- Reach out to leads and enter them into CRM
- Assign leads to sales reps
- Follow up with leads to schedule appointments
- Follow up with sales reps for accountability
- Eagleview
- Hover
- Quik Measure GAF
- Roof Scope
- Roofr
- Send estimates to homeowners or insurance companies
- Follow up to ensure the estimate was received and reviewed
- Request approval and send agreements to clients
- Follow up to ensure they were received and approved
- Apply and pay for permits
- Upload permits and receipts into CRM
- Ensure all documentation is uploaded
- Confirm orders with suppliers
- Supplementing for extra expenses
- Send supplements to insurance companies
- Follow up to ensure review and approval, and release of funds
- Create and send invoices
- Schedule payments and follow up with homeowners and insurance companies
- Establish internal SOPs for each task
- Ensure SOPs are updated
- Optimize CRM usage for timely and accurate data management
Roofing Subcontractor central NJ need workmans comp and liability - Wall Township, United States - Jersey strong
Description
Job Description
Job usually compensates around 100 sq feet. 2-layer ripoff.
Measurements
Ordering measurements through your preferred platform:
Estimates
Create estimates using information from measurement reports
Contracts
Prepare agreements with information provided by sales reps
Preparation is key
Insurance
Follow up with insurance companies and adjusters for claims
* Note: Homeowners usually handle claims, but sometimes the roofing company or a public adjuster may take care of it
Ordering Materials
Order materials and create an order form after contracts and documentation are in order
Scheduling and Installation
Coordinate delivery dates, crews, dumpsters, and job dates
Post-Sales Support
Invoicing
Tasks related to invoicing and collections
Closing
Complete COC, photo reports, warranties, and letters of completion
Quality Control
Request feedback from homeowners and referrals. Offer special gifts for select investments.
Organization
Platforms Used
ACCULYNX, ATLAS, CHECKK IT, COMPANY CAM, DATAPINS, EAGLEVIEW, FOLLOW UP CRM, GTR, HAIL REPORT, HAIL TRACE, HUBSPOT, JOBNIMBUS, MARKET SHARP, MONDAY.COM, NETSUIT, QUICK MEASURE GAF, QUICKBOOKS, ROOF HUB, ROOF SCOPE, ROOFR, SALES RABBITS, SLACK, SOLCIUS, SOLO, SUMO QUOTE, SUN POWER