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ARRIVAL & CHECK-IN

THE ELITE WORKFLOW BREAK

PEAK PERFORMANCE PANEL GET FOUND FIRST SPONSOR SPOTLIGHT NETWORKING LUNCH

WHAT’S NEW & WHAT’S NEXT CUSTOMER SPOTLIGHT

SPONSOR SPOTLIGHT BREAK KEYNOTE KEY TAKEAWAYS HAPPY HOUR 9:30 AM - 10:00 AM 10:05 AM - 11:00 AM 11:00 AM - 11:15 AM 11:15 AM - 12:00 PM 12:00PM - 12:30 PM 12:30 PM - 12:35 PM 12:35 PM - 1:00 PM 1:00 PM - 1:30 PM 1:30 PM - 2:15 PM 2:15 PM - 2:20 PM 2:20 PM - 2:30 PM 2:35 PM - 3:15 PM 3:15 PM - 3:30 PM 3:30 PM - 5:00 PM

The Elite Workflow

Estimates

• Material Ordering

• Production Board

Nick Pagnani, Director of Pro Services

Nick Pagnani

Dir. of Pro Services

Nick has been working in the construction industry for 15+ years. He started as a framer on a small crew and worked up to being a licensed General Contractor. He’s built many homes, additions, hundreds of roofs, and other projects.

He is passionate about helping contractors succeed. He loves serving you and cheering you on to success!

The 5-Stage Journey

Labor shortages Training overhead Inconsistent follow-up

You don’t have a

hiring problem…

…you have a process problem

What does “elite” actually look like?

Most contractors are not losing jobs because of bad craftsmanship.

Leads fall through Calls missed. Texts ignored. The first responder wins—and it isn't you.

Estimates stall

Proposals sit in drafts for days. By the time you send it, they've hired someone else.

Jobs go sideways Wrong materials. Missed handoffs. Crew shows up without a plan.

Handoffs are where businesses break

Lead → Estimate

Homeowner calls, gets your voicemail, and calls the next contractor. You never knew they existed.

Estimate → Job

Contract signed, but nobody tells production. Crew shows up missing materials, missing scope, missing everything.

Job → Invoice

Job finishes on Thursday. Invoice goes out the following Tuesday. Your cash flow suffers, and the customer moves on.

Every broken handoff costs you time, money, and trust.

Three things elite contractors do differently

01 They respond first.

Speed is a strategy. Elite contractors answer every lead—automatically— within minutes, not hours.

02 They close faster. They send professional estimates same-day and get e-signatures in the field. They make it easy to say yes.

03 They execute without chaos.

Production is structured. Every job has a board, material order, and a crew that knows the plan.

THE FRAMEWORK

The 5-stage contractor journey

Every session today maps to one of these five stages.

Workflow = Foundation

Map your customer journey

1. What is each step of your customer journey from lead to close and beyond?

2. What must happen in each step?

3. What communication should happen in each step?

4. What triggers the next step?

5. Most importantly: How can I make the experience awesome?

Map your customer journey

1. New Lead

Create Contact

Contact Info

Save Contact

Welcome Text/Email

Task: Schedule Appointment

New Task: Measure Scheduled

2. Appointment Scheduled

Confirmation

Text/Email

Text: 1-Day Reminder

Text: 30 Minutes

Reminder

Task Complete: Measure

Text: Thanks, Next steps

If you remember just one thing, let it be this:

” To be successful and stand out in your industry, you MUST be very intentional about the customer journey”

—WAYNE GRETZKY

—MICHAEL SCOTT

—NICK PAGNANI

STAGE 1: GET FOUND

8+ hrs average lead response time for most contractors

$80K+ in annual revenue lost to bad hand-offs & dropped leads

The Elite Workflow closes every gap. Every time.

Best Practice:

Automate what is repeatable; personalize what is relational.

Estimates: Where Jobs

Are Won or Lost

The fastest, most professional estimate wins. Every time.

