Lee’s Summit Roofing: Staying Lean While Scaling Smart with Roofr + QXO
Jesse Schreuder, Operations Manager, Lee's Summit Roofing
The Challenge
Keeping it Simple While Expanding Smart
Since 2001, Lee’s Summit Roofing has been a trusted name in Missouri roofing, known for its low overhead and people-first approach. Operations Manager Jesse Schreuder, a roofing veteran since 2012, joined the team with a mission to support growth—without overcomplicating what already worked.
“We follow the KISS method—keep it simple. Our whole philosophy is built on staying lean, staying efficient, and putting the customer first.”
Before adopting Roofr, the team relied on paper notes and independent workflows. But as they eyed manageable expansion, Jesse began exploring CRM options that could boost efficiency without adding bloat.
“We looked at a few CRMs, but Roofr just made sense. It was simple, didn’t have bells and whistles we didn’t need, and didn’t complicate our process.”
The Solution
A CRM That Supports (Not Complicates) Growth
Jesse adopted Roofr in early 2024—just before the busy season hit. Within weeks, the platform was proving its value.
Proposals & Professionalism:
Roofr’s proposals elevated the company’s customer experience.
“The team made it easy to build a proposal that looks professional. We love using real photos of the customer's house—it makes it feel personal. And it’s a good feeling when that email comes in saying the customer signed.”
Instant Estimator as a Soft Close Tool:
By integrating Roofr’s Instant Estimator into their website, business cards, and yard signs, Jesse generated highly qualified leads with little pressure.
“People are hesitant about a sales pitch. The estimator helps them feel in control—and when I follow up, I’m closing 75% of those leads.”
Centralized Job Management:
As storms brought in a wave of repair calls, Roofr’s job dashboard became a lifeline.
“At one point, I had 25–30 active leads. With Roofr, I wasn’t flipping through a notebook anymore. Everything was organized, and it made follow-up and tracking effortless.”
Streamlined Ordering with Full Confidence
“Before, we manually built material orders. Now, when a proposal is signed, it transitions seamlessly into a QXO order with measurements pulled right from Roofr.”
The real-time pricing updates from QXO ensure their quotes are always aligned with the latest supplier rates.
“When a line item changes in price, we get notified the next day. It helps us protect our margins and stay on top of what we’re charging.”
“Roofr helps you stay more organized without making your job harder. In roofing, that’s a big win.”
Laying the Foundation for Scalable Growth
While Jesse’s team isn’t aggressively scaling yet, Roofr has set them up for it.
“We’ve got a good thing going. And now we’ve got a solid base CRM that’s going to let us grow when we’re ready.”
He sees Roofr as a long-term partner—one that supports growth without complicating operations.
Explore our suite of tools
Instant Estimator
Instant homeowner estimates with your pricing that empower you to quote and qualify fast.
Measurements
$13 roof measurement reports beloved for their ease and accuracy, delivered in as little as 2 hours.
Proposals
Stunning, fully customizable digital proposals you can create and send off for e-signatures in minutes.
Invoicing
Create invoices from proposals in seconds with pricing you can trust to always be accurate.
Payments
Request and collect payments from your customers online, and process them securely right in your Roofr dashboard.
Material Ordering
Our Material Ordering tool empowers you to turn Roofr Proposals into detailed and accurate orders without a single manual calculation needed.
Financing
Offer your customers direct financing options through our GoodLeap partners, without worrying about getting paid.
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