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The Company
Smith Roofing & Restoration
- Location: Fort Worth, Texas
- Founded: 2018
- Team size: 8 employees
- Annual revenue (2023): $1.2M
- Specialization: Residential re-roofs and storm damage restoration
The Problem (January 2024)
Owner Dave Smith was overwhelmed:
"We had more leads than we could handle, but we weren't closing enough of them. I was spending 40+ hours a week on estimates and admin work. We were turning away jobs because we were too busy to quote them. My estimator quit in December, and I couldn't find a replacement. I was seriously considering shutting down."
Specific pain points:
- Estimates taking 3-4 hours each
- 5-7 day response time on new leads
- No systematic follow-up process
- Lost 60% of estimates to competitors
- Missed calls = missed revenue
- No visibility into pipeline
- Manual QuickBooks data entry: 12 hours/week
- Customer communication chaos
The Numbers (January 2024):
- Monthly revenue: $98,000
- Estimates sent: 18/month
- Close rate: 22% (4 jobs)
- Average response time: 6.2 days
- Hours spent on admin: 52/week
- Customer satisfaction: 3.2/5 stars
The Solution (February 2024)
Dave implemented CompanySync with focus on:
- AI-powered estimating
- 24/7 AI call answering
- Automated follow-up sequences
- QuickBooks integration
- Mobile field tools for crews
Results After 6 Months (July 2024)
Revenue breakdown (July 2024):
- Residential re-roofs: $128,000
- Storm restoration: $67,000
- Commercial projects (new): $42,000
- Maintenance contracts (new): $7,500/month recurring
- Total: $244,500/month
Year-over-year comparison:
- January 2024: $98,000
- July 2024: $244,500
- Increase: 150% ($146,500/month more)
Annual projection:
- 2024 projected: $2.4M
- 2023 actual: $1.2M
- Growth: 100% year-over-year
Financial Impact
Additional revenue (6 months):
- January: $98,000
- February-July average: $178,000
- Difference per month: $80,000
- Six-month total increase: $480,000
Costs:
- CompanySync subscription: $299/month x 6 = $1,794
- Implementation time: 20 hours x $75/hour = $1,500
- Training: $0 (included)
- Total investment: $3,294
ROI:
- Revenue increase: $480,000
- Investment: $3,294
- Return: 14,469%
- Payback period: 3 days
What Dave Says Now
"I almost gave up on the business in January. I was burned out, losing money on missed opportunities, and couldn't find help. CompanySync didn't just solve my software problem—it changed how I run my entire business.
Now I have time to think strategically instead of reactively. I can actually grow instead of just survive. My team is happier. My customers are happier. And I'm making more money while working fewer hours.
If I had known what a difference this would make, I would have done it two years ago. I probably left $500,000 on the table by waiting."
Want similar results? Call +1-(216)-999-5197 and mention "Smith Roofing case study".
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