HVAC contractor
Maintenance agreements, seasonal tune-ups and emergency intake.
Home services
The Roofing contractor GoHighLevel snapshot kit
Storm response, inspections and the insurance claim pipeline.
Roofing has two completely different sales motions running at once: retail replacement and insurance restoration. This kit ships both pipelines, with the claim stages and adjuster follow-ups that a generic contractor snapshot never includes.
- Roof pages and claim explainers
- Retail quotes and claim restoration
- Asked once the site is swept
What lands in the account for roofing contractors kit buyers
Every kit ships the same list, written for its own industry. There are no quantities on it, because a counted promise is a promise: the delivered account has to match it. What is stated instead is what each line is for in roofing contractors, what it changes, and how it pays back. Nine of the lines carry a system stamp, and those nine systems are the whole system. The rest are stamped ACCT: they are the frame the nine are bolted to.
- BS-01SYS-03
AI Studio website
Roof pages and claim explainers
Professional Website. Storm response landing pages that can be pointed at a specific neighbourhood, with the inspection form and the crew calendar already wired in.
- Neighbourhood storm pages
- Inspection request form
- Crew calendar embedded
- Without it
- Homeowners looking at a hail-damaged roof want to know whether their premium goes up, and your site talks about family values and years in business.
- With it
- Pages come written for shingle, metal, flat and gutter work, the claim process explained step by step in plain language, and the inspection calendar sitting on each one.
- How it pays
- Assume you would otherwise pay a specialist agency $6,000 for a roofing site and wait a quarter. The pages come with the import, which matters most if a storm arrives first.
- BS-02ACCT
Funnels
Storm pages aimed at one street
- Without it
- You need a page live for the neighbourhood hit last night, not next month, and the web guy who built the site does not answer at weekends.
- With it
- Pages ship for the free roof inspection funnel, storm damage response, insurance claim help, financing applications, a neighbourhood job announcement and the referral rebate, each editable to a specific street.
- How it pays
- If you put $800 behind a geo-fenced post for one subdivision and the storm page books even a handful of inspections, one approved claim at $14,000 makes that spend look trivial.
- BS-03ACCT
Forms and surveys
Door-knock capture from a phone
- Without it
- A rep standing on a driveway writes an address on a clipboard, the clipboard goes back to the truck, and half the street never reaches the account.
- With it
- The canvassing form works on a phone at the kerb, tags the rep, takes photographs of the damage, and drops the homeowner into the inspection board immediately.
- How it pays
- Say a rep knocks eighty doors a day and gets six conversations. Capturing all six properly, rather than the four that survive the clipboard, is more inspections from the same walk.
- BS-04SYS-01
1 AI Receptionist
Storm night calls, address first
AI Receptionist. Picks up at two in the morning after a hailstorm, takes the address, asks whether there is active water coming in and books the inspection before the next roofer calls back.
- Answers storm calls overnight
- Triage: active leak or not
- English and Spanish
- Without it
- Hail comes through at nine on a Sunday evening and every roofer in the county gets the same calls. Whoever answers first books the inspection.
- With it
- The line stays open through the surge, logs the address and the storm date, separates a live leak from general inspection interest, and sets the appointment.
- How it pays
- If a storm produces two hundred calls in a night across your market and a signed replacement averages $14,000, the share you answer rather than lose to voicemail is the whole season.
- BS-05SYS-02
1 AI Chatbot
Claim questions answered in Messenger
AI Chatbot. Replies to the Facebook messages that follow a storm post, collects the address and roof age, and hands a qualified homeowner to the crew calendar.
- Facebook and site chat
- Captures address and roof age
- Answers claim questions
- Without it
- A neighbourhood Facebook post about hail gets forty comments and a dozen private messages, all asking whether you handle insurance, and none get a reply until Monday.
- With it
- Text replies handle the deductible question, the carrier question and the timeline question, log the property address and shingle age, and offer an inspection slot without a call.
- How it pays
- Assume a storm post reaches four thousand people and a tenth message you. At a signed job value of $14,000, even a couple of those conversations turning into contracts pays for the year.
- BS-06ACCT
Custom fields
Carrier, claim number, deductible, roof age
- Without it
- Six weeks into a claim somebody asks which carrier it is and what the deductible was, and the answer is in a photograph of a notepad on a phone.
