Industries / Trades & Home Services

Roofing operations.
Automated.

Storm season floods you with leads and buries you in supplement cycles. Material costs shift between estimate and install. Supplement requests sit unanswered for weeks while you're on roofs. Whether you're a two-crew storm chaser or a multi-crew residential and commercial shop, the same paperwork bottlenecks eat your margin. SYNTAX builds the systems that keep the jobs moving while you're doing the work.

What's killing your job flow

Roofing has a unique mix of problems: storm-driven lead surges, insurance approval cycles, material cost volatility, and a supplement process that can drag for months if nobody's pushing it. Most shops are managing all of it manually, which means the margin is leaking from ten different directions at once.

Storm Surge Lead Chaos & Slow Follow-Up

After a hail event, every homeowner in the damage zone starts Googling. The calls come in faster than you can answer them, and the ones you miss go to the next roofer who picks up. Worse: the leads you do capture sit in a voicemail or a spreadsheet for 2-3 days before anyone follows up. A homeowner who filed a claim on Monday and hasn't heard from a contractor by Wednesday is already talking to someone else. Speed of first contact is the single biggest variable in storm work conversion, and most shops are running it manually.

Supplement Cycles That Die in the Queue

The adjuster's initial scope misses the ice and water shield, the drip edge, the pipe boot replacements, the OSB decking at $X per sheet. You know what's missing. You write the supplement. And then it sits -- in the adjuster's inbox, in a voicemail tag, in a follow-up that fell off someone's task list. Every week a supplement sits without a response is another week the homeowner is waiting, the job isn't scheduled, and your cash flow stalls. Shops running 20-30 insurance jobs at once can have $200,000 in approved work sitting on hold because nobody pushed the supplement to close.

Material Cost Shifts Between Estimate and Install

You write an Xactimate scope at September shingle pricing. The job sits in the supplement queue for eight weeks. By the time you're scheduling the install, shingle bundles are $4 more at the distributor than what's in the estimate. On a 30-square roof that's $120 out of your margin before you've pulled the first nail. Multiply that by 20 active jobs and you're absorbing thousands in cost increases with no mechanism to flag them or push a revised scope to the carrier. The estimate is a snapshot in time; the job runs on current costs.

Job Completion to Payment Lag & Review Gaps

Roofing has one of the highest customer satisfaction rates of any trade -- when the job goes well. And most jobs go well. But the invoice-to-payment cycle is where it bogs down: the ACV check came in, the RCV holdback is sitting with the carrier, the supplement isn't closed, and the homeowner isn't sure what they owe. Getting from completed roof to collected payment takes 45-90 days at shops without a defined close-out sequence. During that same window, the homeowner's enthusiasm for writing a Google review fades. The window for capturing a 5-star review is the first 24 hours after the crew cleans up and drives away.

Implementations for every
size of operation

Storm crews and residential shops have different problems at different scales. Here's what SYNTAX deploys depending on where your operation is right now.

Owner-Operator
1-2 Crews
You're canvassing, estimating, running crews, and chasing supplements -- all at once. When a storm hits, you can't answer every inbound call and still manage the jobs already in flight. SYNTAX captures leads the moment they come in, sends a same-day response to every homeowner, and tracks your supplement cycle so nothing ages out unnoticed. You stay focused on the work in front of you without losing the pipeline behind you.
Inbound lead capture + same-day homeowner contact Supplement status tracking + follow-up alerts Job close-out + payment follow-up sequence
Growing Shop
3-6 Crews
You have volume and a supplement backlog that's probably sitting in someone's email. Your estimators are writing scopes; nobody owns the follow-up cycle after the scope goes to the adjuster. SYNTAX builds the tracking and follow-up layer on top of what you're already using -- JobNimbus, AccuLynx, or your CRM -- so every open supplement has a next action and a date, and nothing dies in the queue.
Supplement tracking by job + adjuster + status Automated adjuster follow-up sequence ACV/RCV payment status per job
Established Operation
7+ Crews
At this scale you need a live view of every job's financial status: what's approved, what's supplemented, what's collected, and what's aging. Which estimators are writing the tightest scopes? Which supplement cycles are taking longest by carrier? Which job types have the worst material cost variance between estimate and install? SYNTAX builds the reporting layer that turns 30 simultaneous jobs into a managed pipeline instead of controlled chaos.
Job pipeline by stage + financial status Supplement cycle time by carrier + adjuster Material cost variance: estimate vs. actual

What we build for your operation

We don't sell software subscriptions. We build the automation layer on top of the tools you're already running -- JobNimbus, AccuLynx, CompanyCam, QuickBooks, Google Business Profile -- and we deploy it fast. Four systems that handle what's currently backing up your pipeline.

