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🏠 GoHighLevel snapshot · Roofing Contractors

Roofing snapshot walkthrough

A guided tour of every pipeline, form and automation, with the actual messages your client’s customers will receive.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
1 · The big picture

How a lead flows through the system

  1. Capture: the quote form, a missed call or an imported list starts a workflow.
  2. Respond in seconds: SMS and email go out instantly and the team gets an alert.
  3. Book: the Free Roof Inspection calendar confirms and reminds automatically.
  4. Close: estimates and proposals get a 13-day follow-up so nothing slips.
  5. Deliver and delight: the Customer Journey pipeline handles feedback, reviews and referrals.
  6. Reactivate: past customers come back through service-due, seasonal and niche campaigns.
  Dashboard
Dashboard
2 · Pipelines

Three pipelines, named for roofing

Sales Pipeline

Every new inquiry from first touch to signed job.

New LeadContactedInspection BookedInspection CompletedEstimate SentWonLostLong-Term Nurture

Customer Journey

Delivery, feedback, reviews and referrals after the sale.

Install ScheduledInstall In ProgressJob CompletedFeedback Requested5-Star ReviewedReferral Partner

Reactivation

Turns your old list into booked work with the reactivation campaign.

Campaign SentReplied - InterestedBookedNot Interested
  Opportunities → Pipelines
Opportunities → Pipelines
3 · Forms & fields

Capture the right details the first time

01 · Request a Quote / Booking Request

Main lead form for the website, funnels, ads and QR codes. Starts workflow 01.

02 · Customer Feedback

Private 1-5 rating. Happy customers get the review link; unhappy ones trigger service recovery.

03 · Refer a Friend

Captures referrals and alerts the team to call the new lead the same day.

Roofing fields included

  • Roof Age (Under 5 years, 5-10 years, 10-15 years, 15-20 years, 20+ years)
  • Roof Material (Asphalt Shingle, Metal, Tile, Slate, Flat / TPO)
  • Damage Type (Hail, Wind / Missing Shingles, Active Leak, Tree Impact, Age / Wear)
  • Insurance Claim Status (Not filed yet, Filed, waiting on adjuster, Adjuster visited, Approved, Denied)
  • Insurance Carrier
  • Storm Date
  • Stories (1 story, 2 stories, 3+ stories)

Plus 13 core fields: timeline, budget, preferred contact method, feedback rating, referral details and service dates.

  Sites → Forms
Sites → Forms
4 · Automations

All 21 workflows, step by step

Open any workflow to see its trigger, every step and a sample message. Each one is installed and fully written.

01 · New Lead → Speed-to-Lead + 7-Day Follow-Up

Texts and emails new roofing leads instantly, alerts the team, and follows up for 7 days until an inspection is booked.

Trigger

Form 01 submitted, or tag 'start lead nurture' added

Steps
  1. Tag new lead
  2. Create opportunity in Sales Pipeline → New Lead
  3. Instant SMS reply with booking link
  4. Instant email: what happens next
  5. Text + email alert to the team
  6. Day 1 SMS follow-up
  7. Day 2 email: why customers choose you
  8. Day 4 SMS: quick question
  9. Day 7 email: close the loop
  10. Move to Long-Term Nurture

Stops when the lead replies

Sample text message:
Hi first name, it's owner name with business name. Got your request. I can get you lead offer. What's a good time to swing by this week? Or grab a slot: booking link Reply STOP to opt out.
02 · Missed Call → Instant Text-Back

Texts back anyone whose call you miss while the crew is on a roof, asking about leaks or storm damage.

Trigger

Inbound call is busy, no-answer or voicemail

Steps
  1. Text-back within seconds
  2. Create opportunity → New Lead (source: missed call)
  3. Text alert to the team

Runs every time

Sample text message:
Hi, this is business name. Sorry we missed your call, we're likely up on a roof. How can we help? If it's a leak or storm damage, reply with your address and we'll call right back. Reply STOP to opt out.
03 · Customer Replied → Hot Lead Alert

Alerts the team the moment a homeowner replies so a rep can call while the lead is hot.

Trigger

Customer replies (SMS, email, chat)

Steps
  1. Tag hot lead
  2. Text the team the reply so nobody waits

Runs every time

04 · Appointment Booked → Confirm + Reminders

Confirms the free roof inspection and sends reminders 24 hours and 2 hours before.

