Roofing GoHighLevel Snapshot
An inspection-to-signed-contract system for roofing and storm restoration teams, including estimate follow-up and insurance claim tracking.
Unlimited sub-accounts inside your own GoHighLevel account · Customization and implementation available separately
What This Snapshot Solves
Roofing revenue is won in the gap between the inspection and the signature. Most accounts we audit have leads landing in one generic pipeline, estimates sitting untouched for a week, and no visibility into which jobs are stuck in a claim versus stuck on a decision.
This snapshot separates those journeys. Storm leads, retail leads, and insurance claims each move through defined stages, estimate follow-up runs automatically, and the pipeline reports the value sitting in every stage at any moment.
The Pipeline Structure
Stages are defined by what has verifiably happened, not by how a rep feels about the deal. That is what makes the reporting usable.
- 01New LeadCaptured from form, call, canvassing, or referral, with source and storm-event tagging.
- 02Contact AttemptedSpeed-to-lead sequence plus call task, on a three-attempt cadence before nurture.
- 03Inspection ScheduledAppointment booked with crew or rep assignment and address captured.
- 04Inspection CompletedFindings and photos logged, damage type recorded to custom fields.
- 05Estimate SentProposal delivered and the automated follow-up cadence begins.
- 06Insurance ClaimParallel track for adjuster scheduling, supplement status, and approval.
- 07Contract SignedHandoff to production with a scheduling and expectation-setting sequence.
- 08Job CompletedFinal walkthrough, review request, warranty registration, and referral ask.
Automations Included
Every workflow is named, foldered, and documented so your team can edit timing and copy without reverse-engineering the build.
Speed-to-lead response
Immediate SMS and email plus a call task, with a three-attempt cadence over 48 hours.
Inspection confirmation and reminders
Confirmation, day-before, and morning-of reminders that reduce wasted truck rolls.
Estimate follow-up
Structured cadence at day 1, 3, 7, 14, and 30, each touch taking a different angle.
Insurance claim status updates
Homeowner updates during adjuster and supplement stages, where most complaints originate.
Storm-event campaign
Bulk outreach to a geographic list after a qualifying weather event.
Post-job review and referral
Review request after completion followed by a neighbor referral ask.
Cold lead reactivation
Quarterly re-engagement for estimates that never closed.
Funnels, Fields and Assets
Beyond the pipeline and automations, the snapshot carries the supporting structure that makes the system reportable and maintainable.
- Free inspection funnel with address and damage-type capture
- Storm-response landing page structure for rapid campaign launch
- Rep-assigned calendars with drive-time buffers
- Custom fields for roof age, damage type, carrier, claim number, and adjuster date
- Consistent tag taxonomy for source, storm event, and job stage
- Estimate follow-up templates written for homeowners, not contractors
Who This Is and Is Not For
A good fit
- Roofing contractors running retail and insurance work in the same account
- Storm restoration teams that need to mobilize campaigns quickly after an event
- Agencies serving home-service contractors who want a defensible pipeline structure
Not the right starting point
- Companies needing deep two-way integration with production or estimating software out of the box
- Teams unwilling to update pipeline stages, since reporting depends on disciplined stage movement
$497 one-time
One-time purchase, not a subscription. Deploy it into unlimited sub-accounts inside your own GoHighLevel account. Resale or redistribution of the snapshot itself is not permitted. Bundle three snapshots for $997, or ask about a custom agency package.
We confirm fit before anything is purchased — no checkout without a conversation.
Roofing & Storm Restoration Snapshot FAQ
More general questions are answered on the GoHighLevel Snapshots hub.