There can be many reasons your operations are not meeting expectations for profits. But it would be best if you focused on the beginning of your revenue cycle: how you estimate roof installs, service and maintenance projects.
You must be strategic. Your estimates must accurately account for time, materials, subs, equipment, risks, contingencies, and a reasonable margin to start on the right track. If you master this and the other parts of your business also perform well, profitability will meet or exceed your goals.
On your large roof installations, you must have a trained estimating team that understands the fundamental aspects of a profitable estimating structure. There are not any shortcuts when it comes to building a highly successful estimating machine for large projects.
You can take your best technicians and rachet up their estimating skills on the service side. The more you expose your field service technicians to advanced estimating situations, the better. Their experience with roof systems, projects, and customers at different sites is an invaluable base.
Getting them involved in higher revenue service jobs will free up your estimating team to quote the production jobs. Still, it will also connect your technicians' drive and initiative to the success of your overall business.
I will show the critical steps of formulating your estimating structure for your estimating team and how to build upon the estimating skills of your best technicians.