Industries · Roofing companies

Roofing companies: more customers, new revenue, less unnecessary cost.

Roofing companies win jobs after storms and lose money in the paperwork that follows. These are the systems we would typically build and operate for a roofing business, using the tools it already has.

These are examples, not a package. We start with the opportunity worth the most to your business, record a baseline, and build what it needs using the tools you already have.

What we usually see

After a storm, inspection requests pile up faster than anyone can call back. Estimates go out and sit without a second touch. Insurance claims stall waiting on an adjuster meeting or a supplement nobody is tracking. Photos live on crew phones. Homeowners do not know when the crew is coming, and the final payment waits on a certificate of completion nobody sent.

Tools you probably already use

  • Roofing CRM such as AccuLynx, JobNimbus or Roofr
  • CompanyCam or your job photo app
  • Measurement reports such as EagleView or Hover
  • QuickBooks or your accounting tool
  • Your website, lead forms and Google Business Profile

Where we would start

  1. 01

    Inspection requests booked fast

    Every inspection request from your website, calls or door-knocking gets a reply and a booking time, and your reps get the address and the homeowner's notes before they arrive.

    What changes

    After a storm, the backlog gets answered instead of going cold.

  2. 02

    Estimates that follow up on themselves

    Every open estimate gets timed check-ins with the photos and options the homeowner saw, and financing where you offer it.

    What changes

    Fewer signed-looking deals that quietly go to another roofer.

  3. 03

    Insurance claims tracked to the check

    Each claim shows where it stands: filed, adjuster meeting, approved scope, supplement and payment, with reminders when something has sat too long.

    What changes

    Claims stop stalling, and your team knows which jobs are ready to build.

  4. 04

    Every job documented

    Crew photos are organized by job and stage, from tear-off to final, and attached to the record your office and the homeowner can see.

    What changes

    Supplements, warranty questions and disputes have the evidence ready.

  5. 05

    Production updates for homeowners

    Homeowners hear when materials are ordered, when the crew is scheduled, when weather moves the date and when the job is done.

    What changes

    Fewer calls to the office and a better experience to refer.

  6. 06

    Final paperwork and reviews

    When a job closes, the completion paperwork and final invoice go out, and the same review invitation goes to every homeowner.

    What changes

    Final payments come in sooner and reviews grow every week.

Scout, Forge and Sift for roofing companies

Acquire

Scout

Find the demand you are not capturing, from missed inquiries and dormant leads to nearby customers who have never heard of you, then build the path that turns it into paying customers.

Explore Scout Expand

Forge

Turn what the business already knows and does into revenue that repeats: plans, memberships, add-ons or new services your customers would pay for.

Explore Forge Save

Sift

Find the software, vendors and manual work you pay for every month without needing all of it, and replace them without losing what they do.

Explore Sift

What stays with you

Scope, pricing and anything said to an insurance company stay with your team. The systems never promise a homeowner that insurance will pay or suggest what to claim. Connecting your tools does not authorize us to send messages or change records; every automatic action is one you agreed to, and you decide what needs review first.

Questions

Do we have to leave AccuLynx or JobNimbus?
No. We work with the roofing CRM you already use and connect it to your photos, measurements and accounting. We confirm what can connect before any work begins.
Do you handle insurance claims?
No. Your team works with adjusters. We track each claim's status and remind your team when something needs attention.
Does this help storm season?
That is when it matters most. Requests get answered and booked while your reps are in the field, so volume does not turn into lost jobs.

Also in trades and home services

Your business, not a template.

Tell us where the business feels constrained. We will tell you which opportunity we would start with, what it would take, and what we would leave alone.

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