Back Office Support That Scales With You, From $1M to $80M+.

From measurements to final insurance payment, we manage the admin that loses roofing contractors 12-15% of their revenue. Built for contractors running 10-30+ roofs monthly on JobNimbus or AccuLynx.

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Why Roofing-Specific Beats Generic

Generic VAs learn roofing on your dime. Traditional agencies spread thin across construction trades. We chose roofing exclusively—so you get specialists who've managed 80,000+ jobs and know JobNimbus and AccuLynx better than most contractors who use them daily.

Built from 80k+ Jobs

Every workflow is proven across 40+ markets and refined from real roofing experience. 

JobNimbus & AccuLynx Experts

We live in your CRM. No new platform, zero ramp-up time.

Limited Onboarding

We accept only 24 new clients annually to maintain service quality & give you our full attention.

Saenz Global Built for

Roofing Contractors

We live inside JobNimbus and AccuLynx. Every task, note, and update happens where you already work.

Eliminate Follow-Up Gaps
Automated CRM workflows ensure every estimate gets follow-up within 24-48 hours, so leads don't go cold while you're on the roof.
Cut Payment Cycles by 80%
From 45+ days to 9-day average. We chase insurance companies, track depreciation, and get you paid faster.
Faster Permit Processing
We launch permits within 24 hours and follow up daily. Your $40K+ installs don't sit idle waiting on city approval.
Scale Without Adding Headcount
Go from 10 to 20 to 50 roofs per month without hiring admin staff. Our system scales with your growth—no new overhead.

we handle 7 stages,
so you stay profitable.

You close the deals. You manage the installs. We handle everything between signing the contract and collecting the final check. We manage the 7 stages that typically require 2-3 admin staff—so you can scale without the overhead.

Pre-sale
Production
Post-sale

Measurements & Estimate Prep

What We Do:
Order Roof Measurements: Using the client’s preferred tool (like Roofr, EagleView, or GAF QuickMeasure), we log in with their account and order the aerial measurement for each scheduled appointment.
Load the Data into Their Estimator Tool: Once the measurements are back, we enter the details into the client's estimator system (like JobNimbus Estimator or AccuLynx Smart Estimates).
Create a Draft Blueprint: This gives the Sales Rep a head start. When they start their day, the data and draft estimate are already waiting for them in the CRM, ready to customize and send.

Estimate & Contract Follow-Up

What We Do:
Automate Notifications: We set up CRM automations to notify homeowners by text and email when an estimate or contract is sent.
Make Outbound Follow-Up Calls: If a homeowner hasn’t opened or responded to the estimate/contract within 24–48 hours, we call them, representing our client.
For insurance, we will follow up on the scope of loss. If you decide to pre-supplement the job, we will follow up on those after they are sent.

Permit Management

What We Do:
Start Within 24  Hours: When the CRM trigger goes off, we start the permit process.
Fill Out and Submit the Permit Application: Using the client’s provided data, we fill out the forms needed for the permit.
Handle Permit Payments: We use the client’s payment method on file (credit card or account) to pay the permit fees.
Track and Update Status: We upload every update, receipt, and status change into the CRM. We check for status changes twice a day. If something is delayed, we call the city to push it forward and always keep our clients informed.
We will make the phone call to schedule the Inspection.

Install Schedueling

What We Do:
Coordinate Install Dates: We reach out to the production team and the homeowner to confirm a date that works for both.
Schedule install crew & dumpster delivery
Gather Call Homeowners Before Install: We make reminder calls to homeowners before installation day and send them what to expect during the build email breakdown. feedback
We call homeowners after to get immediate feedback. The moment we get triggered, we can make the call to the homeowner to get immediate feedback.

Insurance & Recoverable Depreciation Follow-Up

What We Do:
Call and Email: We contact homeowners, adjusters, and insurance companies to collect missing paperwork and push payments forward.
Submit Final Documentation: We submit all necessary documents for recoverable depreciation (final insurance check).
Track the Progress: We stay on top of the insurance company and track when payments are issued.

