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A roofing sales and follow-up system your agency brands as its own

Roofers, storm-restoration and exterior contractors

Built for how roofing actually sells: inspection booked, estimate chased, deposit taken, review collected, storm list worked.

  • Storm-week call capacity
  • Inspections booked to crews
  • Estimate follow-up sequences
  • Neighbourhood referral prompts

$950

One-off · unlimited installs

All sales are final. Sending the snapshot link is the point of no return: it lands in your agency permanently and cannot be recalled, so there is no refund after that. Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Book a callfirst if you want to see the build, or read the full terms.

Contents

  • 1 AI Receptionist
  • 1 AI Chatbot
  • AI Studio website
  • Funnels
  • Forms and surveys
  • Workflows
  • The rest of the schedule, line by line, is below.

All of it imports into a fresh sub-account in minutes. Contacts, domains, numbers and payment processors stay yours to configure — see theimport checklist.Delivered inside 24 business hours of purchase confirmation. The desk runs 9am to 5pm Central — 3pm to 11pm UK — Monday to Friday, and nothing goes out at the weekend, so a Friday afternoon order lands on Monday. Installation is an optional $250 add-on rather than a requirement.

Why this build is shaped the way it is

What is actually in the box

No conversion claims and no asset counts. What a snapshot produces depends on your client, their offer and the spend behind it, and a counted promise is one your client would hold you to — so here is what you are buying, named rather than totalled.

In the build 01

One

set of parts, in this snapshot and in every other one. There is no reduced tier and no upsell ladder.

  • 1 AI Receptionist
  • 1 AI Chatbot

Roofing Company White-Label Snapshot · Pro · installation optional at $250

The problem

What the roofer gets under your brand

The visible half is a site written for roofing rather than for home services in general, with inspection booking, a storm damage page and a financing page that a salesperson can point at from a driveway.

The build

Selling it into a roofing company

Roofers understand two numbers instinctively: the value of a job and the number of estimates that never closed. Point the second at the first and the case makes itself, without any need for a claim about what other companies achieved.

The rebrand

The honest limits

Insurance work has rules the automation must not cross. The system books inspections and follows up on estimates, it does not give claim advice or make representations about coverage, and the copy is written deliberately conservative on that point.

Schedule A · what lands in the sub-account

The handover schedule, written for Roofers

Every snapshot in the catalogue hands over the same thirteen lines. What is written below is what each one is fixing on this vertical's day, what changes once it runs, and where the money comes back — so you can lift it into your own proposal without rewriting it first.

  1. 1 AI Receptionist

    Fires at
    01.1
    Component
    AI Receptionist

    Answers storm and repair calls at any hour, qualifies damage type, roof age and insurance status, and books the inspection into a crew calendar.

    What it is fixing
    Hail passes and the client's phones run for four days while every crew is on a roof. They will tell you they were flat out. The call log will tell you what it cost.
    What changes
    Every storm call answered under their name at any hour, in Spanish when the caller switches, with address, roof age and active water taken before it books the inspection.
    Where the money is
    Fourteen missed calls out of sixty, one in five a tear-off. The owner can do that arithmetic in his head, and it is the whole sale.

  2. 1 AI Chatbot

    Fires at
    01.2
    Component
    AI Chatbot

    Handles website, SMS and social questions on inspections, insurance claims, financing and warranties, then books rather than filing another form.

    What it is fixing
    Shingle against metal at nine at night, deductible questions at ten, both sitting unread in the client's Facebook inbox.
    What changes
    Material, warranty, deductible and finance answered in seconds across the site, Messenger and SMS, then handed over as a booked inspection.
    Where the money is
    Six conversations a week and one booking at residential re-roof values. This is the line that stops a roofer asking what your fee is.

  3. AI Studio website

    Fires at
    01.3
    Component
    Professional Website

    Roof replacement, repair, storm damage and inspection pages already written, with a claim-friendly enquiry form and inspection booking calendar.

    What it is fixing
    Whatever they have is one contact box on a page nobody has touched since the last rebrand, and storm searches spike for a fortnight a year.
    What changes
    You hand over storm damage, replacement, repair and gutter pages built around their towns, with an inspection request on each and a canvassing form built for a phone at the front door.
    Where the money is
    A fortnight of concentrated demand a year is the easiest thing in this build to price. Quote the site separately and they will still say yes.

