tag: past-customer.
2. Wait: 6 months.
3. Send SMS: the text below.
4. Wait: 7 days.
5. Send email: the email below.

Messages

Hi {{contact.first_name}}, it’s {{location.name}}. How is the paint holding up? If another room or the outside is on your list, we’re booking now. Reply YES and we’ll call you.

Hi {{contact.first_name}},

It’s been about six months since we painted for you. If you’ve spotted anything that needs a touch-up, or you’re thinking about the next room or the outside of the house, reply here and we’ll set up a visit.

{{location.name}}