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A prebuilt sub-account for roofing companies that responds to storm leads, books inspections, tracks insurance claims stage by stage and follows up on every estimate until a decision is made.
GoHighLevel snapshot
Roofing Contractor
$1,197one-time
The Roofing GoHighLevel Snapshot is a prebuilt sub-account for residential roofing contractors. It includes storm lead response, inspection booking, insurance claim stage tracking, estimate follow-up, financing application nudges and review and referral workflows, with a job pipeline and AI assistant. The $1,197 price includes installation in your sub-account and a setup call.
Everything a roofing contractor needs to answer every enquiry, book it, show up, get reviewed and come back, already built and wired together.
GHL Voice AI answers calls day and night, asks about the roof issue, property address and whether there is recent storm damage, and books an inspection. Active leaks and urgent requests are flagged and routed to your on-call team.
Conversation AI answers questions about inspections, the claim process, financing and timelines on your website, SMS, Facebook and Instagram. It explains next steps without promising insurance coverage and hands pricing questions to a rep.
When reps are on a roof or in a meeting, missed callers get a text asking about their roofing need. Conversations sit in a shared inbox with assignment by rep or territory so nothing is lost during busy weeks.
Inspection forms, storm landing pages and ad leads get an immediate text and email, then a call task for the assigned rep. The sequence runs for about 10 days with storm, repair or replacement messages and stops once an inspection is booked.
Homeowners book inspections online, and each booking sends a confirmation with what to expect and rep details. Reminders go out 48 hours, 24 hours and 2 hours before inspections and adjuster meetings.
When weather makes roof work or inspections unsafe, one tag sends affected homeowners a reschedule message with open dates. Missed inspections trigger a rebooking text and a task for the assigned rep.
DMs from Facebook and Instagram receive an automatic reply with an inspection booking link and move into the shared inbox. Comments on storm or replacement ads get a public reply and a private message asking for the property address.
New Google reviews are flagged with suggested replies your office can edit and post. Messages and calls from your Google Business Profile flow into the same pipeline as storm and website leads, tagged by source.
When a job is marked complete, the homeowner receives a request for feedback on the project. Satisfied homeowners are sent to your Google review page, and concerns go to a private form that alerts the project manager.
Separate retail and insurance claim stages track each job from lead through inspection, claim filing, adjuster meeting, estimate, contract and completion. Stage moves apply tags, assign tasks to reps and alert managers when a claim or estimate stalls.
A year of email and SMS covers storm season preparation, post-storm inspection reminders, gutter and attic care, and financing options. Homeowners who were not ready to replace hear from you again when the season or their situation changes.
Old inspection leads and past estimates receive a reactivation sequence, especially useful after a storm moves through your area. Completed customers are asked to refer neighbors, which fits how roofing work often spreads street by street.
Mobile-first pages with forms, chat, booking and tracking already wired into the workflows above, so every enquiry lands in your pipeline.
From the first call or message to a repeat customer, here is what runs automatically at each stage.
A homeowner calls, submits a form or messages after noticing damage and gets an immediate response.
Homeowners who have not booked receive storm or repair-specific follow-up and rep calls for about 10 days.
Inspections and adjuster meetings are confirmed and reminded, with weather reschedules handled in bulk.
The pipeline tracks the claim or retail estimate through contract and installation with homeowner updates.
At job completion homeowners are asked for feedback, with concerns routed privately to the project manager.
Seasonal nurture and post-storm reactivation keep past leads and customers in touch for future work.
Pages, calendars, forms, templates and fields, named clearly and ready for your details. 56+ custom fields and 52 weeks of nurture content included.
Each one starts from a real trigger in your business and runs the next steps on its own. You can switch any of them off or edit the wording.
Every lead sits in one stage, so you can see at a glance who needs a call today and where deals are getting stuck.
Opportunities · Roofing Jobs
Sample data, for illustration
Mark Lewis
Hail damage, 2-story
Janet Cole
Leak over garage
Steve Burns
Free inspection
Erin Walsh
Storm inspection
Ray Ortega
Hail, 26 squares
Linda Shaw
Claim #RF-2291
Tony Marsh
Adjuster meeting
Karen Holt
Full replacement, architectural
Phil Gomez
Repair, flashing
Dawn Rivers
Full replacement, metal
Greg Moody
Replacement complete
You do not get a download link and a good luck message. Here is everything we handle after you buy, and when.