STAGE 2: WIN JOB

The estimate problem

THE OLD WAY

✗ Manual measurements and calculations

THE ELITE WAY

✓ Eagleview measurements pulled in seconds

✗ Estimate built in Excel or on paper

✓ Estimate built from saved templates

✗ Emailed as a PDF—no tracking

✗ Customer says “let me think about it”

✓ Interactive proposal with Good/Better/Best

✓ E-signature captured on-site or by text

✗ 3 days later, you follow up manually

✓ Auto follow-up if no response within 24 hours

✗ They hired someone else on day 2

✓ Job status updated automatically at signing

Estimate best practices that close more jobs

SPEED

Send same-day

Every hour you wait to send an estimate, your close rate drops. Aim to send before you leave the property.

PROOF

Photos & scope

Include inspection photos and a clear scope of work. Professional presentation builds trust and reduces disputes.

OPTIONS

Good/Better/Best

Give homeowners three price tiers. 70% choose the middle option. Average ticket increases 15–20%.

FRICTION

E-signature

Remove every obstacle between “I like it” and “I signed it.” E-signature on-site converts 2x higher than emailed PDFs.

28% increase in close rate for contractors using Good/Better/Best pricing in JobNimbus

Same system. Smarter structure. Better results.

Estimate best practices that increase job revenue

IT’S ALL ABOUT THE OPTIONS

Upgrades

Offer Ridge Vent or Solar Fans on every job.

How easy is it to buy a case of gutter guards?

SHOW ME THE MONEY

Financing options

Average deal amount and profit go up on every job.

OTHER TRADES

You don’t have to run 3 companies

What is your price on gutters per LF?

DONT SAY “NO” FOR A CUSTOMER

Just because you don’t find value.. You miss 100% of the shots you don’t take

I sold 3 roofs within a few weeks of adding those follow-up texts”

When should I message my customer?

Signed Estimate/ Approved Job

Job Scheduled

Next Steps: Text Email/Deposit WO Task MO Task

Schedule Job Task

Scheduled Email: What to Expect Crew Email WO Report

Startup - x days prior to WO Start Up Checklist

5 Days to Start Email/Text Tomorrow Reminder Email/Text

● Signed Estimate

● Materials Ordered/Delivered

● Permits Applied/Received

● Crew Assigned

● What to Expect

● Start Reminders

Apply for Permits Task

Materials Delivered Task & Report In Production

Pending Permit Report

STAGE 3: RUN JOB

Material Ordering: Right Materials, Right Time

Production accuracy starts here. A wrong order costs you a day. A missed order costs you a customer.

Why material ordering breaks production

Wrong quantities

Estimator uses one measurement, but foreman uses another. Materials are under-ordered, so the crew sits idle.

Late orders

Materials ordered the night before, but the supplier needs 2 days, so the job is pushed. Customer is angry, and the crew paid for nothing.

No system of record

The order lives in a text, email, or someone's memory. Nobody knows what was ordered, when, or for which job.

Perfect Packet

What is your process to enforce completeness?

Every material failure is a production failure.

Production failures cost you margin, reputation, and repeat business.

Material Ordering: The Elite Workflow

01 Contract signed

Job status changes in JobNimbus. Material order template triggers automatically based on job type and scope.

02 Order populated Line items pull from the estimate. Quantities calculated.

03 Sent to supplier

One-click order submission directly to your supplier. Confirmation stored in the job record.

04 Work Orders created

The field team sees materials confirmed in the job board. No surprises. Everyone knows the plan.

The entire material process—from estimate to crew notification—happens automatically.

Your years of experience, now in the system

SYSTEMS TO SCALE

Calculated measurements

Ensures the correct items are ordered with waste

Template-based ordering

Pre-built material lists per job type (shingle, TPO, metal)

Supplier integration

Direct submission to supplier portals—no re-entry

Order tracking in job record

Delivery status visible in the job—no calls to check on orders

THE IMPACT

Fewer re-orders

Catch errors before they hit the job site

Faster ordering

From a 20-minute-long manual process to 3 clicks

Higher margin retention

No wasted materials, no crew downtime from missing orders

Better adoption

When the system is easy, crews actually use it

STAGE 3: RUN JOB

The Production Board: Your Command Center

When the jobs board is set up right, everyone knows what to do without you telling them.

