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Stratify

Roofing

Retail and insurance in one pipeline.

Most roofing software makes you pick a lane. Stratify OS runs both as a single journey — a job carries a funding path, the claim-only stages appear only on claim work, and everything rejoins at scheduling.

The reality

Two businesses wearing one company's name

A retail replacement and a storm claim are not the same job. One is a sale with a price and a financing conversation; the other is a process with a carrier, a deadline and an adjuster who has already decided what he thinks. Most companies run them in two systems, or in one system and a pile of spreadsheets, and then spend their Mondays reconciling the two.

01

The claim side has deadlines that bite

Supplements filed late, proof-of-loss dates missed, a deadline tracker that lives in somebody's head. The claim record, the dates and the adjuster-meeting packet belong in the system, with a clock on them.

02

Licensing is not paperwork, it is exposure

In Florida, unlicensed contracting during a declared emergency is a felony. A contract rendering against an expired licence or a lapsed certificate of insurance is not a clerical error — so Stratify OS refuses rather than warns.

03

Storm volume breaks a manual process

The month after a storm is when a company either scales or drowns, and it is exactly when nobody has time to remember follow-ups. A system that chases on its own is worth most in the weeks you can least afford to think.

04

Retail is a price conversation

No carrier is paying. The homeowner needs a monthly payment shown, a product they believe in, and a reason to decide today. That is a sales problem, and it is why the training and the virtual selling exist.

What runs on it

Built for the job,
not adapted to it.

The eleven-stage journey is built on an actual roofing process — door to paid — not a generic sales funnel with roofing words pasted over it.

Full platform tour
  • Claim record, carrier, adjuster and deadline tracking
  • Adjuster-meeting packet: photos, measurements, code items
  • Supplement narrative and evidence list drafted for your estimator
  • Credential guards on licence and certificate of insurance
  • Per-partner contract templates where you work under another licence
  • Photo checklist enforced at inspection

Proof

From no website to $550,000 in tracked revenue

A startup roofing company with nothing — no site, no CRM, no pipeline. We built the whole operation and then filled it: 100+ replacement appointments, 30+ repairs, and over half a million dollars in tracked revenue.

Read the Royal Ridge Roofing case
$500K+
In roof replacement revenue
100+
Replacement appointments booked
30+
Repair jobs booked
$50K+
Added from repairs and online sales

Appointment packages

A guaranteed count, in writing.

One flat rate for a guaranteed number of booked, qualified appointments. The rate depends on your market and you get it on the call.

Booked roof replacements. One flat rate.

Qualified homeowners booked straight onto your calendar for full roof replacements, with repair jobs booked alongside. You run the appointment. You keep the job.

Foundation

12–14Guaranteed

Booked roof replacement appointments

4–6Expected, not guaranteed

+ roof repairs

Est. total jobs16–20

Delivered over 4–6 weeks

One flat rate — quoted on your call.

Start with Foundation

Growth

Most popular
24–26Guaranteed

Booked roof replacement appointments

8–10Expected, not guaranteed

+ roof repairs

Est. total jobs32–36

Delivered over 8–10 weeks

One flat rate — quoted on your call.

Start with Growth

Dominate

36–38Guaranteed

Booked roof replacement appointments

10–12Expected, not guaranteed

+ roof repairs

Est. total jobs46–50

Delivered over 12–14 weeks

One flat rate — quoted on your call.

Start with Dominate

Every package includes

  • Homeowners only — renters screened out
  • Booked to your calendar, never more than 2 same-day
  • In-person appointments with the homeowner, not phone quotes
  • Repair jobs booked alongside at no added cost
  • Leads worked 7 days a week, 7am–10pm

Guaranteed counts are booked, qualified homeowner appointments for roof replacement, to the written standard on this page. Repair appointments and estimated total jobs are expectations drawn from engagements we have run — they are not guaranteed, and we do not guarantee what your reps close.

Free 30-minute audit

Show us how you run.

Thirty minutes on your stages, your system and your numbers — and a straight answer about what we would change.