Done-for-you snapshot for roofing businesses
Inspection funnels, claim-stage tracking and canvassing follow-up built for how roofing crews actually sell.
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Roofing contractors chasing inspections, insurance claims and retail replacements.
After a hail event the whole market is calling. A lead that waits four hours has already signed with someone else.
A homeowner is somewhere between adjuster and approval, and nobody on the team can say where without a phone call.
Door knockers collect addresses and interest levels that never make it into a system anyone follows up from.
End to end
This is the whole path a homeowner takes through the Roofing snapshot. Eight steps, all of them running without anyone remembering to press anything.
Website
First the front door. A complete site with storm-damage pages, galleries and finance info, built the way roofing contractors sell rather than the way a template designer imagined it.
Swap the logo, colours and business details on one settings screen and every page updates.
Intake form
Every enquiry comes in qualified, because the form asks the roof type, its age and whether water is coming in right now before it will submit.
Enrolled
Submission is the trigger. The contact record is built, tagged by what they asked for, and dropped into the right sequence in the same second.
Auto reply
An automatic reply confirms the request and offers the next two inspection windows, sent while they are still on the page. Speed is the whole game here: the roofing contractors that replies first usually wins the job.
The sequence keeps going if they do not answer: follow-ups on day one, day three and day seven.
Chat widget
Plenty of homeowners will not fill anything in. They will type a question. The widget answers do you work with insurance, how long does it take, can you look at it this week from your own information, then books the roof inspection in the same conversation.
AI receptionist
A hail-damage call the evening after a storm does not go to voicemail. The AI voice agent picks up on the first ring, asks the qualifying questions and books straight into the calendar.
Any call it cannot handle fires a missed-call text back within seconds, so the thread stays open.
Pipeline
From there it is a pipeline, not a to-do list. New enquiry then Inspection booked then Estimate sent then Contract signed then Build complete, with the right message firing at each stage.
Review
Dragging the card to Build complete stops the chase sequence and starts the delivery one. When the final walkthrough is signed off, the review request goes out on its own.
How that request is filtered is worth its own section, below.
Problem and fix
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Roofing snapshot.
The problem
After a hail event the whole market is calling. A lead that waits four hours has already signed with someone else.
What removes it
The roof inspection is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The problem
A homeowner is somewhere between adjuster and approval, and nobody on the team can say where without a phone call.
What removes it
Do you work with insurance gets answered in the moment, instead of the homeowner closing the tab and asking someone else.
The problem
Door knockers collect addresses and interest levels that never make it into a system anyone follows up from.
What removes it
Happy homeowners are pushed to Google. Unhappy ones are routed to a private feedback form first, so the problem reaches you before it reaches the public.
The spec sheet
Every feature ships pre-built inside your GoHighLevel, tuned for roofing contractors and installed within 24 hours.
A 24/7 AI voice agent answers the phone, qualifies new homeowners and books the roof inspection. Even at 8 PM after a hailstorm.
A website chatbot that holds a real conversation with homeowners, answers the questions they always ask, and books the roof inspection without you touching it.
Reminders, no-show recovery, annual inspection nudges and post-build walkthroughs. Every homeowner touchpoint handled over SMS.
Auto-reply to Google reviews and Business Profile questions in your own tone, within minutes, around the clock.
Capture Instagram DMs, qualify the homeowner with AI, and route them straight into a booked roof inspection.
Instant Messenger replies that pre-qualify new homeowners and hand off to your team only when a person is genuinely needed.
Ask happy homeowners for a Google review at the right moment after the inspection, and route anything negative to you privately first.
Online booking that respects real availability, layered reminders and one-tap rescheduling, so the roof inspection calendar stays full and no-shows drop.
Homeowner pipelines, a consistent tagging scheme, lifecycle flows and dozens of pre-built workflows. The brain of the snapshot.
A branded website built for roofing contractors, with online booking, storm-damage pages, galleries and finance info. Included, not an add-on.
The complete GoHighLevel snapshot. Every funnel, pipeline, workflow, template and AI prompt, tuned for roofing contractors.
Storm-season leads hit a fast intake and land on an inspection calendar before the competition returns a call.
Every job sits in a named claim stage with automatic homeowner updates as it moves.
A mobile form turns every door into a tracked contact with a follow-up cadence by interest level.
Review harvesting
Every homeowner gets asked. What happens next depends entirely on the star they tap.
As soon as the final walkthrough is signed off, an SMS and an email go out carrying one link. Nobody has to remember, and it lands while the inspection is still fresh in their mind.
The same link sits behind a QR code you can put on the yard sign and in the completion email. Scanning it opens exactly the same form.
A star rating is the entire first screen, so almost nobody abandons it. What they tap sends them down one of two very different routes.
Five stars means you have earned the public one. The homeowner is handed straight to the platform of their choice with the box waiting.
Ends up public
A four-star homeowner usually has one specific complaint. This route asks for it in private, logs it against them, and puts it in front of you rather than the internet.
Stays private, lands on your desk
The result is a Google profile that reflects the homeowners who were happy, and an inbox that hears from the ones who were not. Both of those are worth more than a review request you never send.
A landing page and rapid intake built for paid traffic during the days after a hail or wind event.