The Jobs Board: What It Does and Why It Matters

Your jobs board is the single source of truth for everything happening in production.

Every job, one view

All active jobs visible at once: status, stage, owner, notes, and next action. Nothing lives in someone's head.

Status-driven workflow

Each column represents a stage (Permit, Scheduled, In Progress, Complete). Moving a job triggers automations.

Field-ready

Connected to the whole system

Crews see their jobs, photos, documents, notes, and scope on mobile—everything they need, in their pocket.

Linked to the estimate, material order, customer record, and invoice. One click, full context.

The Elite Production Board Structure

Signed Contract

Permit/ Pre-Prod

Scheduled

In Progress

Other Trades

Work Complete

Job won. Trigger:

Permit application

Material template

Crew notification

Permit filed or not required. Materials ordered. Job scheduled.

Date confirmed. Crew assigned. Materials confirmed. Homeowner notified.

Work underway. Field photos uploading. Inspection scheduled.

Parking place for gutter/soffit/ fascia. Automation for bill for roof or main trade.

Final walk done. Invoice triggered. Review request sent.

Each stage transition triggers automations: tasks, texts, notifications, invoices.

Best Practice:

Automate what is repeatable; personalize what is relational.

Pre-Production Customer Message

I used to spend my Sundays planning the week: who goes where, what gets ordered, what needs to get done. Now I open the board on Monday morning and it’s already done.”

— JOBNIMBUS CONTRACTOR, 8-CREW ROOFING OPERATION

The board gives you Sundays back.

BRINGING IT ALL TOGETHER

The Hand-off-Proof Operating System

Estimates, materials, and the jobs Board are three parts of one system.

One system. Three connected stages.

Estimates

Customer signs.

Job and scope locked.

Material quantities defined. ➡

Material Orders

Order auto-generated from estimate scope. Sent to supplier. Crew notified. ➡

Production Board

Production tracked. Status drives automations. Invoice triggered at completion.

Data flows automatically between all three. Nothing re-entered. Nothing dropped. Nothing forgotten.

Best practices

A few things to think about:

● Board ownership

● KISS

● Status vs. Task vs. Automation

● Belt and suspenders

○ Don’t lose the human element

● Process

○ Repeatable - Scalable

● Start small, build big

○ “Don’t wait until it’s perfect. Automate it, test it, refine it.”

The only way to get a different result is to change what you’re doing.”

— RITA MAE BROWN

You now have the playbook. Go change something.

Your Elite Workflow Action Plan

This Week Audit your current estimate process. Are you using templates? Good/Better/Best? If not, start today.

This Month Set up your calculated estimates/material order templates for your top 3 job types.

This Quarter Build or rebuild your production jobs board with 5 clear stages. Add at least 2 automations: one at job start, one at job complete.

Break: Be back in 10 minutes

ARRIVAL & CHECK-IN

THE ELITE WORKFLOW BREAK

PEAK PERFORMANCE PANEL GET FOUND FIRST SPONSOR SPOTLIGHT NETWORKING LUNCH

WHAT’S NEW & WHAT’S NEXT CUSTOMER SPOTLIGHT

87% of margin erosion is execution-driven

Average

Contractors

Peak Performers

42 hours

30 minutes or less

Homeowners indicate reviews are critical to their decision making

Average Contractors

Peak Performers

● 200+ reviews, 4.9 stars ● Under 100 reviews, 3.1 stars

REPUTATION

contractors still present only one pricing option

1 in 3

Branded digital proposals plus multi-tier pricing drive:

● 28% lift in close rates

● 80% drop in time-to-close

50% Of customers choose the ‘best’ option when given the choice

Star Rating by Communication Frequency

→ 87% Homeowners prefer a text.

