Luis needs the code. You shouldn't have to be the one who remembers it. Before the job reaches scheduling, Marco records the access details. Dana checks they're there. Luis opens the job record from the driveway.
One place for the answer. Someone responsible for putting it there. Using the tools your team already has.
Dana · OfficeAccess details ready before scheduling.
✓ Ready for the crew
Luis · Update in the job record
Got the code from the job notes. We're in.
The answer reaches the crew. Your phone stays quiet.
7:00 AMThe 5-minute owner check · No signup
Can the next job move without going through you?
The gate code is one handoff. Now pick a job from your own week. Where did it stop until you stepped in? Walk it through these five questions with your office or production lead.
Take this into your next handoff
Before a signed job reaches scheduling.
Copy this checklist into the job record your team already uses. Adapt it to the work you do.
1:08 PMSound familiar? · Everything behind the roofs
Which of these ate your week?
The Maple job starts with a missing gate code. Your week might get stuck on payroll, people or paperwork. Choose what keeps coming back to you.
Pick a folder. See a first move.
Tuesday / Still on your desk
01 / The day-to-day
The jobs
From Jordan’s workExecutive leadership at a PEO serving 100+ businesses
“Sales sells it. Production finds out on the roof.”Wrong color, no gate code, no written scope. The crew waits and you get the call.
“Hail season buries the office.”After a storm, calls, inspections and adjuster meetings outrun anyone's tracking.
“Callbacks and punch lists eat my weekends.”Photos, leftovers and final invoices wait on you, so the last ten percent drags.
Operations & leadershipClean handoffs from signed contract to final payment, simple procedures, and coaching for your production and office leads.
Fewer decisions landing back on you.
See the first moves +
The sales-to-production handoff
What it looks like. Crews call from the driveway about the color, the gate code or the scope. Materials get reordered. You drive over to sort it out.
Where we'd start. Follow a few recent jobs from signed contract to tear-off. Agree what a job needs before it reaches scheduling, who checks it, and who fills the gaps. Start with the handoff checklist →
Storm season
What it looks like. Leads come in faster than anyone can call back. Inspections, adjuster meetings and contracts pile up, and nobody's sure which homeowner is waiting on what.
Where we'd start. Before the season: one list of every open lead and claim, a named owner for each next step, and a daily routine the office can keep up when volume triples. Look back at a Colorado storm →
Closeout and callbacks
What it looks like. Final photos are missing, the gutter sub never came back, and the final invoice waits until you walk the job yourself.
Where we'd start. Agree what “done” means, who checks it, and what goes out before invoicing, so the crew leaves with a short list instead of you finding it later.
Operations & leadership
What it covers. Clean handoffs from signed contract to final payment, simple procedures, and coaching for your production and office leads.
A first move. Trace one job from first call to final payment, and give each handoff a clear owner.
02 / Payday · Your bottom line
The money
From Jordan’s work100+ benefit plans handled
“Supplements and depreciation checks sit for months.”The roof is done but the paperwork isn't, so your money waits with the carrier instead of landing in your account.
Payroll & benefitsCrew hours, per-square pay and commissions: catch the mistakes before payday, and compare benefits that fit your crew.
Vendors & business spendingSupplier pricing, dumpsters, trucks and software subscriptions: know what you're paying for before you renew or buy.
Less payroll cleanup. Clearer benefit choices. Make your spending work harder.
See the first moves +
Supplements and depreciation
What it looks like. The roof is on, but the supplement waits on photos or measurements, and the depreciation check waits on a completion certificate nobody sent.
Where we'd start. List every finished job with money still out, what's holding each one up, and who's chasing it. Then fix the step where the paperwork usually stalls.
Payroll & benefits
What it covers. Crew hours, per-square pay and commissions, pay workflows that don't need fixing every week, and benefits that fit your crew.
A first move. Walk through one pay cycle together. Look for missed hours, repeat corrections and deductions nobody can explain.
Vendors & business spending
What it covers. Supplier pricing, dumpsters, trucks, equipment and software subscriptions, and big purchases before you commit.
A first move. Put a recurring vendor bill next to the agreement. Check the rates, what they promised, and your other options.
03 / Your people · On the roof
The people
From Jordan’s work500+ workers’ comp and 1,000+ unemployment claims handled
“I can't keep good reps and crew leads.”You train them up, they leave, and you're back to running every job yourself.
HR & company policiesNo-shows, time off, write-ups and letting someone go: clear policies, and a steady hand when it gets hard.
Safety & workers' compFall protection, jobsite hazards and your comp premiums: find the risks and costs you can actually control.
