Job details need to stay together.
Make agreed scope and recorded selections easier for the next person to find.
Illustrative scene, not a customer.
FOR ROOFING BUSINESS OWNERS
Get the signed job ready for the people doing the work.
The customer has said yes. Your team still needs the agreed scope, selections and answers to open questions. TyledHQ helps connect that handoff so getting a job ready takes less chasing between sales and production.
Start with one gap between the signed proposal and the production handoff.
01 / WHERE WORK GETS STUCK
A signed proposal isn’t the whole handoff.
Missing information needs an owner.
Keep unanswered questions visible and clear about who follows up.
Production needs a reliable next step.
Show which recorded items still need attention before the handoff is marked ready by your team.
02 / HOW IT COULD WORK
From a signed proposal to a reviewed job handoff.
Start with the accepted proposal
Use the agreed job record and available supporting details.
Check the handoff list
Bring missing fields or open questions to the responsible person’s attention.
Follow up on outstanding items
Keep the recorded next actions and their owners visible.
Record the team’s review
Keep the reviewed handoff available for production to pick up.
- Job details need review
- Selection still outstanding
- Handoff reviewed
A possible setup. Your team confirms job readiness, technical requirements and scheduling. Example statuses, not live customer records.
03 / A PRACTICAL FIRST STEP
Make one sales-to-production handoff easier.
Bring a signed job that needed repeated calls before production had the details. We’ll look at the information, people and tools involved and scope one practical improvement.
- An agreed source of accepted-job records.
- A handoff checklist based on your process.
- Named owners for missing information.
- A view of recorded actions and the team’s review.
You receive a proposal, price and plan before deciding to proceed.
THE RIGHT FIT
For roofing teams with a handoff between sales and production.
This is a useful conversation when an owner, salesperson or production coordinator keeps checking separate messages to find out whether a job has what it needs.
We check your roofing software first. The answer may be a better use of its existing features.
04 / A PRACTICAL START
How it starts.
- 01
Bring one signed job
Show us what production needed and where those details lived.
- 02
Review the handoff
We look at the records, missing information and people responsible.
- 03
Choose one improvement
Decide after reviewing a clear scope, price and plan.
THE DETAILS
Good questions.
Straight answers.
We already have roofing software. Is this relevant?
It depends on the gap. We first check your current setup and only propose extra work where it is useful.
Will this determine whether a job is ready to build?
Your team makes that decision. The example organizes recorded information and open actions so the review is easier to follow.
Does this handle permits or insurance claims?
Permit decisions, submissions and insurance claims are outside this first workflow. They remain with the appropriate people and systems.
Can you work with our existing tools?
We confirm permissions and connection options before recommending a setup.
What does it cost?
It depends on the workflow and support needed. You receive a clear scope and price before deciding.
LET’S TALK ABOUT YOUR WORK
What is production still waiting for?
Tell us which job details keep requiring another call. We’ll arrange a conversation about making that handoff clearer.
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