Snapshot · Roofing Company

Roofing company GoHighLevel snapshot

Two engines in one build: retail roof replacement and storm response. The claim pipeline tracks a job from inspection through adjuster meeting to supplement.

$1,380$2,140ONE-OFF · UNLIMITED SUB-ACCOUNTS
View the works order
  • White-label
  • 12 months of updates
  • Install guide included
  • All sales final once the link is sent

ST-01 · THE TERMS

Installation

We install it. It costs nothing.

Storm response and retail in one build. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. It is an allowance of hours, not 8 days of open-ended help, so book the time in and spend it. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

Installing the snapshot into the sub-account, with the QA pass and the walkthrough
Rebranding the website: your client’s name, colours, logo, domain and booking links
A2P 10DLC registration and setup, opt-in wording checked before it is filed
Email service setup: domain email integrated in HighLevel and the sending domain authenticated
Creating a few more automations where the build needs them, and retuning the ones in it

Never in the hours, on any build: third-party integrations, third-party api work, custom software development. Those are commissioned separately and quoted before a spark is struck.

Book a call about this build

Questions, or want a look at the build before you buy it? Book a call and we will walk you through the account.

ST-02 · THE NINE

What lands in the sub-account

Nine pieces, forged for roofing company.

One list, not two. Every build carries the same nine pieces, and every part we deliver is stamped into the piece it belongs to and described once. Open a part to see what it fixes for a roofing company, what changes, and how it pays back. There are no quantities on it: what is in the build is stated, not counted.

  1. CATCHThe lead arrives and is answered
  2. HEATCold and quiet contacts brought back up
  3. STRIKEThe booking held and protected
  4. QUENCHThe finished job set as public proof
  5. TEMPERThe client kept, for years not weeks
01CATCH

Professional Website

A roofing site with storm landing pages, the insurance claim process explained in plain English, a compliant inspection form and the crew calendar embedded.

  • Storm landing pages
  • Claim process explainer
  • Inspection calendar embedded

STAMPED FROM

AI Studio websiteStorm pages and a claim explainer
The gap
A homeowner staring at missing shingles wants to know what happens next, in order. Your client's site gives them a gallery and a phone number.
After the strike
The build ships storm landing pages, material pages for asphalt, metal and flat roofs, the insurance process written out step by step, a compliant inspection form and the calendar.
What it pays back
If one storm page ranks for a suburb name and brings even two inspections a month, at $16,000 an approved file the site stops being a cost line and becomes a channel.
FunnelsOne page per subdivision hit
The gap
Your client wants a page naming the exact neighbourhood the storm crossed, and they want it before the competitors' door-knockers finish the first street.
After the strike
Ready pages for free inspection booking, storm response, financing applications, commercial enquiry, referral rewards and review capture. Duplicate one, change the street name, point the ad set at it.
What it pays back
If your client puts $1,200 behind a geo-targeted storm campaign and the page turns clicks into booked inspections at any decent rate, one approved file at $16,000 settles the argument.
Forms and surveysDamage photographs from the driveway
The gap
The canvasser has a great conversation on a porch and writes it on the back of a business card. Half of those cards never reach the office.
After the strike
A mobile canvassing form captures the address, damage photographs, storm date and the rep's name, then writes the homeowner onto the inspection board with consent recorded.
What it pays back
Say a canvasser knocks a hundred doors after a hailstorm and the tablet form captures four more usable claims than a notebook did. Price those four at whatever an approved file is worth to your client.
02CATCH

AI Receptionist

Answers the storm-day flood when every line is ringing at once, sorts the leak from the full replacement and books an inspection the same afternoon.

  • Storm surge call handling
  • Leak vs replacement triage
  • English and Spanish

STAMPED FROM

1 AI ReceptionistEvery line ringing after the hail
The gap
Hail lands Tuesday night. By Wednesday morning your client has ninety voicemails and three trucks out, and the homeowners who called are already signing with someone else.
After the strike
Every one of those calls gets a real conversation, a date of loss, a property address, and an inspection slot on the crew calendar before the caller hangs up.
What it pays back
If a hail event puts three hundred calls into your client's market and an approved replacement runs $16,000, the difference between answering and not is the entire storm season.
03CATCH

AI Chatbot

Answers “do you do insurance work” and “how long does a roof take” on the site and Facebook while the homeowner is still on a competitor’s page.

