Built for roofing contractors

The CRM for roofers that lives alongside your production software.

Production software maps the roof and prints the work order. It does not run your storm response, your adjuster workflow, your canvass teams, your proposal pipeline, or your warranty book. Strkr is the revenue layer that sits around your roofing stack and treats every property as an account that keeps producing for the life of the shingle.

What this audience is actually dealing with

The pains that bring buyers here.

Roofing contractors in the 5 to 50 crew band hit the same wall every time a hail map lights up. JobNimbus, AccuLynx, and Roofr cover the production side of the business well. They measure the roof, pull the imagery, print the work order, and run the install crew. What they do not cover is the CRM and revenue layer: the storm-chase lead flood that lands at 9 PM Tuesday, the Xactimate hand-off that stalls for two weeks, the door knocker whose Sunday canvass is on a notepad, the quote that was sent and never followed up on, the warranty inspection that was promised at year three and nobody remembered, and the gutters-plus-siding cross-sell that the install crew saw on site and nobody worked. These are not production problems. They are revenue problems. Every one of them lives in the CRM layer most roofing contractors in this size range never built.

Storm response is a scramble

A hail event drops 400 leads in 72 hours.

When the storm hits, inbound calls, door-knock sign-ups, Facebook form fills, and canvasser-captured leads flood in at a rate the office cannot triage by hand. Production software was never built to absorb a 10x surge. A real CRM queues them by zip, by storm date, by canvasser, and routes them to inspection appointments without the office losing a day.

Insurance claim workflow is manual

The adjuster meeting is a hope and a text.

The homeowner files a claim. The adjuster is scheduled seven days out. The production team needs to meet the adjuster on site with the inspection report and the Xactimate scope. The office is tracking all of this in a group text and a notepad. When the approved scope comes back, it goes into AccuLynx or JobNimbus. The weeks between filing and approval have no CRM home.

Canvassing has no scoreboard

Door knockers run on paper.

A Saturday canvass team hits 180 doors and comes back with 12 lead cards. Who got what? Which canvasser had the best quality? Which zip converted to inspections? Most contractors cannot answer any of these because the canvass data lives on a clipboard. A real CRM has a mobile capture form, a canvasser scoreboard, and a lead quality report per rep by week.

Estimate follow-up is inconsistent

Signed contracts are a function of who called back.

A full-roof retail quote sits at 14,000 dollars. The homeowner wants two more quotes. The sales rep moves on to the next appointment and the quote goes cold. Most contractors have no idea what their close rate on retail quotes over 10,000 dollars is because the follow-up is not systematized. A real CRM runs the follow-up sequence automatically and reports the close rate as a number.

Warranty book is forgotten revenue

A 25-year shingle is a 25-year relationship.

Every roof installed carries a workmanship warranty, often a manufacturer warranty, and the right to a service call for debris, flashing issues, and inspection at year three and year ten. Most contractors cannot name which 300 roofs are inside year one. The warranty book is a filing cabinet, not a pipeline. A real CRM clocks every roof and surfaces the inspection and cross-sell windows.

Cross-sell is lost on the ladder

The gutters the crew saw never make it to a quote.

The install crew is on a roof and sees that the gutters are shot, the siding on the north wall is cupping, and the chimney flashing is one storm away from a leak. Nobody tells sales. The crew wraps the job, drives to the next one, and the 4,000 dollar gutter opportunity disappears. A real CRM has an on-site capture flow that turns crew observations into a scheduled quote.

Where Strkr fits in a roofing stack

The revenue layer around your production software.

Be clear about this up front. Strkr is not a replacement for JobNimbus, AccuLynx, Roofr, Roofsnap, SumoQuote, or any production, measurement, or material-takeoff platform. It does not run EagleView integrations, generate Xactimate exports, draft shingle layouts, print work orders, or dispatch crew trucks. It sits around that tool as the CRM, canvassing, marketing, project tracking, messaging, and reporting layer. Most roofing contractors run Strkr with JobNimbus or AccuLynx integrated as the production side.

Every property is an account

Residential and commercial on the same record shape.

The account record holds the roof installed, the install year, the shingle brand, the manufacturer warranty expiration, the slope and square count, the open claims, the lifetime revenue, and the household or facilities contacts. A residential account is a household. A commercial account is a property with a facilities manager. The data model treats both the same so the whole book stays queryable.

Lead to signed contract pipeline

One stage flow from first knock to signed scope.

