How to Systemize Your Roofing Company: 7 Essential Steps to Scale Without Chaos
Running a roofing company without systems can feel like trying to patch a roof during a thunderstorm—chaotic, stressful, and bound to cause leaks. The reality is, if your business depends solely on you to make every decision, you don’t own a business… you own a job.
At The Roofing Academy, we believe that the secret to sustainable growth is systemization. With the right processes in place, you can free yourself from day-to-day firefighting and build a company that scales smoothly—without the chaos.
Here are 7 essential steps to systemize your roofing company so you can grow, stay profitable, and reclaim your time.
1. Document Every Core Process
Most roofing contractors rely on “tribal knowledge”—the way things have always been done. The problem? When one key employee leaves, the knowledge leaves with them.
Action Step: Start by documenting your processes in sales, production, customer service, and finance. Use simple checklists, flowcharts, or even screen recordings.
Member Spotlight
This Month, we’re giving a major shoutout to Dave Porter of Porter Roofing!
During a recent group coaching call, Dave was challenged to revisit a list of nearly 300 “lost” leads in his CRM. Most would’ve pushed it aside. But not Dave. He picked up the phone, started calling, and the first person he reached was still interested. Turns out, they even grew up across the street from each other. And that’s just one lead.
This simple follow-through opened the door to $1M+ in potential revenue sitting in his own database.
Dave, thanks for leading from the front. This is exactly the kind of action-oriented mindset that inspires growth across the whole Roofing Academy community.
The Academy's Spotlight
Dive into the best insights from The Start Build Grow Show and explore expert tips, industry knowledge, and educational content to fuel your growth. Stay inspired and informed every month!
The Secret to Boosting Sales in Home Services Revealed!
In this episode, I sit down with Chris Scoville, President of Improvifi, a company revolutionizing how home improvement contractors access financing. Chris shares sales techniques that roofing businesses can leverage smart, contractor-focused financing solutions to grow sales, close more deals, and serve clients better.
We dive into the challenges contractors face around funding projects and how Improvifi’s all-in-one platform—offering merchant lending, consumer direct financing, and secured lending—simplifies the process and boosts business growth.
Chris breaks down why building the right team is critical to scaling, how to identify and how to sell to different types of buyers, and the importance of culture in creating lasting success. He also shares practical tips on presenting financing options without being pushy and why Improvifi’s approach is different from traditional lenders.
If you’re a roofing contractor or homeservice business looking to increase sales and improve client experience through financing, this episode offers valuable insights and actionable strategies to start applying today.
The Start Build Grow Show is all about helping business owners start, build, and grow their companies by sharing real stories from entrepreneurs in the contracting and roofing industries.
Do you have a story worth sharing? Or know someone whose journey could inspire others?
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We’re always looking for passionate leaders and innovative thinkers to join us on the show!
Why Most Roofing Companies Stay Broke (And How to Avoid It)
Many roofing companies struggle financially because they focus only on revenue and overlook the key factors that drive real profitability. Learn how to set smart financial goals, manage cash flow, price jobs for profit, navigate insurance claims, and stay profitable even during slow seasons.
Understand the biggest financial mistakes roofing businesses make and how to avoid them to grow a sustainable, successful company. If you want to improve your roofing business’s bottom line and avoid costly overhead mistakes, this is the guide you need.
Industry Events
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Dates: October 15, 2025
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Location: Circle R Ranch, Flower Mound, TX
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Pricing: Starting at $99
Back for its third year, the Limitless Roofing Summit returns this October—this time at the scenic Circle R Ranch in Flower Mound, Texas.
This exclusive one-day gathering is designed specifically for roofing business owners looking to sharpen their strategies, elevate operations, and connect with top industry professionals. Attendees will gain valuable knowledge from leading experts, take part in owner-to-owner conversations, and access special offers from trusted partners.
With limited spots available, this is a can’t-miss opportunity to grow your business and level up your leadership.
2. How to Build a $10 Million Roofing Company (The Roofing Academy x JobNimbus)
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Date: TBA
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Details: Free Webinar | Registration Coming Soon
Ready to take your roofing company to the next level? Join Randy Brothers, founder of The Roofing Academy, for a high-impact webinar in partnership with JobNimbus. This free online training will walk you through the 5 proven pillars of sustainable growth that helped scale multiple companies past the $10M mark.
Expect actionable strategies, expert insights, and a roadmap for building a profitable, long-lasting roofing business in today’s competitive market. Whether you’re aiming to grow, stabilize, or scale, this webinar will give you the clarity and tools to get there.
The Roofing Academy Newsletter
Welcome to The Roofing Academy Insider, your monthly dose of exclusive insights, strategies, and tools designed tohelp you start, build and grow your business. Each issue is packed with valuable content curated by industry expert Randy, aimed at helping ambitious roofing professionals like you streamline operations, boost profitability, and achieve unprecedented growth.
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