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Frequently Asked Questions

Is the learning curve as bad as people say?

GHL is a full platform, so yes — there's more to it than a simple dialer. Most roofing shops are running their first automations within a week. The snapshot approach (pre-built workflows for a specific industry) cuts setup from weeks to days. If you've used any CRM before, you'll be fine.

How do I migrate from JobNimbus or ServiceTitan?

Export your contacts as a CSV from your current tool, import them into GHL. Automation sequences don't transfer — you'll rebuild those, which is actually useful because you'll build them better this time. For ServiceTitan, expect 2-4 hours of migration work. For JobNimbus, usually less. GHL support will help.

Do I need an agency to set this up?

No. GHL's own onboarding is decent and there are thousands of YouTube tutorials specifically for trades and home services. You don't need to pay a consultant $2k to build what takes 4 hours to set up yourself. That said, if you want it done in one afternoon rather than one weekend, agencies exist for a reason.

Is there a contract? Can I cancel?

Month-to-month on all plans. Cancel any time from your dashboard — no call required, no retention team, no games. If you cancel, your account stays active through the end of your billing period.

What about field tech features — job-site photos, aerial measurements, material takeoffs?

This is where GHL honestly loses. JobNimbus and AccuLynx are built specifically for roofing and have tighter integrations with EagleView and HOVER for measurements. GHL handles the business side (lead capture, follow-up, reviews, billing) — it doesn't replace a roofing-specific job management tool. Some contractors run both. If measurements and insurance supplementing are your main pain point, start with AccuLynx.

I'm not technical — is GHL going to be too complex for my shop?

The core automations — missed-call text-back, review requests, appointment reminders — are pre-built in GHL's free Roofing Playbook snapshot. You're customizing templates, not building from scratch. The setup guide is roofing-specific, not a generic CRM tutorial. Most owners who describe themselves as 'not technical' have their first automations running within a week. GHL also includes an onboarding call when you start the trial.

Is $97/mo worth it if my busy season is only 3–4 months?

Month-to-month means you can cancel any time from your dashboard — no call, no penalty. In practice, most roofers who cancel during slow season end up reactivating because the review automation and pipeline management continue to drive value year-round. But there's no risk in testing it during your busy season and deciding then.