A canvass card enters as a lead. The inspection is scheduled and the lead becomes an opportunity. The sales rep runs the inspection and files or supports the claim. The approved scope comes back from the carrier. The signed contract moves the opportunity to production hand-off. Lost quotes go into a storm-season nurture sequence. Nothing falls through.

Insurance claim as a sub-stage

The adjuster meeting lives on the opportunity.

Every insurance opportunity holds the carrier, the claim number, the adjuster name, the adjuster meeting date, the ACV estimate, the RCV approved amount, the deductible, the supplement history, and the depreciation release date. The weeks between claim filing and approved scope get the structure the production tool does not provide.

Canvassing as a module

Door knockers run on a mobile capture flow.

A canvasser opens the mobile app at a door, taps the address, captures homeowner name and phone, logs the response (not home, not interested, free inspection booked, follow-up requested), and moves to the next door. Admin runs the scoreboard by canvasser, by zip, and by hour of day. The clipboard is retired.

Roof equipment on every account

Model installed roofs as records, not notes.

Every roof install is a custom object linked to the property. Install date, shingle brand and line, square count, slope, color, workmanship warranty length, manufacturer warranty expiration, and photos of the completed install. The data drives the year-three inspection list, the warranty cross-sell, and the referral asks.

Warranty inspection engine

The year-three inspection fires on schedule.

A nightly flow looks at every installed roof and surfaces the ones hitting 36 months since install. The office gets a task to call the homeowner, offer the complimentary inspection, and either upsell gutter cleaning or close out with a 5-star review ask. The warranty book becomes a yearly retention and cross-sell engine.

Storm response campaign engine

The 72 hours after hail are not a scramble.

A storm event flagged in the system fires a sequence: an inbound auto-response for every form fill, a text campaign to prior customers in the hail swath, a canvass route builder for the affected zips, and an insurance claim education email to every lead captured in the window. The office is running on a plan instead of improvising.

Cross-sell to gutters and siding

The install crew becomes a lead source.

An on-site capture form lets the install crew log that the north-side gutters are shot or the siding has three storm panels loose. The capture lands on the account as a soft opportunity and queues a sales rep call-out. The 4,000 dollar gutter job the crew saw stops disappearing between the ladder and the truck.

Install projects on the record

A full re-roof is a project, not a work order.

When a signed contract moves to production, a project is created on the account with milestones: material ordered, dumpster scheduled, HOA permit if applicable, install day, final inspection, 7-day post-install call, warranty paperwork sent. The office sees every active install on a board. Nothing stalls in receiving or waits for an inspection without a flag.

What production software does not cover

The revenue work that lives in the CRM, not the measurement tool.

Production software is built to answer: what is on the roof, what will the material cost, what is the labor estimate, when is the install crew booked? Those are the right questions for a roofing production tool. The CRM questions live somewhere else and get neglected because the production tool was never built to answer them.

Retail quote follow-up

A 14,000 dollar retail roof is not a hope and wait.

When a retail quote over a threshold is sent, Strkr fires a nurture sequence: day 1 the written quote with inclusions and exclusions, day 3 a financing option follow-up, day 5 a call-out task to the sales rep, day 10 a case study of a similar completed roof, day 21 a lost-opportunity capture. Close rate on retail quotes climbs 7 to 15 points for contractors running this consistently.

Adjuster meeting prep

The sales rep walks in with the file ready.

Two days before an adjuster meeting, Strkr sends the rep a brief with the inspection photos, the measured scope, the carrier guidelines on file, the comparable approved claims in the zip, and the supplement opportunities to flag. The meeting is not a cold handshake. It is a prepared conversation that closes a bigger approved scope.

Supplement tracking

The supplements that paid for the trip twice.

An approved claim is rarely the final claim. Code upgrades, hidden damage, drip edge, ice and water, ridge vent, and starter strip supplements add 10 to 25 percent to most approved scopes. Strkr tracks the submitted supplements, the supplement response, and the final paid amount per claim. Contractors who work supplements systematically run meaningfully higher per-job revenue.

Lost-lead storm reactivation

The quote you lost in April wants to buy after a June storm.

A lost retail quote does not die. It goes into a storm-season nurture cadence. When a new hail or wind event hits the zip, every lost lead inside that zip gets a targeted outreach: your inspection from April is still on file, let us look again. Some contractors recover 10 to 20 percent of lost quotes on this trigger alone.

