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A-02Drawer A · Trades and home services

Roofing CompanyGoHighLevel Vault Snapshot

A GoHighLevel build for roofing companies, shaped around the ten days after a storm when every homeowner in a postcode is ringing three roofers at once, and the eight weeks afterwards when the claim, the supplement and the build schedule decide whether the job was profitable.

The pipelines here split insurance work from retail work, because a claim moves through adjuster meetings, scope approval and supplements on a timetable nothing else in a roofing company shares. The fields carry carrier, claim number, deductible and adjuster name so a supplement can be written without a phone call to someone who is currently up a ladder, and the nurture cadence is deliberately slow because most roofs inspected will not be replaced for years.

Why this build exists

What is going wrong now

  • Storm calls arrive in a three-hour block in the evening and the office cannot answer them, so the roofer with a live phone signs the whole street.
  • Supplements sit unsubmitted for weeks because the claim number and the adjuster's scope are on a representative's phone rather than in a system.
  • Hundreds of inspected addresses that did not buy this year are never contacted again, and at the next storm they call somebody else.
  • The quiet quarter empties the schedule and the crews trained through spring go to work for a competitor.

Once it runs

What changes, and what changes it

  • The AI Receptionist answers the evening storm surge and gets emergency tarps dispatched before morning instead of leaving a voicemail queue.
  • The insurance pipeline holds every claim at a named stage — adjuster meeting, scope agreed, supplement submitted — so nothing stalls silently.
  • Database reactivation works the aged inspection file against new weather events, which is the cheapest lead source a roofer has.
  • Review automation asks at final clean-up rather than at final payment, which is where the goodwill actually sits.

Nine parts, one system

What each part does on a roofing company’s day

The same nine components ship in every build in the vault. What differs between them is everything below: when each part fires, what it says, and why that is the right behaviour for this trade rather than a neighbouring one.

  1. Reception

    AI Receptionist

    Answers the wind-event calls that all arrive between nine and midnight, takes the address and the roof age, and asks whether water is coming through a ceiling now so an emergency tarp can be sent before morning. Everything else goes onto the next day's inspection route, grouped by neighbourhood so a representative is not crossing the county twice. The homeowner who reaches a conversation at ten at night is the one who signs the contingency agreement.

    AI Chatbot

    Handles the homeowner researching at midnight whether their damage is worth a claim, which is a question they will not ring a roofer to ask. It explains what an adjuster looks for — granule loss, bruising, wind creasing, the age on the permit — and offers an inspection with the storm date and roof age already recorded. The claim conversation then begins with your name on it.

    Professional Website

    Leads with the towns served, the licence number, the manufacturer certifications and roofs completed on streets a visitor recognises, because after a storm the first question is whether you are local or whether you followed the hail in. The insurance process is written out step by step, since most of the anxiety in a roofing sale is about the claim rather than the shingles. Financing for the deductible sits on its own page.

  2. The ten days

    AI Outbound Caller

    Calls the inspection list that never converted — every roof looked at and not replaced — when a new hail or wind event crosses those postcodes. It also works the retail quotes that went quiet after the number was given, at the hours a homeowner is at home. That file is the cheapest storm list a roofing company owns and almost nobody calls it.

    Lifetime Nurture Campaigns

    Holds the not-yet-buying addresses on a slow cadence: a note after significant hail or wind in that postcode, a gutter and flashing reminder before winter, and the maintenance points that matter on an ageing roof. Roofing has one of the longest purchase cycles in the trades, so the frequency is deliberately restrained. The aim is that the roof-age file appreciates instead of decaying.

  3. Holding the appointment

    Smart Appointment System

    Confirms the inspection window the evening before so a representative does not run a ladder across the county to an empty house, and reminds the homeowner to be present when the adjuster attends, which is the appointment that costs three weeks if it is missed. No-shows enter a recovery run targeting around seventy per cent back onto the calendar. Adjuster dates in particular are reminded twice.

  4. What gets said afterwards

    Review Harvesting

    Asks at final clean-up, when the dumpster has gone and the yard has been magnet-swept, rather than weeks later when the mortgage company finally releases the second cheque. It names the crew lead and the production manager. That is the hour a roofing customer is most pleased with you, and it is usually the hour nobody asks.

