The Top 5 Habits of Successful Roofing Companies

As a roofing contractor, you know that the competition can be fierce. To truly dominate the market and achieve long-term growth and profitability, it's essential to have a strong foundation in place. As a company that supports roofing contractors like you, we've seen firsthand the impact of having the right strategies and systems. We've worked with companies that have grown from $3 million in annual revenue to $11 million, and we've learned a thing or two about what it takes to succeed.

Here are the elements that set the most successful contractors apart:

  • Strong teams
  • Standard operating procedures (SOPs) for consistent quality and efficient processes
  • Effective use of a roofing CRM to manage leads and improve customer relationships
  • Supportive admin teams to handle daily tasks
  • Hobbies that boost well-being outside of work
  • An excellent reputation for effective leadership and customer retention

Focusing on these elements can set your company up for long-term growth and profitability. Follow these tips and watch your business thrive!

1. Standard Operating Procedures (SOPs)

Are you tired of feeling like you're constantly putting out fires in your roofing business? It's time to take control and implement some Standard Operating Procedures (SOPs). These guidelines may sound boring but trust us - they'll be a lifesaver. No more disorganization, chaos, or mistakes - just clear, efficient communication and consistent, reliable service for your customers. And let's be honest, who doesn't love a little predictability? Plus, regularly reviewing and updating your SOPs means you'll always be on top of things and ahead of the game.

From following up with leads and creating contracts to pulling permits and ordering materials, having a set system ensures predictability and efficient communication between yourself, sales reps, employees, and homeowners. Refrain from disorganization holding you back - take control and streamline your business with SOPs.

Standard operating procedures (SOPs) can be a sign of a successful roofing contractor for several reasons:

  • Improved efficiency: By outlining clear steps for each task, SOPs help streamline processes and minimize errors, leading to increased efficiency and productivity.
  • Heightened communication: SOPs provide a common language and understanding among team members, improving communication and collaboration.
  • Improved customer service: With SOPs, roofing contractors can provide consistent and reliable service to their customers, leading to higher levels of customer satisfaction.
  • Reduced risk: SOPs help identify potential hazards and guide handling, reducing the risk of accidents and liabilities.
  • Increased professionalism: Having well-organized SOPs demonstrates professionalism and attention to detail, which can build customer trust and credibility.

Overall, implementing SOPs can help roofing contractors run their businesses more effectively and efficiently, leading to increased success.

2. Customer Relationship Management (CRM) Software

As a roofing contractor, you may have asked yourself, "Do we need a Customer Relationship Management (CRM) system?" The answer is always the same: Yes! While roofing contractors can generate profit without a CRM, having one can significantly improve your team's efficiency and organization. Optimize your CRM to meet your team's specific needs if you already have a CRM and understand the importance of record keeping. Without a CRM, roofing contractors may rely on manual processes and less organized systems for managing customer relationships and data, leading to inefficiencies and missed opportunities. Transitioning to using one is a sign that your company is planning for expansion and success in the long run.

Here is some additional information on the benefits of using a Customer Relationship Management (CRM) system for roofing contractors:

  • Improved customer management: A CRM can help roofing contractors manage customer relationships and interactions, track sales and marketing efforts, and organize and analyze data.
  • Increased efficiency: With a CRM, you can automate tasks such as lead tracking, appointment scheduling, and follow-up communications, which can save time and increase efficiency for your team.
  • Enhanced communication: A CRM can help improve your team's communication by providing a central platform for sharing information and tracking tasks. This can reduce the risk of miscommunication and ensure everyone is on the same page.
  • Better decision-making: By tracking and analyzing customer data, a CRM can help you to make more informed business decisions and identify growth opportunities.

Several customer relationship management (CRM) software options are available for roofing contractors, each with unique features and benefits. Some of the most popular CRM options that roofing contractors commonly use include AccuLynx, JobNimbus, Roofr, CompanyCam, and EagleView.

Overall, investing in a CRM can improve the efficiency and organization of your roofing business and support your efforts to handle more clients and achieve long-term success. It's crucial for roofing contractors to carefully evaluate their business needs and determine whether a CRM would be a worthwhile investment. Factors to consider include:

  • The size and complexity of the business
  • The types of customer interactions and data that need to be managed
  • The resources and budget available for implementing a CRM

3. Strong Professional Reputation and Effective Leadership

A solid and professional reputation is essential for a successful roofing company. Good relationships with suppliers, contractors, and other industry professionals help to build trust and credibility with customers and partners. As a roofing business owner, it's essential to ask yourself: do you truly own your business, or is it running you?

