64 min · 30 video lectures · quizzes · assignments · workbook
About this course
Most commercial roofers run on gut feel, paper binders, and whiteboard math. That works until an OSHA inspector walks your job, a manufacturer voids a warranty for missing an inspection, or you realize you bid a 45-square TPO job $4,000 under because you eyeballed the pitch multiplier. This course fixes that — permanently.
Why it pays for itself:
Built around the Commercial Roofing Operations Kit (included), every lecture maps directly to a tab you already have open.
You will learn how to use the Roof Calculator to produce pitch-corrected material takeoffs in under five minutes.
You will set up your Fall Protection Log before your next crew day and understand exactly what OSHA 29 CFR 1926.502 requires you to have on paper.
You will use the Warranty Tracker to schedule 1-year and mid-term inspection calls that generate $400–$600 maintenance invoices and keep manufacturer coverage valid.
The pricing section teaches the three bids you should run on every job — low, target, and stretch — and shows you how to layer equipment rental, permit fees, and bond costs on top of the kit's FINAL BID BASELINE so you stop leaving margin on the table.
The client-winning section covers facility-manager relationships, maintenance contract positioning, and how to write a one-page proposal that closes without a second meeting.
Section five is pure money: how to read your Income and Expenses tab to know what a job actually netted, how to negotiate draw schedules on large projects, and how to manage retainage without killing cash flow.
The final section shows you how to convert your warranty follow-up list into a recurring maintenance book worth $80,000–$150,000 per year in predictable revenue.
This is not a theory course.
It is a working system for operators who are already on roofs and want numbers, compliance, and recurring income locked down.
Buy once, use forever.
What you'll learn
You'll be able to produce a pitch-corrected material takeoff and bid baseline for any commercial roof in under five minutes using the Roof Calculator
You'll be able to build and maintain an OSHA-compliant fall-protection equipment inspection log that satisfies 29 CFR 1926.502 requirements
You'll be able to price jobs using a consistent three-bid framework that protects margin on materials, labor, and project-specific add-ons
You'll be able to set up and use the Warranty Tracker to schedule follow-up calls that generate maintenance invoices and preserve manufacturer coverage
You'll be able to track every job from Quoted to Paid in the Job Tracker and know your booked revenue at a glance
You'll be able to close the month on your Income and Expenses tab and calculate net profit per job without an accountant
You'll be able to build a maintenance contract pitch that converts existing warranty clients into recurring annual revenue
You'll be able to structure a growth plan that moves you from contractor to roofing company with predictable, scalable revenue
Course curriculum
Section 1: Welcome & Setup — Get the Kit Running in 10 Minutes
Welcome: How This Course and Kit Work Together
Start Here Tab: Enter Your Business Defaults Once
Kit Orientation: What Each Tab Does and When to Use It
Yellow Cells, Dropdowns, and the Calculation Chain
Saving, Sharing, and Backing Up Your Kit Data
Section 2: Estimating & Pricing — The Math That Protects Your Margin
Pitch Multiplier Math: Why Flat-Plan Area Gets You in Trouble
Waste Factors by System Type: TPO, EPDM, BUR, and Metal
The Three-Bid Framework: Low, Target, and Stretch
Add-Ons Above the Baseline: Equipment, Permits, and Bond Costs
Job Costing at Close-Out: Bid vs. Actual on the Job Tracker
Section 3: Winning & Onboarding Clients — From First Call to Booked Job
The Facility Manager Relationship: Commercial Roofing's Best Sales Channel
Writing a One-Page Proposal That Closes Without a Second Meeting
Job Tracker Intake: Recording Every Job from Quote to Contract
Client Onboarding: What to Confirm Before Crew Day One
Referral Programs and Positioning for Repeat Commercial Work
Section 4: Field Operations & OSHA Compliance — Running the Job Right
OSHA 29 CFR 1926.502: What Commercial Roofers Must Have on Paper
Running the Fall Protection Log: Daily Entries That Hold Up to Scrutiny
Writing a Job-Specific Fall Protection Plan in 20 Minutes
Pre-Job Safety Briefing: Making OSHA Compliance a Morning Habit
Manufacturer Warranty Programs: What You Must Document to Validate Coverage
Section 5: Money, Bookkeeping & Profit — Know Your Numbers Every Month
The Income and Expenses Tab: Every Dollar In and Out
Calculating Gross Margin Per Job Without Accounting Software
Draw Schedules and Retainage: Getting Paid on Large Commercial Jobs
Month-End Close: 20 Minutes to Know Exactly Where You Stand
Using Your Kit Data for Tax Prep and Cash Flow Planning
Section 6: Recurring Revenue & Scaling — Building a Business That Pays You Twice
The Warranty Tracker as a Revenue Engine, Not Just a Compliance Log
Selling Annual Maintenance Agreements to Your Existing Client Base
Scaling: When and How to Move Beyond the Owner-Operator Model
Multi-Building Commercial Clients: The Path to Predictable Large Contracts
What Your Roofing Business Is Worth and How to Build Toward It