Every claim, every stage, one board
Storm restoration lives or dies on follow-through. A signed contingency agreement means nothing if the job stalls between the adjuster meeting and the deductible collection. The claim tracking feature gives your GoHighLevel account a purpose-built pipeline that moves every claim through the stages roofers actually deal with — and screams when something gets stuck.
The default stages mirror the real workflow:
- Inspection scheduled — homeowner booked for a free roof inspection.
- Damage documented — photos and measurements attached, scope drafted.
- Claim filed by homeowner — the homeowner opens their claim with their carrier.
- Adjuster meeting set — your rep is scheduled to meet the adjuster on the roof.
- Scope received — the carrier’s estimate is in and reviewed against your scope.
- Supplement submitted — missed line items documented and sent for the homeowner’s carrier to review.
- Approved / build scheduled — work order created, materials ordered.
- Build complete — final inspection and photo documentation done.
- Final deposit collected — depreciation released, balance paid, job closed.
Automation that keeps claims moving
The pipeline is not just a place to drag cards. Each stage fires the right action so nothing depends on someone remembering:
- Stage-change alerts — when an adjuster meeting is set, the assigned rep and the homeowner both get a confirmation.
- Stuck-deal reminders — any claim that sits too long in one stage pings the project manager.
- Homeowner updates — the homeowner gets a plain-English text at each milestone through your project status portal.
- Document checkpoints — a claim cannot advance to “build scheduled” until the scope and signed paperwork are attached.
Managing claims — spreadsheet vs pipeline
Claims tracked on a shared spreadsheet → PM forgets to chase the adjuster scope → homeowner calls confused → deductible never collected → job closes months late if at all
Every claim on a stage-based pipeline → automated reminders chase each bottleneck → homeowner gets milestone texts → final deposit prompted automatically the day depreciation releases
The whole job in one contact record
Because claim tracking lives inside GHL, everything attaches to the homeowner’s contact: the inspection photos, the satellite measurement report, the signed agreement, the carrier scope, and the supplement documentation. When the adjuster calls or the homeowner asks where things stand, your team pulls up one record and has the entire history — no digging through email threads or texting the rep who is up on a roof.
Careful, compliant language by design
This is restoration work, and the words matter. The claim tracking feature is built to keep you on the right side of the line:
- It organizes and tracks the claim — it does not file the claim for the homeowner.
- It documents damage and missed line items — it does not negotiate with or pressure the carrier.
- It never promises an approval, a payout amount, or a waived deductible.
- Homeowner-facing messages describe status and next steps, not guaranteed outcomes.
Live in 24 hours
The claim tracking pipeline is part of the Roofing Snapshot, a one-time $1,500 (was $2,300), live in your GoHighLevel account within 24 hours. Stop losing claims in the gaps between stages.
Put every storm claim on one pipeline that chases its own bottlenecks
Can I customize the stages?
Yes. The default stages match standard storm restoration workflow, but we tune them to your process during the 24-hour install — add a 'materials ordered' stage, a 'mortgage company endorsement' step, whatever you run.
Does it tell me which claims are stuck?
Yes. Any claim sitting in a stage past your threshold automatically flags your project manager so bottlenecks get worked, not forgotten.
Will it file claims for the homeowner?
No. The tool tracks and documents. The homeowner files their own claim with their carrier — the pipeline just keeps everyone organized through the process.
Can the homeowner see their status?
Yes, through the project status portal, which pushes milestone updates in plain language so the homeowner is not left wondering.