Roofing operations
Operations Manager for Roofing Companies
By Cole Kline, Founder, Edge Operations Managers
A roofing operations manager is the number two who runs production scheduling, crew handoffs, material orders and the weekly scorecard, so the owner stops being the bottleneck when storm season or a busy spring hits. The role fits owner-led roofing companies doing $1M to $10M with about 10 to 50 people on staff, where the owner still sells, schedules, and answers every crew call.
What the OM owns in roofing
Sold-job handoff from sales to production, the production calendar and weather reschedules, material ordering and delivery confirmation, crew and sub scheduling, permits and inspections, job photos and closeout, supplements and insurance paperwork tracking, warranty and leak callbacks, customer updates, and the weekly team meeting.
KPI list (definitions only; your targets are your own)
| KPI | Definition | Owner |
|---|---|---|
| Lead response time | Time from new lead to first contact | Office lead |
| Inspection to proposal time | Days from inspection to proposal sent | Sales |
| Close rate | Signed jobs / proposals sent | Sales |
| Sold to scheduled time | Days from signed contract to build date | OM |
| Backlog in weeks | Scheduled production / weekly crew capacity | OM |
| Material order accuracy | Orders delivered complete and correct / orders placed | Production lead |
| Jobs closed out | Jobs with photos, final invoice and inspection done / jobs completed | OM |
| Days to collect | Days from job completion to payment received | Office lead |
| Supplement status | Open supplements and days outstanding (insurance jobs) | OM |
| Leak and warranty callbacks | Callbacks / jobs completed | Production lead |
| Reviews requested and received | Review asks sent and reviews posted per week | Office lead |
Roofing seasonal ops calendar
| Period | Ops focus |
|---|---|
| Late winter | Hire and train crews, line up subs, review last year's callbacks, set up the production calendar |
| Spring | Work the backlog, tighten sold-to-scheduled time, confirm material lead times |
| Summer | Peak production, heat safety, daily crew huddles, closeout and collections each week |
| Storm events | Surge plan for inspections and calls, insurance paperwork tracking, sub vetting |
| Fall | Push to finish the backlog before weather turns, plan winter work and next year |
Timing varies by region and climate; adjust to your market.
Role chart
| Size | Typical structure |
|---|---|
| ~10 to 15 people | Owner (sales) -> OM (also runs production) -> crew leads or subs, 1 office person |
| ~25 people | Owner -> OM -> Production manager (crews, subs), Office lead (scheduling, billing, insurance paperwork); sales reps report to owner |
| ~40 to 50 people | Owner -> OM -> Production manager, Office/billing manager, Insurance and supplement coordinator; Sales manager (reps) |
Free tools to run your roofing company on a weekly rhythm
Document these 5 SOPs first
- Taking a new lead and booking the inspection
- Handing off a sold job from sales to production
- Ordering materials and confirming delivery
- Closing out a job (photos, final walk, invoice)
- Handling a leak or warranty callback
Write each one as the steps your best person already follows. The free EDGEos Playbook template above gives you a format (https://playbook.edgevirtualassistants.com/edgeos-playbook).
Signs you need one
You are the one every crew lead calls. Sold jobs sit because nobody owns the calendar. Closeout and collections slip in busy months. You want an integrator so you can get out of the day-to-day and back to selling or running the business.
How Edge does it
Edge places a full-time operations manager in your roofing company. They install EdgeOS, our operating system for scorecards, meetings, SOPs and accountability, over 18 weeks, and run the weekly rhythm with your team. Your second in command, working inside the business every week.
See how the install works: /programs/systems-install
Hear owners talk ops
The Business Operations podcast: https://www.youtube.com/@EdgeOperationsManagers
EOS and other operating systems
If you already run EOS or another system, an Edge OM can work inside it. Some owners want an integrator for the system they already have; others want a done-for-you install. Compare the options: /guides/eos-alternatives
Small print: EOS and Entrepreneurial Operating System are registered trademarks of EOS Worldwide, LLC. Edge is not affiliated with EOS Worldwide.
Frequently asked questions
What does an operations manager do at a roofing company?
Runs production, crews, materials, closeout and the weekly scorecard so the owner is not the bottleneck.
Is an OM the same as an integrator?
Close. An integrator is the number two who turns the owner's plans into weekly execution. An Edge OM fills that seat full time and installs the system to run it.
When should a roofing company hire one?
When the owner is still scheduling crews and fielding every call, and growth stalls because of it.
How long does the EdgeOS install take?
18 weeks.
Ready to hand off the operations?
Talk with us about placing a full-time Operations Manager who installs EdgeOS inside your existing tools.
Book a callNot ready to talk yet?
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