We Help Roofing Contractors Scale To the Next Level.

Seamless ordering of materials after contract signing and verification of documentation.

Expert knowledge of price sheets for accurate and cost-effective material procurement.

Thorough tracking and confirmation of delivered materials.

Proactive follow-up with distributors to validate delivery dates and ensure timely material arrival.

Manage the logistics of scheduling dumpsters to facilitate debris removal during installations.

Coordinate with homeowners and sales representatives to schedule installations at convenient times.

Comprehensive documentation support for permit application and payment process.

Expert assistance in uploading permits and receipts onto CRM platform.

Verification of measurements, contracts, and permits.

Streamlining the communication and coordination between all stakeholders involved in the claim process.

Timely and proactive communication with insurance companies and adjusters.

Expertise in understanding insurance processes and requirements.

Assist in the leg work of supplementing process by submitting supplements to the insurance company.

Monitoring the approval status of the supplement and tracking the timeline for the release of funds.

Proactive follow-up with the insurance company to confirm receipt and review of the supplement.

Utilize the CRM platform to create and send electronic payment requests to streamline the payment process.

Coordinate and schedule check pickups with homeowners for convenient payment collection.

Maintain regular communication with homeowners through email regarding payment due dates and reminders.

Efficiently generate and send invoices using QuickBooks software.

Facilitate the preparation and delivery of Certificate of Completion (COC) documents.

Include a labor warranty to guarantee the quality of the performed work.

Prepare and deliver a formal Letter of Completion to signify the successful conclusion of the project.

Ensure accuracy and completeness of all closing documents to meet contractual obligations and client satisfaction.

Conduct proactive quality control by contacting homeowners to request feedback on the completed job.

Seek referrals from satisfied homeowners to expand the client base and generate new business opportunities.

Express gratitude and appreciation by sending personalized thank-you notes to homeowners.

Develop comprehensive Standard Operating Procedures (SOPs) for each task or process within the organization.

Ensure clear and concise documentation of step-by-step procedures, guidelines, and best practices.

Regularly review and update SOPs to reflect changes in processes, technologies, or regulations.

Prioritize emails that require immediate action or response, ensuring timely and efficient communication.

Establish a systematic process for organizing emails based on categories, folders, or labels to improve search-ability and organization.

Efficiently manage the email inbox by regularly deleting old and irrelevant emails, as well as identifying and eliminating spam messages.

Our team consists of certified CRM professionals with expertise in managing customer relationship management systems.

Regularly review and verify data integrity to maintain accurate and up-to-date records in the CRM.

Ensure timely and accurate uploading of photos and documents into the CRM platform.