Handle people issues with a plan. Better protection for your crew and budget.
See the first moves +
Keeping reps and crew leads
What it looks like. New reps leave before they close much. Crew leads go elsewhere for a few dollars more. Roles are fuzzy, so every question ends up with you.
Where we'd start. Look at how people are hired, brought up to speed and recognized, and make clear which decisions each role owns. Jordan spent years in HR at a PEO that served more than 100 Colorado businesses. Meet Jordan →
HR & company policies
What it covers. No-shows, time off, write-ups and letting someone go: clear policies, and support with the hard conversations.
A first move. Review how you handle time off, performance problems and people leaving, then turn the gaps into policies your leads can actually use.
Safety & workers' comp
What it covers. Fall protection and jobsite hazards, how incidents get reported, and the workers' comp risks and costs you can control.
A first move. Walk a jobsite and review how hazards and incidents get reported. Put what needs attention first at the top of the list.
04 / Better tools
The tools
From Jordan’s workStarted in IT, then HR and leadership
“We type the same job in three places.”The CRM, the spreadsheet and the group text all need the same update, and something always gets missed.
Software & ITThe CRM, the spreadsheets and the group texts: connect what you have and stop typing the same job in twice.
Less double entry. More useful time.
See the first move +
Software & IT
What it covers. Connecting the CRM, spreadsheets and texts you already use, and automating the work your team keeps repeating.
A first move. Pick one thing your team types in twice. Map the steps, then connect the tools or automate the repeat.
3:30 PMHow we help · Consulting available now
Fix one thing. Give your team room to move.
Work stops between sales, the office, and the crew. You fill the gaps. We help you build a way for the work to move without needing you at every turn.
Trace a real job. Find where answers go missing and decisions stall. Choose one fix and how to measure it.
Fix one handoff. Give the handoff a clear owner, try it on live jobs, and train your lead to keep it moving.
Keep what works. Check for fewer delays and fewer calls back to you. Keep what helps and build from there.
What owners usually want to know before bringing someone into their business.
You can start right where you are.
Eight straight answers01 - 08
01We're winning more jobs. Why aren't we getting ahead?
Think of a roof you were happy to sell. Then came an extra supply run, a trip back for cleanup, and an afternoon sorting out a change nobody wrote down. The calendar was full, and the job cost more than you planned. We walk one finished job from estimate to final invoice and compare what you planned with what actually happened. That shows exactly where the margin went.
Bring one finished jobPick the one that looked simple but kept needing “just one more thing.”
02What if my crew won't use another app?
Picture a crew lead at the end of a long day, asked to put the same update in a text, a spreadsheet and a new app. “One more system” sounds like more work because it is. We start by asking the crew which repeated task gets in their way, then change one step on a real job and decide together which old step it replaces. New software is never the starting point.
Let the crew chooseWhat's most frustrating today: finding a job detail, sharing a photo, or getting an answer?
03Do I need to get organized before we talk?
Maybe you've opened a spreadsheet to explain how the business runs, then closed it because you'd have to explain the sticky notes too. Bring it exactly like that. We can start with one recent day: what you expected, what happened, and where you had to step in. The workarounds show us what your people have been holding together.
Bring the unfinished versionA job record, a confusing text thread, or a problem you can talk through is enough to start.
04How will I know this is actually helping?
Before changing anything, we agree on one result to check, write down where you're starting, and set a review date. Then we look at what happened and hear from the people doing the work. If the result isn't there, we change the approach instead of asking you to take it on faith.
Define better in advanceFinish this: “After a month, we'll know this helped if ___.” Pick something you can count.
05Is this a fit for my company?
Usually four or more crews, a few sales reps, someone running the office or production, and an owner still carrying too many routine decisions. You can involve that office or production lead and give the team time to try a change.
An illustrative first project: agree on the scope, photos, material details, and next-step owner before a job reaches scheduling. Try the handoff on a small set of jobs and review missing information with your team.
Good. We start with how your work moves. Changing software is not automatically part of the solution, and consulting doesn't require waiting for ours.
Bring what you useThe CRM, the spreadsheet and the group text are all fair game.
08What do we agree on before paid work?
We'll agree on the fee, scope, timeline, your team's participation, and what is excluded before an engagement begins. Implementation is optional and scoped separately.
Who does whatYour team owns daily execution. We help build the process and the ability to run it.
8:30 PMOne real job. A place to start.
What keeps finding its way back to you?
Tell us where your business is today and where you want to take it. We'll talk big picture, your priorities, and how we will make work easier.