The Roofing Accelerator by The Call Center Doctors
Own your roofing CRM. Own the whole stack.
Your roofing CRM, your call center, your door-knocking software, your inventory system and your app. Stop renting the machine that runs your company. Own it, and a buyer pays you for it.
jason@ccdocs.comSarah, who answers our phone line, is our AI assistant.
Made with AI
Renting your software means renting your company
You own your trucks. You rent your software.
Every lead, every inspection photo, every estimate, every signed contract and every past customer you ever earned lives inside software. The roofing CRM, the phones, the canvassing app on your reps' phones, the spreadsheet that tracks materials. Now ask one hard question: who owns it?
If the answer is a vendor, then the most valuable record in your company sits on someone else's server, under someone else's terms, at a price someone else sets at every renewal.
You pay every month. The day you stop paying, it stops working for you. That is not a tool. That is rent. And rent is money that never comes back -- not as profit this year, and not at the closing table on the day you sell.
The Roofing Accelerator by The Call Center Doctors changes who owns the machine. You own your call center, your CRM, your door-knocking software, your inventory system and your app. The math on what that is worth at sale time is further down this page.
This page walks through each of those five systems: what renting it costs you, what owning it changes, and the math a buyer runs when he looks at what your company owns. It is one of the ten parts of the whole Roofing Accelerator offer.
What renting costs you every single month
Renting feels painless because the bill is small and it comes monthly. Here is what it really takes from you.
A bill that never ends
Every seat, every add-on and every new rep is another line on the invoice. The vendor sets the price at renewal. You pay it, because leaving means losing the system.
Your data on their server
Your leads, estimates and customer history live on a system you do not control. You reach them through their screens, their export button and their rules.
Systems that never talk
The CRM does not know what the canvassing app saw. The phones do not know what the CRM knows. Your office staff becomes the glue, typing one job into three places.
Made for everyone, fitted to nobody
Rented software is made to sell to as many companies as possible. Your storm process, your retail process and your commercial bids bend to fit it, never the other way around.
Nothing to show a buyer
When a buyer asks what the company owns, a stack of subscriptions is not an answer. It is a list of bills he inherits, and he prices that in.
Renting versus owning, line by line
Same trucks. Same crews. Same market. The only difference below is who owns the systems.
| What changes | The usual way | With The Roofing Accelerator |
|---|---|---|
| Who owns the data | The vendor's server, on the vendor's terms | Your company, on your terms |
| If the relationship ends | The vendor switches you off and hands you an export, if the contract allows one | The system and every record in it are your company's |
| Who decides what it does | The vendor's plans for its next release | Your process, written into the code |
| How the systems connect | Add-ons, workarounds and double entry | Coded as one stack that reads one record |
| What a buyer sees | A list of subscriptions he inherits | Systems the company owns, not bills the buyer inherits |
| Who runs it | You, late at night, after the roofs | We run it day-to-day with you, and you have the last word |
The roofing CRM you own
Made with AI
Your roofing CRM is the memory of your company.
CRM means customer relationship management: the system that holds every lead and every customer. In roofing it is where a storm lead becomes an inspection, an inspection becomes an estimate, and an estimate becomes a signed job and a paid invoice.
Nearly 79% of roofing contractors use no AI at all; only 4% use AI built into their CRM.1 For almost everyone else, the CRM is a filing cabinet. It holds information and waits for a person to do something with it.
A filing cabinet does not follow up. Only 16% of roofing contractors consistently follow up with homeowners the same day on unsold estimates.1 And you are rarely the only roofer at that kitchen table: 66% of homeowners gather three roofing quotes; just 1% accept one quote.2
The CRM you own starts from your process, not a vendor's template. We audit and rewrite every process in the company from the ground up. We examine every role and automate it. Then we build a custom CRM for roofing contractors that runs the process you should be running: your storm flow, your retail flow, your residential jobs and your commercial bids.
It is also where money you already paid for is sitting. 74% of homeowners find a roofer through a recommendation; 62% would call a roofer they've used before.2 We call, text and email the old leads and past customers in it that you are allowed to contact. Every call and text follows the consent and opt-out rules for calls and texts: we only contact people who agreed to hear from you, and anyone who says stop is never contacted again. The full reactivation playbook is here: the money already sitting in your CRM.
And because the CRM is yours, it feeds real-time AI analytics, so you know where every penny is at all times.