Lifetime value reporting

What is a residential customer actually worth?

Across the full re-roof, the year-three inspection, the gutter add-on, the attic ventilation upsell, the referral they produced, and the storm reactivation 7 years later. Most contractors have no idea what a residential customer is worth over the full warranty period. Strkr rolls it up by zip, by shingle line, by lead source, by sales rep. The number changes how acquisition is budgeted.

Referral partner tracking

Realtors, property managers, and inspectors as accounts.

The 18 realtors who sent 42 inspections last year are a channel. They should get a quarterly touch, a holiday card, a track-record report showing the leads sent and the revenue produced. Independent home inspectors who flag a bad roof during a sale are a channel. Property managers running small portfolios are a channel. Strkr treats each as an account with activity history.

Commercial account health

A 30-building commercial portfolio has a renewal clock.

Commercial accounts have TPO and modified bitumen roofs with known lifecycles, preventive maintenance opportunities, warranty inspection schedules, and facilities contacts who turn over every 24 to 36 months. Strkr tracks the roof age across every building, the maintenance history, the contact turnover, and the re-roof forecast window. Losing a multi-building portfolio because the office never knew the facilities contact changed is a story every commercial contractor has.

Sales rep scorecards

Who closes, who supplements, who wins on retail.

By rep: inspections run, insurance opportunities opened, retail quotes sent, close rate on each, average approved scope, supplement capture rate, 5-star review rate, referrals sourced. The numbers come from the real data the production tool and the CRM already produce, assembled into a monthly scorecard. The sales manager has the coaching conversation with evidence.

The integrations that actually matter

The connections that pull the stack together.

Strkr integrates with the production side of the house, not against it. A typical roofing contractor running Strkr pairs it with JobNimbus or AccuLynx for production, QuickBooks or Xero for accounting, EagleView through the production tool, and the lead sources that feed the funnel. The integrations are native, API-based, and ship as first-class software, not as third-party automation glue.

JobNimbus and AccuLynx

Production stays there, revenue runs in Strkr.

Customers, jobs, estimates, and photo documentation flow bidirectionally between the production tool and Strkr. The production manager and the install crew work in JobNimbus or AccuLynx. The office manager, the sales reps, and the owner run the pipeline, the canvass, the marketing, and the reporting in Strkr. Both tools do what they are good at.

QuickBooks and Xero

Revenue and lifetime value fed by accounting data.

Native accounting integration syncs invoices, payments, and customer balances. Strkr uses that data to compute lifetime value, insurance versus retail mix, warranty cross-sell ROI, and campaign attribution. The accounting data lives in accounting. The reporting lives in the CRM.

Google LSA and Google Ads

Lead sources tracked back to revenue.

LSA leads, Google Ads leads, and organic form fills land in Strkr tagged with the source, the campaign, and the keyword where available. The contractor can finally answer the real cost per acquisition for an LSA lead by zip code, net of the leads that never close. The reporting pays for the lead tool.

Native SMS and MMS

Text the homeowner, log the conversation.

Native messaging ships as a module with per-tenant numbers. Appointment reminders, on-the-way texts, review requests, storm-response blasts, and two-way conversations all land on the account record. Contractors who want to keep an existing carrier can bring Twilio credentials; most run native and pay predictable per-message rates with no third-party vendor name exposed in customer-facing strings.

Review platforms

Google, BBB, Facebook, Yelp routed from one funnel.

The post-install satisfaction survey knows which platform the homeowner prefers and routes the review request accordingly. Google is the default because of the LSA impact on storm leads. The review tracker rolls up volume, average rating, and response rate by platform, so the contractor sees reputation health in one view.

Marketing emails

Seasonal and storm campaigns, no third-party send tool.

Marketing is a native module, not a third-party send. Storm response blasts, pre-storm season nurture, warranty inspection reminders, lost-lead reactivation, and referral-partner campaigns all fire from inside the CRM against the same account records that hold the roof, the warranty clock, and the lifetime revenue. One system, one audience, one bill.

DocuSign and PandaDoc

Signed contracts land back on the opportunity.

When a retail or insurance contract needs a signature, the contractor sends it through DocuSign or PandaDoc. The signed document and the signature event flow back to the opportunity record and move the stage automatically. Strkr Docs is a wiki for internal process documentation. E-signature runs through the two established tools roofing contractors already know.

The honest limits

What Strkr does not do, directly.

