How to Launch the Plumbing Snapshot in Your GHL Account
Onboarding the Plumbing Snapshot takes most shops between 7 and 14 calendar days. Most of that time is your team customizing the branding, building familiarity, and adjusting workflows to match your shop’s specific style. The technical installation is done in 24 hours.
Step 1 — Complete your purchase + onboarding form
Place your order at plumbingsnapshotforghl.com. Within 5 minutes you’ll receive:
- A receipt and order confirmation email
- An onboarding form asking for the details we need to install
- A welcome email from our team with a direct contact
The onboarding form asks for:
- Your GHL agency email and sub-account name
- Shop branding (logo, colors, voice samples)
- Service areas (ZIP codes or radius)
- On-call rotation (primary, backup, owner — with phone numbers)
- Existing FSM (if any) and your sync preference
- Preferred financing partner (GreenSky / Synchrony / Wisetack — we wire one or all)
- Existing processor (Stripe / Square / QuickBooks Payments)
Step 2 — We install within 1 business day
Our team installs the snapshot directly into your GHL sub-account. We do this Mon-Fri. Orders placed Saturday or Sunday deliver Monday EOD. The installation includes:
- 50+ pre-built workflows imported and verified
- 13 pipelines (residential service, commercial, maintenance plan, etc.)
- 90+ universal tags for segmentation
- The AI receptionist (voice + SMS), tuned to your shop’s name
- Dispatch logic with on-call rotation
- Maintenance plan engine with three tier templates
- Photo-backed quote builder
- Review automation flow
- Customer portal at portal.yourshop.com
- Sample blog posts, service pages, and a homepage
We test-run the entire flow before handing it over. Nothing is left in “draft” status.
Step 3 — Schedule your kickoff call (Day 2)
A 30-minute call with the install team to walk through the installed snapshot. We confirm:
- Your service areas are correctly wired in dispatch routing
- Your on-call rotation rings the right phones in the right order
- A2P 10DLC registration is filed (free — we handle paperwork with your carrier)
- Your financing partner credentials are connected
- Your FSM integration target is confirmed
Step 4 — Customize your branding (Days 2-4)
We replace placeholder content with your shop’s brand:
- Logo on the customer portal, quote PDF, and SMS signatures
- Color scheme across customer-facing pages
- AI receptionist voice (script tone, shop name pronunciation)
- Dispatch SMS templates (your shop’s voice)
- Quote PDF template (your branding, your terms, your signature block)
- Maintenance plan offer wording (your pricing, your inclusions)
We do this for you during the 30 dedicated support hours. You can review and adjust at any point.
Step 5 — Wire your FSM integration (Days 3-5)
If you run ServiceTitan, Housecall Pro, Jobber, or another FSM, we wire the sync during this window. Typical wiring:
- Inbound job captured in GHL → auto-created in FSM with all customer context
- Tech updates job in FSM → status reflected in GHL pipeline
- Job completed in FSM → triggers review automation + plan-enrollment offer in GHL
- Customer record stays consistent both directions
We use Zapier, Make.com, or native API depending on what your FSM supports best. The choice is invisible to your team — both systems just stay in sync.
Step 6 — Train your dispatcher + techs (Days 5-10)
Two training sessions:
Dispatcher training (1 hour) — using the two-way SMS inbox, monitoring the AI receptionist, manually overriding dispatch when needed, working the customer portal admin view, escalating issues.
Tech training (45 minutes per shift) — using the tablet for photo-backed quotes, the maintenance-plan enrollment form, end-of-job review trigger, the water-quality checklist. We do this in groups of 3–5 techs at a time.
Step 7 — Go live + monitor the first 7 days
Flip the AI receptionist to live. We monitor with you for the first 7 days closely. Typical adjustments in this window:
- Tuning the qualifying questions (e.g. adding “Is anyone in immediate danger?” for safety-conscious shops)
- Adjusting escalation timing (the default 90 seconds is too short for some shops, too long for others)
- Refining the financing offer mix based on which partner gets the most approvals
- Tweaking the SMS dispatch templates based on tech feedback
After 7 days, your snapshot is fully operational and the first wave of customizations is dialed in.
What comes next
You have the remaining hours of your 30 dedicated support hours to use within 15 days for additional customization, new workflows, custom landing pages, or training. Beyond 15 days, you can hire our GHL VA for ongoing management at $1,250/month.