Internal Operating Manual

Flatland Roofing & Insulation — SOP Manual

A consolidated set of standard operating procedures for sales, insurance, production, and operations — written for the team, indexed for fast lookup, and revised quarterly.

Manual Versionv1.0 · 2026-04-29
OwnerOperations Manager
Coverage20 procedural SOPs · Glossary · Search
TaglineAmarillo's Trusted Roofing & Insulation Experts — Proudly Serving the Texas Panhandle

Training

  1. 01SOP Playbook: New-Hire TrainingExternal curriculum, internal systems, and the estimating workflow every new sales hire follows.

Sales & Marketing

  1. 02Sales Process Playbook: Roofing & InsulationEnd-to-end sales workflow from lead to handoff.
  2. 03Sales Process — Stages FlowOne-page visual map of every stage and owner.
  3. 04Targeting Retail Roof ReplacementsProspecting and follow-up for non-storm replacements.
  4. 05Insulation Sales Training: Winter FocusInspection, options, S.L.A.P. door-knock framework.
  5. 06Facebook Community Engagement & Lead MonitoringOrganic Facebook trust-building.
  6. 07Facebook Ads Follow-UpDaily VA process for paid Facebook leads.

Operations

  1. 08Software Tools for Residential RoofingProLine, EagleView, CompanyCam, TotalScope.
  2. 20Email GPS System (Tyrell + Rhowel)Inbox triage, label structure, and daily VA workflow.

Insurance & Storm

  1. 09Insurance Process (Storm Damage)End-to-end claim workflow with ProLine stage map.
  2. 10Emergency Tarping & Temporary RepairsStorm stabilization and contingency-agreement rules.
  3. 11From Spot Repairs to Full Roof ReplacementEscalation strategy with adjuster email template.

Production

  1. 12Production Playbook: Roofing17-step roofing production workflow.
  2. 13Production Playbook: Insulation17-step insulation production workflow.
  3. 14Install Day Playbook19-step install-day execution + printable checklist.
  4. 15Spray Foam Rig EfficiencyCrew operating standard.
  5. 16Spraying Foam to Tyvek (Technical Guidance)Why Flatland removes Tyvek before applying foam.
  6. 17Winter Weather Shingle RoofingCold-weather override rules.
  7. 18Final Inspection with Code DepartmentCloseout protocol with inspectors.

Repairs

  1. 19Internal Roof Repair ProcessOut-of-pocket repair workflow.

Reference

  1. CCompanion ChecklistsResponsive Yes/No field forms that mirror the SOPs for sales, production, and office use.
  2. GGlossaryAcronyms, tools, and shop-floor terms.
  3. SSearchFull-text search across every SOP.
  4. MConsolidated Manual (single page)Every SOP in one printable document.

Appendix (source material, not rewritten)

  • Closeout Packet — existing template with placeholder text; ready to be filled in per project.
  • Residential Roofing Education Manual — 18 MB reference PDF kept in the source folder.