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Free guide for roofing companies

How to Launch the Roofing Snapshot in 24 Hours

A step-by-step walkthrough to get the Roofing Snapshot installed in your GoHighLevel account, branded to your company, and capturing storm leads within a single day.

Published June 15, 2024 · Takes PT24H

Step-by-step

The 7-step walkthrough

1

Connect your GoHighLevel account

Have an active GoHighLevel sub-account ready (or start one through our partner link). Grant access so the snapshot can be imported. If you don't have GHL yet, we'll point you to the right plan first.

2

Import the snapshot

We load the full Roofing Snapshot — pipelines, workflows, calendars, the three estimators, the AI receptionist, and the website templates — into your account. Nothing is built from scratch; it arrives complete.

3

Brand it to your company

Swap in your logo, colors, company name, service area, and phone number. The three white-label estimators and the website inherit your branding automatically.

4

Connect phone, SMS, and email

Register your number for A2P 10DLC, connect your email-sending domain, and verify two-way SMS. This is what lets the 30-second lead response and review automation actually send.

5

Set your calendars and crews

Configure inspection availability, assign crews or estimators, and set reminder timing so booked inspections flow straight onto the right calendar.

6

Test the full lead path

Submit a test lead, confirm the AI receptionist answers, the SMS fires within 30 seconds, the inspection books, and the contact lands in the right pipeline stage.

7

Go live and drive traffic

Point your storm and Google ads at the new funnel, embed the estimators on your site, and turn on geofencing for your next storm event.

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Get the full How to Launch the Roofing Snapshot in 24 Hours as a PDF

Read this guide right here on the page — or send the full PDF straight to your inbox along with our weekly roofing automation playbooks. Includes the checklist, real-world examples, and our "what to automate next" decision tree.

  • The complete 7-step walkthrough as a printable PDF
  • A bonus "what to automate next" checklist for your firm
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From purchase to live in one business day

The Roofing Snapshot is designed to be running the day after you buy it. You’re not building automations — you’re importing a finished system and making it yours. Here’s exactly how the launch goes.

Step 1 — Connect your GoHighLevel account

Everything runs inside GoHighLevel. If you already have a sub-account, you grant us access and we import into it. If you don’t, we’ll first get you on the right GHL plan through our partner link (which also unlocks the bonus tools). This is the only prerequisite.

Step 2 — Import the snapshot

We load the complete system: storm and residential pipelines, 50+ workflows, the inspection calendars, the after-hours AI receptionist, the three white-label estimators, and the website templates. It arrives whole — no blank canvases.

Step 3 — Brand it to your company

Your logo, colors, company name, service area, and phone number go in once and propagate everywhere — including the repair-vs-replace estimator and your new site.

Step 4 — Connect phone, SMS, and email

We register your number for A2P 10DLC and verify your email domain. This is the unglamorous step that makes everything else work: without it, your two-way SMS and review automation can’t send.

Step 5 — Set your calendars and crews

Define when you do inspections, who handles them, and how reminders go out. Booked inspections route to the right person automatically.

Step 6 — Test the full lead path

We submit a test lead and confirm the whole chain fires: AI answers, SMS within 30 seconds, inspection booked, contact tagged and staged. You watch it work before a single real homeowner touches it.

Step 7 — Go live and drive traffic

Point your ads at the funnel, embed the estimators, and switch on storm geofencing for your service area. You’re now capturing leads automatically.

What you get for support

Every snapshot includes 10 dedicated customization hours (usable within 15 days) and a year of free updates. Need someone to run it day to day? Our GHL VA plan takes over the ongoing work.

Ready to launch? Get the snapshot for $1,500 (regularly $2,300) or book a setup call.

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Skip the build — installed in your GHL account in 24 hours for $1,500 one-time.

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