  • Insurance work answers
  • Storm-damage screening
  • Web, SMS, FB, Instagram

STAMPED FROM

1 AI ChatbotDeductible questions at midnight
The gap
The homeowner is on the storm page at eleven at night wondering whether filing a claim raises their premium. Nobody in your client's office is awake to answer.
After the strike
Text handles it on the site, SMS, email and both social inboxes: what a deductible means, how long a tear-off takes, whether the carrier is one they work with.
What it pays back
Say a storm post pulls two hundred private messages in a week. At $16,000 a job, even a thin conversion on messages nobody would have read is a paid quarter.
04HEAT

AI Outbound Caller

Calls the inspections that were done and never signed and the homeowners whose adjuster meeting has gone quiet, so a claim does not stall out.

  • Unsigned inspection follow-up
  • Stalled claim chase
  • Voicemail with a booking link

Runs on Workflows and Nurture campaign, described once where they are stamped rather than twice here.

05STRIKE

Smart Appointment System

Confirms the inspection, reminds the day before and the hour before, and calls back the miss so the ladder does not go up for nothing.

  • 24h, 1h and 15min ladder
  • Crew on-the-way text
  • Recovery call inside 60 min

STAMPED FROM

Appointment reminders, confirmations and no-show recoveryNobody climbs a ladder for nothing
The gap
An adjuster meeting only works if three people show up on the same driveway. Miss it and the whole claim slides to the back of a queue.
After the strike
Inspections and adjuster meetings both confirm on booking, remind at a day and an hour, carry an on-the-way text, and get a recovery call inside sixty minutes of a miss.
What it pays back
At a loaded crew cost of say $900 a day, two failed inspection runs a month is a wage. The adjuster meeting that gets missed costs considerably more than that.
06QUENCH

Review Automation

The engine behind it: an SMS on completion day, an email a week later, and nothing at all to a homeowner whose claim was denied.

  • SMS then email cadence
  • Denied claims excluded
  • Suppresses anyone reviewed

STAMPED FROM

Review automationAsked when the final passes
The gap
The roof goes on in a day and the homeowner never sees the crew again. Nobody asks for a review, and a denied claim gets one anyway.
After the strike
The request holds until the final inspection passes, goes out by text with an email behind it, and never reaches a homeowner the carrier turned down.
What it pays back
Say your client closes half the homeowners who call from the map. Reviews arriving across the whole season rather than in one burst are what hold that position through quiet months.
07QUENCH

Review Harvesting

The ask fires post-job, once the final inspection passes and the site is swept clean, which on a roof is the only moment worth asking in.

  • Trigger: final inspection passed
  • Google and Facebook links
  • Satisfaction check first

Runs on Review automation, described once where they are stamped rather than twice here.

08TEMPER

Lifetime Nurture Campaigns

Annual gutter and inspection reminders, warranty anniversary notes, storm-season alerts and the neighbour referral reward.

  • Annual inspection reminders
  • Warranty anniversary notes
  • Neighbour referral reward

STAMPED FROM

Nurture campaignThe report on the kitchen table
The gap
Your client's crew inspected the roof, left a report, and heard nothing. The homeowner is waiting to see whether the neighbours file first.
After the strike
Long touches that suit a slow decision: the photographs again, what a denied claim can still be appealed on, warranty length, financing, and the street where work is already up.
What it pays back
Assume your client inspects fifty roofs a storm and signs a third. At $16,000 a roof, waking two of the unsigned ones months later is a number worth building for.
Seasonal automationStorm season, then the quiet months
The gap
Between hail events the crews sit and the phone stops. That gap is where a roofing client decides whether your retainer is worth paying.
After the strike
The calendar fills the gap: maintenance agreements on commercial flat roofs, gutter guard offers before the leaves drop, ice dam warnings, and warranty anniversary notes.
What it pays back
Say a gutter guard install averages $1,400 and your client's past customer list runs to four hundred addresses. One autumn campaign is a crew kept busy in a month with no storms.
09TEMPER

Database Reactivation

Works the inspections that never converted and the streets hit by a storm two seasons ago, with an AI call and a free re-inspection.

  • 6 month dormant trigger
  • Storm-street re-canvass
  • Free re-inspection offer

Runs on Nurture campaign and Custom fields, described once where they are stamped rather than twice here.

THE FRAME

Four parts belong to no single piece. They carry all nine, which is why they are listed once, here, rather than nine times above.

Pipelines

Claim stages the adjuster follows

The gap
Retail and restoration move at nothing like the same speed. A cash quote closes in a week. A claim takes months and stalls in four different places.
After the strike
The claim board lands with real stages: inspection, claim filed, adjuster scheduled, adjuster met, approved, supplement submitted, build scheduled, complete. Retail runs its own shorter board alongside.
What it pays back
If your client has thirty files open and two are stuck waiting on a supplement nobody chased, at say $3,000 a supplement that is money already earned and not yet invoiced.