  4. Funnels

    Fires at
    01.3
    What it is fixing
    A lifted ridge cap and a claim number with an adjuster attached, both arriving at the same estimate form.
    What changes
    Inspection, insurance claim, repair and finance kept apart, so a homeowner holding a claim number never describes the roof from scratch.
    Where the money is
    Put the claim path in the proposal as its own deliverable. Supplement value is why your fee stops being compared to a Facebook ads retainer.

  5. Forms and surveys

    Fires at
    01.3
    What it is fixing
    Look at their estimate form. Name, email, how can we help, and then a callback that asks everything again.
    What changes
    You hand over a form taking roof age, storey count, driveway access, active water and photographs, before anybody dials.
    Where the money is
    Three hours a storm month back on the office phone, spent scheduling crews. Time is the currency a roofer counts in peak week.

  6. Workflows

    Fires at
    02.1–02.3
    What it is fixing
    Ask who owns open bid follow-up. It will be a sales manager who is also running a crew, and he will admit it.
    What changes
    You hand over every bid, inspection and claim on its own track, with document chasing and adjuster follow-up firing on schedule.
    Where the money is
    Twelve proposals chased instead of three. One extra signature a month at tear-off margins ends the fee conversation permanently.

  7. Nurture campaign

    Fires at
    02.1–02.3
    Component
    Database Reactivation

    Reopens six-month-quiet inspections, deferred repairs and unsold storm leads with AI calls and a seasonal roof check offer.

    What it is fixing
    Last season's unsigned inspections aging in a spreadsheet the client has not opened since the front passed.
    What changes
    You hand over a wake-up sequence on a real interval with a fresh assessment offer, because a hail file almost never closes on its own.
    Where the money is
    Two hundred old inspections, a tenth reached, four booked. Run it before you ask for a renewal and you will not have to ask.

  8. Appointment reminders, confirmations and no-show recovery

    Fires at
    03.1–03.3
    Component
    Smart Appointment System + AI Outbound Caller

    Confirms the day the ladder will be on the property, nudges the night before because a free inspection is the easiest thing in the world to forget, and puts an empty driveway back in front of the estimator within the hour.

    What it is fixing
    Ask a crew how often they drive forty minutes to an empty house. The slot, the fuel and the hour go together, and nobody logs any of it.
    What changes
    An arrival window rather than a time, a nudge the night before, and an empty driveway triggering a same-day reoffer. The build targets seventy percent of misses.
    Where the money is
    One windscreen trip saved a week, costed at their own truck hour. That pays for the whole engagement before the season ends.

  9. Pipelines

    Fires at
    03.1
    What it is fixing
    Inspected, quoted, with the adjuster, signed. All four in one inbox, which is why nobody can say what is close.
    What changes
    A board matching how a roof is actually sold, with each stage moving its own follow-up.
    Where the money is
    A five-figure file stalled at the adjuster is the most expensive thing in a roofing business. Show the board catching one and you have a client for years.

  10. Review automation

    Fires at
    04.1–04.3
    Component
    Review Harvesting + Review Automation

    Requests the Google or Facebook review as the job closes out and the site is cleared, when the new roof is the most visible thing on the street.

    What it is fixing
    Twenty years of roofs on the ground and a profile that reads like a start-up, because nobody asks while the homeowner is happy.
    What changes
    You hand over an ask that fires once the magnet has been run and the skip has gone, not at invoice, following twice and then stopping.
    Where the money is
    Five to ten a month arriving on a schedule rather than by luck. That is the deliverable the owner brings up unprompted at renewal.

  11. Seasonal automation

    Fires at
    05.1
    Component
    Lifetime Nurture Campaigns

    Annual roof check reminders, gutter clearing before autumn, warranty anniversary notes, and neighbour referral offers around recent jobs.

    What it is fixing
    Ask when a past customer last heard from them without a truck already being on the street. The gutter work is going to whoever knocks.
    What changes
    You hand over post-storm inspections, gutters before the leaves, warranty check-ins at year one and five, and referrals aimed at the streets that watched the crew.
    Where the money is
    Eight small jobs a season on streets the crews already know. Margin without a single lead bought, which is the easiest upsell you will make.

