Jobs

    General subcontractor central NJ insurance and license required - Wall Township, United States - Jersey strong

    Jersey strong
    Jersey strong Wall Township, United States

    2 weeks ago

    Default job background
    Freelance
    Description

    Job Description

    Job Description
    we have many jobs in NJ need ins

    Company DescriptionReach out to the lead:
    Enter lead into CRM
    Assign lead to sales rep
    Follow up with leads to schedule appointment
    Follow up with sales rep for accountability

    Measurements

    Ordering measurements through your preferred platform:
    Eagleview
    Hover
    Quik Measure GAF
    Roof Scope
    Roofr

    Estimate —-Create estimates using the information from measurement reports

    Send an estimate to the homeowner or insurance company
    Follow up to make sure the estimate was received and reviewed

    Contracts
    Prepare the agreement with the information provided by the sales rep

    Request approval, and send the agreement to the client
    Follow up to make sure it was received and approved


    Preparation is key:
    Docs
    Applying and paying for permits

    Uploading permits and receipts into CRM
    Ensure that all the documentation is uploaded: measurements, estimate, signed, contract, permits, etc.

    Ins
    For claims, our team will follow up with the insurance company and the adjuster.


    • It is important to note that most of the time, the homeowner will take care of the claim. Sometimes, the roofing company will take care of it, and sometimes, they will hire a public adjuster to handle it
    Order mateyqlm
    After the contract is signed and all the documentation is in order, we order materials and create an order material form

    Reach out to the supplier to ensure the order was received

    Schedule
    Install

    Follow up with supplier a few days before delivery to validate delivery date

    Schedule crews based on availability
    Schedule dumpster
    Schedule job date with homeowner ands sales rep


    Post - Sales Support:
    Supplementing
    The project manager (sales rep) is responsible for reporting any extra expenses.

    Once the supplement is ready, we will:
    Send supplement to insurance company
    Follow up with the insurance company to make sure it was received and reviewed
    Follow up with the insurance company to know if it was approved and when the money is going to be released

    Invoice
    There are several tasks related to invoicing and collections we can work on:

    Creating and sending invoices using QuickBooks
    Creating and sending an electronic payment request through the CRM
    Scheduling a check pick-up with the homeowner
    Following up with the insurance company to know if payment was released
    Following up with homeowner regarding payments due via email

    Closing job
    COC (certificate of completion)

    Photo report to back up COC
    Manufacturer warranty
    Labor warranty
    Letter of completion

    Quality control

    Calling home-owner requesting feedback about job

    Request referrals

    Drop Ship gifts example:

    When a customer invests over the selected amount of your choice, you can express gratitude with a special gift delivered right to their door.

    Choose from options like a delightful edible arrangement, a sleek cutting board, or another carefully selected item. Our team handles the entire process, and all details are updated in your CRM.


    We organize your organization:
    Sops
    Each task needs to have its own internal SOP

    SOPs will always be updated

    Crm
    Our team has certified CRM professionals.

    Ensure timely and accurate uploading of photos and documents into the CRM platform
    Streamline the progression of your current job pipeline
    Regularly review and verify data integrity to maintain accurate and up-todate records in the CRM.

    Here are a few of the platforms we currently use:


    ACCULYNX

    ATLAS

    CHECKK IT

    COMPANY CAM

    DATAPINS

    EAGLEVIEW

    FOLLOW UP CRM
    GTR (GET THE REFERRAL)

    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

    Company Description

    Reach out to the lead:\r
    \r
    Enter lead into CRM\r
    Assign lead to sales rep\r
    Follow up with leads to schedule appointment\r
    Follow up with sales rep for accountability\r
    \r
    Measurements\r

    Ordering measurements through your preferred platform:\r
    \r
    Eagleview\r
    Hover\r
    Quik Measure GAF\r
    Roof Scope\r
    Roofr\r
    \r
    Estimate —-\r
    Create estimates using the information from measurement reports\r
    \r
    Send an estimate to the homeowner or insurance company\r
    Follow up to make sure the estimate was received and reviewed\r
    \r
    \r
    Contracts\r
    Prepare the agreement with the information provided by the sales rep\r
    \r
    Request approval, and send the agreement to the client\r
    Follow up to make sure it was received and approved\r
    \r
    \r

