GoHighLevel for Roofing & Storm Restoration: Automate Hail Triggers, Estimates, Production, Insurance Follow ups
GoHighLevel turns roofing into a system. You trigger outreach on storms, inspect with photo standards, price by squares with clear waste and pitch, schedule crews and drops cleanly, track insurance to funds, and win neighbours while the sign is still on the lawn.
TL;DR
Roofing loses money when storm leads stall, inspections lack photos, estimates drift, crews idle, and insurance paperwork lags. GoHighLevel captures every lead, triggers outreach by hail or wind events, books inspections, standardizes photo packs, prices by squares, schedules crews and dumpsters, tracks supplements, and drives reviews and referrals. Faster close, cleaner production, better cash flow.
TL;DR: Roofing CRM Automation SOP
Use the Roofing Playbook snapshot to install all of these in one click.
Pain points you are paying for
- Storm hits, no structured outreach, competitors canvas the street first.
- Inspections without photo standards, adjuster pushback and re-trips.
- Estimates built from scratch, waste and pitch factors missed.
- Production calendar chaos, crews and dumpsters misaligned.
- Insurance follow ups scattered in email, funding stalls.
- No referral engine, neighbours never hear from you.
What the system does
- Capture calls, forms, door knocks, and ads into one CRM with address and map pin.
- Storm triggers start outreach by ZIP or radius when hail or high wind is reported.
- Book inspection windows with travel buffers and auto-reminders.
- Photo pack checklist per roof, eaves, penetrations, facets, interior leaks.
- Estimate rules by squares [1 square = 100 ft² = 9.29 m²], layers, pitch, waste, material.
- Production schedules crews by skill and zone, aligns dumpster and material drops.
- Insurance pipeline logs scope, supplements, ACV, RCV, checks and dates.
- Payments collects deposits where allowed, milestone invoices, card or ACH.
- Reviews + referrals 2 hours post completion, neighbour offer at day 7.
Fast flow that converts
- Lead shares address, AI verifies roof footprint via map and confirms pitch band.
- Client picks inspection window, receives what to expect and attic access notes.
- Tech uses the photo checklist, marks damage and measurements, uploads from site.
- Client receives a clear estimate, per square, with material options and timeline.
- If insurance, pipeline opens, documents attach, follow ups scheduled.
- On approval, production locks crew, dumpster, and delivery, reminders go out.
Intake fields that keep quotes accurate
- Address, map pin, structure type, detached, semi, townhome, small commercial.
- Roof area estimate in squares, plus ft² and m² for clarity.
- Material, 3-tab asphalt, architectural asphalt, metal standing seam, flat membrane.
- Layers present, 1 or 2, tear-off required yes or no.
- Pitch band, low 3:12–4:12, medium 5:12–7:12, steep 8:12+.
- Stories and access, driveway length, tight lot, overhang over deck or pool.
- Penetrations count, vents, stacks, skylights, chimneys.
- Add-ons, gutters and guards, fascia, soffit, attic venting, drip edge, ice and water shield.
- Interior leak locations for matching drywall or paint.
- HOA or permit notes, dumpster placement rules, work hours.
- Photos, 6 to 12 minimum, each facet, eaves, soft metals, attic if accessible.
Estimating rules and quick conversions
- Squares = roof area in ft² ÷ 100, or roof area in m² ÷ 9.29.
- Waste factor 10 to 18 percent typical, higher for many facets or steep pitch.
- Time per crew per day, 20 to 35 squares asphalt typical, adjust for pitch and layers.
- Ice and water shield at eaves 600 to 900 mm upslope, valleys, penetrations, local code driven.
- Drip edge on rakes and eaves, linear metres or feet.
Example pricing rules, USA friendly, use as your knowledge base
Ranges are USD. Adjust to your material costs, wages, dump fees, and permit requirements.
Tear off and replace, asphalt shingles
| Scope | Typical range, USD | Unit | Notes |
|---|---|---|---|
| Architectural asphalt, 1 layer, medium pitch | 370–620 | per square | Includes starter, underlayment, drip edge |
| Architectural asphalt, steep or complex | 520–780 | per square | Add harness time, extra waste |
| Second layer tear-off add | 45–90 | per square | Heavier disposal, more labour |
| Ice and water shield | 12–22 | per linear m | Eaves, valleys, penetrations |
| Ridge vent supply and install | 18–35 | per linear m | Includes cut and cap |
| Pipe jack or boot replace | 45–90 | each | Based on size |
| Skylight replace, standard | 650–1,100 | each | Flashing kit included |
| Chimney flashing, step + counter | 420–780 | each | Masonry time varies |
| Plywood deck replace | 75–115 | per sheet | 1.2 × 2.4 m, 4 × 8 ft |
Repairs and small scopes
| Task | Typical range, USD | Unit | Notes |
|---|---|---|---|
| Leak trace and patch | 180–420 | per visit | Includes 1 to 2 hours and sealants |
| Shingle bundle swap | 220–360 | per bundle | Match not guaranteed |
| Valley rework | 420–820 | per valley | Metal W or new shingle valley |
| Skylight reflash | 380–680 | each | If unit reused |
| Attic baffle and vent add | 18–35 | per baffle | Venting correction upsell |
Add-ons
| Line item | Typical range, USD | Unit | Notes |
|---|---|---|---|
| Gutters, 5 in K style | 10–18 | per linear ft [33–59 per m] | Downspouts extra |
| Gutter guards, aluminium | 6–12 | per linear ft [20–39 per m] | With cleaning |
| Drip edge | 2.20–3.60 | per linear ft [7.20–11.80 per m] | Colour matched |
| Dumpster and haul | 380–650 | per 15–20 yd³ | Distance and tonnage vary |
| Permit admin | 65–180 | per permit | City dependent |
Production, capacity, and safety logic
- Zone calendars keep deliveries and crews within 10 to 15 km radii per day.