  12. Custom values

    Fires at
    throughout
    What it is fixing
    Rebranding means opening forty emails to change one phone number, and one always keeps the last client's.
    What changes
    Handover includes the company name, service radius, warranty length, finance partner and after-hours number as tokens, so the second install takes minutes.
    Where the money is
    This is what makes the second and third roofing install profitable rather than a favour you regret quoting.

  13. Custom fields

    Fires at
    throughout
    What it is fixing
    Carrier and claim number will be in a notes box, which is why nothing in the account segments and nothing triggers.
    What changes
    You hand over structured fields for roof age, carrier, claim number, deductible and storm date, which is what lets the claim route behave differently.
    Where the money is
    Carrier and claim date as fields make supplement chasing possible at all. One recovered supplement is worth more than the snapshot cost you.

Clause numbers in the "fires at" column point into the five-stage flow below, so you can say "clause 03.3 is the no-show rescue" to your own client without opening a demo account. Every money line is an illustration to put your client's numbers into, not a measured result.

The problem you are being paid to solve

What this vertical is losing right now

  • Storm week overwhelms the office

    A hail event brings a fortnight of calls into three days. One person cannot answer, qualify and schedule inspections at that rate, so calls go unanswered in the exact week the whole year's margin is decided.

  • Estimates die waiting on adjusters

    A twelve thousand dollar tear-off estimate sits while the homeowner waits on an insurance decision. Nobody rings in week three, the file goes cold, and a knocker from another company picks up a job that was already half sold.

  • Inspection no-shows burn crew time

    A salesperson drives forty minutes for a roof inspection and nobody is home. That is an hour and a half gone in a week where daylight is the constraint, and it happens several times a month with no reminder system in place.

  • Whole streets of work left on the table

    After a re-roof the neighbours can see fresh shingles and scaffolding, and nobody ever contacts them. The most qualified list a roofer will ever have is the four houses either side of a job they just finished.

What the build changes

The outcome, and the part that delivers it

  • Storm surge answered in full

    Every call in the days after a storm is answered, qualified for damage type and roof age, and booked into an inspection slot. Volume that would have flattened a two-person office is just a busier calendar.

    ai-receptionist

  • Estimates followed for weeks

    Unsigned estimates get outbound calls on a schedule that matches how long claims actually take, not how long a salesperson remembers. The file stays warm through the adjuster's timeline.

    ai-outbound-caller

  • Inspections that people attend

    A free inspection is the easiest appointment in the world to forget, which is why the nudge lands the night before rather than a week out. An empty driveway is back in front of the estimator within the hour, targeting 70% recovery — otherwise the homeowner signs with whoever knocked next.

    smart-appointments

  • Reviews while the skip is still there

    The request fires as the job closes out and the site is cleaned, which is when a homeowner is most impressed. Consistent asking is what turns an occasional review into five to ten a month.

    review-harvesting

  • Storm lists worked all year

    Old inspections with no sale, deferred repairs and cold storm leads get called again with a fresh reason. In a quiet quarter that database is the difference between crews working and crews waiting.

    database-reactivation

Fit

The client this suits, and the one it does not

Sell it to

  • Residential roofing companies running one to five crews with one or two people handling calls and scheduling
  • Retail and insurance roofers who take 30 or more enquiries a week during season and lose some of them to volume
  • Companies with a long history of inspections that never converted, sitting untouched in a CRM

Do not sell it to

  • Commercial and industrial roofing contractors bidding tendered flat-roof work through consultants. The pipeline is bid documents and relationships, and an inbound receptionist has almost nothing to answer.
  • Agencies looking for a lead source. This is capture, booking and follow-up infrastructure — it makes existing storm and search demand convert, but it does not knock doors or buy traffic for you.

Losing the sale here is cheaper than losing the retainer in month three.

The arithmetic

Worked examples, with the assumptions in view

Nothing below is a result from a customer. They are scenarios, and the inputs are printed so you can put your client's real numbers in and see whether it still stands up.

