Solutions / Internal Tool
Roofing Operating System
A connected record from the first inquiry through project closeout.
The purpose
Define one operating record for roofing sales and project delivery. The workflow connects the handoffs between estimating, administration, field teams and owner communication. Developed and tested in-house. Not delivered to a client.
A useful handoff includes
- Pipeline stages with clear entry and exit rules
- Estimate and document checklist
- Project handoff and follow-up tasks
- Closeout record and reporting structure
How we approach it
Start with the existing record and the people responsible for the work. Define the next decision, agree on the required inputs and test the handoff with a representative project. Keep open questions visible until they have a clear resolution.
Internal tool, used inside our own practice; not delivered to a client. Images are illustrative.
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