HIGHLEVEL (GOHIGHLEVEL) STARTER KIT FOR ROOFING COMPANIES Free from Builds By Luke: https://buildsbyluke.com/highlevel/roofing I am an independent HighLevel affiliate, not an employee, partner or representative of HighLevel. If you start a trial or buy through the links in this kit, HighLevel may pay me a commission. It does not change what you pay. The starter kits are free whether or not you use my link. Start a 14-day HighLevel trial: https://www.gohighlevel.com/?fp_ref=chronos-demo-company-dc736a HighLevel is a trademark of HighLevel LLC. This kit is mine, not HighLevel's. ======================================================================== PIPELINE STAGES (in this order) ======================================================================== 1. New lead: Every missed call and form lands here. 2. Contacted: You have spoken to them. 3. Inspection booked: On the calendar. 4. Estimate sent: The follow-up automation starts here. 5. Job scheduled: They said yes. Mark the opportunity Won. 6. Job complete: Starts the review request and the yearly roof check. ======================================================================== QUOTE REQUEST FORM FIELDS ======================================================================== - Full name - Mobile phone - Email - Property address - What do you need? (repair, replacement, inspection, storm damage) - Roof type (asphalt shingle, metal, tile, flat, not sure) - Is this an insurance claim? (yes, no, not sure) - Photos of the roof or damage (optional file upload) - Best time to reach you - Consent checkbox: "I agree to receive texts from [your business] about my request. Reply STOP to opt out." ======================================================================== THE SIX AUTOMATIONS ======================================================================== Merge fields like {{contact.first_name}} fill in automatically. Replace anything in [square brackets] with your own details. 1. MISSED-CALL TEXT BACK Why: Most callers who reach voicemail ring the next roofer on the list. A text inside a minute keeps the job yours until you can call back. Trigger: Call Details (HighLevel's call trigger). Add two filters: Call direction is Incoming, and Call status is no-answer or voicemail. Steps: 1. Send SMS: the text below. 2. Create/update opportunity: your pipeline, stage New lead. 3. Send internal notification: to you or whoever is on call. Note: Older HighLevel guides call this trigger Call Status. [SMS] Text to the caller Sorry we missed your call! This is {{location.name}}. Is it about a roof repair, a replacement or an inspection? Text back and we'll call you shortly. Reply STOP to opt out. 2. NEW QUOTE REQUEST: ANSWER IN SECONDS Why: The first business to reply usually gets the job. This answers every form at once, day or night, and tells you who to call. Trigger: Form Submitted. Filter: your quote request form. Steps: 1. Create/update opportunity: your pipeline, stage New lead. 2. Send SMS: the text below. 3. Send email: the email below. 4. Send internal notification: the alert below. 5. Add task: "Call back within 5 minutes", assigned to whoever takes new leads. [SMS] Text to the customer Hi {{contact.first_name}}, thanks for contacting {{location.name}}. We got your roofing request and will call you shortly to book your inspection. Reply STOP to opt out. [Email] Email to the customer Subject: We got your roofing request Hi {{contact.first_name}}, Thanks for reaching out to {{location.name}}. Your request is in, and we'll call you shortly to book a time to look at your roof. If you have photos of the damage or the area you're worried about, reply to this email and attach them. They help us bring the right materials. Talk soon, {{location.name}} [Internal notification] Alert to you New roofing lead: {{contact.name}}, {{contact.phone}}. Call within 5 minutes. 3. ESTIMATE SENT FOLLOW-UP Why: Most quotes are not a "no", they are a "not yet". Three polite nudges over ten days win back jobs that would otherwise go quiet, and they stop the moment the customer says yes. Trigger: Pipeline Stage Changed. Filter: stage is Estimate sent. Steps: 1. Wait: 2 days. 2. If / else: the opportunity is still in Estimate sent. If not, end here. 3. Send SMS: first text below. 4. Wait: 3 days. 5. If / else: still in Estimate sent. 6. Send email: the email below. 7. Wait: 5 days. 8. If / else: still in Estimate sent. 9. Send SMS: last text below. [SMS] Day 2 text Hi {{contact.first_name}}, it's {{location.name}}. Did you get a chance to look over your roof estimate? Happy to answer any questions. [Email] Day 5 email Subject: Your roof estimate: any questions? Hi {{contact.first_name}}, I wanted to follow up on the estimate we sent for your roof. If anything is unclear, from materials to timing to payment options, reply here and we'll walk you through it. Ready to go ahead? Reply YES and we'll get you on the schedule. Thanks, {{location.name}} [SMS] Day 10 text Hi {{contact.first_name}}, should we keep your roof estimate open? Reply YES to book your job, or let us know if anything has changed. 