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STRATAAI Operations Integration
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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.

  1. 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.

  2. 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.

  3. 03

    Inbound storm-event capture

    Post-storm inbound surges abandon at the office capacity ceiling. Speed-to-Lead routing absorbs the surge.

  4. 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.

  5. 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.

  1. A specific dollar figure of recoverable revenue, calculated against your own data.
  2. A vertical-specific gap diagnosis named in operator language, not marketing language.
  3. A reference conversation with an operator in your vertical or an adjacent one.
  4. A 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.

Book a Revenue Audit

Stack recommendation for Roofing

Layered in the order that produces the visible ROI event first.

  1. Layer 1

    Follow-Up Automation

    High-ticket bid follow-up cadence is the highest-value operational fix.

  2. Layer 1

    Speed-to-Lead

    Storm-event inbound capture pairs with the cadence layer.

  3. Layer 2

    Document Processing

    Insurance-claim documentation creates depth.

  4. Layer 3

    Revenue Recovery

    Repair and maintenance add-ons against the past-customer book.

  5. 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.

What field-management platforms does STRATA integrate with at v1?+
JobNimbus, AccuLynx, ServiceTitan, and CompanyCam. Ask on the audit call about other platforms.
Does this work for a 3-crew shop?+
Layer 1 is meaningful at three crews with monthly estimate volume above forty.
Will sales reps need a new system?+
No. The integration sits between the inbound channels and your existing field-management system.
How fast does estimate follow-up produce conversions?+
First cadence configures in week one and fires in week two; conversion lift inside thirty days.
What does the prospect bring to the audit call?+
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 Honest No

If the Revenue Audit shows the recoverable revenue does not justify the retainer, the firm says so on the audit call. STRATA is not the right fit for every business in a vertical, and we name that directly.

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.

Month-to-month

The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance, not signatures.

STRATA for Roofing

Your recoverable revenue is a specific number.

The Revenue Audit calculates it from your roofing data in fifteen minutes.

Book a Revenue Audit

The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.