Trigger

Customer books on the calendar

Steps
  1. Tag appointment booked
  2. Move deal → Appointment Booked
  3. Confirmation SMS + email with reschedule link
  4. Team alert
  5. 24-hour reminder SMS
  6. 2-hour reminder SMS

Runs for every booking

Sample text message:
You're booked, first name! Your free roof inspection with business name is set for start time. You don't need to be on the roof, just make sure we can reach the side yard. Reschedule: reschedule link
05 · No-Show → Reschedule Recovery

Recovers missed inspections with reschedule texts and an email offering to inspect while the homeowner is at work.

Trigger

Appointment status changes to No-show

Steps
  1. Tag no-show
  2. Sorry-we-missed-you SMS + email with booking link
  3. Team alert
  4. Day 1 rebook SMS
  5. Day 3 final SMS

Stops when they reply

Sample text message:
Hi first name, sorry we missed you today for your roof inspection. No worries. We don't need you on the roof, so we can often inspect while you're at work. Want a new time? booking link
06 · Appointment Completed → Proposal Prep

Thanks the homeowner after the inspection and reminds the rep to send photos and the estimate within 24 hours.

Trigger

Appointment status changes to Showed

Steps
  1. Move deal → Appointment Completed
  2. Thank-you SMS
  3. Team alert: send the proposal within 24 hours

Runs every time

Sample text message:
Thanks for having us out today, first name! We're putting your photos and estimate together now and will send them shortly. If you're working with insurance, we'll note what we found for your adjuster. - business name
07 · Proposal Sent → Follow-Up Sequence

Follows up on open estimates about materials, insurance scope and scheduling, then flags stalled deals.

Trigger

Deal moves to Proposal Sent

Steps
  1. Day 1 SMS check-in
  2. Day 3 email: questions?
  3. Day 6 SMS: hold your spot
  4. Day 13 final email
  5. Team alert if still no answer

Stops when they reply

Sample text message:
Hi first name, did you get a chance to look over your roofing estimate from business name? Happy to walk you through the options, materials or colors by phone.
08 · Deal Won → Welcome + Customer Journey

Welcomes new customers and explains material delivery, install day and cleanup.

Trigger

Deal moves to Won

Steps
  1. Tag customer, remove lead tags
  2. Create Customer Journey deal → Scheduled
  3. Welcome SMS
  4. Welcome email: what happens next
  5. Team alert

Runs every time

Sample text message:
Welcome to business name, first name! Thanks for trusting us with your roof. We'll be in touch shortly to confirm your install date and material delivery. Save this number, it's our direct line.
09 · Deal Lost → 30/60/90-Day Nurture

Keeps lost estimates warm with 30, 60 and 90-day check-ins for when budgets or claims change.

Trigger

Deal moves to Lost

Steps
  1. Tag lost
  2. Day 30 check-in email
  3. Day 60 SMS
  4. Day 90 email with comeback offer
  5. Move to Long-Term Nurture

Stops when they reply

10 · Job Completed → Feedback Request

Asks for feedback after the final walk-through.

Trigger

Customer Journey deal moves to Completed

Steps
  1. Move → Feedback Requested
  2. Tag review requested
  3. SMS + email asking for a private rating
  4. Day 2 reminder SMS

Runs every time

Sample text message:
Hi first name, thanks for choosing business name for your new roof! How did the crew do? It takes 20 seconds: feedback link
11 · Feedback Submitted → Review Ask or Service Recovery

Sends happy homeowners to your Google review link and routes unhappy ones privately to the owner.

Trigger

Form 02 submitted

Steps
  1. If rating is 4-5: tag promoter, send Google review link, move → 5-Star Reviewed
  2. If rating is 1-3: tag detractor, apology message, urgent team alert to fix it privately

Runs every time

12 · Happy Customer → Referral Request

Asks happy customers to refer neighbors, which matters most after a storm hits a whole street.

Trigger

Tag promoter added

Steps
  1. Wait 3 days
  2. Referral SMS with reward
  3. Referral email with reward

Once per contact

Sample text message:
Hi first name, thanks again for the kind words! If a neighbor or friend needs a roof inspection, send them our way and we'll thank you with referral reward: referral link
13 · Referral Received → Thank You + Team Alert

Thanks the referrer and alerts the team to call the referred homeowner the same day.

