Owner Playbook series — Share the exact systems, templates & routines that actually work for roofing businesses

Starting a weekly "Owner Playbook" series for roofing company owners: the goal is to collect reproducible tools you can copy and adapt — estimating spreadsheets, pricing rules-of-thumb, contract & warranty templates, job-cost checklists, OSHA-aligned safety SOPs, lead-generation playbooks with ROI, vetted supplier ratings, and cash-flow/staffing calculators.

If you run or manage a roofing business, please contribute one concrete item that moved the needle for you: a template (XLSX/CSV/PDF), a short formula or pricing rule, a step-by-step routine, or a short case study with metrics. Remove customer PII before posting. Say your location and company size (annual revenue or crews) so others can judge fit.

Useful contribution ideas (pick one):
- Estimating: upload your bid spreadsheet or paste the single formula you use to convert materials/labor into a sell price and target margin.
- Pricing & profitability: share your markup rules, overhead allocation method, typical gross margin target, and a recent job where margin was protected or lost (numbers ok, anonymized).
- Contracts & risk: paste a contract clause, warranty wording, payment schedule, or a lien-waiver/invoice template that reduced disputes.
- Job control & safety: share a daily site checklist, pre-job toolbox talk, OSHA-aligned SOP, incident-report template, or crew rotation routine.
- Cash & crews: upload a simple cash-flow runway or seasonal-staffing calculator and the buffer (% of monthly payroll or cash) you maintain.
- Local lead gen: describe one repeatable local lead channel (e.g., GMB setup, residential direct mail, HOA program) with costs, conversion rate, and lead-to-close timeline.
- Vendors & tools: name a supplier, manufacturer rep, or software that reliably improved margins or operations and a one-line reason why.

Short prompts to answer with your submission (pick 1–3):
1) What exactly did you implement? (file/link or 2–4 bullet steps)
2) What metric moved and by how much? (close rate, margin, lead cost, time saved)
3) Any gotchas or context (region, company size, seasonal notes)?

This week’s clinic: Estimating — post your estimating spreadsheet + one line on how you set markup. Contributions will be organized into downloadable playbooks and future focused threads (estimating clinic, hiring board, safety audit clinic, AMAs with insurance/finance). Looking for first-hand templates, numbers, and routines — not high-level theory. Post your submission or ask for a specific template you need.