Strkr does not measure roofs from aerial imagery, generate Xactimate ESX files, draft shingle layouts, print work orders, run the crew mobile app with a time clock, manage material inventory on the shelf, or dispatch the install crew. Those are the production tool and the measurement tool. If the contractor is on a production tool with a weak API, the integration is thinner. Contractors without a production tool should get one first.

What the office actually sees

The daily operating rhythm on Strkr.

A 5 to 50 crew roofing contractor has an operating rhythm that most CRMs do not understand. The office opens at 7 AM. The sales reps are hitting the first inspections by 9. The canvass team meets at 10 AM Saturday. The adjuster meetings run from 10 to 4 Tuesday through Thursday. The install crew is on a roof by 7:30 and done by 2 if the weather holds. Strkr is built for that rhythm.

Morning triage queue

The first screen the office sees at 7 AM.

Overnight web form leads, overnight canvass captures, overdue retail quote follow-ups, adjuster meetings in the next 48 hours, insurance supplements awaiting response, warranty inspections due this month, callbacks owed from yesterday. One queue, prioritized, assigned. The office does not open six tabs to find the day.

Sales rep dashboard

The person running inspections has a view.

Open opportunities by stage and age, scheduled inspections for the week, retail quotes awaiting response, insurance claims in supplement, lost-quote reactivation list ready to work after the next storm. The sales rep runs their own book inside Strkr with their own scorecard and their own forecast.

Canvassing scoreboard

The Saturday morning board every canvasser can see.

Doors knocked, leads captured, inspections booked, conversion rate per canvasser, zip-level heatmap for the week, hourly productivity trend. The scoreboard goes on the office wall and the mobile app. Nobody rides a Saturday without knowing where they stand.

Owner reports

The numbers the owner wants on Sunday night.

Monthly revenue versus plan, insurance versus retail mix, average approved scope, supplement capture rate, canvass to installed-contract rate, lead source cost and quality, lifetime value by zip, year-over-year on the storm season. The owner opens the dashboard, reads it, and goes to bed.

Production handoff view

What production needs that the CRM owns.

Production works in JobNimbus or AccuLynx. Strkr pushes the signed scope, the material selection, the HOA constraints, the install access notes, the deposit status, and the homeowner communication log so production can start without a 20-minute phone call. The two tools stay in sync.

Owner mobile view

The one metric that matters, on the phone.

The owner at a Rotary lunch at 1 PM opens the Strkr app and sees today's signed contracts, open adjuster meetings this week, retail quotes over 10,000 dollars with the rep name next to each, canvass productivity week to date, and 1-star reviews opened. The data model works on mobile without being a scaled-down web page.

Storm season playbook

The 72-hour response that separates professional from scrambled.

When a hail or wind event hits a market, the first 72 hours decide the quarter. Contractors who respond systematically capture inspections, book insurance claims, and close signed contracts at a rate that compounds. Contractors who scramble lose leads to the chaser from out of state who runs on a playbook. Strkr is the playbook.

Storm event flagged

The system marks the swath and the window.

A storm event is created in Strkr with the hail or wind swath by zip, the event date, and the carrier claim window. Every lead captured in that window gets tagged automatically. The reporting at the end of the quarter breaks revenue down by storm event, so the owner knows which hailstorms produced which revenue.

Prior-customer blast

The 1,400 residential accounts in the swath get a text.

A targeted SMS campaign fires to every residential account inside the hail swath. The message is a reminder to check for damage and a one-tap link to book a free inspection. Prior customers convert at 3 to 5 times the rate of cold storm leads because the trust is already there.

Canvass route builder

The Saturday team hits the right streets.

The canvass module uses the hail swath to build a route for Saturday morning. The route is loaded into every canvasser's mobile app. The scoreboard runs live. The leads captured during the canvass land on the account record tagged to the storm event and the canvasser.

Inbound auto-response

A form fill at 11 PM gets a response in 60 seconds.

During a storm event, inbound form fills from the website, Facebook, and LSA fire an auto-response text with a self-serve inspection booking link. The lead can book themselves while the office is sleeping. The office walks in at 7 AM with inspections already on the calendar instead of a voicemail queue.

Insurance education sequence

Homeowners get the claim walkthrough automatically.

Every storm lead gets a 5-touch education sequence over 10 days: how a claim works, how an adjuster meeting runs, what questions to ask the carrier, what a supplement is, and why the deductible is the only out-of-pocket. The sequence converts first-time insurance claimants from confused to confident, which closes contracts.

