Roofing
Storm response, inspections and the insurance claim pipeline.
Home services
The Solar GoHighLevel snapshot kit
Bill upload to site survey to permit, with the customer told at every step.
Solar has the longest gap in home services between a signed contract and a working system, and that gap is where cancellations happen. This kit is built to keep the customer informed through permitting, interconnection and install so they never go quiet.
- 27 workflows
- 7 funnels
- 3 pipelines
- 39 templates
Everything included in the Solar kit
7Funnels and websites
27Workflows
3Pipelines
3Calendars
11Forms and surveys
39Email and SMS templates
55Custom fields
23Custom values
Built for how solar installers actually sell
A solar lead is worth qualifying before anyone drives out, so the kit collects a utility bill and roof detail up front, pre-qualifies for financing, then books the survey on a surveyor calendar. After the sale it sends a milestone update at each of the six stages that normally trigger a support call.
- Collecting a utility bill before a rep is dispatched
- Building the six post-sale milestone updates
- Keeping financing pre-qual off the sales rep to-do list
Primary pipeline
- New lead
- Qualified
- Survey booked
- Proposal sent
- Contract signed
- Permitting
- Installed
- PTO granted
The 27 workflows inside
These ten do the heavy lifting. The remaining 17 handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Utility bill upload and qualification
- Instant savings estimate delivered
- Site survey booking and reminder
- Financing pre-qualification
- Proposal sent follow-up over 14 days
- Contract signed onboarding
- Permit submitted milestone update
- Install scheduled milestone update
- Interconnection and PTO update
- Referral request after switch-on
The 7 funnels
- Solar savings calculator funnel
- Free site survey booking
- Utility bill upload page
- Financing application funnel
- Battery storage add-on page
- Commercial solar enquiry
- Referral reward 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: 23 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
Solar snapshot questions
It captures the inputs and hands them to your own calculation, either in a webhook to your proposal tool or as a manual step. Snapshots cannot ship a pricing engine, so the kit ships the capture and the follow-up around it.
Yes. Commercial has its own enquiry funnel and a longer pipeline, and the two do not share stages.
The milestone workflows are date-driven rather than timer-driven, so a stalled permit holds the customer on the current stage and fires a check-in at 21 days instead of jumping ahead.
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.
Take the solar 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.