Seldom things in life do turn out better than you hoped for. Our application development, website maintenance and hosting with JoomDev did. The driving force behind the firm is its unique way of balancing quality services with realistic budgets. The passion and enthusiasm shown by Chetan and his team from the very first moment we met them, we knew that our search was over.
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WeSurv is dedicated to delivering peace of mind through a seamless, community-centered home service experience. Their mission hinges on polite, respectful interactions and clear, responsive communication.
To uphold these high standards while scaling, WeSurv realized their backend technology needed a significant overhaul, consolidating multiple expensive, disconnected platforms into one powerful, centralized system.
1. High-Cost, Redundant Automation
WeSurv’s email and SMS automation relied solely on Chiirp. This resulted in:
2. Communication Blind Spots (Aircall Integration Failure)
The sales team used Aircall for all inbound/outbound calling. However, the vital call data was not fully syncing with GoHighLevel (GHL):
3. Untapped Marketing Potential (Mailchimp Data Silo)
WeSurv used Mailchimp for bulk campaigns, but key engagement metrics were trapped there:
4. The Bi-Directional Data Nightmare (Housecall Pro Sync)
The most significant challenge was integrating Housecall Pro (HCP), their field service management system, with GHL.
We executed a comprehensive four-part strategy to consolidate WeSurv’s entire communication, automation, and job management stack into a single, cohesive GHL environment.
We engineered a complex, multi-step integration flow to capture and store all critical call data permanently inside GHL:
| Step | Action | Tools & Technique |
| Capture | Capture every call event (inbound, outbound, missed, voicemail, etc.) | Custom Zapier automation trigger |
| Store | Fetch and download the temporary Aircall recording URL. Upload the audio file to Dropbox for permanent, long-term storage. | Custom Automation / Dropbox API |
| Enrich | Run the call data through an AI service to generate an Automatic AI Summary, conversation keywords, talk time, and notes. | Automation & AI Service |
| Sync | Save the Dropbox-hosted file link, duration, summary, and direction back to the contact’s record in GoHighLevel. | GoHighLevel API |
Result: A flawlessly centralized communication system inside GHL, including permanent, non-expiring call recordings and AI-powered summaries—completely eliminating platform switching.
The migration and custom integration project fundamentally transformed WeSurv’s operations.
“Chetan and the team helped us simplify our operations massively. Now every call, message, job update, and customer interaction is in one place—GoHighLevel. The automations run smoothly, the integrations are clean, and we finally have full visibility into our communication and job workflows. This has saved us time, money, and a lot of headaches.”
By consolidating tools, eliminating unnecessary costs, and engineering advanced custom integrations, WeSurv now operates on a centralized, efficient, and scalable system. Their home service business runs smoother, communication is clearer, and they have the robust technology foundation required to achieve their mission of delivering peace of mind to every homeowner.
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