Adjuster meeting coordination

The sales rep is at every adjuster meeting that matters.

When an adjuster meeting is scheduled, Strkr books the sales rep, generates the prep brief, and sets a reminder on the account. The 48-hour window before the meeting fires calendar reminders and a prep checklist. No contractor misses an adjuster meeting on an account over a configurable scope threshold.

Head-to-head

Strkr vs the typical roofing stack of JobNimbus or AccuLynx plus spreadsheets.

Most roofing contractors in the 5 to 50 crew range run JobNimbus or AccuLynx for production, a canvass clipboard, a Google Sheet for warranty inspections, a Mailchimp account that goes stale between storms, and a group text for adjuster meetings. The gap is the CRM and revenue layer. Here is the honest side-by-side.

Feature Strkr JobNimbus or AccuLynx + spreadsheets
Lead to signed contract pipeline Stage-based pipeline with age, probability, and nurture per stage Jobs list in production tool, no stage logic, no follow-up timing
Insurance claim workflow Claim object with adjuster meeting, supplement history, approval tracking Notes field on the job, no supplement reporting
Canvassing Mobile capture app with canvasser scoreboard, zip heatmap, hourly productivity Clipboard sheets photographed and emailed back to the office
Warranty inspection engine Nightly flow surfaces 36-month and 10-year inspections with assigned tasks Filing cabinet, nobody remembers to pull year-three
Storm response Swath-tagged leads, prior-customer blast, canvass route builder, education sequence Scramble, group text, missed inbound at 11 PM
Retail quote follow-up Auto-nurture sequence with financing, case study, and rep call-out tasks Rep remembers to call back when they have time
Supplement tracking Submitted versus approved reporting per claim, per rep, per carrier Not reported, no visibility on supplement capture rate
Cross-sell to gutters and siding On-site crew capture flow turns observations into scheduled quotes Crew sees the gutters, drives away, opportunity gone
Lifetime value reporting Rolls up re-roof, warranty cross-sell, referrals, storm reactivation by segment Not computed, no way to answer per-customer worth
Referral partner tracking Realtors, inspectors, property managers as accounts with activity history Verbal relationships, no attribution, no track-record reports
Commercial account visibility Multi-building portfolio with per-roof age, maintenance clock, contact turnover One job record per building, no portfolio-level view
Pricing basis Per seat, every paid tier includes CRM, Marketing, Projects, Messaging Production per user plus Mailchimp per contact plus spreadsheet labor
How teams use Strkr

Playbooks roofing contractors run on Strkr today.

The pattern across customers in this category is consistent. The production software stays. Strkr layers on and runs the CRM, canvassing, marketing, and warranty work. The payback shows up inside the first full storm season because the retail follow-up, the supplement capture, and the warranty cross-sell are already in the installed base, just not surfaced.

8-crew residential storm-chase

Storm response playbook across a hail swath.

A residential storm-focused contractor logged a hail event, blasted 1,200 prior customers in the swath, built a canvass route for 60 streets, and ran the inbound auto-response during the 10-day peak. Inspections booked climbed from a typical 95 per event to 310. Signed contracts attributable to the storm doubled over the prior year with the same crew count.

14-crew mixed retail and insurance

Retail quote nurture across 60 open quotes.

A mid-size contractor had two sales reps sitting on 60 open retail quotes with no follow-up visibility. Strkr turned on the retail nurture sequence, the lost-quote reactivation on storm triggers, and the owner-visible pipeline board. Retail close rate climbed from 22 to 36 percent inside two quarters without hiring.

22-crew insurance-leaning

Supplement capture across 400 approved claims.

An insurance-leaning contractor loaded every approved claim with the carrier, the approved scope, and the supplement opportunities. Strkr tracked submitted versus approved per supplement line item. Supplement capture rate climbed from a flat 8 percent of claims to 24 percent inside 10 months, which translated to meaningfully higher average revenue per installed job.

35-crew multi-market

Warranty inspection engine on 1,800 installed roofs.

A multi-market contractor loaded 1,800 installed roofs with install dates and warranty terms. Strkr fired the year-three inspection flow and the year-ten warranty check. Of 220 year-three inspections booked in the first year, 38 produced a gutter or siding cross-sell quote and 110 produced a 5-star Google review. The retention engine funded itself inside one storm season.

