RenVU Professional Services Blog

Administrative Support for a Roofing Company

Client Profile

  • Industry: Residential & Light Commercial Roofing

  • Size: 8-person crew + owner

  • Annual Revenue: ~$1.2M

The Challenge

The owner was spending 15–20 hours per week handling scheduling, estimates, vendor coordination, and invoice follow-ups. Missed calls and delayed estimates were resulting in lost jobs during peak storm season.

Administrative Gaps Identified

  • No centralized scheduling system

  • Manual estimate tracking in spreadsheets

  • Inconsistent follow-up on unpaid invoices

  • Missed inbound leads during work hours

  • Vendor paperwork disorganized

Administrative Solutions Implemented

  • Implemented a cloud-based job scheduling system

  • Created standardized estimate and proposal templates

  • Built a lead intake and follow-up workflow

  • Managed vendor documentation and certificates of insurance (COIs)

  • Established a weekly accounts receivable (A/R) follow-up process

  • Centralized email and call management

Results (Within 6 Months)

  • 30% faster estimate turnaround.

  • 18% increase in booked jobs.

  • Reduced A/R over 60 days by 40%.

  • Owner regained 12+ hours per week.

  • Improved customer response time to under 24 hours.

Key Success Factors

  • Clear standard operating procedure (SOP) documentation

  • Defined communication workflow

  • Dedicated admin point of contact

  • Weekly reporting on the pipeline and receivables

Don't believe us, believe them:

We used to lose jobs simply because we couldn’t respond fast enough. Now our office runs like clockwork, and I can focus on selling and managing crews.

Ongoing Support Provided

  • Appointment setting and calendar management

  • Job scheduling coordination

  • Invoice processing and collections follow-up

  • Vendor compliance management

  • CRM updates and reporting

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