1 business day
Full install and verification
A2P 10DLC
Registration handled for US numbers
Voice and chat AI
Configured for your services
10 custom hours
Used within 15 days
You choose the snapshot and fill in a short intake form: business details, logo, services, hours and who needs access.
We load the full snapshot into your sub-account and check that every workflow, form, calendar and pipeline imported correctly.
Your logo, colors, wording and custom values go in. We connect phone, email and calendars and submit A2P 10DLC registration.
Voice and chat AI are tuned to your services. Your 10 customization hours cover extra pages, workflows or changes.
A live walkthrough, a written guide and a recording. Then 12 months of snapshot updates as GoHighLevel changes.
Each path can work. They differ in time, ongoing cost and who ends up owning the system.
During a lead surge, every homeowner receives an immediate text and booking link, and leads are assigned to reps without someone sorting them by hand.
Each insurance claim has a visible stage, homeowners receive updates as it moves, and reps are alerted when a claim stalls.
Scheduled follow-ups and rep tasks keep each estimate active until the homeowner signs, chooses another option or moves to nurture.
Review requests, referral offers and storm outreach keep past customers in contact with your company for future work.
Keep production, measurements, supplements and job costing in AccuLynx, JobNimbus or Roofr. The snapshot sits in front of that software as the lead capture, follow-up and marketing layer: answering calls, booking inspections, sending claim stage updates and requesting reviews. Contact lists can be imported, and job data can be connected via webhooks or Zapier after review.
$1,197one-time
GoHighLevel subscription and usage (phone, SMS, email, AI) are billed by HighLevel directly.
Want someone to run it after setup?
A trained GoHighLevel virtual assistant can manage conversations, pipelines and changes, from $1,199 per month.
After a hail or wind event, inquiries can arrive faster than a team can call them back, and homeowners often contact several contractors. The first company to respond with a clear next step has an advantage. This snapshot texts every new lead within a minute with an inspection booking link and assigns the lead to a rep by territory or in rotation.
Each lead is tagged with the storm event so you can see which events produced inspections and jobs. A five-day follow-up continues until the inspection is booked. For after-hours calls, the AI assistant and optional Voice AI script can answer basic questions and book inspections, while urgent leak situations are flagged for a person. Reps receive tasks for every lead they are assigned.
Insurance jobs move through stages that retail jobs do not: claim filed, adjuster meeting, decision and sometimes supplements. Tracking these in a dedicated pipeline lets the office see where each claim stands without asking reps. This snapshot stores the carrier, claim number and adjuster date in custom fields and texts the homeowner a plain-language update at each stage. That reduces calls asking for status.
Claims that sit in one stage for ten days trigger a rep reminder. The templates avoid promising coverage or approval, because only the insurance carrier decides that. Rules about contractor involvement in claims vary by state, so review your local requirements and adjust templates before going live. Public adjusting laws in particular limit what a contractor may say or do on a homeowner's behalf in many states. The snapshot leaves claim negotiation to the homeowner and the carrier, and records only dates, stages and contact details.
Roof replacement is a large purchase, and homeowners often need time to compare options or arrange financing. A steady, respectful follow-up keeps your estimate in consideration. In this snapshot, the homeowner receives a text one day after the estimate, an email at day three explaining materials and warranty, and a call from the rep at day five. Each touch adds information rather than pressure.
If the homeowner shows interest in financing, a separate workflow sends the application link and reminders. Estimates without a decision after 30 days move to a nurture stage, so the pipeline reflects active opportunities. When a job is complete, review and referral requests follow automatically. Reps can see which estimates are waiting on financing, which are waiting on insurance and which have simply gone quiet, so they spend their calls where a decision is closest. Owners can review the same view on the dashboard.
Straight answers to the questions people ask us most. If yours is not here, ask us directly.
Book a free 30-minute call. We will look at what you have, tell you what we would change, and give you a fixed quote. No pressure, no jargon.
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