Back-office support for roofing & exteriors contractors.
Roofing runs in surges. Storm work creates a month of demand in a week, and the constraint is almost never crews — it is claims paperwork and scheduling throughput.
Results in this sector
Software we staff for
- JobNimbus
- AccuLynx
- Xactimate
- CompanyCam
- QuickBooks
What breaks first in roofing & exteriors work.
If none of these describe your business, a package here is probably premature. If two of them do, it pays for itself on the first one.
Claims documentation is the bottleneck
Supplements, scope disputes and adjuster follow-up all take office time you do not have during a surge.
Leads go cold in 24 hours
Storm leads convert on speed. If nobody responds the same day, a competitor already knocked.
Surge capacity is all or nothing
You either carry office staff you do not need in a quiet quarter, or you drown in a busy one.
Roles roofing & exteriors clients start with.
Ordered roughly by how often they are the first seat. Most clients begin with one and add a second within two quarters.
Business Development Support
Find, pursue and close more opportunities
HubSpotSalesforceBuildingConnectedAdd-on serviceAdministrative Support
Reliable back-office support for busy contractors
Microsoft 365myCOIHubSpotOperations SupportAccounting Support
Financial tracking and reporting built for construction
Sage 300 CREFoundationQuickBooksFull Back OfficeProject Management Support
Keep your projects organized and on schedule
ProcorePrimavera P6Bluebeam RevuOperations Support
Your drawings, contracts and payroll are not casual data.
Bid documents and financial records carry real exposure. Six controls cover it — and we say plainly what we have not finished.
SOC 2 Type I attested
Type II observation window under way
CIS Level 2 devices
Company-managed, encrypted, monitored
Identity verified
ID, degree and employment checked before hire
Your tenant, your log
Drawings and bids never leave your systems
Credentials vaulted
Never in email, chat or browser autofill
NDA by default
Signed as a condition of employment
What contractors in this sector ask.
Including the cases where we tell people to wait.
Not covered here? Ask us directly — a person answers, usually same day.
Build a back office for your roofing & exteriors business
Tell us your volume and the software you run. We come back with a tailored package and a monthly figure, and our team starts inside a week.