How Our Back Office Admin Support Team Scales Roofing Contractors to Success

Written by
Lucas Blos DaSilva

Our back office admin support team is an integral part of this ecosystem, enabling contractors with an annual revenue of at least $4 million to streamline operations and focus on scaling their businesses. Here's a deep dive into the critical roles we play throughout the project lifecycle:

Ordering Materials

  • Seamless Ordering Post-Contract: Once a contract is signed and the necessary documentation verified, our team ensures that material ordering is seamless and hassle-free. This process is crucial as it sets the foundation for the entire project.
  • Expert Price Sheet Knowledge: We utilize our deep understanding of price sheets to procure materials cost-effectively. This not only helps in keeping the project budget in check but also ensures that high-quality materials are used, enhancing the longevity and sustainability of the roofing.
  • Tracking and Confirmation: Our responsibility extends to tracking and confirmation of material deliveries. This thoroughness guarantees that projects do not face delays or discrepancies due to material shortages.

Schedule Installs

  • Proactive Delivery Validation: We proactively follow up with distributors to confirm delivery dates, ensuring materials arrive on time. This foresight prevents any potential delays in the installation process.
  • Logistics for Debris Removal: Management of logistical details, such as scheduling dumpsters, is another area we handle efficiently. This planning is essential for facilitating seamless debris removal during installation, and keeping sites clean and safe.
  • Coordination for Installation Scheduling: We coordinate closely with homeowners and sales representatives to schedule installations at the most convenient times, enhancing customer satisfaction and streamlining project timelines.

Documentation

  • Support for Permit Applications: Our team provides comprehensive documentation support for the permit application process, making sure that all paperwork is accurately prepared and submitted timely.
  • CRM Integration: We assist in uploading permits and receipts onto CRM platforms, ensuring all data is centralized and accessible, which enhances workflow efficiency.
  • Verification of Essential Documents: Verification of measurements, contracts, and permits is also part of our job. This ensures that all aspects of the project are aligned and comply with local regulations and standards.

Insurance Follow-Up

  • Streamlined Stakeholder Communication: We streamline the communication between all parties involved in the insurance claim process, ensuring clarity and coordination.
  • Proactive Insurance Communication: Our team maintains timely and proactive communication with insurance companies and adjusters, which is crucial for the swift processing of claims.
  • Expertise in Insurance Requirements: Understanding the intricacies of insurance processes and requirements allows us to navigate this complex area effectively, facilitating faster claim resolutions and ensuring all parties are duly compensated.
At Saenz Global, we specialize in providing robust back office support that helps roofing contractors maximize efficiency and focus on what they do best. From pre-sale activities such as taking measurements and generating leads, to post-sale tasks like quality control and documentation, we handle everything behind the scenes. Our expert team streamlines operations by managing estimates, contracts, materials, and customer relationships through advanced CRM systems. Let us take the administrative load off your shoulders, ensuring your projects run smoothly and professionally from start to finish.

Our back-office support team plays a pivotal role in the success of roofing contractors by managing essential yet time-consuming tasks. From material procurement and installation scheduling to documentation and insurance processing, our comprehensive support enables roofing contractors to maximize efficiency and profitability. This meticulous approach helps scale businesses and enhances customer satisfaction, making it a win-win for all stakeholders involved. By entrusting us with these critical operations, roofing contractors are free to focus on what they do best — building and repairing roofs.