    Preparation is key:
    \r
    \r
    Docs\r
    Applying and paying for permits\r
    \r
    Uploading permits and receipts into CRM\r
    Ensure that all the documentation is uploaded: measurements, estimate, signed, contract, permits, etc. \r
    \r
    \r
    Ins\r
    For claims, our team will follow up with the insurance company and the adjuster. \r
    \r

    • It is important to note that most of the time, the homeowner will take care of the claim. Sometimes, the roofing company will take care of it, and sometimes, they will hire a public adjuster to handle it
    \r
    \r
    Order mateyqlm\r
    After the contract is signed and all the documentation is in order, we order materials and create an order material form\r
    \r
    Reach out to the supplier to ensure the order was received\r
    \r
    \r
    Schedule\r
    Install\r
    \r
    Follow up with supplier a few days before delivery to validate delivery date\r
    \r
    Schedule crews based on availability\r
    Schedule dumpster\r
    Schedule job date with homeowner ands sales rep\r
    \r
    \r

    Post - Sales Support:
    \r
    \r
    Supplementing\r
    The project manager (sales rep) is responsible for reporting any extra expenses.

    Once the supplement is ready, we will:
    \r
    \r
    \r
    Send supplement to insurance company\r
    Follow up with the insurance company to make sure it was received and reviewed\r
    Follow up with the insurance company to know if it was approved and when the money is going to be released\r
    \r
    \r
    Invoice\r
    There are several tasks related to invoicing and collections we can work on:\r
    \r
    \r
    Creating and sending invoices using QuickBooks\r
    Creating and sending an electronic payment request through the CRM\r
    Scheduling a check pick-up with the homeowner\r
    Following up with the insurance company to know if payment was released\r
    Following up with homeowner regarding payments due via email\r
    \r
    \r
    \r
    Closing job\r
    COC (certificate of completion)\r
    \r
    Photo report to back up COC \r
    Manufacturer warranty\r
    Labor warranty \r
    Letter of completion\r
    \r
    \r
    Quality control\r
    \r
    Calling home-owner requesting feedback about job\r
    \r
    Request referrals\r

    Drop Ship gifts example:

    When a customer invests over the selected amount of your choice, you can express gratitude with a special gift delivered right to their door.

    Choose from options like a delightful edible arrangement, a sleek cutting board, or another carefully selected item. Our team handles the entire process, and all details are updated in your CRM. \r
    \r
    \r

    We organize your organization:
    \r
    \r
    Sops\r
    Each task needs to have its own internal SOP\r
    \r
    SOPs will always be updated\r
    \r
    \r
    \r
    \r
    Crm\r
    Our team has certified CRM professionals.\r
    \r
    \r
    Ensure timely and accurate uploading of photos and documents into the CRM platform\r
    Streamline the progression of your current job pipeline\r
    Regularly review and verify data integrity to maintain accurate and up-todate records in the CRM.\r
    \r
    \r
    \r
    Here are a few of the platforms we currently use: \r
    \r

    ACCULYNX\r

    ATLAS\r

    CHECKK IT\r

    COMPANY CAM\r

    DATAPINS\r

    EAGLEVIEW\r

    FOLLOW UP CRM\r
    GTR (GET THE REFERRAL)\r

    HAIL REPORT\r

    HAIL TRACE\r

    HUBSPOT\r

    JOBNIMBUS\r

    MARKET SHARP\r
    MONDAY.COM\r

    NETSUIT\r

    QUICK MEASURE GAF\r

    QUICKBOOKS\r

    ROOF HUB\r

    ROOF SCOPE\r

    ROOFR\r

    SALES RABBITS\r

    SLACK\r

    SOLCIUS\r

    SOLO\r

    SUMO QUOTE\r

    SUN POWER
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