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Residential Roofing Contractor
$5.3M - 36 Employees

In my busy day-to-day, I honestly wasn’t looking for another consultant, but when I first heard of S&L’s straightforward Free 10-hour diagnostic it peaked my interest. I thought it can't hurt and it might show me exactly where a roofing contractor like us could be leaking money and value. Through S&L’s Business Review and findings it laid out a no non-sense roadmap that included a simple one-page Job Launch, clear photo standards, a visible two-lane scheduling board, and a 24–48-hour change-order workflow—allowing us to create clean handoffs, faster approvals, fewer callbacks, smoother cash flow, and on-time jobs. We also added short huddles and milestone billing to the mix,... the impact was immediate—on-time starts went up, callbacks dropped, COs moved faster, cash came in sooner, and our margins improved. Best of all, approvals no longer bottleneck at my desk, so I can now focus on bigger and better things moving forward, including spending more time with my family.                                                                                                                                                                                                                                              - Jose. G.- Owner

Starting Situation
Our client, a fast-growing roofing contractor, was grappling with schedule slippage, owner-only approvals, weak job-cost visibility, and inconsistent change-order capture. Warranty callbacks were climbing, cash collection lagging, and foreman-by-foreman crew plans created variability—eroding margins and customer trust.

Approach

No-risk 10-hour Business Discovery (virtual/phone) → 2-day on-site Small Business Analysis (ride-alongs, office workflow review, sample job files, AR aging). We mapped the sales→production→closeout flow and quantified leak points in pricing, change orders, and handoffs.

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Focus — Project Implementation (what we actually installed and how it ran)

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  • Job launch: One-page scope/risks/hours/materials + photo standards; formal Sales/Estimating → Production handoff with checklist.

  • Daily rhythm: Crew day plan, 10-min AM huddle, end-of-day photo/upload check.

  • Change orders: Capture in app with photos; price in 24–48 hrs; customer sign-off before work; CO log reviewed twice weekly.

  • Scheduling board: Two lanes (hot/normal), weather holds, supplier ETA tracking, clear rain-day recovery rules.

  • Quality & callbacks: In-progress photo checks, 12-point closeout, warranty ticket tracker, root-cause board.

  • Job costing & WIP: Weekly snapshots of labor vs. budget, material variance, CO status, earned vs. billed. (WIP = Work-in-Progress)

  • AR & billing: Deposits by job type, milestone billing (tear-off, dry-in, final), 30/60/90 DSO ladder with escalation. (AR = Accounts Receivable; DSO = Days Sales Outstanding)

  • RACI & approvals: Clear roles for Production Manager, Foremen, Scheduler, AR; owner only approves exceptions. (RACI = Responsible, Accountable, Consulted, Informed)

  • Training & SOPs: Short SOPs for launch, CO pricing, photos, closeout; foreman coaching ride-alongs.

  • Weekly KPIs: Gross Margin vs. estimate, rework %, on-time starts, CO velocity/hit rate, schedule adherence, WIP accuracy, AR DSO.

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90-Day Results

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  • Overall Equipment Effectiveness (OEE): 54% → 68%

  • On-Time Delivery (OTD): 72% → 93%

  • Setup minutes/job: −40% after SMED standards and pre-staging

  • Scrap rate: −22% with a standardized first-article checklist

  • Quote lead time: −35% using template routings/libraries

  • Pricing clarity: Product-family margin view enabled for quoting

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6-Month Results (Business Impact)

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  • Gross Margin (GM): +3.1 points overall

  • Accounts Receivable Days Sales Outstanding (AR DSO): 46 → 34 days (cleaner docs + terms discipline)

  • Expediting costs: −41% with a two-lane schedule (hot/normal)

  • First-pass yield: +10 points vs. baseline; ISO nonconformances trending down

  • Stability: Visual planning and daily huddles sustain throughput, keep OTD high, and reduce firefighting

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