Find the work
After a hailstorm, the team knows where to go before the competition does.
- Storm tracker that pulls new hail reports from NOAA every hour
- Canvassing maps for door-to-door prospecting
- A leaderboard that keeps the sales team moving
Case study · Roofing contractor
A website that brings in leads, and the software that runs the business behind it.
Precision Roofing is a veteran-operated roofer in Arlington, Texas, handling storm damage, roof replacement and commercial roofing across Dallas–Fort Worth.
The challenge
A growing roofer, running on a spreadsheet.
Storm restoration moves fast. Leads come from the website, the phone and door knocking after every hailstorm. Each insurance job has an adjuster's report, supplements, payments from more than one source, and a sales rep waiting on commission.
Precision was tracking jobs and pay in a spreadsheet work order. It worked, but it depended on people re-typing numbers correctly, and it couldn't tell a rep what to do next.
Part one
The website
A fast, local website built to turn visitors into booked inspections. A short form takes 30 seconds to fill in, and every lead goes directly into the operations platform, so nothing gets lost in an inbox.
- Free inspection booking on every page
- Local pages for 34 cities across Dallas–Fort Worth
- A commercial roofing section covering TPO, PVC, EPDM, metal and coatings
- Insurance help and a blog that answer homeowners' real questions
Part two
The operations platform
A custom app that follows each job from the storm to the final commission check, replacing the spreadsheet with software that knows how the business works.
Win the job
Every lead, whether from the website or a door knock, follows the same path to a signed contract.
- Leads from the website land straight in the pipeline
- Calls, texts, notes and follow-ups on every lead
- Inspections with photos, roof measurements and estimates
- Contracts and documents signed online
Get paid
Insurance jobs have money coming from several directions. The platform keeps track of all of it.
- Insurance claims, supplements and invoices
- AI that reads adjuster reports and receipts, checked by a person
- Exports for QuickBooks
- Job costs and profit worked out the same way every time
Pay the team
Commissions used to mean a spreadsheet and a lot of double-checking.
- Each person’s share of every job, calculated automatically
- Commission requests, approvals, draws and true-ups at close
- A payday board to pay everyone and check it off
Run the day
Built for crews and reps who spend their day on roofs and in trucks, not at desks.
- A morning email for each rep with that day’s follow-ups and appointments
- Works offline in the field, and catches up when the signal returns
- Passkey sign-in, with each role seeing only what it should
Smart where it counts
Technology that takes the busywork out of each job.
AI
Reads adjuster reports
Upload the insurance adjuster's report, and AI reads its figures into the claim. A person reviews every value before it's saved, so the speed never costs accuracy. Receipts are read the same way.
LiDAR
Measures roof pitch from 3D scans
The platform measures each roof section's slope from public 3D laser survey data, ignoring trees and chimneys. Checked against paid measurement reports, it matched exactly on 8 of 10 roofs.
Why it matters
Off-the-shelf software fits most businesses. This one fits Precision.
Generic roofing CRMs make every company work the same way. Precision's platform follows their own pay rules, their own job stages and their own way of handling insurance money, and it changes when they do.
That's what a technology partner is for. See our services, or tell us about the spreadsheet your business has outgrown.
What is your business still running on a spreadsheet?
Tell us how your work flows today. We'll tell you, plainly, what's worth building.