For contractors
Quotes, follow-ups, change orders and the paperwork between the job and the invoice.
Breakdowns
One way in, one gate out
Breakdown. How a roofing and exteriors contractor put every lead through one intake and every sold job through one gate, from the first call to the final invoice.
Revenue SystemQuote & Estimate EngineField Ticket & Dispatch
Tools
What slow callbacks cost you
Tool. Five numbers in: the jobs and the revenue a year you lose when leads wait more than an hour for a call.
Is this job burning labour?
Tool. Three numbers in: how fast the job burns hours against plan, where it finishes, and how many days before the budget runs out.
Playbooks
No job is scheduled until it is production-ready
Playbook. Put one gate between sold and scheduled: twelve checks, an owner for each, and a clear rule for the jobs that fail. Start it on Monday.
Answers
How fast should a contractor call back a new lead?
Answer. Within minutes during business hours, by the first hour at the latest, with a text straight away if the call is missed.
Why do sold jobs stall before the crew shows up?
Answer. Because jobs reach production missing pieces from the sale. A gate between sold and scheduled fixes it.
When should a change order be signed?
Answer. Before the extra work starts, on site, with a photo, a price and the customer's approval.
How do you know a job is over budget before it's finished?
Answer. Compare hours used with percent complete. If you have used more of the budget than you have finished, the job is burning faster than plan.
Should estimators price from packages?
Answer. For repeatable work, yes: a few defined packages with controlled options, and the estimator's judgement saved for the property and the customer.
Templates
Production-ready checklist
Template. The twelve checks a sold job passes before it goes on the schedule, with an owner and the proof for each. Copy it and put your names in.
Lead intake questions and routing rules
Template. Eight questions every lead answers, a routing rule for every kind of job, and a response clock with an escalation rule. Fill in your thresholds and names.
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