Home Services / Roofing
Long sales cycles.
Short weather windows.
The proposal went out three weeks ago. Whether it closes usually comes down to who followed up.
Roofing is a different animal from service trades. One job can be worth what a service company bills in a month, the decision takes weeks, and the production side runs on crews, materials and weather that refuse to cooperate. Both halves have to be managed, and they rarely live in the same place.
Art direction — Roofing crew mid-installation on a residential roof: two workers laying shingles, bundles staged behind them, safety harness lines visible. Clear morning sky, real neighbourhood. Shot from a raised angle or across the roof plane. Work in progress, not a finished-roof beauty shot.
Alt text — Roofing crew working on a residential re-roof with materials staged on the deck
01 / The roofing cycle
Inspect. Propose. Follow up. Produce.
Four stages, weeks apart, usually tracked in four different places.
The inspection
What was found on the roof — condition, decking, flashing, ventilation, the photographs — is the foundation of everything that follows. If it lives on one estimator’s phone, the company can’t use it.
The proposal
Material choices, scope and options go out — and then wait. The proposal has to stay connected to the inspection that justified it, so the conversation three weeks later doesn’t start from scratch.
The follow-up
This is where roofing jobs are won and lost. A decision this size takes weeks and multiple conversations. Proposals that quietly go cold are the single most expensive thing in the business.
Production
Crews, materials, deliveries and weather all have to line up on the same day. When one moves, everything downstream moves with it — and the customer needs to hear about it from you first.
The proposal didn’t lose. Nobody followed up on it.
Pipeline & follow-up
A pipeline you can actually see.
Every open proposal is a job that hasn’t been won or lost yet. Keeping them visible — with the inspection, the customer, the options and the last conversation attached — is what turns follow-up from a memory exercise into a process.
- Open proposals visible with what's behind them
- Inspection findings and photographs kept with the opportunity
- Follow-up that doesn't depend on one estimator's phone
- Customer communication attached to the job, not to a person
Art direction — Estimator sitting with a couple at a kitchen table, shingle samples and a printed proposal between them, one homeowner pointing at a sample. Warm domestic light. A real decision being made. No readable proposal text.
Alt text — Roofing estimator reviewing options with homeowners at their kitchen table
Crews, materials & weather
When the day moves, everything moves.
Production is a scheduling problem with weather attached. Crews, deliveries and start dates that live in one system can be moved together — and the punch list, the final walkthrough and the warranty record stay attached to the job that produced them.
- Crew assignments and schedule changes in one place
- Materials and deliveries tied to the job
- Production status visible without calling the foreman
- Punch list, walkthrough and warranty on the same record
Art direction — Early morning crew loading a truck or trailer — ladders, a dumpster being positioned, bundles staged on a driveway. Several crew members in motion, breath visible in cool air. Logistics in action. Real vehicles, no legible branding.
Alt text — Roofing crew loading materials and equipment at the start of a work day
When the weather turns
Surges reward the company that can absorb the intake.
After a bad storm, the constraint isn’t demand — it’s how many of those calls you can capture, inspect and get proposals out on before someone else does. That is an intake and follow-up problem long before it’s a crew problem.
Free business assessment
How many proposals went quiet last quarter?
We'll look at how inspections become proposals, what happens during the weeks in between, and how production, materials and customer communication are tracked.
No charge. No obligation. A real look at your operation.
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