What to look for in any roofing CRM
Whether you rent one this year or own one next year, hold your roofing CRM software to these five tests. Screens and add-ons are easy to compare. These are the tests that move money.
It runs your process
Storm, retail, residential and commercial jobs each move differently. The CRM should carry each one from first call to final payment with no spreadsheet on the side.
It acts, not only stores
It should call, text, email and remind on its own, so no unsold estimate waits on someone remembering it.
It talks to everything
Phones, door-knocking, inventory, crews and the books should all read and write the same customer record.
You can take all of it
Every lead, note, photo and file should come out in full, by you, any day, without asking anyone for permission.
It shows the money
Close rate, cost per signed job, cash collected and margin per job should sit on one screen, live, every day.
Your own call center
The phone is where the money starts.
When homeowners reach out to a roofer, most prefer a phone call (56%).2 Yet 27% of calls to home services businesses go unanswered.3 Every one of those calls is a homeowner with a roof problem, dialing the next number on the list.
Minutes decide who gets the inspection. Calling a lead within 5 minutes instead of 30 makes contact 100 times more likely and qualification 21 times more likely.4 An answering service is set up to take a message. Your own call center is set up to run your follow-up, your nurturing and your collections.
In the Roofing Accelerator, you own your call center. It answers every inbound call, follows up every lead, nurtures the homeowners who are not ready yet, and chases what you are owed. We collect your cash for you. Owning it does not mean you manage it: we run it day-to-day with you, and the last word is yours.
Owning it matters for the same reason owning the CRM matters. The scripts, the call history and the way your people are trained stay with your company. A rented service leaves with its contract, and it takes what it learned about your customers with it.
See how it works, call by call: every inbound call answered and every lead followed up.
Door-knocking software that stays with your company
Made with AI
After a storm, the doors are where the race is won.
Every door a rep knocks is information: who answered, what the roof looks like, who said come back on Thursday, who wants the adjuster meeting. On a rented canvassing app, that information lives in the vendor's system. When a rep moves on, too often his doors, his notes and his follow-ups move on with him.
Sales reps spend 70% of their time on non-selling tasks.5 Typing the same door twice, once on the porch and once back at the office, is exactly that kind of time. A door knocking app should never ask for it.
In the Roofing Accelerator, the door-knocking software is yours. The point of owning it is simple: every knock lands in the same record your CRM, your call center and your analytics read. The rep knocks. The call center follows up. The numbers count it. Nobody retypes a thing.
Owners shop for a canvassing app to rent. We would rather you own one, because the doors your company paid to knock belong to your company.
Roofing inventory management you own, and your app
Made with AI
Materials are where margin leaks quietly.
Bundles over-ordered on one job and short on the next. A crew standing in a driveway waiting on a delivery. A return nobody processed. None of it shows up as one big loss. It shows up as a margin that is always a little thinner than it should be.
Roofing contractors' top challenges: the economy (49%), material costs (38%) and lack of qualified workers (36%).6 You cannot control the price of shingles. You can control every bundle you order, every bundle you use and every bundle that comes back.
You own your inventory system. The goal is one set of numbers: what was sold in the CRM, what was ordered, what is on the truck and what came back. AI ordering comes with AI in every workflow of your business, from the audit of every process to every role we automate.
And you own your app: one app with your company's name on it, instead of another login to someone else's product. Five systems, one owner. You.
You do not have to become a software company
You are a roofer. Good. Stay one.
The fear is fair: owning software sounds like hiring programmers, fixing servers and losing weekends to bugs. That is not the deal. We do the building and the daily running of every system in the stack with you. When something needs fixing in the middle of storm season, that is part of the daily running, and it is our job, not yours. Your job is the one you are already great at: deciding where the company goes.
Your people do not get left behind either. The same audit that rewrites every process looks at every role, so each person knows what the new system does for them and what it takes off their desk. They learn it through recruiting, hiring and a full training program. The office stops typing one job into three places and starts working from one record.
One honest note: owning is not the same as never paying a bill. Phone lines, servers and some AI services cost money for every company that uses them. What changes is who owns the system and the customer record inside it -- your company, not a vendor.
Owning the stack does not add a department to your company. It removes the vendors standing between you and your own numbers.
Building your software stack, one piece at a time
Building a software stack does not start with code. It starts with how your company should run. We audit and rewrite every process in the company from the ground up. Then the code follows the process -- never the other way around.
Current AI and other technologies could automate work that takes up 60-70% of employees' time today.7 Software that copies your old habits locks that time in for good. We code the process you should be running, not the one you inherited.
