Summit Roofing Co. Technology Roadmap
90-Day Action Plan for Scaling from $2M to $8M
1 Executive Summary
Summit Roofing has built a strong reputation in residential roofing across the Denver metro area. The company is at an inflection point: manual processes that worked at $1M are creating bottlenecks at $2M, and won't survive the journey to $8M.
This roadmap identifies the critical technology investments needed to support 4x growth while maintaining the customer experience that built Summit's reputation.
2 Current State Assessment
What's Working
- Strong Google reviews (4.9 stars, 340+ reviews)
- Referral network generating 40% of leads
- Experienced production team (avg 7 years)
- QuickBooks Online for accounting
Critical Gaps
- No CRM (leads tracked in spreadsheets)
- Manual scheduling via text/calls
- Paper job folders losing information
- No visibility into sales pipeline
Current Technology Stack
| Function | Current Tool | Assessment |
|---|---|---|
| Lead Management | Google Sheets | Replace |
| Estimating | Excel templates | Replace |
| Scheduling | Whiteboard + texts | Replace |
| Accounting | QuickBooks Online | Keep |
| Measurements | Manual + some EagleView | Expand |
| Communication | Personal cell phones | Improve |
3 Top 5 Priority Recommendations
Implement JobNimbus as Core Platform
JobNimbus provides the CRM, estimating, scheduling, and job management capabilities Summit needs in one platform. It's purpose-built for roofing and integrates with existing tools.
Standardize on EagleView for All Measurements
Currently using EagleView for only 30% of jobs. Standardizing on aerial measurements eliminates roof-climbing for estimates, speeds quote turnaround, and improves accuracy.
Deploy Business Phone System
Replace personal cell phones with OpenPhone business numbers. Keeps personal/business separate, enables call recording for training, and provides SMS automation for appointment reminders.
Connect JobNimbus to QuickBooks
Enable two-way sync between JobNimbus and QuickBooks Online. Invoices created in JobNimbus automatically appear in QBO, eliminating double-entry and reconciliation headaches.
Implement Customer Review Automation
Set up automated review requests via JobNimbus workflows. Trigger SMS/email review requests 3 days after job completion. Current strong reviews will compound with consistent asking.
4 90-Day Action Plan
1 Days 1-30: Foundation
2 Days 31-60: Optimization
3 Days 61-90: Refinement
5 Budget Summary
| Tool/Service | Setup Cost | Monthly Cost | Annual Cost |
|---|---|---|---|
| JobNimbus (8 users) | $500 | $1,600 | $19,700 |
| OpenPhone (8 users) | $0 | $200 | $2,400 |
| EagleView (~200 reports/year) | $0 | ~$580 | $7,000 |
| Training & Migration Support | $2,000 | $0 | $2,000 |
| TOTAL (Year 1) | $2,500 | $2,380 | $31,100 |
ROI Perspective
At $2.1M revenue with 280 jobs/year, average job value is ~$7,500. If these systems help close just 5 additional jobs per year (1.8% improvement), that's $37,500 in additional revenue—more than covering the annual investment.
This is a sample Sprint Roadmap deliverable
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