Lead Intake
Storm Lead Capture to First Contact

Every inbound call, web form, and door-knock lead gets captured and logged the moment it comes in. The homeowner gets an automated same-day text confirming receipt and setting a callback window -- so you're not racing competitors on response time. Leads route to estimators by zone and current workload. Storm event leads get urgency-flagged with a 24-hour first-contact SLA. Every lead that doesn't get a first contact within 24 hours triggers an internal alert so nothing ages out of the conversion window.

Lead received (call / web / door)
→
Homeowner confirmation sent same day
→
Lead routed to estimator by zone
→
24-hr first contact SLA tracked
→
No contact: internal alert fired
→
Inspection scheduled + confirmed
Supplements
Supplement Submission to Approval Tracking

Once a supplement is submitted to the carrier, the system opens a follow-up cycle: check-in at day 7, escalation at day 14, alert at day 21 if still no response. Every open supplement is visible in one view -- job, carrier, adjuster, submission date, current status, and next action. Approved supplements trigger job scheduling. Denied supplements flag for review before the response window closes. The supplement queue stops being a black hole and becomes a managed list with owners and deadlines.

Supplement submitted to carrier
→
Day 7: status check initiated
→
Day 14: escalation triggered
→
Approved: job scheduling opened
→
Denied: flagged for response before deadline
→
Payment split: ACV received / RCV tracked
Job Close-Out
Completion to Collection & Certificate of Completion

When the crew calls the job done, the close-out sequence starts automatically: certificate of completion sent to homeowner for signature, final invoice generated, payment status checked against what's been collected vs. what's outstanding (ACV, RCV holdback, deductible). Homeowner gets a clear breakdown of what they owe and when. Follow-up at day 7 and 14 on any outstanding balance. Review request fires within 1 hour of final payment -- the exact window when satisfaction is highest and the crew is still fresh in the homeowner's mind.

Job marked complete
→
Certificate of completion sent for signature
→
Final invoice with payment breakdown
→
Follow-up day 7 + 14 on outstanding balance
→
Review request within 1 hr of final payment
Pipeline
Job Pipeline Visibility & Financial Status

Every active job is visible in a single view: lead stage, inspection status, contract signed, supplement submitted/approved/denied, materials ordered, crew scheduled, job complete, payment collected. Financial status per job: contract value, amount collected, amount outstanding, supplement value pending. Weekly summary delivered to ownership: jobs in each stage, total approved revenue not yet collected, supplement cycle times by carrier. Stops the "where does that job stand?" question from requiring a phone call to find out.

Live pipeline by stage
→
Financial status per job
→
Supplement aging by carrier
→
Weekly owner summary: revenue + collections
24 hrs
maximum first-contact window on storm leads -- vs. 2-3 days at shops running manual follow-up
30-40%
faster supplement cycle time with automated follow-up tracking vs. manual adjuster chasing
4-6
weeks average payback window -- through faster supplement approval, reduced collection lag, and review-driven lead capture
48
hrs from kickoff conversation to first deployed system running live in your operation

We built these systems
because we needed them first.

SYNTAX came out of Phase III Construction -- an insurance restoration contractor who has run hail and storm claims, supplement cycles, and adjuster negotiations across SE Michigan since 1993. We know what a supplement queue looks like when 20 jobs are in flight and nobody owns the follow-up. We know what it costs when a homeowner goes cold between inspection and install because the communication cycle dropped. We've written Xactimate scopes, pushed supplements to adjusters, and watched material cost variance erode margins between estimate and install. Different trade, same structural problem: the paperwork cycle kills as much margin as the work on the roof. The systems we built for our own operation are what we deploy for yours.

See what's possible in 30 minutes

Book a free workflow audit. We'll map your current pipeline -- lead intake, supplement cycle, job close-out, collections -- show you where the delays and margin leaks are, and walk you through what your operation looks like with those gaps closed. 30 minutes. No software to buy. No long-term contracts.

Book a Free Workflow Audit

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