    Review Automation

    Keeps the profile growing towards a target of five to ten reviews a month, including through the quiet quarter when no storm is producing work. Anyone with an open punch list or an unresolved warranty item is held back until it is closed. Complaints route to the owner rather than to a public listing.

  5. The long return

    Database Reactivation

    Runs the aged inspection file — every address inspected, not sold, and still carrying a roof of known age — against new weather events and against the calendar. A roof that was fifteen years old at inspection is a replacement now. It also revives claims that were denied and never appealed, which is more often a scope problem than a coverage problem.

The handover

What lands in the account, and what each part is for

Thirteen things arrive with a roofing company build. Below, each one is set out three ways: the problem it exists to solve here, what changes once it is running, and the route by which it pays for itself. The arithmetic is illustrative and shows its own assumptions.

011 AI Receptionist

The problem

A wind event at nine in the evening puts more calls into three hours than the office normally takes in a fortnight, and every caller is also dialling the two roofers whose yard signs went up on the same street.

What changes

The AI Receptionist answers at any hour, takes the address and the roof age, asks whether a ceiling is actively dripping so an emergency tarp can be sent before morning, and places the inspection on the next day's route grouped by neighbourhood.

How it pays back

Being the company that answered rather than the one that rang back at eight the next morning decides who signs the contingency agreement, and that is the whole of a storm season.

021 AI Chatbot

The problem

Homeowners researching a damaged roof at midnight want to know whether it is worth filing a claim, and they will not ring a roofer to ask a question that might sound naive.

What changes

The AI Chatbot walks them through what an adjuster looks for — granule loss, bruised shingles, wind creasing, the age on the permit — and offers an inspection with the storm date and the roof age already recorded.

How it pays back

The claim conversation then starts with your name attached to it, and an inspection that came out of a chat window costs nothing but the drive.

03Pipelines

The problem

An insurance job and a cash job do not move the same way, and holding both in one list means a supplement waiting on an adjuster looks identical to a retail quote waiting on a decision.

What changes

The insurance side runs stages that match how a claim behaves — inspection, claim filed, adjuster meeting, scope agreed, supplement submitted, build scheduled, final invoice to the mortgage company — while retail runs on quote, financing, deposit, build.

How it pays back

Nothing stalls quietly at the supplement stage for six weeks, and one recovered supplement is worth more than the build cost.

04Workflows

The problem

Between the signed contingency and the dumpster arriving there is a fortnight of chasing: claim numbers, adjuster times, colour selection, permits, weather calls.

What changes

Workflows carry that stretch, so the homeowner hears when the scope is approved, when materials are delivered and when the crew is pushed a day for rain, which is the message that stops the anxious phone call.

How it pays back

The production manager stops being the answering service for status enquiries and puts those hours back into scheduling crews, which is where roofing margin is made or lost.

05Appointment reminders, confirmations and no-show recovery

The problem

An adjuster meeting the homeowner forgets costs three weeks on the claim, and an inspection nobody is home for is a wasted ladder run across the county.

What changes

Reminders confirm the inspection window the evening before and prompt the homeowner to be present when the adjuster attends, while a missed slot enters a recovery run aiming to bring roughly seventy per cent of no-shows back onto the calendar.

How it pays back

Two saved ladder runs a week is half a day of a sales representative's time returned, and a claim that keeps its original adjuster date closes a month sooner.

06Funnels

The problem

After a named storm the search traffic for one town spikes for about ten days and then disappears, and a home page cannot be rewritten fast enough to catch it.

What changes

Funnels are built for that window: a storm-damage inspection page that takes a neighbourhood and a date, a financing page for the deductible, and a page for the homeowner already denied who wants a second read of the scope.

How it pays back

Catching even a slice of a storm's ten-day search window pays for a year, because those homeowners are replacing a roof either way.

07AI Studio website

The problem

A roofing site full of stock photography of a house that is not in your county tells a homeowner nothing about whether you are the local company or the one that followed the hail in from out of state.

