Lead found through neighborhood canvassing or call in.Thus, a typical insurance roofing business workflow would look like this: Roofing that deals with insurance-related roof damage has a different process than residential roofing because roofers must work with the insurance company to agree upon and approve costs before work can be performed. Residential roofing jobs usually follow a workflow that help track the initial sales process with the customer, then job scheduling and production, and ends with payment collection. A typical residential roofing business workflow might look like this: In the roofing business, workflows are typically grouped into a few main categories: Residential Roofing Workflows help track the major steps and milestones in a job as it moves from start to finish. Setting up workflows for your roofing business provides a few huge benefits including:ġ) Defining a uniform process that everyone in the organization can follow.Ģ) Helping you keep track of a large number of simultaneous jobs and know where you are at on each project.ģ) Making reporting easier by being able to analyze your job processes and find ways to make things faster and more efficient. Workflows usually consist of a list of steps called “statuses” that tell you where you’re at with a job and what you need to do next. Simply put, a workflow is the ordered steps it takes to get a job done.
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