- With it
- The record carries carrier and claim number, the adjuster's direct line, deductible, date of loss, roof age, shingle type, storey count and which canvasser took the door.
- How it pays
- If one file a month stalls for a fortnight because the adjuster's details went missing, at say $14,000 a roof that is a month of revenue shifted into the next quarter.
- BS-07ACCT
Custom values
Market, crew names, warranty terms
- Without it
- Chasing a storm into the next state means every page, script and message has to name a different market, and rewriting them takes a week you do not have.
- With it
- Set the company name, licence and insurance details, target market, crew names and calendars, manufacturer certifications, warranty wording, financing partner and inspection booking link, all at account level.
- How it pays
- If a hailstorm lands three hours away and you want to be trading there by Thursday, a fresh import with the market values changed is the difference between going and not.
- BS-08ACCT
Pipelines
Retail quotes and claim restoration
- Without it
- A claim job and a cash quote need completely different chasing, but on one list the depreciation release sits under a lead who wanted a gutter price.
- With it
- The restoration board tracks claim filed, adjuster met, approved, scheduled and complete. Retail sits on its own board, and the answer to one intake question decides where a lead lands.
- How it pays
- If you carry sixty open claims and each stalls an average of two weeks somewhere in the middle, pulling a fortnight out of the cycle at say $14,000 a roof is cash flow.
- BS-09ACCT
Workflows
Adjuster, supplement and release chasing
- Without it
- The adjuster met the crew three weeks ago and nothing has arrived. Nobody in the office owns that follow-up, so the file just sits there.
- With it
- Automations chase the adjuster meeting, the submitted supplement and the depreciation release on their own clocks, and push the retail quote follow-up across three weeks without anyone remembering.
- How it pays
- Say a supplement is worth $2,600 and one file in five needs one chased twice. Across a storm season that is a five figure number that used to depend on somebody's memory.
- BS-10SYS-05SYS-04
Appointment reminders, confirmations and no-show recovery
Inspections kept and adjuster meetings confirmed
Smart Appointment System. Confirms the inspection window, sends the on-the-way message when the crew leaves the yard, and chases the ones that slip the same day.
- 24h, 1h and 15min reminders
- On-the-way crew message
- Target: 70% of no-shows rebooked
AI Outbound Caller. Calls the inspections that were booked and never happened, and the claims that went quiet after the adjuster meeting, which is where roofing revenue dies.
- Missed inspection callback
- Stalled claim follow-up
- Voicemail with a reschedule link
- Without it
- A crew drives forty minutes with a ladder rack and nobody is home, or the adjuster turns up at a house where the homeowner forgot to be there.
- With it
- Both appointment types confirm on booking and run a reminder ladder, the crew texts before it leaves the yard, and no-show recovery is built to a 70% rebook target.
- How it pays
- At a crew day rate of say $1,800, one wasted inspection morning a week is real money, and the adjuster meeting you miss can push a claim back a month.
- BS-11SYS-09SYS-08
Nurture campaign
Inspected but never signed
Lifetime Nurture Campaigns. Keeps the address on file warm: the pre-storm-season gutter check, the five year inspection, the neighbour referral after a street gets re-roofed.
- Pre-season inspection prompts
- Five year roof check-in
- Street and neighbour referrals
Database Reactivation. Reopens the estimates that were never signed and the roofs inspected two seasons ago, timed to the next storm cycle rather than a random month.
- Unsigned estimates, six months on
- AI calling campaign
- Storm cycle win-back offers
- Without it
- You inspected forty roofs after the spring storms and signed twelve. The other twenty-eight have your report on the kitchen table and no reason to call back.
- With it
- The sequence keeps working an unsigned inspection: photographs from the report, what a denied claim can be reopened for, warranty terms, and what the neighbours ended up doing.
- How it pays
- If twenty-eight unsigned reports are worth $14,000 each on paper, converting two of them later in the year beats a month of canvassing for what it costs you.
- BS-12SYS-06SYS-07
Review automation
Asked once the site is swept
Review Harvesting. The ask fires post-job, once the final invoice clears and the debris is off the drive, not while the dumpster is still in the street.
