Most roofing companies don’t fail because they picked the “wrong” CRM.
They fail because they never fully implement the system in a way their team will actually use.
Whether it’s JobNimbus, AccuLynx, Roofr, or another platform, the reality is the same:
A CRM only works if your processes, team, and leadership are aligned around it.
And unfortunately, most roofing companies treat CRM implementation like installing an app instead of restructuring the way the business operates.
That’s why so many contractors end up saying:
- “Our team doesn’t use it.”
- “It’s too complicated.”
- “We spent thousands and still use spreadsheets.”
- “Nothing is automated.”
- “Our sales reps still forget follow-up.”
- “Production is still chaotic.”
If that sounds familiar, you’re not alone.
The Real Reason Roofing Companies Fail at CRM Implementation
1. They Implement Software Before Building Processes
This is the biggest mistake roofing companies make.
A CRM does not create organization.
It exposes the lack of organization already happening inside the business.
If your company doesn’t already have:
- a defined sales process,
- production workflow
Member Spotlight
This month, we’re spotlighting John, Heather, and the team at Ameristar Roofing & Restoration for the intentional work they’re putting into building their business the right way.
Through implementing the Roofing Success System, they’ve committed to running their company by the numbers—creating more clarity, accountability, and confidence in their decision-making.
When a roofing company understands its metrics, tracks performance consistently, and operates with structure, growth becomes much more predictable and sustainable. That’s exactly what Ameristar Roofing & Restoration is building.
What stands out most is their willingness to implement, stay coachable, and continually improve as leaders and operators.
We’re proud to recognize the progress they’re making and excited to see the continued growth ahead for their team. Keep building the right way.
Work With The Academy
Explore how The Roofing Academy supports contractors through coaching, systems, and proven processes designed for real growth.
If you’re in the early stages of building your roofing business or getting ready to make your first key hires, the START Program was built for you.
This is where structure begins.
The START Program is designed to help roofing contractors build a strong foundation through simple systems, clear direction, and practical training you can apply right away. Instead of trying to figure everything out on your own, you get access to step-by-step education, templates, SOPs, and weekly group coaching to help you grow with confidence—not chaos.
Whether you’re still wearing multiple hats or starting to transition into leading a team, this program gives you the clarity and structure to move forward the right way.
If you’re ready to build something scalable, this is your starting point.
Strong financial systems are the foundation of a profitable roofing company.
With 1-on-1 support from Jenn Allen, you’ll get expert guidance on organizing your books, aligning job costing, and building a financial system you can trust. With a background in public accounting and years in the roofing industry, Jenn helps contractors create clarity around their numbers so they can make better decisions with confidence.
If your financials feel unclear or inconsistent, this is where you start building accuracy, visibility, and control.
Book Your Free Bookkeeping Assessment
The Academy's Spotlight
Are You Actually Using JobNimbus Correctly?
In this episode, I sit down with Brie Reis, CEO of Elite Roofing and Solar, and Taymar Parry, Member Success Coach and CRM specialist at The Roofing Academy. This roundtable dives into the challenges and solutions around using JobNimbus to streamline roofing operations, from sales-to-production handoffs to job submission processes, supplement tracking, and reporting for full business visibility.
Brie shares lessons from leading one of Denver’s fastest-growing roofing companies, while Taymar brings insights from helping clients implement JobNimbus for real results. Together, they break down how roofing contractors can clean up their workflows, reduce mistakes, and scale efficiently using JobNimbus as the backbone of their operations.
Whether you’re a contractor looking to optimize your CRM, gain better visibility into your business, or improve communication across your team, this episode is packed with actionable strategies straight from seasoned experts.
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!
Your Roofing Business Needs This to Scale
Most roofing companies don't struggle because of a lack of opportunity- they struggle because their business is built on chaos instead of clarity.
We break down the key foundations every roofing company needs to scale: implementing standard operating procedures, clearly defining roles within the organization, and building systems that don't rely solely on the owner. When you replace constant firefighting with structure and leadership, you create the clarity needed to grow a stronger, more sustainable business.
Private Equity Is Quietly Taking Over the Roofing Industry
For decades, the roofing industry has been dominated by:
- family-owned businesses,
- local contractors,
- relationship-driven sales,
- and independently operated companies.
But behind the scenes, something major is happening.
Private equity firms and billion-dollar corporations are aggressively moving into the roofing and home-services space — and they’re buying companies at a pace the industry has never seen before.
Most contractors are so focused on production schedules, supplements, hiring, and sales that they haven’t stopped to realize:
the roofing industry is rapidly changing right in front of them.
And whether roofing business owners like it or not, consolidation is already underway.
What Is Private Equity?
Private equity firms are investment groups that buy businesses with the goal of:
- increasing profitability,
- scaling operations,
- improving systems,
- and eventually selling those businesses for a larger profit.
In simple terms:
they buy companies, optimize them, grow them, and either merge or resell them later.
Industry Events
1. Florida Roofing & Sheet Metal Expo
Date: June 10–12, 2026
Location: Gaylord Palms Resort & Convention Center — Kissimmee, FL
Time: Thursday: 11:00 AM – 5:00 PM | Friday: 10:00 AM – 3:00 PM
The Florida Roofing & Sheet Metal Expo is the largest regional roofing trade show in the country, held alongside FRSA’s Annual Convention. In 2026, the association celebrates its 104th year, bringing together thousands of professionals across the roofing and sheet metal industry.
With over 5,000 attendees and more than 250 exhibiting companies, the event showcases the latest products, services, and innovations shaping the industry. Contractors, building officials, architects, and suppliers come together to explore new solutions and stay current with evolving trends.
Attendees can expect valuable opportunities to connect with industry leaders, discover new technologies, and gain insights that can be applied directly to their business operations.
If you’re focused on staying competitive, expanding your network, and keeping up with what’s next in roofing, this is a key event to attend.
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