What changes

The AI Studio website leads with the towns served, the licence number, the manufacturer certifications and completed roofs on streets a visitor recognises, with the insurance-claim process written out plainly.

How it pays back

Fewer homeowners hand the job to the storm chaser with the better advertisement, and the enquiries that arrive already trust you will still be trading when the warranty is called on.

08Nurture campaign

The problem

Most roofs a company inspects are not replaced that year, and a roof at fifteen years is a customer roughly five years out.

What changes

The nurture campaign keeps those addresses on a slow cadence — a note after significant hail or wind in that postcode, a gutter and flashing reminder before winter, the maintenance points that matter on an ageing roof — so the roof-age file compounds instead of decaying.

How it pays back

A file of inspected-but-not-sold addresses that stays warm is the cheapest storm list a roofer can own when the next hail comes through.

09Review automation

The problem

The homeowner is happiest the afternoon the dumpster leaves and the yard has been magnet-swept, and by the time the mortgage company releases the final cheque that feeling has cooled.

What changes

Review automation asks at final clean-up rather than at final payment, names the crew lead, and holds to a steady five to ten reviews a month so the profile grows through the quiet quarter as well as the storm season.

How it pays back

Recent reviews are what a homeowner checks after four roofers have knocked in a week, and that check decides the shortlist.

10Seasonal automation

The problem

Roofing has a storm calendar and a maintenance calendar, and companies that work only the first one starve in the quiet quarters.

What changes

Seasonal automation runs the pre-winter gutter-and-flashing check, the spring hail-season note, and a re-inspection prompt for every roof previously looked at and not replaced.

How it pays back

Filling the quiet quarter with repairs and inspections keeps crews employed and produces the replacement quotes that land in spring.

11Custom values

The problem

The licence number, the manufacturer certification, the workmanship warranty term and the counties worked appear in contracts, texts, pages and emails, and after a certification renewal all of them are out of date.

What changes

Custom values keep each of those in one place, so adding a county or changing the warranty term is one edit rather than a hunt through every template.

How it pays back

Compliance details stay correct without an afternoon of find-and-replace, and no homeowner is shown a certification that lapsed last year.

12Custom fields

The problem

Roof age, storey count, pitch, existing layers, material, carrier, claim number, deductible and adjuster name are the facts that decide a roofing job, and they usually live on a photograph of a notepad.

What changes

Custom fields hold them on the record, so the supplement writer opens the file with the carrier, the claim number and the scope date in front of them instead of ringing a representative who is up a ladder.

How it pays back

Supplements go out the day the scope arrives rather than after a game of telephone, and every day saved is a day earlier the build can be scheduled.

13Forms and surveys

The problem

An inspection request, a claim intake and a completion sign-off need very different questions, and a single contact form turns every one of them into a phone call.

What changes

Forms and surveys cover each: the inspection request that captures storm date and roof age, the claim intake that gathers carrier, policy and deductible, and the completion walkthrough the crew lead fills in on site.

How it pays back

The office stops rekeying handwritten notes and the claim file is complete before anyone opens the carrier's portal.

Fit

Who this is for, and who it is not

Saying who should not buy something builds more trust than another benefit bullet, and it saves both of us a refund conversation we cannot have — the sale is final once the link goes out.

This suits you if

  • A residential roofing company doing insurance restoration work, with a sales team of two to ten representatives and a production manager already stretched.
  • A roofer running both storm and retail work who needs the two tracked separately because the money behaves differently.
  • A company with several years of inspection records sitting unused in a spreadsheet or an abandoned CRM.

Do not buy this if

  • Commercial roofing contractors bidding TPO and built-up work through general contractors on tender, where nobody is ringing a phone number after a storm.
  • A pure storm-chase operation that works a market for one season and leaves, since the nurture and review sides of this build only pay back where you intend to still be trading in three years.

The arithmetic

Two sums, with their assumptions on the table

Neither of these is a measured result from a customer. They are worked examples using stated inputs, so you can put your own numbers in and get a different answer.

Where the hours go back

Assume Assume a storm week brings a hundred and twenty inbound calls, of which forty land outside office hours, and a representative spends six minutes on each callback that connects and two on each that does not.

