After a storm the quote requests pile up. Does this help?
The first builds are the quote queue and the CRM stages, so every request is visible. It does not create demand.
Roofing
Weather moves your crews.
For roofing companies doing $500,000 or more a year with 2 to 49 users.
Where it sticks
Keep every quote and every job in one queue. A queue for every quote request, a schedule with a move-up list for lost days, and one record for each job's measurements and scope.
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Sales: After a storm the requests pile up, and some quotes are written days later, once the homeowner has chosen.
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Operations: A rainy day moves a crew, a dumpster and a material delivery, and every change is a round of calls.
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Automation: An accepted quote does not become a material order and a crew slot until someone remembers.
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Software: Measurements, roof photos and the scope sit in separate places.
What we build
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Sales:
We build a quote queue that shows each request, its site-visit date and what is waiting. We also build a quote template with your options and wording. You stop writing each quote at night. The queue is on your checklist, and the template waits for your approval before any quote uses it.
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Operations:
We build a schedule with a short list of jobs that can move up when a day is lost. You stop making the round of calls. Your crew leads open it on a phone, and you decide what moves.
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Automation:
When a quote is accepted, a draft material order and a crew slot are created for your office to review.
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Software:
We keep measurements, roof photos and the scope on one job record, saved from the phone on site.
First 30 days
Seven items sit at the top of your checklist. A plain test for done goes with each.
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We ask for four things in week one: your books, your calendar, your phone numbers and any job software.
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The pipeline in your CRM, live by day 10, moves a job from enquiry through site visit, quote, accepted and scheduled to done.
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A quote queue that shows every request and its site-visit date.
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A schedule with a list of jobs that can move up.
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An accepted quote that creates a draft material order and a crew slot.
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A job record with measurements, photos and scope.
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Training for whoever runs the queue and the schedule.
Tools and rules
Tools we connect: QuickBooks or Xero for the books, Stripe or Square for taking payment, Google Calendar for crew days, and Google Business Profile for your listing details.
Whatever field service or job management software you run today can stay as it is.
Tool names belong to their owners. Susanoo is not affiliated with them.
Provincial rules apply.
FAQs
Can the schedule deal with rain?
It shows what each day holds, with a list of jobs that can move up.
Can you track material orders?
An accepted quote creates a draft order and a crew slot, and your office reviews both.
Where do measurements and roof photos go?
Onto the job record, saved from the phone while you are on the roof.
Does the queue show which quotes are still open?
Yes. Each request keeps its place and its stage in the queue until you close it.
Your first discovery call is free. After that, $500.
Book the discovery callThe price
Prices start at $5,000 a month
Prices in CAD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
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Day 1
Work starts.
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Day 10
Your CRM is running and your build is mapped.
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Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
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Day 90
Full effect.
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The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
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The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
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The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
Start free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.