→ 90% Read in 3 minutes or less.

→ 5x Open rate vs. email.

→ 8x Response rate vs. email."

<5%

of contractors fully automate customer updates

CASH FLOW

20% of roofing business fail because of cash flow

What is the one thing every contractor should do in the next 30 days?

Get the report

Peak Performance: 2026: Industry Benchmarks for Success

10,000+ contractors surveyed 1,000+ homeowners

Data you can use immediately

ARRIVAL & CHECK-IN

THE ELITE WORKFLOW BREAK

PEAK PERFORMANCE PANEL GET FOUND FIRST SPONSOR SPOTLIGHT NETWORKING LUNCH

WHAT’S NEW & WHAT’S NEXT CUSTOMER SPOTLIGHT

Get Found First: Winning the Speed-to-Lead Game

Marketing • Get Found • Growth Engine

Eddie Whalen, Product Manager

1. Respond to every lead, fast

5 must-haves to get the most out of your marketing

2. Follow up and follow up again

3. Earn reviews after every job

4. Answer the phone when you can't

5. Know what's actually driving revenue

78% of buyers choose the first company that responds.

The reality 8 hrs avg. contractor response time 40% of calls go unanswered while crews are on the roof

87% of callers won't leave a voicemail

Most contractors follow up once.

Maybe twice.

Day 1

Lead comes in ✓ Done

Day 1 First text sent?

✗ Silence

Day 3 Second touch? ✗ Silence

Day 7 Still following up?

Leads go cold fast. Systematic follow-up keeps you top of mind until they're ready.

✗ Silence

Google reviews are your sales team.

They work while you sleep, while you're on the roof, and while your competitor is knocking on doors.

× more inbound calls with 100+ reviews

Every job is a missed review until you have a system.

You're on the roof.

A lead just called. They're already calling someone else.

What needs to happen automatically:

Answer every call 24/7

Qualify the lead

Missed call → text back in 15 seconds

New form lead → text in under 60 seconds

You need to know:

” I don't trust the

numbers.

I can't tell what's actually driving revenue."

Which ad drove which call

Which call became a job

Which job was most profitable

Which source to double down on

Speed to lead

Birdeye, Hatch, custom Zapier

Five jobs. Five different tools.

None of them talk to each other.

Follow-up sequences

Mailchimp, ActiveCampaign, Drip

Review management

Podium, NiceJob, GatherUp

AI answering

Ruby, Smith.ai, Goodcall

Call tracking & ROI

CallRail, WhatConverts, Ring Central

Everything in one place.

Automated Follow-Up

Instant text + email to every new lead. No one on your team lifts a finger.

Email & SMS Campaigns

Seasonal promos, reactivation sequences, storm outreach tracked to real contacts.

Google Business & Listings

Manage your Google Business Profile and keep your info accurate everywhere.

AI Agents

Handles inbound calls 24/7. Qualifies and responds automatically.

Reputation Management

Auto review requests after every job.

Call Tracking & Reporting

See exactly which channels drive revenue from ad click to closed job.

Product Discovery

We would love your insight

What this means for you:

Early access to every new feature

We're accepting a handful of engaged partners to test, give feedback, and shape the product as we start developing.

Direct line to the product team

Your feedback shapes what gets built

How to get started.

ARRIVAL & CHECK-IN

THE ELITE WORKFLOW BREAK

PEAK PERFORMANCE PANEL GET FOUND FIRST SPONSOR SPOTLIGHT NETWORKING LUNCH

WHAT’S NEW & WHAT’S NEXT CUSTOMER SPOTLIGHT

QXO

Networking Lunch

12:35 pm - 1:00 pm

Trivia: How fast do the highest-rated roofing companies respond to new leads?

Answer: Under 30 minutes

Trivia: What percentage of homeowners read reviews before calling a roofing company?