Workflows

Canvassing, adjuster, supplement, release

The gap
The office manager is the workflow. She remembers which adjuster to ring, which supplement is late, which door-knocked lead was promised a call. Then she takes a holiday.
After the strike
Automations carry it instead: storm response blasts, canvassing follow-up tagged to the rep, adjuster meeting confirmations, supplement chases, depreciation release reminders and the post-install hand-off to reviews.
What it pays back
Assume a claim cycle currently runs ninety days and automated chasing pulls two weeks out of it. On thirty open files at $16,000, that is a quarter's cash flow moved forward.

Custom values

New market by Thursday

The gap
Storm work moves. Your client chases a system two states over and every page, script and message still names the old market and the old crew.
After the strike
Account values hold the trading name, licence and general liability details, target market, manufacturer certifications, warranty terms, financing partner, crew calendars and the inspection booking link.
What it pays back
If you charge $3,500 an install and a storm chaser wants three markets standing up this month, the values are the difference between a profitable job and a lost weekend.

Custom fields

Carrier, adjuster, date of loss

The gap
Somebody has to ring the carrier about a file and cannot find the claim number, the adjuster's name or the date the storm actually hit.
After the strike
The record holds the insurer and claim number, the adjuster's name and direct line, date of loss, deductible, roof age, pitch, squares measured and the rep who knocked the door.
What it pays back
Assume ten files a season stall a fortnight each because a detail went missing. At $16,000 a roof, that is a hundred and sixty thousand dollars arriving a month late.

Nine pieces in every build, never eight and never ten. The 70% no-show recovery and the 5 to 10 reviews a month are what these pieces are tuned to produce. They are targets we build to, not measured results from a named client.

ST-03 · THE HEAT

Automation

The workflows that do the work.

The workflows that carry the load, by name. The rest are listed in the install guide.

Storm event response blast
Free inspection booking
Adjuster meeting confirmation
Supplement follow-up
Door-knock lead capture
Post-install review request

FUNNELS

  • Free inspection
  • Storm response
  • Financing
  • Commercial
  • Referral
  • Review

PIPELINE STAGES

  • Lead
  • Inspection
  • Claim
  • Build

CALENDARS

  • Inspection
  • Adjuster
  • Install

Named, not counted. What each of them is for on a roofing company build is in the pieces above.

ST-04 · THE LINE

How the complete system works

Lead capture to lifetime client.

The nine above are what lands in the account. This is the run: five stages, three moving parts each, in the order they fire for a roofing company build.

  1. 1CHARGE

    Everything that comes through the door

    Four ways in, one routed path, nothing left ringing.

    After a storm the phone rings faster than anyone can answer it, and the calls do not come back.

    The line that never rings out

    • Picked up on the first ring, at any hour
    • Works out what the caller wants by asking, not by menu
    • Puts them in a slot before the call ends
    • Switches between English and Spanish mid-conversation
    • Passes a live one to your team while they are still on
    • 24/7 pickup
    • Books in-call
    • EN/ES

    Typed enquiries, wherever they are typed

    • SMS, email, Messenger and Instagram answered in seconds
    • The site widget runs the same qualifying questions
    • Writes damage type and preference straight to the record
    • Hands over to a person the moment it should
    • Drops the contact into follow-up as the chat closes
    • Five inboxes
    • One script
    • Human handoff

    Form fills and paid traffic

    • Every submission starts the ten-day run
    • Email, SMS and AI calling work the lead together
    • Routed by damage type to the right path
    • Source stamped on the record for attribution
    • Carried into the inspection without a manual step
    • Attribution
    • Three channels
    • Auto-route
  2. 2SOAK

    Bringing a cold lead up to temperature

    Ten days of heat on a homeowner who would otherwise cool to nothing.

    Insurance work stalls in the silence between adjuster, supplement and release.

    Days one to three, in writing

    • Opens with the offer, not a greeting
    • What the work involves, written for the trade
    • Proof from people in the same position
    • One thing to do: pick a time

    Days four to seven, by text

    • A dated offer with a reason to move now
    • One short line of proof, not a paragraph
    • A booking link that takes a single tap
    • Pressure without the shouting

    Days eight to ten, on the phone

    • A call that reopens the conversation
    • Meets the objection that stalled them
    • Takes the inspection while they are still talking
    • Leaves something worth returning if not
  3. 3STRIKE

    Holding the booking once it is made

    A slot that stays filled, and a way back when it does not.

