Short, practical reads for owners and office managers.
A simple three touch plan for storm leads: who to contact first, what to say, and how to keep every homeowner from slipping away.
Questions to ask any roofing CRM vendor before you sign: data, pricing, support, phone app, payments and what happens if you leave.
How overhead, job costs and the rep and owner split fit together, with a worked example in whole dollars.
A step by step checklist for moving from one roofing CRM to another: export, match stages, import and run both for a week.