Answer: 90% of homeowners read reviews before calling a roofing company

Trivia: What's the #1 source of new business for half of all roofing companies?

Answer: Referrals

ARRIVAL & CHECK-IN

THE ELITE WORKFLOW BREAK

PEAK PERFORMANCE PANEL GET FOUND FIRST SPONSOR SPOTLIGHT NETWORKING LUNCH

WHAT’S NEW & WHAT’S NEXT CUSTOMER SPOTLIGHT

What We’re Building and Why It Matters

Scout • New Boards • Material Ordering

Nick Pagnani, Director of Pro Services

Where we build from. How your way of working guides every decision we make.

Not a product demo

What's working. Honest look at what we've shipped and how it's landing.

Where we're headed. Near-term roadmap and why those bets matter.

Your role in it. You're not just customers. You shape what gets built next.

We're going to talk about how we think — and what that means for your business.

Hustle gets you started. Systems make you the hero.

That's what we're building toward. A platform that makes the business run even when you're not the one running it.

Scout AI Voice in. Action out.

Say it out loud and Scout acts. It creates the contact, logs the note, flags the follow-up. No tapping through menus. No typing on a roof.

New Insight: Admins Are Using Scout Too

We designed Scout for field reps on the go. But we're seeing admins and office managers rely on it just as heavily, for quick lookups, record creation, and workflow checks.

The value isn't just mobile convenience. It's speed and simplicity, regardless of where you sit.

I

don't need a new feature. I need the thing I already paid for to work faster.

— Roofing contractor, feedback session 2025

New Boards rebuilt Threaded Notes live Material Order improvements

Investing in what you use every day.

New Boards

Improved user interface and speed.

Threaded Notes

Notes stay on the job.

New Boards Experience

• Much faster load times

• Take more action from your job cards (change status, add note, update info, open in new tab)

• Revamped job sidebar

• Build boards directly from existing boards or workflows

• Enhanced filtering and searching for cards on your current board

• Currently available for all customers

Threaded Notes & Conversations

• Replies to notes, photos, and work orders

• Centralized Threads section on the job — all conversation activity in one place

• Currently on for 2,500+ customers

NEAR-TERM ROADMAP

What's coming in the next 90 days.

BACK OFFICE

Photo Reports

Two types of Photo Reports are coming. 1-Field-generated visual docs that flow straight into estimates and proposals. 2-Admin created photo reports for insurance jobs.

NimbusLabs

An early-adopter testing program you can opt into for the earliest access to new features currently in development.

STREAMLINE PRODUCTION· AI

AI-Assisted Reporting

Ask your data a question. Get an answer. No custom filters required. Plus custom reporting that fits how you work with your data.

BACK OFFICE

QuickBooks Sync

You asked. We built it. Bill Sync and Class Sync added as part of the QuickBooks integration

You shape what comes next.

1 Visit the team Hands-on with Scout, New Boards, roadmap tiles.

2 Talk to your CAE What's working, what's not, what's missing.

“Your feedback isn’t just heard — it’s driving our roadmap.”

ARRIVAL & CHECK-IN

THE ELITE WORKFLOW BREAK

PEAK PERFORMANCE PANEL GET FOUND FIRST SPONSOR SPOTLIGHT NETWORKING LUNCH

WHAT’S NEW & WHAT’S NEXT CUSTOMER SPOTLIGHT

Customer Spotlight

A conversation with Justin Visitacion

Justin and his co-founder, Dylan started Ember in 2023 with a simple idea: build it right the first time. Two years and 50% growth later, it's working.

ARRIVAL & CHECK-IN

THE ELITE WORKFLOW BREAK

PEAK PERFORMANCE PANEL GET FOUND FIRST SPONSOR SPOTLIGHT NETWORKING LUNCH

WHAT’S NEW & WHAT’S NEXT CUSTOMER SPOTLIGHT

Key Takeaways

What you came for. What you’re leaving with.

The contractors winning right now treat operations like a craft.

Not because of the market. Not because of luck. Because of how they operate.