The order matters too. The first 90 days: the Winter Sprint. The door-knocking software, the inventory system and the app follow the same rule: process first, then code. Their order comes out of the audit, it shows up in your weekly report, and when each rented system is switched off is one of the big calls. You make it.
Winter is around the corner. Prepare now.
- Weeks 1-2
Phones, CRM and reactivation
Weeks 1-2: phones, CRM and reactivation wired in. Every call has a place to land, and every old lead in your CRM gets a next step.
- Weeks 3-6
Closers and AI coaching
Weeks 3-6: closers and AI coaching. Your closers sell from the same record the phones and the CRM fill.
- Weeks 7-13
Appointments and closed books
Weeks 7-13: the full appointment flow, and books closed by the 5th. Every system you own now feeds audit-ready, exit-ready books.
Why owned systems add to your multiple at sale time
Here is the math a buyer runs. It is simple, and it does not care how hard you worked.
The full stack adds to your multiple. Follow the steps below and you will see why.
Smaller owner-dependent roofing companies trade in the low-to-mid single-digit EBITDA range; larger management-led ones support meaningfully higher multiples.8 And transition risk alone can create valuation gaps of 40-75% between similar roofing companies.9 Transition risk is the buyer's fear that the company falls apart when you leave.
And buyers are paying for it in roofing: platforms bought 134 roofing contractors in 2024.10 A careful buyer asks one more thing about custom software: does it only work while one person is around? That is why the process comes first and the code follows it. The software runs the way your company is set up to run, not the way one person remembers it.
We help you exit in 3 years or less, and we set up everything to exit, end to end. The whole plan, from the books to the buyer, is here: the plan to exit and sell on your terms.
| Line | What it is | The formula | Why it matters |
|---|---|---|---|
| 1 | What a buyer pays for | your EBITDA x the multiple the buyer will pay | EBITDA is your yearly profit before interest, taxes and a few accounting items. The multiple is how many years of that profit a buyer pays for up front. |
| 2 | The multiple you get today | EBITDA x the owner-dependent multiple | Roofing M&A advisors put owner-dependent roofing companies at 3-4X EBITDA, companies with a management team at 5-6X, and systemized companies with the owner in a strategic role at 7X+.9 |
| 3 | The multiple you could get | EBITDA x the systemized multiple | Roofing companies with documented systems, real financial reporting and the owner in a strategic role are valued at 7X+ EBITDA by M&A advisors.9 |
| 4 | The size of the prize | (systemized multiple - today's multiple) x your EBITDA | Nothing about the roofs changes. What changes is what the company owns and how it runs without you in every decision. |
| 5 | Where the stack fits | owned systems + documented process + real reporting | The top tier asks for documented systems and real financial reporting. Owned systems are how you show both: every process written into the code, every number coming out of one record. A company that owns its call center, CRM, door-knocking software, inventory system and app is selling a machine, not a list of subscriptions. |
The numbers buyers already know about roofing
Buyers have been writing checks in roofing. What they pay the most for is a company that runs without the owner in every decision -- and they will have plenty of companies to choose from.
- tripled
roofing private-equity platforms, from 17 (start of 2023) to 56 (end of 2024).10
- less than 10%
of the market is controlled by the top five roofing service companies.11
- 40-75%
valuation gaps between similar roofing companies can come from transition risk alone.9
- 73%
of privately held US companies plan to transition within 10 years -- a $14 trillion transfer.12
Your numbers: profit today, company value tomorrow
Type in your leads a month, your close rate, your average job and your own margin. You see an estimate of your yearly revenue and the profit it carries at those numbers, and what your company could be worth run the way it runs today, next to systemized.
The multiples come from the source linked at the bottom of this page, and every other number is yours. It is an estimate, not an appraisal.
What we bring to your stack
We do not hand you a login and wish you luck. We build every system around how roofing companies really sell, book, install and collect, and we run it with you.
We've worked with over 1,500 roofing companies.
Jason Shouldice, founder We spend $150,000 a day on Google roofing leads and book hundreds of roofing appointments every day.
Jason Shouldice, founder
A wildly profitable company, not a thin one
We will squeeze every last penny out of every last thing in your business.
Owning the stack is one of the ways we do it. The systems that run your company stop being a line of rent to a vendor and start being something the company owns. Unlimited sales at a fixed cost per acquisition. The real ceiling is what your crews can install, which is why install capacity is one of the conditions below.
