I will be your roofing virtual assistant
Xactimate Estimator, Roofing Supplements and Claims Support
About this Gig
Five years inside roofing insurance claims. Not general admin.
I run the back office for US roofing companies so nothing sits: jobs get built, adjusters get chased, and money gets collected.
ROOFING VA - DAILY
- CRM management: JobNimbus, AccuLynx, Roofr - job numbers, EagleView links, job stages
- Lead entry and new file setup
- Roof reports ordered and attached to the file
- Material orders placed and tracked
- Following up with your sales reps so files keep moving
INSURANCE FOLLOW-UP
- Chasing adjusters for the revised scope
- Certificate of Completion and funding docs submitted to release depreciation
- Confirming payment amounts, dates and how each payment was released
- Invoicing homeowners and logging every invoice in the CRM
XACTIMATE (PREMIUM PACKAGE)
Estimates for initial submission plus supplementing. I normally charge per estimate and 10% of the approval - in this package estimates are included and supplementing is 5%.
2,000+ Xactimate estimates written. $6,000,000+ in supplement approvals.
Message me before ordering and I'll confirm the right package.
Purpose:
Business
Work model:
Weekly assistance
My Portfolio
FAQ
Which CRM do you work in?
JobNimbus, AccuLynx and Roofr day to day, plus DocuSign for COC and funding paperwork. Running something else? Add me as a user and I'll be up to speed in the first week at no extra cost.
Do I have to commit long term?
No. Each order covers one week, so you can stop after any week. Most clients start on Part-Time to see how it goes, then move to Full-Time once they trust the workflow.
Can you contact adjusters directly?
Yes. Adjuster follow-up is the core of this role and five years of it is why claims stop stalling. I work as your company's back office under your name, not as a public adjuster.
