Roofing Company business plan

Summit Crest Roofing Co. replaces and repairs asphalt shingle roofs for homeowners in a mid-sized US city and its surrounding suburbs. We focus on full replacements priced between $9,000 and $15,000 and on storm-related repair work that comes through insurance claims.

The founder spent nine years as a crew lead and estimator for a regional roofer and holds the state roofing license. Year one calls for a five-person crew, a leased dump trailer and a manufacturer-certified supplier account. By month twelve we project six replacements a month and about $69,000 in revenue.

Startup capital of $48,000 covers licensing, insurance, a crew truck, safety equipment and a materials float. The founder is investing $30,000 and requesting an $18,000 term loan.

Summit Crest Roofing Co. is an S corporation owned by one founder. The company holds a state roofing contractor license, general liability coverage, workers’ compensation and an inland marine policy for tools and trailers. Our crew members are W-2 employees, not casual day labor, which matters to insurers and to homeowners checking credentials.

We offer a written workmanship warranty of ten years on installations and pass through the shingle manufacturer’s warranty. The office is a rented flex-space unit with a small materials staging yard, and all estimates are produced on tablet with aerial measurement reports so customers get a firm price within one day.

Roofs are a necessary, non-discretionary replacement. Most asphalt roofs last twenty to thirty years, and homes built in the building boom of past decades are now due. Hail and wind events add bursts of demand, which can double inquiries for several weeks. Insurance claim work is common, and homeowners tend to hire quickly once an adjuster approves the claim.

Demand is seasonal in colder climates, with the strongest months in late spring through fall. Weather and material pricing swing, so our plan includes a winter schedule of repairs, gutters and inspections. We will study local storm history and the age of housing stock to decide which neighborhoods to canvass.

The market has several established roofers with large crews, a few national storm-chasing outfits that appear after hail events and many one-truck operators. Established firms win through brand and financing, storm chasers through speed and aggressive door knocking, and small operators through low prices.

Summit Crest positions itself as the local, licensed and insured roofer that stays after the sale. We provide a printed warranty, photos at every stage of the job and a named project lead. We avoid unsolicited door knocking after storms, which many homeowners resent, and instead offer free storm checks to our past customers and neighbors who ask.

The first priority is local search. A Google Business Profile, a website with city-specific pages and review requests after every job will carry most of the volume. We budget $1,500 a month for Google local service ads and a small amount for targeted Facebook ads in neighborhoods with older housing stock.

Yard signs at job sites, branded crew shirts and truck lettering provide neighborhood visibility. We will partner with four real estate agents and a home inspector who regularly find roof issues during sales. After a hail event, we send helpful emails to past customers and buy ads that offer a free inspection, avoiding pressure tactics.

A typical replacement takes one to two days for a five-person crew. Estimates use aerial measurement software and are delivered within 24 hours of the site visit. Customers sign a contract, pay a 30 percent deposit, and we order materials from a supplier account with next-day delivery to the site. The final payment is due on completion after a walkthrough.

Safety is central: all employees receive fall protection training, harnesses are inspected monthly and each job has a documented safety plan. Debris goes into a leased dump trailer and shingle recycling is used where available. Warranty claims go through a written process and are answered within two business days.