Roofing & storm restoration · insurance and retail · United States
You can sell a roofing job, tear it off, install it, pass final inspection and still not have the money.
The install took a day. The money takes months, because the second half of a roofing job is paperwork nobody owns. Before you read on, count the completed roofs still carrying depreciation you have never invoiced.
One truck, under about $1M? Not for you: a folder per claim and one rule about who handles adjuster calls beats anything we could build. We also turn down companies with nobody whose job is selling.
Whose numbers these are
There is no roofing case study on this page. Here is what there is instead.
No roofing result, because no roofing client, and we will not borrow somebody else’s. What exists is two named engagements: a tree care company and an exterior remodeler, both in Sacramento, both with their own figures and permission. Neither of them installs roofs. Read them for the machinery, which is the half that does not vary. A roof, a canopy and a siding job are different work with one failure in common: each stops moving while somebody waits to be told something. The rules for fixing that are the same rules here as they were there.
Where the money stops moving
The roof is the easy part. Everything wrapped around it is where the margin leaves.
Two more counts, worth doing properly. Roofs you never went back to the carrier on, and storm calls from your busiest four days that never became a booked inspection.
The storm hands you a quarter of work in four days
Hail comes through on a Sunday and by Tuesday three subdivisions are calling somebody. A truck parked outside number 14 sells number 16 and number 18. None of it comes back once the voicemail box is full.
Two completely different businesses run through one office
A claim and a cash replacement have nothing in common except the shingle. One moves at the carrier’s pace through a scope, a supplement and a depreciation release. The other moves at a homeowner’s pace through three bids.
The supplement that nobody filed
A scope comes back short of what the roof turned out to need once the tear-off was open. You know which line items; we are not going to pretend we do. Your best salesperson goes back and asks for them. Your other three do not, and it comes out of the margin.
Sold in April, still not paid in August
You know this half better than we ever will: the first cheque lands on approval, and the rest waits on the carrier until the paperwork goes back. Our half is that nobody owns sending it. The file is in a truck.
Rain on Tuesday, and eleven phone calls before seven
The forecast turns and the tear-off cannot go ahead. The dumpster is already on the driveway on the clock. A homeowner who booked the day off work needs a call before your alarm goes off.
Built for roofing companies
Every claim, every roof and every dollar still owed to you, somewhere a person can see it.
Most of it sits on the CRM, phone and estimating platform you already run. No seats to buy, nothing rented back to you, and nothing that asks a sub crew to adopt an app.
The calls you could not answer get answered anyway
In the week after a hailstorm this is the difference between a full board and a voicemail box you never reach the bottom of. Any call that rings out is transcribed, and a real customer gets an answer straight back.
You can produce the three photographs that settle a disputed scope, two years later
A scope you can evidence is a scope you get paid on. Whatever your adjuster asks to see, test squares, soft metals, mat bruising, ridge and the chalked hits, attaches to that property and that claim, timestamped and findable by address.
Filing a supplement becomes a step, not a rep’s personal initiative
Whether a supplement gets filed stops depending on which rep sold that roof. When a scope comes back short of what the roof needs, the job flags it, the photographs are already attached, and a task goes out.
A finished roof stays open until the last dollar has landed
Completion stops meaning the crew left and starts meaning you got paid. Whatever your carrier wants before it releases the rest, the completion certificate, the final invoice, the endorsement, hangs off the job itself, and anything that has not moved surfaces on its own.
Insurance and retail run on two paths through one system
You can see which half of the company is stalled, rather than guessing from a board where both halves look the same. A claim and a cash replacement get their own stages, their own documents and their own pace.
One date holds the dumpster, the delivery and the crew, and moves them all together
A rained-out Tuesday costs you a day rather than a week of apologies. Material drop, dumpster, permit and crew hang off a single date instead of four memories, so when the weather moves that date everything downstream moves with it.
FAQ
Questions roofing contractors ask us.
Guarantees
Two of them,
and the second one costs us.
On the roadmap
If it tells you nothing you did not know
The ranked roadmap exists to surprise you. If it comes back and every gap on it was already obvious, you do not pay for that phase.
On anything we build
If a piece is not moving its number
Every piece is built against a number and measured from before it existed. One that is not moving that number gets switched off and drops out of what you pay. You will have seen it in your own weekly report before we raise it.
Neither of those is a refund of the whole build, and we are not going to imply otherwise. The map, the roadmap and every piece that is doing its job remain yours.
Where to start
Work out what the last storm left on the table.
Forty-five minutes of review, in an hour we hold so the conversation never gets cut short. We trace one real roof from the call to the day the money cleared, marking every point it stopped moving, and the map that comes out is yours to act on regardless.
On the call
- One job you know you lost, traced from the ring that started it to the invoice that never came.
- The three points where it broke down, named rather than guessed at.
- You leave with the drawing of it, whether we ever work together or not.
Forty-five minutes. David takes these himself. Nothing for you to prepare and nothing to sit through.
P.S. We will not manufacture a deadline. Yours is already on the calendar and nobody has told you the date: the next hail event in your market. Whatever your office does on an ordinary Tuesday, it will do at several times the volume that week. And the figure you counted at the top is uncollected either way.
Not your trade? See how Castalin works for remodeling & exteriors, hvac, or read about operations as a service for home service businesses.