Liberty Roofworks: Replacing the Owner's Paper Spiral Notebook & Slashing 150+ Uncollected Invoices (2021-2025) Down to 35

01 · The "Before" Reality

The Tuesday-Morning Mess

Despite closing $125,000 commercial roof jobs across 5 states, Jesse Garrett ran his entire day-to-day operation out of a paper spiral notebook and his own memory. When his wife Sabrina and Kevin looked inside Centerpoint Connect and QuickBooks, they discovered more than 150 open, unbilled, or unreconciled invoices stretching all the way back to 2021-2025. Tech Eric would finish a commercial leak repair or inspection in Centerpoint, forget to click the final completion button, and the invoice would sit in limbo for months.

02 · Single Constraint Diagnosis

Primary Constraint Locked In

Owner Running a $1.5M-$2M Multi-State Roofing Company Out of a Paper Spiral Notebook + 150+ Unbilled/Uncollected Invoices Dating Back to 2021-2025 - Jesse was writing down leads, commercial inspections, and completed repairs in a physical spiral notebook on his truck console, leaving Centerpoint Connect CRM half-empty and over 150 completed jobs from 2021 through 2025 unbilled or uncollected.

Get the business out of Jesse's spiral notebook and turn Centerpoint Connect + the AR Collections Tracker into the single source of truth - attacking the 150+ historical invoice backlog first while preventing new jobs from stalling unbilled.

03 · What Was Built in the Sprints

Specificity, Workflows & Playbooks

Operations Manager Kevin Rodriguez digitized Jesse's paper spiral notebook into Centerpoint Connect CRM, mapped all core Commercial & Residential Lead, Sales, and Fulfillment Workflows (Sprint 1), built an AI-Powered Accounts Receivable & Historical Invoice Tracker in Google Sheets + Claude (Sprint 2), and executed a relentless collection & reconciliation blitz - slashing open/unreconciled invoices from 150+ (dating back to 2021-2025) down to 35-40 active invoices (including closing out 60 backlogged 2025 invoices in a single week), while enforcing a strict 7-Day Residential / 30-Day Commercial Collection SLA.

04 · Real Rollout Friction & Course-Correction

How the System Held Up in Real Life

Two real-world tests proved the strength of Kevin's system: 1. Techs Forgetting to Mark Inspections Complete in Centerpoint: Even after Kevin built the Centerpoint Connect Playbooks, field tech Eric still occasionally uploaded photos without marking the inspection stage complete, blocking invoicing. Instead of nagging Eric manually, Kevin built an Automated Daily Morning Audit Agent in Grok Bot that scans Centerpoint Connect every morning, flags any inspection from the prior day with missing completion status or photos, and alerts Kevin and Eric immediately. 2. The Unannounced 1-Week Owner Vacation Test: Mid-way through the sprints, Jesse took an unannounced 1-week family vacation completely offline. Instead of the company grinding to a halt like it used to whenever Jesse closed his spiral notebook, Kevin Rodriguez answered the RingCentral lines, dispatched Eric in Centerpoint Connect, chased commercial AR, and kept the entire company running smoothly for the full week!