At Saenz Global, we understand that the backbone of a thriving roofing business isn't just about excellent craftsmanship and high-quality materials—it's also about streamlined back-office operations that support every phase of the project, from initiation to completion. Our specialized services in back office administration and post-sales support are meticulously designed to enhance efficiency, ensure client satisfaction, and promote sustained business growth for roofing contractors across the United States.
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The Pre-sales Process

In the critical pre-sales phase of roofing projects, Saenz Global's administrative team sets the groundwork for success. Using advanced tools like Roofr and Eagleview, we ensure precise measurements that enhance productivity and reduce costs. Our prompt delivery of detailed estimates, often within 48 hours, significantly boosts conversion rates. By meticulously preparing and managing contract approvals, we establish clear, transparent agreements with homeowners. This strategic approach not only streamlines operations but also strengthens customer relationships, paving the way for smooth project execution and long-term business growth.

SUPPLEMENTING – Your Insurance Claims, Simplified

Navigating insurance claims can be a complex and time-consuming process, but not with Saenz Global. Our dedicated team assists roofing businesses with the legwork of the supplementing process by:

Submitting Supplements: We take charge of submitting supplements directly to the insurance companies, ensuring that all necessary documentation is accurate and complete.

Monitoring Approval Status: We keep a vigilant eye on the status of supplements, tracking the approval process and ensuring timely updates.

Proactive Follow-Ups: Our team proactively follows up with insurance companies to confirm the receipt and review of supplements, pushing for a swift release of funds and updating our clients every step of the way.

INVOICING – Streamlined Payments Made Easy

Efficient invoicing and payment collection are crucial for maintaining cash flow and client relationships. Saenz Global optimizes this process through:

Electronic Payment Requests: Utilizing advanced CRM platforms, we create and send electronic payment requests to homeowners, streamlining the payment process.

Convenient Check Pickups: We coordinate and schedule check pickups with homeowners, making the payment collection as convenient as possible.

Regular Communication: Homeowners stay well-informed with regular email updates regarding payment due dates and reminders, all facilitated by our team using tools like QuickBooks to ensure precision and efficiency.

CLOSING DOCUMENTS – Final Touches with Precision

Our commitment extends beyond project completion. We ensure all closing documents are prepared and delivered with utmost care:

Certificate of Completion (COC): We facilitate the preparation and delivery of COCs, reinforcing the formal closure of projects.

Labor Warranty: Including a labor warranty with each COC, we guarantee the quality of the work performed, ensuring peace of mind for both contractors and homeowners.

Letter of Completion: A formal Letter of Completion is prepared and delivered to signify the successful conclusion of the project, with every document double-checked for accuracy and completeness.

QUALITY CONTROL – Ensuring Excellence

Quality control is paramount, and at Saenz Global, it’s a proactive pursuit:

Feedback Collection: We contact homeowners to gather feedback on the completed jobs, ensuring any areas of improvement are promptly addressed.

Referral Requests: Satisfied homeowners are a great source for referrals. We actively seek out these opportunities to help expand our client's customer base.

Personalized Appreciation: Expressing gratitude is essential. We send personalized thank-you notes to homeowners, enhancing client relationships and fostering goodwill.

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At Saenz Global, we specialize in providing robust back office support that helps roofing contractors maximize efficiency and focus on what they do best. From pre-sale activities such as taking measurements and generating leads, to post-sale tasks like quality control and documentation, we handle everything behind the scenes. Our expert team streamlines operations by managing estimates, contracts, materials, and customer relationships through advanced CRM systems. Let us take the administrative load off your shoulders, ensuring your projects run smoothly and professionally from start to finish.

For roofing contractors looking to streamline their back office operations and elevate their business efficiency, Saenz Global is your go-to partner. Our services are not just supported; they're a strategic advantage in a competitive market. Reach out today and take the first step towards operational excellence with Saenz Global.

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