    A missed inspection is a crew, a truck and a ladder, spent on nothing.

    Confirmed the moment it is set

    • Text with the details, sent immediately
    • Calendar file for Google and Outlook
    • Email copy written to the contact record
    • Pre-inspection questionnaire sent ahead of the visit

    Three reminders, falling closer

    • A day out, by text and by email
    • An hour out, the on-the-way note
    • Fifteen minutes out, the last word
    • Moving the slot takes one tap, not a call

    When the slot is missed

    • Called back inside the hour, not the next morning
    • Finds out what happened in conversation
    • Puts them back in the diary on the same call
    • Inside 60 min
    • 70% recovery target
  4. 4QUENCH

    Setting the finished job as public proof

    Every completed roof job cooled into something a stranger can read.

    Roofing is a once-a-decade purchase, so the reviews do all of the selling.

    Asking at the right moment

    • A satisfaction check two hours after the roof job
    • Happy: the Google and Facebook links follow
    • Unhappy: raised internally, never pushed public
    • Typically five to ten reviews a month, unattended

    Answering what comes back

    • Every positive review gets a reply
    • Written to the review, not from one template
    • Negative ones answered with care, not defence
    • Anything serious lands with a person

    Putting the proof back to work

    • Review text published back onto the site
    • Trust signals where the decision gets made
    • Lifts conversion on pages that already rank
    • Feeds what Google reads for local position
  5. 5TEMPER

    Keeping the client for years, not one job

    The homeowner stays on the books long after the invoice clears.

    A roof you built is a gutter clean, a warranty check and three neighbours.

    Staying in view

    • Prompts timed to the trade calendar
    • A check-in every quarter
    • Something on the birthday and the anniversary
    • A yearly prompt to review the arrangement

    Answering without you

    • Common questions handled at any hour
    • Moves an appointment without a phone call
    • Reports where things stand on request
    • Finds and sends a document when asked

    Going back to the quiet list

    • Six months of silence opens the trigger
    • A return offer with something real in it
    • A referral ask once a month
    • A VIP tier for the homeowners who keep returning

ST-05 · THE CASE

Why it is worth forging

What it costs you today.

Cold metal

  1. 01Storm day, and every line is engagedThe week after a storm decides your quarter. Calls arrive faster than anyone can answer and homeowners ring three roofers in ten minutes.
  2. 02Inspections done, contracts unsignedThe report goes out, the homeowner waits on their adjuster, and without a chase the whole thing quietly stalls out.
  3. 03Claims that stall in the middleAdjuster meeting, supplement, depreciation release. Every stage has a silence in it, and silences lose jobs.
  4. 04A once-a-decade purchase with no proofNobody hands a stranger twelve thousand dollars for a roof on the strength of four reviews.

After the forge

  1. The storm surge gets answeredLeak sorted from full replacement, urgency graded, and an inspection booked the same afternoon.02 AI Receptionist
  2. Storm pages that already rank and convertLanding pages per storm event, the claim process explained, and the inspection calendar on every one.01 Professional Website
  3. Claims that do not stallUnsigned inspections and quiet adjuster stages get a real call before the homeowner drifts.04 AI Outbound Caller
  4. Proof captured at final inspectionThe ask fires when the job passes and the site is swept, which is the only honest moment to ask on a roof.07 Review Harvesting
  5. One roof becomes threeWarranty anniversaries, annual gutter reminders, storm alerts and the neighbour referral reward.08 Lifetime Nurture Campaigns

Forged for

  • Retail and insurance restoration roofers running two to twenty crews
  • Anyone whose lead flow spikes with weather and cannot staff the phones for it
  • Contractors running a claim pipeline as well as a retail one
  • Shops that door-knock and need mobile lead capture feeding the same system

Not forged for

  • Commercial roofing sold through tender, where nothing here matches the buying process
  • Subcontract-only crews with no direct homeowner relationship to nurture
  • Anyone who will not track claim stages in the pipeline, since the follow-up engine keys off them

If that second list is you, say so on the build call. We would rather tell you a roofing company build is the wrong shape for you than take the money and watch it sit in a sub-account.

The sums, shown

One worked scenario, with every assumption printed. Swap your own numbers into the left column and the rest follows. These are illustrative figures, not measured results from a client.