Trigger

Form 03 submitted

Steps
  1. Move referrer → Referral Partner
  2. Tag referral partner
  3. Thank-you SMS
  4. Team alert with the friend's name and phone

Runs every time

14 · Database Reactivation Campaign

Re-engages old inspections and past customers with a limited-time offer.

Trigger

Tag 'start reactivation' added (bulk-tag an imported list)

Steps
  1. Create Reactivation deal → Campaign Sent
  2. SMS 1: still looking for help?
  3. Day 2 SMS: past-customer offer
  4. Day 5 email offer
  5. Day 10 last-call SMS
  6. Remove the campaign tag

Stops when they reply

Sample text message:
Hi first name, it's owner name from business name. We looked at your roof a while back. Is it still holding up, or has anything changed since? Reply STOP to opt out.
15 · Invoice Sent → Payment Reminders

Sends friendly reminders on overdue invoices, including final insurance-check payments.

Trigger

Invoice sent

Steps
  1. Wait 3 days
  2. Friendly SMS reminder
  3. Day 6 email reminder
  4. Day 10 team alert for a personal call

Payments workflow (16) stops it when the invoice is paid

16 · Payment Received → Thank You

Thanks customers when payment comes in.

Trigger

Payment received

Steps
  1. Tag customer, remove past-due tag
  2. Thank-you SMS
  3. Team alert

Runs every time

17 · Birthday → Gift Offer

Sends a birthday offer good toward any repair or replacement.

Trigger

Contact's birthday (date of birth on file)

Steps
  1. Birthday SMS with gift offer
  2. Birthday email

Yearly

18 · Stale Deal Alert (7 Days No Movement)

Alerts the owner when a deal sits in a stage for 7 days with no movement.

Trigger

Sales Pipeline deal idle 7+ days

Steps
  1. Text + email alert to the team

Runs every time

19 · Service Due → Rebook Reminder

Reminds past customers when their annual roof checkup is due.

Trigger

Tag 'service due' added

Steps
  1. Service-due SMS with offer
  2. Day 3 email
  3. Day 7 final SMS
  4. Remove the tag

Stops when they reply

In roofing: An annual roof checkup about 12 months after a repair or install, to catch lifted shingles, failed pipe boots and flashing issues early and keep warranty records current.

Sample text message:
Hi first name, it's business name. It's been about a year since we worked on your roof. Time for service due offer to catch small issues early. Book here: booking link Reply STOP to opt out.
20 · Seasonal Promo Campaign

Runs a pre-winter roof and gutter inspection promotion.

Trigger

Tag 'seasonal promo' added

Steps
  1. Offer SMS
  2. Day 2 email
  3. Day 5 last-call SMS
  4. Remove the tag

Stops when they reply

In roofing: A pre-winter roof and gutter inspection push. Run it in September through November in most markets; in hot climates, run a pre-storm-season version in March through May instead.

Sample text message:
Hi first name, business name here. Before winter hits, we're offering seasonal offer for homes in service area. Want a spot? Reply YES or book: booking link Reply STOP to opt out.
21 · Storm Damage Response

Reaches homeowners in a storm-hit area within hours with a free damage inspection offer.

Trigger

Tag 'niche campaign' added

Steps
  1. Niche SMS
  2. Day 2 email
  3. Day 5 follow-up SMS
  4. Remove the tag

Stops when they reply

In roofing: A rapid-response campaign for the 24-72 hours after a hail or wind storm hits the service area. Tag contacts by zip code or neighborhood, add the tag to start the workflow, and the team works the YES replies first. It drives inspection bookings and, where the damage is real, insurance-claim jobs.

Sample text message:
Hi first name, it's business name. A storm just moved through service area and we're getting calls about hail and wind damage. Want a free inspection to see if your roof was hit? Reply YES. Reply STOP to opt out.
  Workflow 01 · Speed-to-Lead
Workflow 01 · Speed-to-Lead
Workflow 01 in the builder
  Workflow 14 · Reactivation
Workflow 14 · Reactivation
Workflow 14 · reactivation campaign

Launch your next roofing client this week

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