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We Help Roofing Contractors Scale from 7 figures to 8 figures and beyond!
Expand your admin bandwidth with our professional back office support team.
Get Started
No More Micromanaging
Since we know how you work, we eliminate the learning curve.
No Year Long Commitment
We do monthly contracts to ensure you are happy with our business.
No Less Than The Best
With so much time on your hands, the growth possibilities are endless!
No Learning Curve
We know your tools and are professionals in most industry CRMs.
Our Services
Behind every successful roofing contractor stands a top-notch back office support team. With professionals like us by your side, you'll soar to new heights while we take care of the behind-the-scenes magic.
Leads Management
Input essential lead information (name, email, phone number, company, and relevant notes) into the client's selected CRM.
Conduct up to 3 calls, 3 texts, and 3 emails per lead to schedule appointments, following the timing determined by the client.
Maintain the CRM with detailed, tagged notes to ensure efficient tracking and management of the process.
Ensure prompt, professional communication throughout the lead management process, with all interactions accurately reflected in CRM entries.
Estimates
Generate estimates based on templates and measurement reports, incorporating any specific instructions from the sales rep. Provide follow-up support for up to 90 days.
Ensure consistent and professional communication throughout all interactions, meticulously updating the CRM with detailed, tagged notes to capture every important detail and maintain organized records for efficient follow-up and process management.
Upload estimates to the CRM
Ordering Measurements
Order measurements through your preferred platform, including Roofr, Eagleview, Roofscope, Quickmeasure, GAF, Pitchgauge, and more!
Upload all measurement reports and related documents to the CRM.
Contracts
Email contracts to homeowners, ensuring all details are clear and accessible for their review and approval.
Send follow-up emails using client-supplied templates until the contract receipt is confirmed.
Upload all contract documents into the CRM for comprehensive record-keeping.
Ordering Materials
Seamless ordering of materials after contract signing and verification of documentation.
Expert knowledge of price sheets for accurate and cost-effective material procurement.
Thorough tracking and confirmation of delivered materials.
Permits
Handle the entire permit process, including research, application submission, and fee payment.
Upload all permit-related documents, such as issued permits and receipts, to ensure complete and accurate record-keeping.
Continuously update the CRM with the latest information to maintain accurate and up-to-date records.
* Exclusion: Florida-related permits, renewals, inspections, follow-ups, payments, or documentation are excluded.
SCHEDULING Inspections
Coordinate and schedule all required inspections, monitoring them closely until final approval is obtained.
Upload inspection reports and keep the CRM updated with all relevant information.
Confirm delivery dates with suppliers.
Schedule the installation with the crew and notify the homeowner of the installation date and any necessary preparations.
Arrange dumpsters to manage debris removal during installations.
Insurance Follow up
Manage communication and coordination between all stakeholders throughout the claim process.
Keep the CRM updated with all interactions and status updates.
Expertise in understanding insurance processes and requirements.
License renewal
Renew licenses in the applicable counties, managing all associated requirements, documentation, and submissions.
Upload all license-related documents to the CRM for complete and organized record-keeping.
Supplementing
Submit supplements to insurance companies and follow up to ensure they are received and reviewed.
Track the progress of approval statuses and monitor the timelines for the release of funds, providing timely updates and follow-ups as needed.
* Exclusion: Supplementing services are not provided.
Invoicing
Generate and send electronic payment requests through the client’s CRM system, ensuring all payment details are accurately recorded and communicated.
Coordinate and schedule check pickups with homeowners and sales representatives, ensuring convenient and timely collection.
Maintain consistent and proactive communication with homeowners and insurance companies regarding payment statuses, providing timely reminders and updates to facilitate prompt payment processing.
Closing Documents
Prepare and issue Certificates of Completion (COC) and any other required documents using the client’s preferred process or system, ensuring all necessary paperwork is accurately processed and delivered.
Ensure accuracy and completeness of all closing documents to meet contractual obligations and client satisfaction.
Quality Control
Ensure high levels of customer satisfaction by conducting follow-up calls with homeowners after project completion. Solicit feedback on the quality of work performed, addressing any concerns or issues promptly.
Standard Operating Procedures
Develop comprehensive Standard Operating Procedures (SOPs) for each task or process within the organization.
Ensure clear and concise documentation of step-by-step procedures, guidelines, and best practices.
Regularly review and update SOPs to reflect changes in processes, technologies, or regulations.
Managing Email Inbox
Prioritize emails that require immediate action or response, ensuring timely and efficient communication.
Establish a systematic process for organizing emails based on categories, folders, or labels to improve search-ability and organization.
Efficiently manage the email inbox by regularly deleting old and irrelevant emails, as well as identifying and eliminating spam messages.
Managing CRM
Our team consists of certified CRM professionals with expertise in managing customer relationship management systems.
Regularly review and verify data integrity to maintain accurate and up-to-date records in the CRM.
Ensure timely and accurate uploading of photos and documents into the CRM platform.
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Get onboarded within 24-72 hours!
• Pay the setup fee
• Receive your confirmation
• Select your date
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40+
roofing clients
15k+
Hours freed up
2x
growth rate
Learn How
Discover the unparalleled scope of our back office support, surpassing traditional virtual assistant services for roofers. We go beyond, transforming your back office into an administrative powerhouse, utilizing our professionalism to enhance efficiency without the need for extensive training.
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We currently work with Roofing Contractors who:
Contact usCurrently generating a minimum of 7 figures in annual revenue each year.
Have an integrated CRM platform in use.
Do a minimum of 8 re-roofs per month.