The Field Guide

Resources for roofers
who want to grow.

Tactical articles on lead follow-up, storm chasing, estimate close rates, automation, and the unglamorous systems that separate seven-figure roofing companies from one-truck operations.

Featured

20 articles
Buyer's Guide7 min read

How to Choose the Best Roofing CRM Software

Picking the right CRM for your roofing company comes down to five questions most contractors skip. Here's the framework that actually works.

By Marcus VanceRead article

All articles

Sales6 min read

7 Storm-Lead Follow-Up Mistakes Costing Roofers Thousands

Storm leads are different. The homeowner is stressed, the insurance clock is ticking, and three other roofers are texting them right now. Here's where most roofers bleed jobs.

By Marcus Vance
Sales7 min read

Why Roofing Estimates Don't Close (And How a CRM Fixes It)

Industry average estimate close rate is 25 to 35 percent. Top roofing companies hit 50 to 60. The gap isn't price — it's follow-through.

By Marcus Vance
Lead Gen8 min read

Door-Knocking vs. Digital: Modern Roofer Lead-Gen

Every roofing company has the door-knocking debate. The fastest-growing operations stopped picking sides — and started feeding both pipelines into one CRM.

By Marcus Vance
Automation7 min read

Automating Insurance Claim Follow-Ups for Roofers

Insurance work is a follow-up business. Most roofers lose insurance jobs not in the inspection — but in the silent stretch between the claim and the install.

By Marcus Vance
ROI6 min read

The Real ROI of a Roofing CRM in Year One

Sales pages promise 10x ROI. Reality is messier. Here's what year-one actually looks like for a roofing company that implements a CRM well.

By Marcus Vance
Automation5 min read

5 Automations Every Roofing Contractor Should Set Up Today

You don't need 50 automations. You need five that run flawlessly. Build these first, in this order, and ignore everything else until they're earning.

By Marcus Vance
Reputation6 min read

How to Get 100+ Google Reviews for Your Roofing Company

Google reviews drive 60 percent of map-pack visibility. Most roofers stuck under 20 reviews are making the same five mistakes — and all of them are fixable.

By Marcus Vance
Sales7 min read

Roofing Sales Pipeline Stages That Actually Convert

Most roofing pipelines have too many stages and not enough triggers. A pipeline isn't a graveyard for old leads — it's a forcing function for the next action.

By Marcus Vance
Comparison8 min read

CRM for Roofers vs. AccuLynx vs. JobNimbus

This is the question every roofing company asks at some point. The honest answer: they're not the same category — and most growing roofers eventually run two of them.

By Marcus Vance
Automation6 min read

5 Roof Inspection Appointment Reminder Scripts That Reduce No-Shows by 70%

Driving 45 minutes to an inspection only to find an empty driveway costs roofers thousands in lost gas and sales time. Here are 5 automated SMS scripts that eliminate no-shows.

By Marcus Vance
Lead Gen7 min read

How to Reactivate Past Roofing Leads (The $50k Off-Season Playbook)

Unsigned estimates and old storm leads aren't dead — they're dormant. A 6-month automated text reactivation campaign can unlock $50k+ in off-season roofing jobs.

By Marcus Vance
Sales8 min read

Roofing Canvassing Apps vs. CRM Workflows: What Top Door-Knockers Use

Post-storm door knocking is high intensity. Connecting canvassing pins to instant sub-60-second SMS speed-to-lead is how top storm crews outpace competitors.

By Marcus Vance
Automation6 min read

AI Receptionist for Roofers: Capturing Emergency Calls 24/7

Roof leaks don't wait for business hours. Discover how AI booking assistants and automated missed call text backs capture midnight storm leads on complete autopilot.

By Marcus Vance
Buyer's Guide9 min read

How to Scale a Roofing Company from 1 to 5 Trucks Without Systems Breaking

Scaling past owner-operator heroics requires repeatable lead nurture, sales rep pipeline SLAs, and flat-rate software that doesn't punish you for hiring.

By Marcus Vance
Lead Gen7 min read

Google Local Services Ads (LSA) for Roofers: Maximize Lead ROI in 2026

Google Screened LSA leads are pay-per-call. Learn how to connect LSA call tracking to automated CRM speed-to-lead to ensure zero wasted ad dollars.

By Marcus Vance
Automation8 min read

Automating Roofing Supplement & Insurance Adjuster Follow-Ups

The 30-day gap between claim filing and supplement approval is where homeowners get anxious. Keep customers informed automatically without spending hours on the phone.

By Marcus Vance
Sales7 min read

Commercial vs. Residential Roofing CRM: How Nurture Sequences Differ

Residential homeowners close in days; commercial property managers take months. Here is how to configure separate sales pipelines and nurture cadences for both.

By Marcus Vance
Reputation6 min read

The Automated Roofer Referral Machine: Turning Past Installs into New Jobs

Your happiest customers are your cheapest marketing channel. Automated 6-month and 12-month anniversary texts pull in steady referral jobs on zero ad spend.

By Marcus Vance
Comparison8 min read

The 2026 Roofer CRM Buyer's Checklist: 10 Features You Can't Skip

Before signing a 12-month CRM contract, evaluate these 10 non-negotiable features for speed-to-lead, quote follow-up, seat pricing, and review automation.

By Marcus Vance

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