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Job Approvals

There are numerous ways I know when a job is ready for approval: checks are turned in at the Corp office, pics of the checks are uploaded on the drive-by Nash or Knox, pics of the check are uploaded in Acculynx and they tag me or a pic of the check sent through facebook messenger. once I get that I then start the approval process: 

 

 

Programs needed for this process listed below is: The Spreadsheet "Collected checks", The Spreadsheet "Progress" tab, Sales Number spreadsheet, Spinify, Acculynx

 

Change the lead to prospect

apply payment

make sure we have all the correct pics

order measurements ( Eagleview)

make sure we have all the correct documents signed by customer- contract, release of info, preconstruction, supplement form.

make sure the contract size matches insurance scope size

check scope for recoverable depreciation. If non-recoverable (ACV), be sure contract amount (before upgrade) equals retail pricing

complete contract worksheet:

open scope and contract and match up RCV total ( make sure that all lines included are items ARD does) check for upgrades and verify correct prices were charged and check for salesman discounts.

record the initial numbers. ( contract total) on the collected checks tab

find commission rate from the sales numbers spreadsheet

add in warranty bonus if applicable

note any discounts

record the contract amount on Spinify spreadsheet

pull up the "spreadsheet" and open the progress tab

fill in all information across all columns through the approved column

mark warranty column y or n

create a message in Acculynx: approved, list out any special info noted on contract, any upgrades, be sure to list if it is a retail job or ACV job and then tag Brad and Courtney