Back-End Fulfillment
Built for Closers
Who This Is For?
You're a roofing contractor scaling fast in a high-stakes market.
Margins are tight. Homeowners want answers. Insurance plays hardball. You need a backend that doesn't guess — it executes.
What We Do
(And What We Don’t)
This isn't VA roulette. This is a tested, engineered system run by technology and in house roofing-trained specialists who've managed over 80,000 jobs across 40+ markets.
We've seen what breaks — and we built the infrastructure to fix it.
The 7 critical stages we own
01
Pre - Sale Setup
(Measurements & Estimates)
What we do
We order measurements from your preferred tool (Roofr, EagleView, GAF — whatever keeps you sharp).
We load every measurement point directly into your estimator system.
We prep a clean blueprint estimate so your sales rep hits the ground running — no bottlenecks.
What we don't do
We don't finalize pricing, adjust scope, or send the estimate. Why? Because quoting is high-trust, high-leverage. That's your sales team's expertise. We just eliminate the lag.
expert note:
We've seen too many sales cycles die at the data entry stage. That's why this handoff is engineered to be frictionless and fast — so your team doesn't stall before the pitch.
02
Estimate & Contract Follow-Up
What we do
We automate CRM reminders so your homeowner doesn’t ghost once the proposal and contract are sent.
We call every lead within 24–48 hours and re-engage them professionally to understand why they haven’t yet moved forward.
We route legit questions straight back to your closer.
What we don't do
We don’t send, negotiate, or close the contract. Why? You control pricing. We control momentum.
Stat Signal:
Contractors lose 12–15% of signed work annually just from delayed or forgotten follow-ups. We don’t let that happen.
03
Permit Management
What we do
We launch the permit process within 24 hours of the request from the automation trigger we set up in Acculynx and JobNimbus.
We handle the paperwork, pay the fees, and track every status change.
If the city stalls, we get on the phone twice a day if needed
What we don't do
We don’t advise on code or zoning. You make the legal calls.
Why It Matters:
Most admin teams treat permits as passive. We treat them as a pressure point that can stall your pipeline. Our system forces movement.
04
Install Scheduling
What we do
We lock the date with both the production team and the homeowner.
We coordinate the crew and dumpster drop-off — no guessing, no overlap.
Our team is built trilingual (English, Spanish, and Portuguese), so nothing gets lost in translation.
We call the homeowner or business owner before install to:
- Confirm the installation date
- Let them know when materials will be delivered
- Remind them to move vehicles from the driveway so they don’t get blocked in
- Make sure they received their “What to Expect” packet, which outlines everything they’ll experience during the installation
- Confirm the installation date
- Let them know when materials will be delivered
- Remind them to move vehicles from the driveway so they don’t get blocked in
- Make sure they received their “What to Expect” packet, which outlines everything they’ll experience during the installation
Once the install is complete and we’re notified in the CRM, we immediately call the client to get feedback.
What we don't do
We don’t decide what materials get ordered.
Why? That’s your production lead’s lane. We just make sure the calendar moves and the crew’s not waiting on a phone call.
Clarity Point:
We’ve seen $40K installs delayed 72+ hours from simple breakdowns like “I thought someone called them.”
We built this sequence to eliminate that sentence from your business forever.
05
Insurance & Depreciation Follow-Up
What we do
We call, email, and chase docs from the carrier, the homeowner, and the adjuster.
We track every step of the depreciation process, so no check sits idle.
We make sure your team always knows where the money is.
What we don't do
We don’t negotiate claim value or scope.
Why It Works:
We plug the biggest leak in most roofing businesses — final payments that drag for 45+ days. Our average cycle time here? 9 business days. Tracked. Verified.
06
Closing Documents
What we do
We prepare and deliver the following final documents:
- Certificate of Completion (COC)
- Final Photo Report
- Manufacturer Warranty - We register every single warranty
- Labor Warranty
- Letter of Completion
- Zero Balance Invoice
- Certificate of Completion (COC)
- Final Photo Report
- Manufacturer Warranty - We register every single warranty
- Labor Warranty
- Letter of Completion
- Zero Balance Invoice
We confirm the homeowner's receipt and input everything in the CRM.
What we don't do
We don’t decide when a job is officially “done.”
Why? That’s your call. We close what you say is closed — period.
Execution Insight:
Final docs are often where reputations break down. We turn this step from chaos to choreography.
07
Customer Experience & Quality Control
What we do
We send thank-you gifts — from your pre-approved list — to leave the homeowner with a lasting impression.
We can make the final follow-up call to confirm homeowner satisfaction.
We close the loop with clarity, so your brand ends strong, not silent.
What we don't do
We don’t decide who gets gifts.
Why? You know who earned it. We just execute it perfectly.
Pro Move:
Referrals don’t come from the job. They come from how the job ended. When homeowners feel someone’s still watching the details, they talk.
The Simple Rule:
If it’s Prep, Push, or Polish
It's on us.
If it’s Sell, Scope, Price, or Approve
That’s on you.
Why Top Performers Choose SG 2.0
We’ve Seen the Patterns
Over 80,000 jobs = a crystal-clear view of where contractors stall. We engineered our system to eliminate those friction points.
Frequently Asked Questions
(Real Talk)
Do you answer inbound calls or follow up on digital leads?
Do you handle supplements?
How do we work together inside Acculynx and JobNimbus?
Do you order materials?
Do you create invoices?