- Trigger: job closed and paid
- Held until site is cleared
- Google and Facebook links
Review Automation. The engine keeps a storm-season crew honest: it tracks every completed roof, orders the channels, chases twice and stops.
- Text first, email second
- Two follow-ups, then stop
- One ask per address, ever
- Without it
- The best moment to ask is the day the dumpster leaves and the magnet sweep is done, which is the day the crew is already on the next roof.
- With it
- The ask waits for final invoice and site clearance, runs text then email, chases twice and stops. One address is only ever asked once, whatever work follows.
- How it pays
- If a storm season puts sixty roofs on the ground and even a third of those homeowners leave a review, your profile going into next season looks nothing like a new company's.
- BS-13ACCT
Seasonal automation
Storm season and pre-winter gutters
- Without it
- Between storms the phone goes quiet and the crews sit, which is the part of the year that decides whether a roofing company survives a mild spring.
- With it
- The calendar covers the pre-season gutter and flashing check, the autumn leaf clearance push, the winter ice dam warning, and the anniversary inspection on roofs you already installed.
- How it pays
- Say a gutter clean and check sells at $250 and one in six turns up a repair. Filling three quiet weeks in autumn keeps a crew on payroll instead of on the market.
The 70 percent no-show recovery and the 5 to 10 reviews a month are what these systems are tuned to produce. They are build targets, not measured results from a named customer.
Built for how roofing contractors actually sell
Roofers win on speed after a storm and lose on paperwork after the sale. The kit answers a form fill inside 60 seconds, books the inspection on a crew calendar, and then tracks the claim through adjuster meeting, supplement and depreciation release so nothing stalls in the middle.
- Building a claim pipeline with adjuster and supplement stages
- Wiring a mobile door-knock form to the right crew calendar
- Writing the 21 day retail quote follow-up sequence
Primary pipeline
- New lead
- Inspection booked
- Inspected
- Claim filed
- Adjuster met
- Approved
- Scheduled
- Complete
The problem, and what actually changes
What it looks like today
- After a storm the phone rings at two in the morning and whoever answers first books the street. Voicemail loses the job outright.
- Inspections are booked and forgotten, so a crew loses half a morning to a homeowner who was not home.
- Claims go quiet after the adjuster meeting and nobody chases the supplement, so the file sits at 60 percent of its value.
- Estimates that were never signed pile up with nobody working them, and by the next season the lead is dead.
What changes, and what changes it
- Storm calls are answered overnight, triaged for active water and booked straight onto the inspection calendar.SYS-01 AI Receptionist
- Facebook messages after a storm post get a reply in seconds with the address and roof age captured.SYS-02 AI Chatbot
- Missed inspections get a callback inside the hour rather than a note on someone desk.SYS-05 Smart Appointment System
- Stalled claims are called automatically, so the supplement conversation happens while the file is still open.SYS-04 AI Outbound Caller
- Unsigned estimates are reopened six months on, timed to the next storm cycle rather than a random Tuesday.SYS-08 Database Reactivation
Built for
- Retail and insurance restoration roofers running at least two crews.
- Companies that advertise into storm events and cannot staff a 24 hour phone.
- Contractors with a backlog of unsigned estimates they have never systematically worked.
Not built for
- A one-truck operation doing referral work only. There is not enough inbound volume for the receptionist to earn its keep.
- Commercial-only roofers on multi-year bid cycles. The pipeline here is built for residential speed.
- Anyone who wants the AI to discuss claim value or policy terms with a homeowner. It books and qualifies, it does not negotiate.
If you recognise yourself in the second column, say so on the call. We would rather tell you that a kit is the wrong answer for roofing contractors at your size than sell you one and watch it sit unused.
The workflows inside, by name
These are the ones that do the heavy lifting, named as they are named in the account. The rest handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Storm lead 60 second speed to lead
- Free inspection booking and reminder
- Door knock lead capture from mobile
- Inspection report delivered
- Insurance claim filed, adjuster scheduled
- Supplement submitted follow-up
- Depreciation release chase
- Retail quote follow-up over 21 days
- Financing pre-qualification
- Job complete, review and photo request
The funnels, by name
- Free roof inspection funnel
- Storm damage landing page
- Insurance claim help page
- Financing application funnel
- Neighbourhood job announcement
- Referral and rebate page
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How the complete system works
End to end automation, from lead capture to lifetime client. The build sheet above is what you get. This is the order it runs in for roofing contractors, one stage at a time.
