A workflow, in its simplest definition, is the series of actions required to complete a task. As a rule, workflows will include a series of checkpoints, or "statuses," that outline where a given task is progressing and what has to be done next. Workflow management has several positive effects on a roofing company.

1) Establishing a standard procedure that all employees can follow.

2) Assisting you in keeping track of several projects at once and knowing where you are with each one.

3) The ability to assess your work procedures and identify areas for improvement will make reporting much simpler.

Workflows are a helpful tool for monitoring the primary processes and checkpoints that occur during the lifecycle of a task. Workflows in the roofing industry are often categorized as follows:

Residential Roofing

Standard procedures for residential roofing operations include scheduling and production, client communication throughout each stage, and final payment collection. The following is an example of a possible workflow for a residential roofing business:

• The Intake of a Fresh Prospective Client
• Initiate a meeting with the leader and set a date
• Roof Inspection
• Give an estimate or quotation
• Clients commit by signing a contract
• Put in a request for supplies
• Tasks should be scheduled following job requirements
• Charge the client
• Get the last payment in
• It's a Done Deal

Insurance Roofing

Roofers must collaborate with the insurance company to agree and authorize prices before repairing a roof damaged by an insured event. This makes the procedure for such roofing distinct from residential roofing. Therefore, the following is a standard procedure for an insured roofing company:

• Prospects identified by door-to-door canvassing or phone calls
• Initiate a meeting with the leader and set a date
• Obtain a signed statement of intent from the lead
• Make arrangements to meet with an insurance adjuster.
• Check the Roof
• Give a price to the insurance company so they can make a decision
• Discuss a supplementary estimate with an insurance adjuster
• Initiate payment collection by collecting the first client payment (after insurance pays them)
• Put in a request for supplies
• The need to plan out tasks in the workplace
• Send the client a second (and last) invoice for payment.
• Get the previous payment in
• It's a Done Deal

>>Related post: The Internal Structure and Functioning of a Roofing Company's Workflow

Commercial Roofing

Roofing works for commercial buildings are often more prominent in scale than those for private residences, and there may be additional reporting and compliance requirements that must be met as the project progresses. This is what the usual commercial roofing company process looks like:

• New prospect identified (many times from a property management or real estate partner)
• Check the Roof
• Give an estimate or quotation
• Clients commit by signing a contract
• Develop a comprehensive project management schedule, including all vital project milestones
• The first step is to get the necessary permissions
• Put in a request for supplies
• Time job tasks with the arrival of supplies and approval of required licenses
• Charge the client
• Get the last payment in
• It's a Done Deal

>>Related post: Is a license necessary for my roofing business in Texas?

Due to the increasing intricacy of the project, we need to be in close contact with the client throughout to ensure their complete understanding and cooperation.

The efficiency of your company, the respect you get from your clients, and the size of your profit margins are all influenced properly by workflows.

When it comes to internal operations, having a workflow can help you maintain order, keep things moving in the right direction, and prevent mistakes from being made.

The work management software you use to keep track of all this information will ensure that your daily operations go smoothly and without interruptions. Using trigger mechanisms will also allow you to automate many aspects of your process.

You can get more done and have more time for future tasks if you make an effort to develop a comprehensive workflow for your roofing company.