HVAC
Maintenance agreements, seasonal tune-ups and emergency intake.
Home services
The Roofing 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.
- 26 workflows
- 6 funnels
- 3 pipelines
- 34 templates
Everything included in the Roofing kit
6Funnels and websites
26Workflows
3Pipelines
3Calendars
9Forms and surveys
34Email and SMS templates
52Custom fields
19Custom values
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 26 workflows inside
These ten do the heavy lifting. The remaining 16 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 6 funnels
- 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 to install it
- 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: 19 custom values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Six modules, as in every kit
- Funnels and websites
- Automations
- Pipelines
- Calendars and booking
- Forms and surveys
- Email and SMS
Roofing snapshot questions
Yes. There are two pipelines. 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.
Kits that neighbour this one
Take the roofing kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.