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3 min read Roofing Contractors

How Roofing Contractors Use GoHighLevel to Automate Estimates, Inspections and Follow-Ups

Roofing contractors waste hours every week chasing leads, sending quotes, and manually following up with cold prospects. This post shows how GoHighLevel’s Roofing Playbook helps you automate every stage of the roofing workflow.

The roofing industry thrives on speed and trust. But most roofers still rely on manual outreach, lost emails, and missed follow-ups. In an industry where one missed lead can cost you $15K+, that’s not sustainable.

That’s why roofing businesses are turning to GoHighLevel—specifically its Roofing Playbook—to automate estimates, inspections, job follow-ups, and customer reviews. It doesn’t just save time, it recovers lost revenue from leaky pipelines (pun intended).

TL;DR: Roofing CRM Automation SOP

Stage Action Automation SOP
Lead Capture Website or Facebook lead form Auto-create contact, tag “New Lead”
Inspection Booking Online calendar booking Send confirmation SMS and add to pipeline
Estimate Delivery Uploaded PDF or quote page Trigger follow-up email + SMS 24 hrs later
Job Scheduled Pipeline moved to “Booked” Auto-send project reminder + review request after
No Response No engagement after 2 days Start drip: “Still need a roofer?” sequence

Use the Roofing Playbook snapshot to install all of these in one click.

Step-by-Step Roofing CRM SOP with GoHighLevel

1. Capture Roofing Leads Without the Lag

Whether it’s a Facebook ad, Google lead form, or your website, every roofing lead should go directly into your CRM with a tag like New Lead. The Roofing Playbook includes ready-to-use landing pages with high-converting offers like:

  • Free roof inspection
  • Storm damage quote
  • Seasonal checkup

Leads are auto-tagged and routed into your Sales Pipeline for immediate follow-up.

Pro Tip: Most roofers take 2–4 hours to follow up. Use GHL to trigger an instant SMS + voicemail drop thanking them and prompting an inspection booking.

2. Book Inspections Without Phone Tag

The snapshot includes a calendar booking page synced with your availability. Leads can schedule inspections online. Once booked, GoHighLevel sends:

  • A confirmation SMS
  • An “About Your Appointment” email
  • Google Maps directions

You also get an internal alert to prep your crew or estimator.

3. Deliver Estimates with Automated Follow-Ups

After inspecting the property, your team uploads or links to the estimate (PDF or hosted funnel). When moved to the “Estimate Sent” pipeline stage, GoHighLevel triggers:

  • A follow-up email in 24 hrs: “Any questions about your quote?”
  • A 2nd message if no reply: “Spots filling fast—still need help?”

This automation ensures you don’t let a $20,000 job slip through the cracks because you forgot to follow up.

4. Schedule Work and Keep Clients Updated

When a customer approves the estimate, move them to the “Booked” stage. That triggers:

  • A scheduling confirmation email
  • A pre-job SMS the day before
  • Optional reminder on the job day with crew ETA

These SOPs keep homeowners informed (and off your back), and reduce call volume to your team.

5. Trigger Review Requests and Referrals Automatically

Once the job is complete, mark it “Completed.” GoHighLevel will:

  • Send a “Thanks for trusting us” SMS with Google Review link
  • Follow up in 2 days asking for a photo of the roof (social proof)
  • Add them to a quarterly referral campaign (“Know anyone who needs a roof?”)

This post-job automation builds social proof and unlocks referral business.

Case Study: $58K Booked in 30 Days Using GHL for Roofing

Client: Small 3-person roofing business in Ohio
Tools used: Roofing Playbook + Facebook Ads + Auto-book calendar

What changed:

  • Before GHL: ~4 missed follow-ups a week, manual quote sends, no reminders
  • After GHL: All leads responded to, 20% booked on first text touch
  • Booked revenue in first 30 days: $58,200 from 7 closed jobs

Comment:

“I didn’t believe a system could follow up better than me—until it did.”

FAQ: Roofing CRM & GHL Playbook

Q: Do I need to build these workflows myself?
No. The Roofing Playbook comes pre-loaded with forms, calendars, SMS/email templates, and pipeline stages. Just plug in your business name and you're live.

Q: Can I track where leads came from?
Yes. Use UTM parameters in the built-in forms or tie sources to tags inside GHL. Example: Tag = FB Lead Ad, Website Form, Referral.

Q: Can I handle subcontractors with GoHighLevel?
Yes. Assign leads by user, send job info via internal notifications, or route via workflows (e.g. assign “Tile Roofing” leads to Vendor A).

Q: Can I use this for storm response workflows?
Absolutely. Create a special funnel or trigger campaign for post-storm areas using zip code filters or geolocation.

Get Started: Roofing CRM Automation in a Day

You don’t need a developer, coder, or tech wizard to run a CRM like this. With GoHighLevel’s Roofing Playbook, all SOPs are pre-installed:

✅ Forms
✅ Estimates
✅ Follow-ups
✅ Booking links
✅ Review sequences
✅ Referral drip

You just plug in your logo, update pricing, and go.

👉 Try the Roofing CRM Playbook Snapshot Free
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