Hours returned to the client

Say a storm season week brings 70 calls, 20 of them missed, 25 inspections booked and 15 estimates outstanding, all handled by one office coordinator.

  • Missed storm calls answered instead of returned: 20 × 5 min = 1.7 hrs
  • Inspection confirmations and reminders automated: 25 × 3 min = 1.25 hrs
  • Estimate follow-up calls run by the outbound caller: 15 × 7 min = 1.75 hrs
  • Review requests fired on close-out: 12 completed jobs × 4 min = 0.8 hrs

roughly 5.5 hours a week during season, concentrated in the days that matter most

When it pays for itself

Take a residential re-roof at $12,000 and a repair ticket at $900, which is a common enough spread in most markets.

  • One storm-week call that would have rung out and becomes a re-roof: $12,000
  • Three recovered inspection no-shows that produce one repair: $900
  • Snapshot cost to your agency: $950 once, then your own retainer

In that illustrative season a single saved re-roof dwarfs the cost of the system, and it is the kind of arithmetic a roofing owner will check against their own close rate in about a minute.

Your resale ledger

You pay $950 once, and you set the price your client sees. The three columns are common shapes for that quote, not figures we have measured — pick the one that matches your market and read the margin off the row.

Illustrative resale scenarios for this snapshot
ScenarioYour costSet-up you quoteMonthly retainer you chargeYear one margin
Conservative$950$1,900$500$6,950
Typical$950$2,850$900$12,700
Premium$950$4,275$1,500$21,325

Year one margin = set-up + twelve months of retainer − what you paid us. It ignores your own delivery time, ad spend and platform costs, because those are yours and we cannot know them. The margin calculator on the pricing page takes your real numbers.

End-to-end automation

How the complete system works

Lead capture through to lifetime retention. Five stages, fifteen moving parts, none of them waiting on someone to remember.

  1. Lead Capture & First Contact

    Every door a customer can knock on, answered in seconds and pointed at the right place — all of it wearing your client’s name, none of it wearing ours.

    The phone

    • Answered at any hour, in a voice nobody hangs up on
    • Establishes what the job is before it books anything
    • Writes into the calendar there and then, no callback
    • Switches languages when the caller does
    • Puts a live buyer through to a human on the spot

    Answers as themBooks on the callNever a voicemail

    Chat, texts and the social inboxes

    • Replies on SMS, email, Facebook and Instagram without the wait
    • Site chat that asks the qualifying questions first
    • Records what they want and when they want it
    • Steps aside the second someone asks for a person
    • Drops the contact into the follow-up sequence

    Five channelsNo waitPre-qualified

    Forms and paid traffic

    • A submission starts the ten-day sequence immediately
    • Email, then a text, then a call — in that order
    • Routed by what they actually asked for
    • Every lead arrives carrying the source it came from
    • Hands a warm one straight into a consultation

    GoogleMetaTikTok

  2. Intelligent Lead Nurture

    Ten days of follow-up that happens whether or not the front desk had a bad week, three channels deep, all of it signed by your client.

    Days 1–3 · email

    • The welcome and the offer, in their branding
    • What the business does, already written
    • Evidence that other people chose them
    • One decision to make: book, or call

    Days 4–7 · text

    • An offer that has an end date on it
    • A short line of proof, not a paragraph
    • A booking link that takes one tap
    • Persistent without becoming a nuisance

    Days 8–10 · call

    • A friendly reason to pick the thread back up
    • Answers the objection they were sitting on
    • Books it there and then if they are ready
    • Leaves something useful when nobody picks up

  3. Booking & No-Show Prevention

    Confirmed in seconds, remembered three times on the way in, and chased back inside the hour on the days it still slips.

    The confirmation

    • A text with the details, immediately
    • An invite that lands in Google or Outlook
    • An email for the people who keep those
    • Anything the business needs to know beforehand

    The reminders

    • A day out, by text and by email
    • An hour out — "we are on our way"
    • Fifteen minutes out, the last nudge
    • Move it without phoning anyone

    The rescue

    • A call inside sixty minutes of a miss
    • Finds out what actually happened
    • Puts them back on the calendar on that call

    Runs itself70% recovery target

  4. Reviews & Social Proof

    Reviews stop depending on whoever remembered to ask and start arriving on a schedule — which is the part your client will notice first.