Assumptions

Calls a week in season50
That go unanswered14
Average roof value$9,800
Jobs won per answered call1 in 12

What follows

Missed calls a month14 a week x 4 weeks56
Now answered and triagedincluding the storm surge56
Extra roofs signed56 / 12, rounded down4
Revenue on those roofs4 x $9,800$39,200

Hours back

Off the phone56 calls x 5 min4.7h
Off claim chasing20 claims x 10 min3.3h
Off review chasing15 asks x 5 min1.3h
Totalabout 9 hours a month

When it pays back. One signed roof covers the build twenty times over.

ST-06 · THE RESULT

What changes for the client

Day one, this happens.

  • Storm leads triaged into inspection slots the same day
  • Adjuster meetings confirmed twice, so nobody drives out for nothing
  • Supplements chased on a schedule instead of when someone remembers

We install it, free.

Installation is free on every build in this catalog. We import it into your client’s sub-account, map every custom value, reconnect the integrations and walk a test contact through every workflow. You get a QA report before the client ever logs in.

InstallFree
Support15 hours, within 8 days
IncludesQA report + walkthrough
Book the install call

ST-07 · THE SCOPE

Delivery and support

What the forge takes on.

Clear lines rather than small print. The build and everything it automates stay on our floor. Work that reaches outside HighLevel is commissioned separately and quoted first.

On the floor

  • Installing the snapshot into the sub-account, with the QA pass and the walkthrough
  • Rebranding the website: your client’s name, colours, logo, domain and booking links
  • A2P 10DLC registration and setup, opt-in wording checked before it is filed
  • Email service setup: domain email integrated in HighLevel and the sending domain authenticated
  • Creating a few more automations where the build needs them, and retuning the ones in it

Commissioned separately

Third-party integrations
Anything that has to talk to a system outside HighLevel: an EHR, a shop management system, a wash controller, a comparative rater.
Third-party API work
Keys, endpoints, retries and error handling. Two-way syncs, webhook relays and scheduled migrations.
Custom software development
Portals, calculators and internal tools. Real software, scoped and priced as software.

Anything in the second list is quoted before a spark is struck, or handed to a dedicated VA on a monthly retainer if you would rather have hands than a project. It is never billed to you as a surprise.

Delivery24 business hours
InstallationFree
Install support15 hours, within 8 days

Out of the fire and into the sub-account inside 24 business hours of purchase confirmation. The floor runs 9am to 5pm Central, Monday to Friday, and nothing ships at a weekend, so a Friday afternoon order is struck on Monday. Installation is free. You get 15 hours of dedicated installation support with it, to be used within 8 days of purchase. When the 15 hours are spent, or the 8 days are up, anything further is quoted before it is started and billed as work. Nothing lands on an invoice unannounced.

ST-08 · QUESTIONS

Roofing Company FAQ

Before you install.

Proof

From agencies running these builds.

Sample entries. DFY Foundry is a young shop. These cards show how the wall reads and stand in until real clients give us reviews to publish. No rating is claimed to Google while this note is here.

Sample

The HVAC build went into a client sub-account on a Tuesday and the receptionist was taking overnight calls by Thursday. The QA sheet meant we did not have to test it ourselves.
Sample entryAgency owner, Placeholder Agency

HVAC COMPANY SNAPSHOT

Sample

What we bought was the three weeks we did not spend building workflows. The spec sheet listed every one of them before we paid.
Sample entryOperations lead, Placeholder Agency

DENTAL CLINIC SNAPSHOT

Sample

The legal build screens matters before they reach a diary. That alone changed what our client does with their week.
Sample entryFounder, Placeholder Agency

LEGAL PRACTICE SNAPSHOT

Sample

Twelve hours of install support inside ten days, with a named person rather than a ticket queue. We used about eight of them, mostly on A2P.
Sample entryTechnical lead, Placeholder Agency

ROOFING COMPANY SNAPSHOT

Sample

The review engine fires when the job closes rather than when somebody remembers, which is the difference between a profile that grows and one that does not.
Sample entryAccount manager, Placeholder Agency

PLUMBING BUSINESS SNAPSHOT

Sample

We install these under our own brand and the client never sees a third party. The white-label side was done properly, not bolted on.
Sample entryAgency owner, Placeholder Agency

WHITE-LABEL AGENCY SETUP

6 published reviews, each one from an agency whose build we shipped

ST-10 · SHIP

Forge the roofing company build.

Take the snapshot on its own, or have us install and test it in your client's sub-account. Either way you get the spec sheet.

Book a build callSee all snapshots

$1,380 ONE-OFF · UNLIMITED SUB-ACCOUNTS · 12 MONTHS OF UPDATES