The Complete Job System
One connected system from signed contract to completed, inspected, warrantied and fully paid job.
- Tier
- Flagship
- Build order
- 5th of 7 for roofing and exteriors
- Shape of it
- 11 steps, 1 decision point, 1 stop rule
- At launch
- Runs supervised, with you approving what goes out
The problem this solves
The handoff from sold to installed is where margin and reputation diverge. The scope was agreed by a rep. The production packet is built by somebody else. Material colour, ventilation specification, flashing details, warranty tier and labour assumptions drift between the two, and the homeowner finds out on install day.
Then completion is undefined. Final inspection, punch list, photographs, warranty registration and final payment close unevenly, so a roof is finished for three weeks while the final invoice sits and the manufacturer warranty is unregistered, which is a real liability rather than an administrative detail.
And the referral, which is the cheapest lead source in the trade, is never asked for at the moment the homeowner is most delighted.
How it works, step by step
Every wait, threshold and branch below is a value we set with you during the build, against your stages and your language. None of it is a default we impose.
- What starts it
- It decides something
- A stop rule, so nothing closes itself
Step 1Trigger
A signed contract becomes a job with the full approved scope attached.
Step 2
The production packet is generated from the contract, not rebuilt: exact material, colour, warranty tier, ventilation specification, flashing details, accessories, disposal and labour assumption.
Step 3
Permit responsibility is decided and recorded with the jurisdiction named, and inspection is scheduled as part of the job.
Step 4
Material availability is confirmed before the date is promised.
Step 5
The homeowner receives a schedule showing what happens, how long, what they need to move, and who is arriving.
Step 6
On the day, the crew opens the same packet the rep agreed. Deviations are change orders per System 4.
Step 7
Completion photographs are required: before, during tear-off, decking, underlayment, flashing, ventilation and finished elevations.
Step 8Stop rule
Final inspection is booked and tracked to a pass.
Step 9
Manufacturer warranty registration is a required step, not an afterthought.
Step 10
Punch list, homeowner walkthrough and sign-off close the job, releasing the final invoice automatically.
Step 11Branch
The referral ask and the review request fire on sign-off, only for jobs that closed cleanly.
How it gets built
Built inside what you already run
- JobNimbus
- AccuLynx
- Roofr
- Leap
- or whatever your office already runs on
Nothing to log into and nothing to license. If a system needs a record your platform does not hold, we add the field to your platform rather than starting a second one beside it.
This is the actual build order, in the phases its own steps fall into. It runs in supervised mode first, with you approving what goes out, until you are happy with the tone.
- 1
Map
Map the handoff with the rep, the production manager and a crew lead in the same room. Their three descriptions will differ, and the gap is the project.
Nothing is designed until we have looked at what already exists, including the parts nobody officially owns.
- 2
Build
Build the production packet template generated from the contract structure.
Built inside the software you already run, against your stages and your language.
- 3
Agree
Agree the permit rule per jurisdiction worked.
The thresholds, the wording and the names are yours. We write them down with you and get the consequential ones signed off.
- 4
Build
Make material confirmation blocking on scheduling.
- 5
Build
Make completion photographs required fields, and agree what happens when a crew is finishing at dusk and one is missing.
- 6
Build
Make warranty registration a required step with an owner.
- 7
Build
Connect final invoice release to the completeness check.
- 8
Build
Build the referral and review triggers with exclusions for any job with an open complaint or callback.
- 9
Prove
Run three jobs supervised end to end.
It runs with a person approving what goes out until you are happy with the tone. Nothing sends unreviewed on day one.
What changes after it goes live
How it runs today
The handoff from sold to installed is where margin and reputation diverge. The scope was agreed by a rep. The production packet is built by somebody else. Material colour, ventilation specification, flashing details, warranty tier and labour assumptions drift between the two, and the homeowner finds out on install day.
