August

August 2024

Knock, knock! Who’s there? It’s August, your hottest and busiest month of the year. 

We get it. With so many jobs underway, it’s tempting to put off back-office tasks like billing and calling insurance and mortgage companies until things slow down. But having clients or their insurance companies owe you money can create a deficit in cash flow that ultimately slows down future work and drains your cash reserves. Not only is playing catch-up a headache, but it’s also time-consuming! We estimate that a $2MM company can increase topline revenue by 10% by outsourcing accounts receivable, billing, and payment collection. 

Try the Cost of Picking Up Checks Calculator on our Website to see for yourself: https://www.squaredash.com/billing-services

So, instead of letting your sales team spin their wheels (literally) driving to pick up checks, make August “door-knocking season.” 

When you do August right, you’ll have fully loaded cash reserves heading into the off-season, a full roster of happy clients, and more time to focus on other business priorities. So, what are you waiting for? Let’s get knocking. 

— Matt Frugé, Founder and CEO

Five Tasks to Prioritize This August

There are more than a few ways to do more “door-knocking” this August. Here are the top five tasks to prioritize to ensure you’re all set for the off-season. 

1. Use SquareDash advance payments to keep your cash reserve topped up. Just ensure your property owner has approved their invoice and paid their deductible. You’ll get money back in the bank right away with our claim funding.

2. Collect all outstanding balances on property owner invoices—don’t let that AR file linger with your back office and hold your cash flow hostage. 

3. Have your team write supplements and get them to the office ASAP. We all know insurance companies won’t give you an allowance unless you ask, so be proactive about it. 

4. Keep selling. Even with a queue of jobs, following the first three tasks for August means you’ll have enough cash in your reserves and time for your sales team to make this your most profitable season yet. 

5. Ask happy property owners for referrals. Most people don’t trust just anyone with their roof and will want to know they’re in good hands with your roofing business. 

Numbers Not Adding Up? 

Schedule a call with one of our National Account Executives, Heath Gover. Not only does Heath have exceptional experience in the roofing industry, but he’s also a wizard when it comes to balancing the books (and turning outstanding AR balances into cash).

[Meet With Heath]

Share the Wealth

Have you loved working with SquareDash to improve your business’s cash flow and billing process? Share the wealth!

Our Referral Partner Program allows you to spread the word about SquareDash to your friends and network while making a generous residual commission on the side when they become our clients. They’ll start making more money for their business—and you will, too. 

Want to learn more? Get in touch with David Summerly for a quick chat.

[Book With David]

Work From Anywhere With SquareDash

We’re currently hiring for several remote roles. We don’t care where you work as long as you:

• Are a roofing or restoration industry professional with 3+ years of experience,
• Have experience working in scaling startups with less than 50 employees,
• Enjoy wearing ‘many hats’ and growing your career in organizations where roles and responsibilities are evolving

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If that sounds like you, you may be our missing link. Let’s work together to achieve the SquareDash mission of fixing the cash flow crisis for roofing and restoration companies. 

‍Check out our Careers Page to see if a job opening interests you, and apply today.

Connect with Us

Sales 214-740-6148     |     Support 817-730-5837