What a Roofing Site Supervisor Actually Does (Checklist + Sales Tips)

If your job sites look messy, you'll simply lose referrals. The site supervisor keeps sites flawless, creates sales opportunities and stops subs from stealing leads. They're the face your customers remember and the reason neighbors call you today. I'll show you how a killer site supervisor prevents chaos and creates sales.

The site supervisor, they're the hands of the production managers. They're the creator of more opportunities for sales. They're the face of the installation crew. Because in many cases, your installation crew can't, won't, don't, or shouldn't talk to the homeowner. They're the marketing presence of the company on site and they're the keeper of flawless job sites. Their goal is to make sure that the job sites are flawless. Their job duties include site setup and pre job photos. They're going to document the pre existing damage inspections, right? So they're going to make sure they know what was damaged before they got there. They're going to do a material checklist, right? They're going to make sure the material that was supposed to be was there. They're the ones who recognize change orders and they're the ones who create that proof of need. So they would document the fact that, oh, there's rotten plywood. I'm going to go take pictures of it. Maybe the field manager still helps them process the change order. But they're the ones who recognize that need, communicate with the crew, make sure they create the proof of need. In many cases communicate that to the homeowner and then they're quality assurance, not quality control. They don't necessarily know what the roofer is supposed to do. You don't need to hire field managers to be site supervisors, but they're the ones who are doing that inspection checklist. They're also the creator of opportunities for sales. This is how we pay for this whole thing, is that we want to make it so that the homeowner is happy and that the job site looks good. But then they could drive referrals from around the business and reviews from the current homeowner. And there's a very specific script. They're regularly meeting the neighbors. They're preventing the crew from stealing jobs from the company. And I've seen this at tons of roofing companies too, where the sub crew has somebody walk up and the sub crew looks, they go, which house are you? And if it's a complicated mess, they'll give it to the company. If it's a 412 easy go, they're like, easy money. I can beat my Boss, my contractor, I can beat them on price on this because I'll just do it for labor and materials plus like 5%. My boss, the contractor, they're going to do labor and materials plus 40%. It's an easy roof, no risk. I'll take the lead. Like they'll make those kinds of decisions. So you're preventing that from happening, right? They're going to knock that six pack the houses around there and they're going to wave at the people that walk by, oh, hey, how you doing? Hey, hey, how you doing? They're going to just make friendly presence in the neighborhood because the whole goal is that this is a creator of opportunity for the sales team. Then they're also the face of the installation crew. So in the morning they meet and greet the homeowner. They address any questions and concerns throughout the day. So if the homeowner says, hey, what time you think you guys are going to be done? You know, looking at it with plans to be done around 5, 5:30, right. It probably would be a good idea for you to grab a check on your way home from work. They're the one that keep the gate closed. We had a gate that was left open and it was to the backyard and the daughter came in through the fence, the back fence gate, and then came in through the back door and she was like 10. So then they had a big dog. The big dog pushed past and then didn't like all the action. And so the dog ran out the front yard, barked at the roofers on the roof and then like took off the whole job site shut it down and spent three hours chasing this dog to try and go catch this dog. After that. Every time if I saw dog toys or something in the backyard, I would take a picture of the gate, draw a little arrow and point the gate, say, keep gate closed during the day. And I would tell homeowners, this is my visual work order. This is make sure the crew sees this because of. And then I would tell the story and the homeowner would go, oh, I never really would have thought of that. But yeah, if Brutus got away, I'd feel really crappy. This is a great way to earn trust with those dog owner homeowners. They also are the ones that are going to escalate any concerns to the field manager. So if they see safety issues, if they see roof installation issues, if they see any things they're trained to look for, they escalate those concerns to field manager. Because you can't expect a 20 year old kid to know more than a 20 year veteran Spanish roofer. When a changeover happens, if they may need a couple extra bundles or some extra drip edge or some extra plywood, I want the crew to stay roofing. I want that job done as quickly as possible. I want the foreman up on the roof watching the install. The site supervisor goes out to the field manager's truck, helps them unload the stuff. If there's a, you know, compressor brakes, they're the ones who get the compressor off the truck and hook up the new compressor. They're there to support the crew, to make sure the crew, you know, has the fastest pathway to completing the job. And then they also document the job site throughout the day. They're also the marketing presence of the company. So they set up a large tent or large flag on site. The whole idea is how do you make a store out of this homeowner's property for the day? So if they set up a tent, like I know Joel from True Works, he, he sets up a pop up tent, a table, a tablecloth, and he has like sample boards there. And then they have coolers, they got freezies and water bottles. And that's how the site supervisor kind of buys a little bit of loyalty and camaraderie with the roofers. As he's got cold drinks to hand out all day. It's like five bucks for like a 36 pack of Nestle water bottles. He fills it up with ice every day. And he some freezies in there. It's like six bucks for like 50 freezies. And he just keeps that stuff cold. But then he's like got, he goes up on the. Hey guys, how's it going? Here's a couple freezies. Picture, picture, picture, picture, picture, picture, picture, picture. You guys want some water? Here's some water. Picture, picture, picture, picture, picture. You know, they set up that large tent or flags when people drive by, they go, brand recognition, right? They look at that. But then they have marketing materials and samples also available. Because homeowners might walk up and or neighbors might walk up and ask questions. Hey, I'm not a sales guy, but you know, here's some shingle samples if you want to like take a look. This one will look really good on your roof. The suppliers will give you this stuff. Like I want as much stuff out there as possible. I ideally they would make videos on site. The killer site supervisor would be that marketing presence out in the field. They're like, hey guys, we're up on a job site today. Just Want to show you guys how we set up a site for safety. And it's like, you can incentivize this behavior. You can reward this kind of behavior. So then they capture content for social media team pictures before and after shots using the company cam, has the ability to use those before and after templates. And they operate some kind of geolocational app so that you know where they are, when they are, what they're doing. This is what makes it so that now your job site is a storefront. And if it's going to be a storefront, you want them be the keeper of flawless job sites. So they assist in the setup of tarps or a catch. All right. To make sure the house looks protected. Because, again, it's all through the lens of customer acquisition. Most of the money as a site supervisor is made in those site supervisor referrals, those $150 bonuses that they get to get an appointment that shows. So everything is about trying to set up to increase the square footage of good luck that they might get that. So they're the eye of the customer for the production department. The production department hopefully did everything right. They rejected a deal that didn't have a good job file playbook. The sales manager is making sure that 70% of the photo are annotated so there's a good description, a visual work order. The production manager reviewed the the proposal, the company cam photos, the job file playbook. They understand everything about the deal. They talked to the customer. They reaffirmed that they understood the visual work order, that the customer's hot buttons made it past the sales department into the production department. They set the install date, so they're the ones who keep the tarps laid out. I've drove up to job sites and seen like, the wind blew the tarp up against the front of the house because it looks like shit to the neighbors. And it pissed me off because I'm sitting there trying to convince the neighbors, go sell the neighbo a roof. And it's like, look how great our job site's being run. Wouldn't, oh, yeah, it looks like garbage. You know, I hated that. So they have to routinely tidy up throughout the day. I went to a roofing company in Wisconsin, and he went back three times to a site to pick glass out of the grass because the subs just tossed three glass skylights off the side of the house. They hit the ground, exploded into a million pieces, and there's grass everywhere. And the homeowner kept calling to complain. You think she's ever sending her friends to you? No. Like, they're never going to get a referral. It doesn't matter how good their Facebook ads are. And so they routinely tidy up throughout the day, and they prevent stupid stuff like this from happening. And then they have inspection checklists, like they're looking for anything that would get a customer.