- Lock deliveries the day before, dumpsters first, shingles second, crew last, then inspect.
- Steep or two story jobs require harness and extra time, block neighbours if needed.
- If a crew does not accept in 2 minutes, reassign to the next available in zone, auto notify supplier and dumpster if times shift.
- Weather guardrails, wind and rain thresholds, reschedule exterior with batch notices and first pick links.
High impact automations
- Storm trigger outreach to past and nearby addresses with inspection links.
- Missed call text back in 15 seconds with inspection booking.
- Photo checklist overlay hints, facets, eaves, penetrations, attic, interior stain.
- Estimate builder good, better, best, architectural, impact rated, algae resistant.
- Insurance pipeline tasks, adjuster meeting, supplement request, check received, mortgage endorsement, final.
- Deposit link where allowed, then milestone invoices, tear off day and completion day.
- Change order one tap for deck sheets, flashing, or vents found on tear off.
- Review + neighbour offer with yard sign photo request.
- Warranty registration task and proof upload.
Scripts that convert
- First reply, “Share your address and two roof photos from the curb, I will book the first inspection window now.”
- Range anchor, “A medium pitch architectural re-roof typically lands 370–620 USD per square for one layer. I will confirm after inspection and photos.”
- Insurance clarity, “I will create a document pack with photos and measurements, then track adjuster, scope, supplements, and checks so you do not chase email.”
- Close, “I can hold Tuesday 10:00–12:00 or Thursday 13:00–15:00. You will get prep notes and parking details.”
Metrics to track weekly
| Metric | Target | If below target, do this |
|---|---|---|
| First response time | under 2 minutes | Turn on missed call text back |
| Inspection scheduled rate | over 70 percent | Shorten form, show 2 windows |
| Estimate out within | ≤ 24 hours | Use template and photo pack rules |
| Approval to production | ≤ 7 days | Pre book materials and dumpster windows |
| Weather reschedule notice | 12–24 hours | Raise thresholds, automate batch moves |
| Supplement success rate | 60–80 percent | Tighten photo evidence standards |
| Review rate | 25–40 percent | Ask at 2 hours, remind day 3 and 7 |
| Neighbour uptake within 7 days | 10–20 percent | Yard sign photo and link, expiry timer |
Real example, compact
A two crew roofer in Pickering added storm triggers and a photo pack. In 50 days: 309 inquiries, 71 percent inspections scheduled, estimates within 16 hours median, approval to production 5.2 days average, supplements approved on 68 percent of files, reviews 12 to 41, two neighbour jobs per block on three streets.
Owner insights
- Photo standards win supplements and stop re-trips.
- Squares with explicit waste and pitch beats “ballpark” talk.
- Lock deliveries and dumpsters before crews, the day runs clean.
- Neighbour offers convert best within 7 days while signs are still up.
Setup blueprint in GoHighLevel
- Intake form, address, structure type, rough squares, material, layers, pitch band, penetrations, HOA or permit notes, photos, map pin.
- Storm triggers and audiences by ZIP or radius.
- Photo checklist and estimate templates, per material and pitch.
- Production calendars, crews by zone and skill, supplier and dumpster windows.
- Insurance pipeline with tasks and document slots, supplement requests.
- Workflows, missed call text back, inspection reminders, estimate chasers, deposit, change orders, reviews, neighbour offers, warranty.
- Test on 20 recent addresses, tune ranges, photo hints, and thresholds.
FAQs
How do I convert ft² or m² to squares
Squares = ft² ÷ 100, or m² ÷ 9.29. Keep all three units in the job card to avoid confusion.
How much waste should I add
Start at 10 to 12 percent for simple roofs, 15 to 18 percent for hips, dormers, or steep pitch. Document the reason in the estimate.
What if decking is bad
Use change orders for sheets with photo proof. Price per sheet, then keep 2 to 4 spare on the truck or on hold at the yard.
How do I handle weather
Set wind and rain thresholds, batch move the day, and send first pick links. Keep small repair jobs to backfill clear afternoons.
Do I need deposits
Where allowed, take 10 to 30 percent at approval, then bill milestones, tear off and completion. Insurance jobs may follow ACV then RCV timing.
Commercial next steps
- Deploy the roofing snapshot with storm triggers, photo packs, estimate rules, production scheduling, and insurance pipeline.
- Train inspectors on the photo checklist and waste logic.
- Turn on review prompts and neighbour offers tied to completion photos.
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