Let's face it, as a roofing contractor; you didn't get into this business to spend your days tied to a desk, managing paperwork, and dealing with mundane tasks. You want to be out on the field, doing what you love and what you're good at. But as any successful roofing business owner knows, there's more to running a company than just the hands-on work.

Successful CEOs are kept from the daily operational tasks of their business. They invest in an admin team to handle those tasks, allowing them to focus on improving the customer experience and growing and maintaining their internal team. They also constantly look for ways to exceed customer expectations and drive profits by cutting the time spent on the field and focusing on the bigger picture. It's time to take control of your business and make it work for you rather than letting it run you.

4. Hobbies Enhance Well-Being

Want to be a roofing rockstar? Ditch the hammer and pick up a hobby! Trust us. It'll do wonders for your stress levels and motivation. Plus, you might discover a new passion or learn a new skill to benefit your business. Having hobbies outside of work can benefit roofing contractors for several reasons. First and foremost, it can help to alleviate stress and burnout, which can be expected in physically demanding and potentially high-stress jobs like roofing. Engaging in activities that you enjoy and that allow you to relax and unwind can help you maintain a healthy work-life balance, improving your overall well-being and job satisfaction.

In addition, having hobbies can also help to keep you energized and motivated, which can be important in a job that requires physical labor and attention to detail. Engaging in activities you are passionate about can help you stay focused and engaged, which can translate into improved performance on the job.

Having hobbies can also broaden your perspective and expose you to new ideas and experiences, which can be beneficial in various ways. For example, it can help you develop new skills and knowledge that can be applied to your work, or it can help you think creatively and come up with new solutions to problems you may encounter on the job. Having hobbies outside of work can make you a well-rounded and successful individual, both personally and professionally.

5. Admin Support

A successful roofing company may invest in admin support to handle operational tasks, allowing the company's leadership to focus on higher-level tasks such as improving the customer experience and growing the business. As a roofing contractor, strong administrative practices are crucial for the success of your business. This includes implementing clear policies and procedures for managing daily operations and maintaining accurate and up-to-date records. Whether you have a dedicated in-house team or opt to hire a third-party company as an extension of your business, having strong administrative practices in place can help you effectively manage your operations, enhance customer satisfaction, and ensure the long-term success of your roofing company.

Some specific areas where effective administration is vital for a roofing company include:

  • Inbox management: A back-office admin can help manage and organize emails, ensuring that important messages are promptly responded to and that all necessary follow-up is completed.
  • Pulling permits: An admin can obtain the necessary permits for a roofing project, saving the contractor time and effort.
  • Creating standard operating procedures (SOPs): An admin can help create and maintain SOPs, which can help ensure consistent, high-quality work and streamline processes within the business.
  • Following up with insurance and homeowners: An admin can help follow up with insurance companies and homeowners to ensure that all necessary paperwork is completed and that claims are processed efficiently.
  • Updating CRMs: An admin can help maintain and update the contractor's customer relationship management (CRM) system, which can help track leads, manage customer relationships, and streamline processes.

Overall, back-office admin support can help a roofing contractor save time and energy by handling various tasks and allowing the contractor to focus on the more specialized aspects of their work.


As a roofing contractor, it is essential to focus on building a solid and reliable team, streamlining processes, and providing excellent value and customer service to take advantage of the growing demand in the industry. This may involve investing in training and development for your team, implementing efficient systems and tools, and consistently delivering high-quality work. Successful roofing contractors often also invest in an administrative team to handle daily operational tasks, such as scheduling, invoicing, and customer communication, allowing them to focus on improving the customer experience and growing their business. You can build a profitable, sustainable, long-lasting roofing company by constantly seeking ways to exceed customer expectations and drive profits. This may involve setting clear goals and objectives, tracking progress, and continuously improving and adapting to meet the needs of your customers and market.

About Us

If you enjoyed reading this, be sure to check out Saenz Global. We are a team of experts in back-office support for roofing contractors and are currently taking reservations for 2023. Our services cover the pre-sale, during, and post-sale phases of your business and are designed to streamline your processes and free up time for growth and innovation. This way, you can focus on what you love and do best: roofing. If you want to take your business to the next level, we'd love to work with you. Contact us today to learn more about how we can help your business thrive