Our Services

We provide specialized back-office support for roofing companies, handling the administrative work that keeps jobs moving from sale to completion.

From pre-sales coordination to production support and close-out, we take care of the operational tasks that slow teams down.

Our services are task-based and transparent, so you only pay for work that is actually completed — whether you need support in one area or full back-office coverage.

The result: better organization, faster job flow, and a smoother experience for both your team and your homeowners.

Pre-Sale

    • Ordered through your preferred tool (Roofr, EagleView, Hover, GAF QuickMeasure, and more).

    • Purchased securely using your own account.

    • Full report + all supporting documents uploaded directly to your CRM.

    • Send estimates to homeowners for review and signature.

    • Follow up via email + text message until receipt is confirmed.

    • Upload signed estimate into the CRM.

    • Clear tracking to maintain professionalism and speed up decisions.

    • Send contracts to homeowners for review and signature.

    • Follow up via email + text message until receipt is confirmed.

    • Upload signed contracts into the CRM.

Production

    • Complete and submit permit applications using your provided details and documentation.

    • Handle permit fee payments securely via your on-file payment method.

    • Track status updates, then upload approved permits, receipts, and all related docs directly to your CRM.

    • Schedule required inspections and follow up persistently until final approval is secured.

    • Upload passed inspection reports and certificates straight into your CRM for easy access.

    • Maintain detailed, tagged notes in the CRM for full tracking and quick follow-ups.

    • Manage contractor license renewals in counties requiring them to keep operations compliant.

    • Research local requirements, prepare docs, submit applications, and request COI as needed.

    • Monitor expiration dates proactively to prevent any project delays.

    • Upload all license documentation and renewals into your CRM for organized compliance records.

    • Supplier delivery confirmations to keep timelines tight.

    • Crew + homeowner date coordination for smooth execution.

    • Homeowner notifications with install date and prep requirements.

    • Dumpster booking included when debris removal is required.

    • Follow up with homeowners, adjusters, and insurance companies to collect any missing documents.

    • Maintain ongoing communication to push claims and payments forward.

    • Submit final documentation packages for recoverable depreciation approval.

    • Track payment status and confirm when checks are issued or funds are released.

Post-Sale

    • Create and send electronic payment requests through your CRM.

    • Coordinate and schedule check pickups with homeowners and sales reps.

    • Follow up with homeowners on outstanding balances.

    • Follow up with insurance companies on payment releases.

    • Generate and deliver closing paperwork: COC, manufacturer warranty registration, labor warranty, completion letter, final invoice, plus any additional items.

    • Include client-requested documents as needed.

    • Deliver thank-you gifts to homeowners.

    • Make follow-up calls for quality feedback and review requests.

Contact Us

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We look forward to connecting with you!