STG-1
Lead capture and first contact
Multi-channel lead entry with intelligent routing. Nothing rings out, nothing sits in an inbox.
After a storm, the roofer who answers first wins the street. Overnight calls, Facebook messages and neighbourhood landing pages all land in the same inspection calendar.
Phone calls: AI Receptionist
- Answered on the first ring, any hour
- Qualifies by asking, not by phone tree
- In a slot before the call ends
- Bilingual, English and Spanish
- Live ones put through to your team
- Answers on ring one
- Books mid-call
- EN and ES
Messages and web chat
- Instant replies on SMS, email, Facebook and Instagram
- Site chat with lead qualification logic
- Collects enquiry type and preferences
- Seamless handoff to a human agent
- Triggers the follow-up automation
- Five inboxes, one script
- Replies in seconds
- Hands off to a person
Forms and ads: Google, Facebook, TikTok
- Every submission starts the 10 day nurture
- Follow-up across email, SMS and AI calling
- Smart routing by enquiry type
- Lead source attribution on the record
- Automatic handoff to a roof inspection
- Source stamped on the record
- Routed by enquiry type
- Straight into the ten-day run
STG-2
Intelligent lead nurture
A 10 day multi-touch sequence that turns an enquiry into a booked roof inspection.
A homeowner comparing three roofers takes about ten days. The sequence spends it on the inspection report, the claim process and what a supplement actually is.
Day 1 to 3: email
- Welcome email carrying the offer
- Service overview, copy pre-written
- Social proof in the third touch
- One call to action: book or call
Day 4 to 7: SMS
- Time-sensitive offer alert
- A short testimonial text
- One-click booking link
- Urgency written in, not shouted
Day 8 to 10: AI call
- Friendly re-engagement call
- Handles the common objections
- Books directly on the call
- Smart voicemail when unreachable
STG-3
Booking and no-show prevention
Confirmed bookings, intelligent reminders, and recovery inside the hour when one slips.
A missed inspection costs a crew half a morning. Confirmation, three reminders, an on-the-way message from the yard, and a callback inside the hour.
Instant booking confirmation
- SMS confirmation with the details
- Calendar invite for Google and Outlook
- Email confirmation on the record
- Pre-visit questionnaire attached
Smart reminder sequence
- 24 hours before: SMS and email
- 1 hour before: the on-the-way message
- 15 minutes before: final alert
- Reschedule in one tap, no phone call
AI no-show recovery
- Automatic call within 60 minutes
- Finds out what actually happened
- Reschedules on the same call
- Called back inside the hour
- Target 70% recovery
STG-4
Reviews and social proof
Turning a satisfied homeowner into the thing that wins the next one.
The ask goes out when the invoice clears and the drive is clean, which is when a homeowner will actually say something about your crew.
Intelligent review request
- Satisfaction check 2 hours after the job
- Satisfied: straight to the Google and Facebook links
- Not satisfied: escalated internally, never published
- Target output: 5 to 10 reviews a month
AI comment reply bot
- Replies to positive reviews automatically
- Personalised thank-yous, not one template
- Handles a negative review with empathy
- Escalates anything serious to a human
Social proof engine
- Publishes review snippets to the site
- Builds the trust signals on the page
- Lifts conversion on the same traffic
- Feeds the signals Google reads locally
STG-5
Lifetime nurture and retention
The part almost nobody runs: keeping a homeowner for years rather than one transaction.
A roof is a twenty year purchase, so retention is the gutter check, the five year inspection and the neighbour who watched your truck all week.
Continuous engagement
- Seasonal reminders on your cycle
- Quarterly check-ins
- Birthday and anniversary offers
- Annual review prompts
AI client support bot
- Instant answers to FAQs, 24/7
- Reschedules an appointment without a call
- Answers status enquiries
- Looks up documents on request
Database reactivation and referrals
- Six month inactive trigger
- A we-miss-you sequence that reads like a person
- Monthly referral prompts
- A VIP tier for your best homeowners
Put your own numbers in
One recovered roof pays for the kit several times over on the assumptions below, which is why roofing sits mid-ladder rather than at the top: the claim work is what earns the rung, not the ticket size. Every box below starts on an assumption for roofing contractors, and every one of them is yours to change. The arithmetic is printed next to the answer so you can check it.
