Trades
STRATA for roofing contractors. The five operating gaps that cost shops recoverable contract revenue every month.
Platforms at v1: JobNimbus, AccuLynx, ServiceTitan, CompanyCam
The operating gaps
Named in operator language. One paragraph each.
- 01
Estimate follow-up on high-ticket bids
Full-roof bids in the $8K to $30K range close at multiples with proper 48-hour and 7-day follow-up. The cadence is on the plan and inconsistently executed.
- 02
Insurance-claim documentation across photos, scopes, and supplements
Storm-related claims require photo evidence, scope of damages, supplement approvals, and final invoicing. Document Processing pre-stages.
- 03
Inbound storm-event capture
Post-storm inbound surges abandon at the office capacity ceiling. Speed-to-Lead routing absorbs the surge.
- 04
Dormant customer reactivation for repair and maintenance work
Past full-roof customers are the highest-conversion audience for repair, maintenance, and gutter add-ons.
- 05
Reporting on closing ratio by sales rep and average ticket
Closing ratio by rep, average ticket by job type, and supplement-recovery rate stitch from the field-management system and the accounting system.
The Revenue Audit
Know your specific number before you commit to anything.
The Revenue Audit for roofing contractors is a fifteen-minute working session against a field-management export and a recent month of estimate-conversion data. We calculate recoverable revenue across bid follow-up conversion, supplement recovery, and dormant-customer reactivation. The retainer is sized against the figure. Honest no on the call.
- 01A specific dollar figure of recoverable revenue, calculated against your own data.
- 02A vertical-specific gap diagnosis named in operator language, not marketing language.
- 03A reference conversation with an operator in your vertical or an adjacent one.
- 04A retainer sized against the figure, or an honest no on the call.
Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in roofing and run them against the same diagnostic; the engagement timeline is set during the call.
Stack recommendation for Roofing
Layered in the order that produces the visible ROI event first.
Layer 1
Follow-Up Automation
High-ticket bid follow-up cadence is the highest-value operational fix.
Layer 1
Speed-to-Lead
Storm-event inbound capture pairs with the cadence layer.
Layer 2
Document Processing
Insurance-claim documentation creates depth.
Layer 3
Revenue Recovery
Repair and maintenance add-ons against the past-customer book.
Layer 3
Internal Reporting
Closing ratio, average ticket, supplement-recovery rate in one view.
Proof
Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.
STRATA is quiet about engagements in flight.
References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.
Operational questions
What operators ask before the audit call.
JobNimbus, AccuLynx, ServiceTitan, and CompanyCam. Ask on the audit call about other platforms.
Layer 1 is meaningful at three crews with monthly estimate volume above forty.
No. The integration sits between the inbound channels and your existing field-management system.
First cadence configures in week one and fires in week two; conversion lift inside thirty days.
A field-management export, a recent month of estimate-conversion data, and a representative claim packet. Fifteen minutes is enough.
How the engagement is governed
Three structural promises. All on the record.
The Pause Clause
If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.
The Honest No
If the Revenue Audit shows that the recoverable revenue does not justify the retainer, STRATA says so on the audit call. The firm is not the right fit for every business in this vertical, and we will name that directly.
Month-to-month
The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance.
STRATA for Roofing
Your recoverable revenue is a specific number.
The Revenue Audit calculates it from your roofing data in fifteen minutes.
The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.