Every stage from signed to paid.
From signed contract to final payment, we handle the office work on your jobs, retail and insurance. We work inside your CRM and under your company name, and a job stays open on our board until the final payment is received and reconciled.
The office work, start to finish.
You keep selling and building. We take care of the rest.
- Contract review and funds confirmation
- Homeowner communication
- Permits and HOA approvals
- Production coordination
- Insurance supplements
- COC and recoverable depreciation
- Mortgage checks
- Collections
- Warranty registration and reviews
- English and Spanish communication
Every update is logged in your CRM, so you can see where any job stands at any time.
Setting up, starting out or selling on your own?
CRM setup and optimization
We rebuild your CRM so your company can run more jobs without adding office staff.
Launching a roofing company
We set up your SOPs, office paperwork and CRM before your first job, so you start organized instead of fixing it later.
Support for sales reps
You sell the roof, and we handle the follow up on your jobs after the contract is signed.
Not sure where to start?
Take the free Production Score to see where your jobs are leaking money.
Plain answers to common questions.
How recoverable depreciation works on a roof claim
What it is, why carriers hold it back and what it takes to get the final check released.
How mortgage company insurance checks work
Why the lender is on the check, what a loss draft department needs and why these checks stall.
Every job you sell should end in a deposit.
Start with your Production Score, or book 20 minutes and we'll walk through your board with you.