4. ROOF INSPECTION CONFIRMATIONS AND REMINDERS Why: A wasted trip costs you a morning. A confirmation and two reminders cut no-shows, and give the customer an easy way to reschedule. Trigger: Customer Booked Appointment. Filter: your roof inspection calendar. Steps: 1. Send SMS: confirmation below. 2. Wait: choose "Until a scheduled date/time" and set it to 1 day before the appointment. 3. Send SMS: day-before reminder below. 4. Wait: "Until a scheduled date/time" again, set to 2 hours before the appointment. 5. Send SMS: same-day text below. Note: Where a text says [appointment date and time], insert HighLevel's appointment merge field from the message editor's merge-field menu. [SMS] Confirmation You're booked! {{location.name}} will be out for your roof inspection on [appointment date and time]. Reply here if you need to change it. [SMS] Day before Reminder: your roof inspection with {{location.name}} is tomorrow at [appointment time]. Please make sure we can reach the sides and back of the house. [SMS] Same day We're on schedule for your roof inspection today at [appointment time]. See you soon! {{location.name}} 5. REVIEW REQUEST AFTER EVERY JOB Why: People choose the business with the most recent reviews. Asking every happy customer, every time, is the cheapest marketing a trade business has. Trigger: Pipeline Stage Changed. Filter: stage is Job complete. Steps: 1. Wait: 2 hours. 2. Send review request: HighLevel's built-in review request (set your Google review link under Reputation first). 3. Optional second workflow: trigger New Review Received, step Send internal notification, so you can reply to every review the same day. [SMS] If you would rather send your own text instead of the built-in request Thanks for choosing {{location.name}}, {{contact.first_name}}! If you're happy with your roof, a quick Google review would mean a lot to our team: [your review link] 6. YEARLY ROOF CHECK Why: Roofs fail slowly, then all at once. A yearly check catches loose flashing and lifted shingles early, and it puts your name back in front of the homeowner before the next storm. Trigger: Pipeline Stage Changed. Filter: stage is Job complete. Steps: 1. Add contact tag: past-customer. 2. Wait: 11 months. 3. Send SMS: the text below. 4. Wait: 7 days. 5. Send email: the email below. [SMS] Text Hi {{contact.first_name}}, it's {{location.name}}. It's been about a year since we worked on your roof. Want a quick check before storm season? Reply YES and we'll book you in. [Email] Email a week later Subject: Time for your yearly roof check Hi {{contact.first_name}}, A quick yearly check catches loose flashing, lifted shingles and small leaks before they turn into big repairs. Reply to this email or give us a call to pick a time. {{location.name}} ======================================================================== SET IT UP IN THIS ORDER ======================================================================== 1. Start your 14-day HighLevel trial and set up the account for your business. 2. Settings > Phone Numbers: get a local number and forward your business line to it (or publish the new number). If you text US customers, start A2P 10DLC registration the same day. 3. Settings: connect your email sending and add your business name, address and logo. 4. Opportunities > Pipelines: create the pipeline with the stages above, in that order. 5. Sites > Forms: build the quote request form with the fields above, then put it on your website. 6. Calendars: create a calendar called "Roof inspection" with your real working hours. 7. Reputation: add your Google review link so the review request has somewhere to send people. 8. Automation > Workflows > Create workflow: build the six workflows above, one at a time, and paste in the messages. 9. Test it: call your own number and let it ring out, fill in your own form, book yourself an appointment, and move a test opportunity through the stages. Check every text and email reaches your phone and inbox. 10. Turn each workflow on (Publish) only after its test passes. 11. Insurance jobs: add an "Insurance claim" stage between Estimate sent and Job scheduled, and move claims there so the estimate follow-up stops while the adjuster is involved. ======================================================================== GOOD TO KNOW ======================================================================== HighLevel offers a 14-day free trial on every plan. After the trial, the Starter plan is $97 a month. Texts, calls and emails are billed by usage on top, and billing starts automatically when the trial ends unless you cancel. (HighLevel's pricing page, checked 17 October 2026.) Texting customers needs their consent. In the US, HighLevel requires your number to be registered for business texting (A2P 10DLC) before texts go out; registration has its own fee and approval time, so start it on day one.