Residential & Commercial Roofing & Permitting · St. Petersburg, FL
01 · The "Before" Reality
Crews would finish the physical construction on a job and move on to the next site, leaving the municipal building permit open. Because the final draw or homeowner balance couldn't be collected until the city inspector signed off on the final permit inspection, finished jobs sat unbilled for weeks while John tried to remember which city portal needed an inspection call.
02 · Single Constraint Diagnosis
Municipal Permit & Final Inspection Bottleneck - completed jobs could not be final-invoiced or collected because final city/county permit inspections weren't being proactively scheduled and closed out, trapping tens of thousands of dollars in retainage/final draws.
Tie Permit Inspection Scheduling directly to the 80%-completion milestone in the Fulfillment Workflow so the final municipal inspection is booked before the crew packs up their tools - eliminating the dead gap between physical completion and final invoice collection.
03 · What Was Built in the Sprints
Mapped the Fulfillment, Permit Closeout & Final Billing Workflow (Sprint 1) and authored the Permit Application, Inspection Scheduling & Final Invoice Playbook (Sprint 2), assigning permit tracking ownership to Operations Manager Adriana Marcela Pérez in the Role Library (Sprint 3).
04 · Real Rollout Friction & Course-Correction
In the initial Sprint 1 draft, permit pulling was listed at the start of the job, but permit closeout at the end of the job was lumped into a single box called "Close Job." John and Adriana realized on the check-in call that the end-of-job permit sign-off was where cash flow actually stalled. They expanded the back half of the Fulfillment Workflow into an explicit 4-step sequence (Schedule Final City Inspection -> Verify Inspector Sign-Off -> Issue Final QuickBooks Invoice -> Automated 3/7-Day Payment Follow-Up).
05 · Before vs. After Operational Shift
| Operational Dimension | Before EdgeOS | After EdgeOS Install |
|---|---|---|
| Owner Involvement | John personally called city building departments and chased inspectors while final draws sat unbilled. | Adriana tracks every active permit from application to final city inspection sign-off and triggers final invoicing the same day. |
| Workflow Execution | Physical job completion was disconnected from municipal permit closeout and final billing. | Integrated Permit Closeout & Final Collections Playbook with mandatory pre-completion inspection booking. |
| Visibility & Cadence | No central tracker showing which completed jobs were waiting on city inspection vs. customer payment. | Every permitted job tracked through explicit CRM stages defined in the Sprint 3 Role Library. |
06 · In Their Own Words
"Where they want me to be more involved is in the final inspection because they need that before sending the final invoice. So, if they don't get an approval for the final inspection, they don't get the payments... Once that is approved then we are good to close it and get the final invoice and everything. So we really need that and they asked me for help on scheduling that visit."
Additional Sprint Workstream 01
Additional Sprint Workstream 02