The cash comes in too. We collect your cash for you. The office gets lighter. Cut back-office costs up to 30% with our nearshore team in Monterrey and Guadalajara. And every one of those numbers is live, because every system feeds one record you own.
Look at where much of the industry sits. One-third of roofing contractors report EBITDA margins between 6% and 15%.1 We are not here to build you a bigger company with the same thin margin.
Not a thin $5M-$10M. A wildly profitable $5M-$10M.
The guarantee covers new business. Profit comes from the work we do together on every margin lever, and we show you that math line by line.
Your company, your software, your last word
Owning your stack is about control, so here is exactly how control works.
You keep final say. We run day-to-day. Every week you get a report on the numbers, and you approve the big calls. Moving off a rented system is one of those calls.
The systems and every record in them belong to your company. We do the heavy lifting: the audit, the rewrite, the build, the training and the daily running. You decide.
We are doing this together.
Every month you rent is a month you do not own
Life is short. None of us is promised tomorrow. Why wait a day?
Nearly 90% of a business owner's wealth is trapped inside the company.12 And the exit does not always wait for you to be ready: 70% of the companies put on the market do not sell; 50% of exits will be involuntary.12 An involuntary exit is the one nobody plans -- an illness, an accident, a partnership that breaks.
Every month on rented software is another month of rent paid and another month of your customer history living somewhere else. Storm season does not wait. Neither does the buyer's checklist.
Every renewal you sign is more rent on your own customer list. Start before the next one.
Questions about owning your stack
What does CRM mean in roofing?
CRM stands for customer relationship management. In roofing, it is the system that holds every lead, inspection, estimate, signed contract and past customer, and tracks each one from the first call to the final payment. In the Roofing Accelerator, the CRM is not a login you rent. You own your call center, your CRM, your door-knocking software, your inventory system and your app.
What CRM do roofing companies use?
Roofing companies use everything from spreadsheets to rented roofing CRMs, and we do not name vendors here. Nearly 79% of roofing contractors use no AI at all; only 4% use AI built into their CRM.1 The better question is who owns it. A rented CRM holds your history on someone else's terms. An owned one is coded around your storm, retail, residential and commercial process, and it stays with your company.
What are the top three CRM systems for roofing?
We do not rank vendors, and we do not name them here. Three tests matter more than any ranking. It runs your storm, retail, residential and commercial process from first call to final payment. It calls, texts and emails on its own, so no estimate waits on someone remembering it, and it keeps every opt-out. And you can take every lead, note, photo and file out in full, any day, without asking anyone for permission.
What is the right software for a roofing company?
The right roofing company software is the one that passes five tests, whoever made it. It runs your real process from first call to final payment. It acts on its own, calling, texting and emailing so no estimate waits, and it keeps every opt-out. It talks to your phones, door-knocking, inventory, crews and books through one record. You can take every lead, note, photo and file out in full, any day. And it shows close rate, cost per signed job, cash collected and margin per job, live.
Why own your CRM instead of renting it?
Because the CRM is the memory of your company, and rented memory has terms. When you own it, the data and the process it runs are yours, and a buyer sees a system the company owns. Owned systems are one way to prove what buyers pay for. Roofing companies with documented systems, real financial reporting and the owner in a strategic role are valued at 7X+ EBITDA by M&A advisors.9
What happens to my data if I cancel a software subscription?
It depends on the contract you accepted when you signed up. Read its sections on data export and termination before you need them: what you can export, in what format, for how long after you cancel, and whether notes, photos, call history and automations come with it. When your company owns the system, the data and the history stay with your company. And if you and we part ways? When the agreement ends, you keep the software and all the data: your CRM, your door-knocking app, your inventory system and your analytics. You keep the trained team and the written playbook, and Sarah keeps making the CEO's calls, texts and emails, on a plan.
Does owning my software raise my company's value?
Owning your systems is part of what makes a company systemized, and systemized companies sell for more. Roofing M&A advisors put owner-dependent roofing companies at 3-4X EBITDA, companies with a management team at 5-6X, and systemized companies with the owner in a strategic role at 7X+.9 The full stack adds to your multiple. EBITDA is your yearly profit before interest, taxes and a few accounting items.
Can I keep my current CRM while you build?
Yes. Your current CRM keeps running until you decide to switch it off. The first 90 days: the Winter Sprint. Weeks 1-2: phones, CRM and reactivation wired in. When each rented system is switched off is one of the big calls, and every week you get a report on the numbers and you approve the big calls.
