Adam Sand, CEO of The Roofing Business Partner, shows how CompanyCam bridges sales and production by pairing clear proposals with visual work orders and job playbooks. Pre-job photos document existing damage, daily site photos track progress, and templated change orders let customers approve extra work without confusion. Clean handoffs cut mistakes and boost profit.
What if your production team stopped calling sales every time there's a question? What if change orders never felt like a bait and switch? I'm Adam San, CEO of the roofing business partner. In this video, we're breaking down how CompanyCam creates confidence, eliminates costly mistakes, and brings seamless communication to your roofing projects so your business runs smoother and more profitably.
So the first thing is using companycam to plan the job. If you can get a customer to go, oh, I never would have thought of that. What happens is you create confidence from competence. The minute they say that what they're doing is they're abdicating their power to you, they're saying, I never would have thought of that. And now you're the one helping them through this decision. So you want to create competence, which creates confidence, which makes the customer more likely to decide and make that purchase. And then what happens is you get a seamless sales to production handoff. I just got off a call today where I was talking to a roofer that said, man, the production team's always got to go back to sales and find out, like, what did you sell exactly? What did the customers say? What did they want? All these kinds of things. It was something that was stressing him out. He knew that his company could be doing 50% more revenue if he could just stop all these little administrative drags. So by creating a really good sales to production handoff process, which is usually a combination of three things. The proposal, so what the customer thinks they're getting the visual work order, which is the company cam, which is, what are we doing? And then what are we doing it on? What does this place look like? And then finally, a job playbook, which is all the details of what the customer's expectations were. If you get a job file playbook, a company cam and a proposal, and you put those things together in a nice package and give to production, I'm telling you that sales should never be asked a question by production. If they do a proper sales to production handoff, and there's a process for this, and company cam is such an integral part of it, because the next piece in project management is risk management, which is not getting in trouble for things you did not do, because otherwise you look like this guy where you're like, I don't really believe what he's saying. Because if you don't document that that crack was in the siding beforehand, the homeowner is only going to notice after you do it. So you want to make sure that you have a process in place for documenting pre existing damage. So this a reason to have a site supervisor have a company cam account. When they show up on a job, the first part of their job is to document any pre existing damages. So that way you don't get blamed for things you did not do and then you don't have to pay for it. That 20 bucks a user goes a long way when it prevents you from having to pay for a thousand or two thousand or $3,000 damage that happened there existed before you got there. The next part of how it helps with production is project monitoring. When I owned a roofing company, one of the most annoying things that my foremans hated was when I called them to find where you at? Where are you at with it? What time do you think you're going to be done? Should I be driving by there to pick up a check tonight? Like when does the dumpster got to go? Are you guys done with the dumpster? Hey, you guys are tearing a cedar job. Is the dumpster getting full? You guys need to swap out. Like they hated me calling that and I hated having to. I just wished I could see through their eyes. And so by having a site supervisor or a foreman or a project manager or somebody who's regularly taking pictures throughout the day, it allows you to just keep track of it. Now foreman's are tough, right? Because they're always working. They're like, I just don't think of it. I don't think of it. I literally had to set alarms in his phone at like 9 o', clock, 11 o', clock, 1 o', clock, 3 o'. Clock. So every two hours his phone would vibrate and he knew that his job was to stand up and go and take pictures, Just run around, take a bunch of pictures so I can see everything that's going on the job site. And I won't call you because I'll just see what's going on. And you can see that feed trickling in throughout the day and you can keep track of stuff. The next thing that helps with production is with change orders. When problems arise, you want to address them faster. So we have things like change order sumo quote templates or change order arrive templates, ways to make it so it's easy to process a change order, get paid for it, get a customer to agree to it. But one of the hardest parts is getting the customer not feel like they got bait and switched. So if you can show them that, hey, these are unforeseen site circumstances. We couldn't have known that this existed. When you can show them this, they're going to go, look, I get it. You didn't plan for this added expense, but this is what we found. Would you want me to shingle back over this without bringing to your attention? Of course not. Okay, so how we're going to fix that is this. And you can sometimes draw and annotate and talk about how you're going to cut into a chimney and install new counter flats, flashing or etc. Etc. But the whole idea is to then use company cam as a means of communication to show people how bad something is. Because if you send this picture to a homeowner and say, hey, we're gonna have to replace this, it's gonna cost next to 420 bucks. They're gonna go, yeah, that looks really bad. But if you just tell them what you found, they might not believe you. So the proof is in the pudding, and it creates this effortless transparency. So even if you don't get the change order approved, what happens is at least you can prove why you made the decisions that you made, and then that is usually enough to make sure you get paid for what you did. Confidence comes from competence, and communication creates confidence so you can keep your key stakeholders in the loop. You create this single, centralized communication location for photos. It creates production transparency and improves the customer experience, which gets you more money. So that's production.