    The ask

    • A satisfaction check two hours after the work
    • Happy customers get the link straight away
    • Unhappy ones reach a human, not a review box
    • Tuned to a target of five to ten a month

    The replies

    • Positive reviews answered without prompting
    • Thanks that reads like a person wrote it
    • Complaints handled with care, not a template
    • Anything serious escalated to the owner

    The proof

    • Fresh quotes published back onto the site
    • Trust signals where the decision gets made
    • Feeds the local ranking the ads are fighting for

  5. Lifetime Nurture & Retention

    The stage almost nobody builds, and the reason a retainer renews without a conversation about whether it is working.

    Staying in touch

    • Reminders tied to the season, not the calendar month
    • A check-in every quarter that has a point to it
    • Birthdays and anniversaries, with something attached
    • An annual review worth taking

    The support bot

    • Answers the same six questions, permanently
    • Moves an appointment without a phone call
    • Tells them where their job or claim has got to
    • Finds the document they have lost

    Waking the list

    • Six months of silence starts the sequence
    • A "we miss you" with an actual offer in it
    • A referral ask every month, unprompted
    • A tier for the ones who never left

Support scope

Where our work stops and a quote starts

You are reselling this under your own name, so you need to know what you can promise without checking with us. This is that line, written down.

What is covered by the price and what is quoted separately
AreaCovered by the priceQuoted separately, or run by a VA
The snapshot linkThe whole build as a GoHighLevel snapshot link, installable into unlimited sub-accounts inside your own agency.—
The installation PDFWritten for someone who installs snapshots professionally: import order, what to rebrand, what the client never sees.—
Installing it for you—Optional, $250: the import, the website rebrand, A2P and 10DLC, domain email in GoHighLevel, and a few extra automations.
Version updatesTwelve months of updates as the platform moves, reissued as a fresh link to every agency that owns it.—
Third-party integrations—Connecting the build to a CRM, an EHR, a job-management tool or an accounts package.
Third-party software—Anything needing a licence, a seat or a subscription somewhere that is not GoHighLevel.
Custom software development—A portal, a calculator, a bespoke dashboard. Software built rather than configured.

Anything in the right-hand column comes back as a fixed price and a date before work starts, still under your brand. Where the job is repetitive rather than technical we will say so and put a trained VA on it, because that is cheaper for you and it is the truthful answer.

Installation is not included and you almost certainly do not need it — the PDF is written for someone who installs these professionally. If a week is already full,installation add-on is $250.

Four of the nine, expanded

What actually does the work

The storm-night script

Built for two in the morning: takes the address, asks whether water is coming in now, separates an insurance job from cash work, and books the inspection before the next roofer returns the call.

The estimate follow-up chain

A multi-week sequence on estimates left at the door, a storm-cycle branch that works a street after weather passes through, and a stalled-claim path for anything sitting with an adjuster.

The inspection, protected

Confirmation naming the day the ladder arrives, a night-before nudge because a free inspection is easy to forget, and an empty-driveway branch that puts the slot back to the estimator inside the hour.

The skip-gone trigger

Fires once the job is closed out and the site is cleared, when the new roof is the most visible thing on the street, with photo prompts and Google and Facebook links attached.

Add labour

Do not want to install it yourself?

White-Label Fulfilment RetainerYour build team, working under your brand, on a flat monthly retainer.From $1,850 / monthSnapshot Rebranding & CustomisationTake any snapshot in the catalog and make it unmistakably yours.From $890 one-off per snapshot

Read first

Before you import anything

Checklist · 8 min read

The 14-Point GHL Snapshot Import Checklist

Everything that silently breaks when a snapshot lands in a new sub-account, and the order to fix it in before anybody shows the client.

Read the guide

Specifics

Questions about the roofing company white-label snapshot build

General FAQ

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Next step

Ship the roofing company white-label snapshot system under your brand.

Buy it and install it yourself, or add a rebrand pass and have a snapshot ID in your own agency inside 72 hours.

Book a build callSee pricing

No retainer lock-in · 30 days notice · Your client never sees us