Whether you’re scaling past $1M or running $80M+, we keep your back office running fast and trusted.
If you own a roofing company, we can help. We handle the details and run your back office so you can focus on growth.
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focused on roofing,
built for you
We’re 100% dedicated to high‑growth roofing contractors—so you get expert workflows with no onboarding curve and a partner who’s committed to your success.
Focus Drives Excellence
Because we work ONLY with contractors like you, every process is razor‑sharp and proven.
No learning curve
We’re already pros in every major roofing CRM—so there’s zero ramp‑up time.
Selective Partnership
We onboard only a handful of contractors each year—so you get our full attention.
what we handle,
so you don't have to
We take care of the back office so you can stay on the roof, close more jobs, and scale without the stress. Every service is built specifically for high-growth roofing contractors.
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.
How onboarding works
Built from over 800,000 hours of real roofing admin.Trusted by leading contractors nationwide
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
Go Live in 10 Business Days
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.
the only back office team you need
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