Forty after-hours calls with about half connecting on the first attempt is close to four hours of callbacks; add the six hours a week the production manager spends answering status enquiries about material delivery and crew dates, and the two hours of sending inspection confirmations by hand.

Around ten to twelve hours a week in a storm week and three to four in a normal one, most of it returned to the production manager who should be scheduling crews.

When it pays for itself

  • Assume an average residential replacement of fourteen thousand dollars at a gross margin near thirty per cent.
  • Assume the AI Receptionist captures six after-hours storm calls a month that would otherwise have reached voicemail.
  • Assume one in six of those inspections converts to a signed contract, which is below what most storm representatives close in season.
  • Assume no additional advertising, canvassers or sales staff.

Six captured calls a month at a one-in-six close rate is one additional replacement a month at fourteen thousand dollars, or roughly four thousand two hundred dollars of gross margin, against a one-off cost of $950 plus the GoHighLevel subscription.

On these assumptions a single additional roof covers the build several times over in the month it happens. The figures are an illustrative arithmetic scenario with the inputs stated, not a customer's measured result.

Illustrative scenarios. Change any assumption and the answer changes; we have no way of knowing your close rate, and neither does anyone quoting you a fixed return.

Delivery, installation and the final-sale term

On the counter

Two things leave here when an order is placed.

  1. 1 GoHighLevel snapshot share link
  2. 1 installation PDF, written step by step

A 24-business-hour release window applies to every order. Business hours are 9am to 5pm Central, Monday to Friday. Nothing is released at a weekend.

If you would rather we did it

Installation is optional and costs $225. It buys 8 hours of installation work, to be used within 11 days of purchase. Once those hours are used, or the window closes, further work is quoted.

Covered

  • Loading the snapshot into your sub-account
  • Rebranding the website that comes with it
  • A2P / 10DLC registration and setup
  • Domain email set up inside GoHighLevel
  • A few extra automations where your build needs them

Never covered, on any package

  • Third-party integrations
  • Third-party software
  • Custom software development

Quoted separately, or handled by a virtual assistant.

Ask a question or see it first — before ordering, not after.

Before you payAll sales are final. The moment the order exists and the share link leaves us, the snapshot is in your hands and cannot be returned — so the order is non-refundable from that point. You will see this on the product page, in the cart and on the checkout, before you pay, not after.

Asked by roofing companys

Questions about this build

Does this work for insurance restoration, retail, or both?

Both, and they are kept apart on purpose. The insurance pipeline runs stages that match a claim — inspection, claim filed, adjuster meeting, scope agreed, supplement submitted, build scheduled, final invoice — while retail runs on quote, financing, deposit and build. Mixing the two is what leaves a supplement sitting for six weeks looking like an ordinary open quote.

Can the receptionist handle a storm surge, or will it queue like a phone system?

It answers concurrently, so forty calls in the same hour are forty conversations rather than a hold queue. Each is triaged the same way: address, roof age, whether water is entering the property now, and whether the homeowner intends to file. Active leaks are flagged for emergency tarping and everything else is grouped by neighbourhood for the next day's inspection route.

We already buy storm leads. Does this replace that?

No, it makes what you already buy work harder. Purchased leads still arrive; the difference is that the ones who ring back at nine in the evening reach a conversation, the ones who do not convert stay on the roof-age file, and that file is called again when the next hail crosses the postcode. It does not lower your lead cost, it lowers the waste after the lead arrives.

How does it handle the eight weeks between signing and the crew arriving?

With the status messages homeowners would otherwise telephone for. Workflows notify on scope approval, material delivery, crew scheduling and weather pushes, so the production manager stops being an answering service for anxious customers. The messages are plain and factual, which suits a homeowner who is nervous about a claim rather than excited about a purchase.

Will asking for reviews at clean-up backfire if there is still a punch list?

No, because anyone with an open punch-list or warranty item is excluded from the ask until it is closed. The request fires when the completion walkthrough is signed off, not when the invoice is paid, and dissatisfied responses route to the owner rather than to a public listing. The target is a steady five to ten reviews a month rather than the largest possible number.

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All sales are final. Non-refundable once the order is created and the share link is sent.

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