GOHIGHLEVEL ANSWERS & PROMPTS: PLAYBOOK T18 · ESTIMATES & TEXT2PAY
AUTHOR: DANIEL HALLMAN
KEYWORD: ESTIMATE
What Usually Happens
Driving 45 minutes across town just to quote a price-shopper wastes half the day, and emailed PDF proposals sit unread while the homeowner collects bids from three other contractors.
How We Fix It in HighLevel
Run a fast photo-estimate workflow: have the customer text 2 photos from their driveway, attach them to a mobile HighLevel Estimate with a 1-tap Apple Pay / Google Pay deposit button, and trigger crew scheduling the moment the deposit clears.
3-Step Implementation Checklist
- Send an automated intake SMS asking the homeowner to reply with 2 quick photos of the repair or installation area.
- Generate a HighLevel Estimate with the photos attached and enable 'Auto-Create Deposit Invoice' (e.g. 20% deposit) with Stripe Apple Pay & Text2Pay enabled.
- Trigger a workflow on Invoice Status = Paid that moves the deal to 'Deposit Paid — Ready to Schedule' and texts the priority crew booking link.
MODE: AGENT PROMPT
PASTE THIS PROMPT INTO CLAUDE CODE, CURSOR, CHATGPT, OR YOUR GHL ASSISTANT
SAFE READ-FIRST WORKFLOW
Set up a Photo Estimate + Apple Pay Text2Pay Deposit workflow in our GoHighLevel sub-account: 1. Create a Fast Photo Quote workflow that prompts new leads to reply with 2 photos of their project area. 2. Configure HighLevel Estimates & Invoices to automatically convert accepted estimates into a 20% deposit Text2Pay link with Apple Pay and Google Pay enabled. 3. Trigger an post-deposit workflow on Invoice Paid that moves the pipeline stage to "Deposit Paid" and texts the priority installation calendar.
RUN WITH OUR GHL-TOOLS MCP SERVER OR RUST CLI (DANIELHALLMAN.COM/MCP)
SUPPORTS --DRY-RUN PREVIEW
# 1. MCP Tool Call (ghl-crm-mcp)
{
"tool": "workflows_create_from_recipe",
"arguments": {
"location_id": "<YOUR_LOCATION_ID>",
"recipe": "photo_estimate_text2pay_deposit",
"deposit_percentage": 20,
"dry_run": true
}
}
# 2. Or run via ghl-crm Rust CLI
ghl-crm workflows apply-recipe --location-id <YOUR_LOCATION_ID> --recipe photo-estimate-text2pay --dry-run
Similar GoHighLevel Questions & Fixes
PLAYBOOK T15 · Reputation & Reviews
How do you get more 5-star Google reviews in GoHighLevel without annoying unhappy customers?
Send a friendly personal check-in text 2 hours after a job is marked complete ('Did everything look good with the work today?') and send the direct Google review link only after they reply positively.
PLAYBOOK T17 · Funnels & FormsHow do you recover half-finished quote forms on mobile funnels in GoHighLevel?
Split long 8-field forms into a 3-field Step 1 (First Name, Mobile Phone, Service Type) and Step 2 (Address & Calendar), then trigger a 10-minute Goal Event workflow to text anyone who stops after Step 1.
PLAYBOOK T02 · Workflows & AutomationHow do you route weekend emergency repair calls in GoHighLevel so contractors never lose a job?
Ask missed callers to reply 1 for an urgent emergency or 2 for a standard quote, then trigger an instant on-call tech Call Connect when they reply 1.
PLAYBOOK T16 · Calendars & BookingHow do you cut appointment no-shows and stop double-bookings in GoHighLevel Calendars v2?
Enable both Linked Calendar and Conflict Calendar sync on Google/Outlook, require a two-way 'Reply C to confirm' SMS 3 hours before the slot, and auto-text a 1-tap reschedule link if unconfirmed.
RUN THIS IN 30 SECONDS · GHL-TOOLS MCP + OPERATOR COMMUNITY
Want your AI agent to inspect and build this inside GoHighLevel automatically?
Connect Claude Code, Cursor, or OpenAI Codex to our ghl-tools MCP Server & Rust CLI for 30-second sub-account doctor checks, --dry-run previews, and snapshot diffs—or start/upgrade your GoHighLevel plan through our partner link to unlock up to $612+ in implementation kits (including GHL Workflow Recipe Pack ($47 — or Free with Trial)) and our weekly live engineering clinics.