Your numbers
What that works out to
$122,171
recovered a month from calls you currently miss
1 days
for the $1,565 kit to cover itself
48 hours
a month currently going into work this kit is built to do
This is an illustrative scenario built from the numbers in the boxes, not a measured result from a customer. Change any of them and the arithmetic changes with you. The hours figure is the time you told us you currently spend, not a promise of what is removed.
Installation
We install it free, and you get 10 hours with it
Installation costs nothing. What comes with it is an allowance: 10 hours of dedicated installation support, to be used within 12 days of purchase. It is an allowance of hours rather than 12 days of open-ended help, so book the time in and use it. When the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: your business values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Want to see it before you buy, or ask one question first? Book a call and we will walk the account with you.
What the 10 hours cover
- Installing the snapshot
- Rebranding the website
- A2P 10DLC registration and setup
- Email service setup
- A few more automations
Never in the hours, on any kit
- Third-party integrations
- Third-party API work
- Custom software development
Those three are quoted before anything starts, or handed to a dedicated VA on a retainer. See integration work.
What support covers
Clear lines rather than fine print. The kit and everything it automates are covered. Work that reaches outside HighLevel is a separate engagement, quoted before it starts.
In the box
- Installing the snapshot
- We load the kit into the sub-account you name, work the change list with you, and send a test contact down every path before you go live.
- Rebranding the website
- Your name, your colours, your logo, your domain and your booking links across the site and the funnels, so nothing on the page says anyone else.
- A2P 10DLC registration and setup
- Brand and campaign filed, the opt-in wording checked against what the carriers actually ask for, and the numbers attached once it clears.
- Email service setup
- Your domain email connected inside HighLevel, sending domain authenticated, and a test send checked before the first campaign runs.
- A few more automations
- Adding automations the kit does not already carry, retiming a wait step, splitting a pipeline stage, rewording a template. Normal tuning against how you sell.
Separate engagement
- Third-party integrations
- Connecting a tool that lives outside HighLevel, such as an EMR, a field service platform, a POS or a job costing system.
- Third-party API work
- Anything that needs a key, an endpoint and error handling: a two-way sync, a webhook relay, a data migration on a schedule.
- Custom software development
- A portal, an internal tool, a calculator, an app. Real software, scoped and quoted as software.
Anything in the second column is quoted before it starts, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. You will never be billed for it by surprise.
- DeliveryDelivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend.
- InstallationFree with every kit. 10 hours of dedicated installation support, to be used within 12 days of purchase.
- After the hoursWhen the 10 hours are spent, or the 12 days are up, anything further is quoted first and billed as work. Nothing is charged by surprise.
Roofing contractor snapshot questions
A GoHighLevel snapshot is a copy of a fully configured sub-account, its website and funnels, workflows, pipelines, calendars, forms and written copy, that can be loaded into another sub-account in minutes. The roofing contractor kit is that copy built for roofing contractors: the same structure a builder would produce from scratch, already wired and already worded for the trade, so importing it replaces the build rather than starting it.
Yes. Retail and restoration each get their own pipeline. Retail runs quote to signed contract, restoration runs claim filed through depreciation release, and a single custom field decides which one a lead enters.
Yes. Crew assignment is a custom value and each crew gets its own calendar. Adding a third crew is a duplicate of one calendar and one line in a routing workflow.
Yes. Service area is a custom value used in the copy and the routing rules, so a new market is a new sub-account import with two values changed.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Delivered within 24 business hours of purchase confirmation. Business hours are 9am to 5pm Central, Monday to Friday, so an order placed on Friday afternoon arrives on Monday and nothing is delivered at a weekend. 10 hours of dedicated installation support, to be used within 12 days of purchase. Support covers the kit and its automations, including adding a few more automations and adjusting the workflows inside it. Third-party integrations, third-party API work and custom software development are quoted separately or handled by a dedicated VA.
Take the roofing contractor kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all nineteen and every kit we ship afterwards, for less than four bought separately.