48-crew commercial-residential

Commercial portfolio tracking across 60 property managers.

A regional contractor had an informal relationship with 60 commercial property managers running 400 buildings between them. Strkr turned the relationships into accounts with per-building roof age, maintenance clock, and contact turnover alerts. Attributed commercial revenue climbed meaningfully in year one because the office stopped losing portfolios to facilities contact turnover.

The revenue layer your roofing business has been running in spreadsheets.

See how Strkr sits around your production software and turns the installed base into a measurable pipeline. Transparent per-seat pricing with CRM, Marketing, Projects, Messaging, and Docs on every paid tier. Compare the features list before you book a call.

Common questions

What buyers in this bucket ask most.

Does Strkr replace JobNimbus or AccuLynx?

No. Be direct about this. Strkr is not a production, measurement, material takeoff, Xactimate export, or crew dispatch platform. JobNimbus, AccuLynx, Roofr, Roofsnap, SumoQuote, and the rest of the roofing production category do that work and do it well. Strkr is the revenue layer around the production tool. It handles the CRM, canvassing, insurance claim workflow, retail quote follow-up, warranty inspection engine, cross-sell capture, marketing, project management for installs, review funnels, and reporting. Most roofing contractors run Strkr with JobNimbus or AccuLynx integrated and get the best of both. Contractors without a production tool should get one first.

What size roofing contractor is Strkr built for?

The sweet spot is 5 to 50 crew. Below 5 crew, the contractor can usually run on the production tool alone until the retail quote follow-up and the warranty book start leaking. Above 50 crew, custom enterprise suites and heavier ERP footprints start to make sense because the business runs more like a mid-market operation. In between, the production tool solves the install side and Strkr solves the revenue side at per-seat pricing that scales with crew count.

How does Strkr handle insurance claim workflows?

An insurance opportunity is a first-class record with the carrier, the claim number, the adjuster name, the adjuster meeting date, the ACV estimate, the RCV approved amount, the deductible, the supplement history, and the depreciation release schedule. The weeks between claim filing and approved scope get the structure the production tool does not provide. Adjuster meeting prep briefs fire 48 hours ahead. Supplement submission and response tracking runs through the opportunity. Reporting rolls supplement capture rate up by rep, by carrier, and by zip.

Can we track installed roofs and surface warranty inspections?

Yes, and this is one of the highest-ROI features for the category. Every installed roof is a custom object linked to the property. Install date, shingle brand and line, square count, slope, color, workmanship warranty length, manufacturer warranty expiration, and completed install photos all live on the record. A nightly flow queries the install base and surfaces roofs hitting configurable inspection thresholds, usually 36 months for the first inspection and 10 years for the warranty check. The install base becomes a measurable retention and cross-sell pipeline instead of a filing cabinet.

What does the canvassing module look like?

Canvassers open the mobile app at a door, tap the address, capture homeowner name and phone, log the response (not home, not interested, free inspection booked, follow-up requested), and move to the next door. The office runs a live scoreboard by canvasser, by zip, and by hour of day. Saturday morning canvasses hit a system-built route based on hail swath or targeted zip. The lead quality report per canvasser per week gives the sales manager the coaching evidence that was never available when canvassing lived on a clipboard.

How does the storm response playbook work in practice?

A storm event is created in Strkr with the hail or wind swath by zip and the event date. Four things fire automatically. A targeted SMS blast goes to every prior customer in the swath. The canvass module builds a Saturday route for the affected streets. The inbound auto-response is enabled for the storm window so a form fill at 11 PM gets a self-serve booking link in 60 seconds. Every lead captured in the window is tagged to the storm event, which lets the end-of-quarter reporting break revenue down by storm. Contractors running this playbook convert the 72 hours after an event at 2 to 4 times the rate of contractors who scramble.

What does migration look like from a spreadsheet-and-production-tool setup?

The typical path is 4 to 8 weeks running the existing production tool unchanged. Week 1, connect the production tool and import customers, jobs, and photo documentation through the native integration. Week 2, build the installed-roof records from the production tool history or a one-time field load. Week 3, load the warranty inspection schedule and turn on the year-three flow. Week 4, turn on the retail quote follow-up sequence and the review funnel. Weeks 5 to 8, build the storm response playbook, the canvass scoreboard, and the referral partner program. Most contractors see the first clear ROI from the retail nurture and the warranty engine inside the first full quarter.

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