Know your margin by job, and stop being the handoff between sales and production.
Built from a roofing COO’s seat. We close the gaps between JobNimbus or AccuLynx, CompanyCam, your CRM, and accounting, and set up the weekly numbers and handoffs your managers need to run production without you.
Where roofing companies break as they grow.
- Inbound leads wait hours for first contact. Storm season makes it worse.
- JobNimbus owns the job. Your CRM owns the contact. Nothing owns the handoff.
- Material orders, supplements, and EagleView measurements live in three places.
- Your sales team writes the same proposal from scratch every time.
- Collections is a person, a spreadsheet, and three weekly reminders.
- The production schedule is a whiteboard, or a Google Sheet pretending to be one.
- You cannot answer “what is our gross margin by job type this month?” in under an hour.
Tools we usually find in the door.
- · JobNimbus or AccuLynx
- · CompanyCam
- · HubSpot or Pipedrive
- · EagleView / HOVER
- · QuickBooks
- · Zapier (held together)
Where the seams leak hours.
- JobNimbus → HubSpot: sales attribution dies at the handoff
- CompanyCam → job folder: photos exist, nobody can find them
- QuickBooks → CRM: A/R aging never flows back to the rep
- Storm-season inbound: sorting and first response before the backlog builds
Two ways to work together.
The same method as everywhere else, applied to how your roofing company actually runs. We confirm the right path on the call.
- 01 Find the constraint that is actually costing you.
- 02 Install the process and reporting that fix it.
- 03 Work with your leaders until the team owns it.
“We need an operator involved in running this.”
Fractional operations leadership
Ongoing and part of the week. We join your leadership cadence, take ownership of agreed operating priorities, and build the process and reporting with your managers until they run it.
- A seat in your weekly leadership meeting
- Operating priorities with named owners
- Hands-on build work between meetings
- Month-to-month once it starts
How fractional leadership works
“We need a defined problem diagnosed or fixed.”
Assessment and systems work
A focused diagnostic, a defined project, or both. We find the constraint, fix the workflow, report, or automation behind it, and hand it to the person on your team who will own it.
- Operations assessment with a ranked plan
- Workflow documentation your team uses
- Reporting you can trust on Monday
- Automation with a human owner
What assessment and systems work includes
Questions specific to roofing.
Where would you start in a roofing company?
Often with job costing and the sold-to-scheduled handoff, because together they decide whether margin is visible and whether production depends on the owner. The assessment confirms where to start before anything gets built.
Do you replace AccuLynx or JobNimbus?
No. We make them work with the rest of your stack and automate the handoffs they do not own.
What about supplements?
Supplement tracking touches estimating, production, and cash, so it often comes up early. We build it on the exports your estimators already use (Xactimate or Symbility), not as a separate system.
Bring the operational problem you cannot get off your desk.
In 30 minutes we will work out its likely cause, whether Framework Ops can help, and the right next step. Scope and fees follow that conversation, in writing.
A 30-minute video call with Chance Peare.