Stages for inspection, claim filed, adjuster meeting, approval, build and final invoice, each with its own automation.
A phone-friendly form for door knockers that tags interest level and schedules the follow-up automatically.
Photo-backed reports send to the homeowner with a clear next step rather than a bare PDF.
Meeting reminders go to homeowner and crew together so nobody misses the adjuster window.
Completed builds trigger warranty capture, a review request and a referral ask in one sequence.
Payback
The snapshot is a one-time price. Put your own average roof job in and the sum below tells you how many jobs cover it. For most roofing contractors the honest answer is a small number.
At $9,000 per roof job, the Roofing snapshot pays for itself after
1roof job
One-time price $900. Everything after that is yours.
Illustrative arithmetic using the figure you enter. It is not a forecast, a guarantee or a claim about typical results.
The AI receptionist takes the call, asks what you would ask, and books it. You are not stopping mid-inspection to answer do you work with insurance.
A hail-damage call the evening after a storm gets answered at full attention. That is the window most roofing contractors lose entirely.
Form to contact record to pipeline to review request, with no manual entry anywhere in the chain.
The sequences run on their own. Most homeowners that go cold do so because nobody followed up a third time.
Complete GoHighLevel sub-account builds. Funnels, sites, pipelines, calendars and automations in one import.
A full site plus the campaign funnels the industry actually converts on, all mobile responsive.
Lead capture, nurture, reminders, review requests and reactivation, wired and ready to publish.
Opportunity pipelines named for how this industry sells, with automation attached at each stage.
Booking calendars configured with realistic durations, buffers and availability rules.
Qualifying intake forms that branch by enquiry type and feed the right pipeline.
Every message in every sequence written for the industry, not filled with placeholder text.
One settings screen drives business name, contact details, links and branding across every asset.
A consistent tagging scheme so segmentation and reporting work from day one.
6 stages
Claim pipeline from inspection through to final invoice
3 tracks
Separate follow-up for storm, retail and insurance-claim leads
Mobile
Canvassing intake designed for a phone at the front door
| Building it yourself | Roofing Snapshot | |
|---|---|---|
| Time to a working build | 3 to 6 weeks of evenings | Same day |
| Copywriting for the industry | Written from scratch or borrowed | Included and industry-specific |
| Automation logic | Designed and debugged yourself | Built and tested |
| Ongoing updates | Your own maintenance | Free for a year |
| Reuse across clients | Rebuild or clone manually | Unlimited installs |
Done for you
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
No developer, no export files and no waiting on a build queue.
Have us install itCheckout completes and the snapshot share link is emailed to you within 24 hours. Check your promotions and spam folders as well as your inbox.
Open the link while logged into your agency account and choose the sub-account to load it into. HighLevel handles the import.
One settings screen holds business name, phone, address, booking link and brand colours. Every asset reads from it.
Attach your phone number, email sending domain, calendar and payment processor. The automations are already wired to use them.
Workflows ship paused so nothing fires before you are ready. Publish them once you have tested with your own details.
Something not covered here?Email usand a person will answer.
Yes. Retail replacements skip the claim stages and follow a quote-and-finance track instead, which is included as a second pipeline.
Yes, through the LeadConnector mobile app. Stage changes made on site fire the same automations as changes made at the desk.
The claim pipeline includes a supplement stage with its own reminder cadence, though the supplement documents themselves stay in your estimating software.
In five steps, all automatic. The prebuilt site captures the homeowner on an intake form that asks the roof type, its age and whether water is coming in right now. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the request and offers the next two inspection windows. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running New enquiry, Inspection booked, Estimate sent, Contract signed, Build complete, with automation attached to each stage.
It asks every homeowner automatically as soon as the final walkthrough is signed off, by SMS and email, and via a QR code you can put on the yard sign and in the completion email. The rating they tap decides the path: five stars opens Google, Facebook or Yelp with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
It answers. A hail-damage call the evening after a storm is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
That is arithmetic rather than a promise: divide the one-time price by your average roof job. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of roof jobs is margin.
A snapshot is HighLevel's native way of packaging a whole sub-account configuration. It captures funnels, websites, workflows, pipelines, calendars, forms, triggers and custom values as one transferable object. Loading a snapshot recreates that entire setup inside your own sub-account in a single step.
You receive a share link. Open it while logged into your agency account, pick the sub-account to load it into, and HighLevel imports everything. Then swap the custom values for your own details.
Loading a snapshot adds its assets alongside what is already there. It does not delete your existing funnels or workflows, though duplicate names can appear. Load into a fresh sub-account first if you want a clean look.
Yes. Your licence covers unlimited installs across sub-accounts you own or manage. What it does not permit is reselling or redistributing the snapshot file itself as a product.
Any agency plan works. Some features such as automated SaaS provisioning need the SaaS Pro tier, and those are flagged on the products that use them.
Email support with your sub-account ID. Most import issues come from a missing phone number, an unverified sending domain or a payment processor that has not been connected yet.
Start your GoHighLevel account through our link and we will take 15% off any snapshot you buy. Email us the account you signed up with and we apply it to your order.
We earn a commission if you sign up through that link, at no extra cost to you.Full disclosure.
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