Do you build a canvassing app or door knocking app?
Yes. Door-knocking software is one of the five systems you own in the Roofing Accelerator, next to your call center, your CRM, your inventory system and your app. Because it is yours, the doors your reps knock stay in your company's record when a rep moves on, and every knock feeds the same record your CRM, your call center and your analytics work from.
What exactly is the guarantee?
At least $5M in new business in the next 12 months. In writing. We aim for $10M. If we miss $5M, we keep working free until we hit it. The conditions, printed plainly: you follow the playbook; you have install capacity; you are ready for the volume; you sign a 12-month agreement. The full terms are in the written agreement.
Apply, then book your strategy call
If you are ready to own the whole stack and run a wildly profitable roofing company, apply now. Tell us about your company, your software and your goals.
What it takes to build your stack depends on what you run today and what the audit finds, so there is no number for it on this page. We go through it with you on the strategy call.
The Roofing Accelerator Strategy Call: 45 minutes on Zoom, weekdays 10am-6pm ET. We are doing this together.
- 45 minutes on Zoom, weekdays 10am-6pm ET.
- Or call Sarah, our AI assistant, at (844) 766-3535. She answers, qualifies you and books your strategy call, or sets up a call back with our team.
- jason@ccdocs.com
A short application, then you pick a time for your strategy call on the spot.
Step 1 of 3
Your application is in.
Pick a time for your Roofing Accelerator Strategy Call now. You can also call Sarah, our AI assistant, at (844) 766-3535, or write to jason@ccdocs.com.
Book your Roofing Accelerator Strategy Call45 minutes on Zoom, weekdays 10am-6pm ET.
Keep reading
Every part of The Roofing Accelerator has its own page.
- The whole plan, in one readThe Roofing Accelerator
- Exit planthe plan to exit and sell on your terms
- Call centerevery inbound call answered and every lead followed up
- CRM reactivationthe money already sitting in your CRM
- AI in every workflowAI in every workflow of your business
Sources
Every number on this page is either our own, stated by our founder, or linked to its source below.
- Roofing Contractor (reporting ServiceTitan's 2026 Roofing & Exterior Market Report), "Roofing Contractors Bet on Tech for Growth in 2026" (2026) https://www.roofingcontractor.com/articles/101759-roofing-contractors-bet-on-tech-for-growth-in-2026
- Roofing Contractor, "The Homeowner's Roofing Journey in 2026" (2026) https://www.roofingcontractor.com/articles/102121-the-homeowners-roofing-journey-in-2026
- Invoca, "See How Much Missed Sales Calls Cost Home Services Businesses" (2024) https://www.invoca.com/blog/how-much-missed-sales-calls-cost-home-services-businesses
- InsideSales.com (Lead Response Management Study), "Lead Response Management Study" (2007) https://25649.fs1.hubspotusercontent-na2.net/hub/25649/file-13535879-pdf/docs/mit_study.pdf
- Salesforce (6th State of Sales report), "Salesforce Report: Sales Teams Using AI 1.3x More Likely to See Revenue Increase" (2024) https://www.salesforce.com/news/stories/sales-ai-statistics-2024/
- Roofing Contractor, "2026 State of the Roofing Industry Report" (2026) https://www.roofingcontractor.com/articles/101643-2026-state-of-the-roofing-industry-report
- McKinsey & Company, "The economic potential of generative AI: The next productivity frontier" (2023) https://www.mckinsey.com/capabilities/tech-and-ai/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontier
- Auxo Capital Advisors, "Roofing Company Valuation Multiples: 2026 Guide" (2026) https://auxocapitaladvisors.com/roofing-company-valuation-multiples/
- AXIA Advisors, "How Much Do Roofing Companies Sell For?" (2025) https://axiaadvisors.com/how-much-do-roofing-companies-sell-for/
- Roofing Contractor, "Roofing's Big Deal: What Contractors Need to Know About Private Equity in 2025" (2025) https://www.roofingcontractor.com/articles/100478-roofings-big-deal-what-contractors-need-to-know-about-private-equity-in-2025
- AXIA Advisors, "Private Equity in Roofing: Why Roofing Acquisitions are Booming" (2025) https://axiaadvisors.com/private-equity-in-roofing/
- Exit Planning Institute, "Owner Readiness: What It Is & Why Should You Care?" (2025) https://blog.exit-planning-institute.org/what-is-owner-readiness