Sales to Production Handoff for Roofing

The Sales to Production Handoff workflow provides roofing contractors with a structured method for transitioning jobs from sales reps to production crews. It covers transferring signed contracts, material orders, and scheduling details to project managers. By following this process, roofing companies reduce delays, prevent errors, and improve coordination. Clients benefit from smoother communication and timely project starts. Sales and production teams gain accountability and consistency. With this workflow in place, roofing contractors can protect profitability, improve efficiency, and deliver projects more reliably with fewer handoff issues.

Confirm signed contract and finalized scope of work

Schedule internal handoff meeting between sales and production teams

Review project scope, client expectations, and special conditions

Go over approved proposal, pricing, and change order terms

Share client communication history and preferences

Provide site photos, drawings, and any relevant plans

Review project timeline and key milestones

Discuss material needs, lead times, and delivery status

Identify known site conditions or permitting issues

Assign project manager or superintendent

Transfer all documents to project management system

Confirm production team is clear on next steps

Notify client of project lead and next communication

Log handoff completion and kickoff readiness