For roofing owners and office teams
Keep the office work moving while your team is on the roof. Your assistant organizes inquiries, follows up on estimates and gathers the details a job folder needs. KTD recruits and prepares for your agreed roofing role before handoff.
Find your assistantA customer sends new photos after the estimate. Someone asks about a different material, and the crew is looking at an older note. Before the job can move forward, your office has to sort out what was actually agreed.
An assistant can collect the latest inputs, connect questions to the current estimate and prepare a clear file for your review. Scope changes stay visible until you decide them.
The work to hand off
Collect contact details, property information and supplied photos in your intake format. Separate the customer's description from your team's inspection or scope findings.
What you get back: An inquiry file ready for your estimator
Track the estimate version sent, the last contact and questions waiting for your answer. Use your follow-up approach to keep accepted, undecided and revised work distinct.
What you get back: An estimate follow-up list with a clear next step
Save new photos and approved scope documents alongside their source dates. Bring conflicting notes or a requested change to the person responsible for the estimate.
What you get back: A versioned job folder with open scope questions
Gather the approved work description, site contact and supplied scheduling details. Flag missing items before your manager releases the job information to the crew.
What you get back: A job preparation checklist for manager review
Illustrative workflow
Use one project to define what the office gathers and what the roofer approves.
Assistant preparesRecord the version, recipient and follow-up date.
Your team decidesScope, pricing and the terms offered.
Assistant preparesCapture acceptance, questions or requested changes with the original message.
Your team decidesWhether the estimate needs revision.
Assistant preparesCollect current photos, approved documents and site details.
Your team decidesWhich scope and material information is final.
Assistant preparesPrepare the checklist and identify unresolved items.
Your team decidesCrew instructions, scheduling and readiness to proceed.
Illustrative example — not a client record
Use this record to keep a new customer question from becoming an unapproved change in the job folder.
Ready to hand over when: The estimator can find the current estimate, new photos and customer question, and the folder does not imply that a material change has been approved.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
The assistant organizes the information your estimator and manager use. Give each scope question a clear reviewer.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Show us the inquiries, estimate questions and job details you keep chasing. We will shape the assistant's role around that recurring work.
Explore other ways to organize the work around your team.