Closing Documentation

What We Do:
We prepare and deliver the following final documents:
- Certificate of Completion (COC)
- Final Photo Report
- Manufacturer Warranty Registration
- Labor Warranty
- Letter of Completion
- Zero Balance Invoice

Customer Experience & Quality Control

What We Do:
Send Thank You Gifts
Quality Control Call (second call to find out the final client’s experience)

From Discovery Call to Fully Implemented in 10 Days.

Our proven 5-step onboarding process gets you operational fast.
01
Discovery call
A single 30-minute video call. We walk you through what we do, what we don’t, and how it all works. No fluff. Just straight answers to get you moving fast.
02
Sign & Pay (Takes 3 Minutes)
One signature. One setup fee. You’re officially in. Our onboarding process begins instantly — no delays, no bottlenecks.
03
Get Access to Your SOP Hub
As soon as you sign, we unlock your private SOP Hub. It’s preloaded with proven workflows built from real roofing experience — so you start ahead, not from scratch.
04
Select Your Fulfillment Preferences
Complete 13 quick forms inside your SOP Hub. Each one helps us map how you run your business — before, during, and after the sale — so we can build your systems to match.
05
Discover & Strategy
After you submit your forms, our team gets to work. Your system goes live in 10 business days — fully built, fully operational, and completed by roofing-trained pros. No guesswork. Just results.

Transparent Pricing, No Surprises

Complete the quick form, select your date and time, and book your call. We'll show you exactly how we work.

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One-time Setup Fee
$1,997
Secures your onboarding spot and covers complete system configuration in your JobNimbus or AccuLynx account.
Monthly Service
$1,997/month
That's $199 per roof for complete back-office management—less than what most contractors pay a single admin employee.
Additional Roofs
$147 per roof
Only charged for roofs beyond your monthly 10-roof allocation. Billed separately with complete transparency.

Fine-tuning every stage of your roofing back office

10-Day Implementation
Go from discovery call to fully operational in 10 business days.  No 90-day onboarding. No training curve. Just proven roofing workflows ready to deploy.
Built from 80k+ Jobs
Every workflow is proven across 40+ markets. We're not learning roofing on your dime—we've already managed more jobs than most contractors see in a lifetime.
Zero Turnover Impact
VAs quit? Start over. Employees leave? Retrain from scratch. With us? Team continuity guaranteed. Your workflows never break when someone leaves.
Scale from 10 to 50+ Roofs
One system handles your growth. Go from 10 roofs monthly to 50+ without hiring admin staff, rebuilding processes, or adding management overhead. The infrastructure scales. You don't.
JobNimbus & AccuLynx Experts
We work inside your CRM from day one. No new platforms,  no integration headaches. Your team sees everything we do—in real time, in your system.

Contractors Scaling With Saenz Global

Real contractors. Real growth. See what happens when you stop doing admin and start delegating to roofing-trained specialists.

80%
Faster Payment Cycle

"I am thrilled with Saenz Global’s performance! Their outstanding expertise and support have elevated our operations in the past 8 months. Choosing Saenz Global over our previous remote team was a wise decision. The competence and expertise have significantly contributed to our improvement and growth."

Roger
CEO, Evergreen BCC
2x
Faster Growth

"We shifted from managing roofing administrative tasks in-house, with concerns about overhead costs and the daily support needed, to doubling our monthly roof installations. This remarkable 2X growth was made possible, thanks to Saenz Global’s exceptional back office support."

Ryan
Chief Systems Officer, PRQ Exteriors

"I have had nothing but a wonderful experience. They are responsive, communicative, and punctual. I wouldn't recommend working with anyone else but them."

Derek
Commercial Divison, PRQ Exteriors

"Their work has been exceptional, and I'm immensely thankful. I recommend roofing contractors to give Saenz Global a try; the results are truly remarkable."

Jon
COO, MHI Roofing

"Saenz Global has relieved my team and created space for us to be more efficient and thrive. Its like having a team of employees and paying for only one! Best choice we made this year."

Hillary
CEO, McPartlon Roofing
Check out the results and testimonials from our clients.
View customer testimonials

No pressure. No Pitch.

Schedule your discovery call today!

Complete the quick form, select your date and time, and book your call. We'll show you exactly how we work.

See exactly how we'd work with your business
Get answers to all your questions
Find out if we're a mutual fit