After this one is live
The job runs the same way whoever is on it. Warranty registration stops being the thing everyone assumes somebody else did. Final invoices go out the day the job finishes. And the referral ask happens by default rather than when somebody remembers.
How to measure whether it worked
Your arithmeticRun with your numbers, not ours
Four numbers the business has: change orders absorbed, average days from completion to final payment, unregistered warranties, and jobs that produced no review or referral. The warranty number is the one that carries risk as well as revenue.
We agree the baseline before anything is built, and we do not take credit for things that were going to happen anyway. There is no figure on this page claiming what we have produced for somebody else, because there is no verified figure to publish.
What we will not do
This is from the same delivery document as everything above it. It is on the page because a supplier who has not thought about it will not tell you, and you would find out later.
Insurance is the line that matters most in this trade.
- No system makes any claim, prediction or representation about an insurance outcome. Not approval likelihood, not supplement acceptance, not what an adjuster will decide, not what a policy covers. Systems document conditions and route information. They do not influence claims.
- Several states regulate what a contractor may say and do regarding a homeowner's insurance claim, including rules on acting as a public adjuster and on advertising around deductibles. Every template touching insurance requires review by the contractor's own counsel in every state they work.
- Never suggest, imply or automate anything relating to deductible waiving or absorption. It is illegal in many states.
United States messaging rules apply in full. Automated SMS sits inside the TCPA and carrier A2P 10DLC registration.
- Classify every system as service or marketing before it sends. A schedule confirmation and a storm-season promotion are different things under different consent standards.
- Storm-event reactivation is the highest-risk system in this playbook, because address-based outreach after a disaster is exactly what regulators and homeowners associate with storm-chasers. It must go only to past customers with an existing relationship, it must be framed as an inspection offer to people whose roof the company installed, and it must never go to a purchased storm list.
- Consent recorded per number with date, source, wording and scope.
- Quiet hours 8am to 9pm in the recipient's local time.
- Honour STOP and free-text opt-outs immediately, cancel queued messages, and propagate suppression across every sending system.
- Route replies to a monitored human queue. A reply saying water is coming in is not a marketing response.
Nothing here is legal advice. State contractor law, insurance regulation, telemarketing statutes and municipal permit rules can each add requirements.
Nothing here is legal advice. Rules in this area have moved more than once recently, and every template that states a commercial term or a guarantee goes to your own counsel before it goes live.
Seven systems forroofing and exteriors.
We build one at a time and prove it moved before starting the next. The tiers are the dependency order, not a price list.
Tier 1Foundational
Nothing arrives late or unowned. These come first because everything above them assumes they are true.
- 1Storm-Ready Capture, Triage & Instant ResponseFastest visible result, and it survives the first storm Monday, which is when the owner decides whether any of this was real.
- 2Inspection Preparation, Arrival & Complete CaptureProtects the most expensive hour in the sales process and makes the estimate possible.
Tier 2Growth
The recoverable money. These work the pools the foundational systems have made visible for the first time.
Tier 3Flagship
One connected system end to end, plus what the owner reads on a Monday. Only once the pieces are proven individually.
- 5The Complete Job Systemyou are hereThe flagship, once the pieces are proven.
- 6Warranty, Maintenance & Referral EngineCompounds everything, and depends on the job data System 5 starts producing properly.
- 7The Owner's Morning BriefOnly meaningful once there are systems to report on.
The tiers are the dependency order for roofing and exteriors, not a price list. Most firms do not start at the first one, because the order is a default and the call is where it gets changed.
A note on sequencing this trade
Season note. Build Tier 1 in the shoulder season and let it run through one storm event before starting Tier 2. A contractor who sees System 1 hold on the Monday after hail will build the rest without being sold again.
Back to the roofing and exteriors overview for the stage map and where these fit.
Is this the oneyou need first?
Often it is not. On the call we look at what is actually costing you most right now, which is frequently a different system from the one that brought you to this page. If there is nothing worth building yet, we will say so.