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Playbook: Roofers · Intake Command · Growing Team (6-20)

Intake Command playbook for roofing teams in growing teams.

Keep field capture and office follow-through aligned while active jobs move quickly. Standardize first-file quality and launch active claims with complete operational context. This version is tuned for growing teams.

Audience briefWorkflow brief
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Workflow priorities

  • Define required intake and evidence inputs by claim type.
  • Route kickoff ownership and next actions automatically.
  • Establish an intake QA checkpoint before assignment handoff.
  • Codify handoff SLAs, queue ownership, and claim-stage checkpoints.

Execution risks to control

  • Field observations are often delayed before they reach office coordinators.
  • Intake rework compounds downstream when critical details are missed at first notice.
  • Cross-team handoffs drift when role boundaries are not explicit.
  • Manual status reconciliation consumes leadership time and hides bottlenecks.

30-day rollout plan

  • Week 1: Align roofing operators on baseline workflow scope and claim-stage definitions.
  • Week 2: Configure intake command workflow controls and ownership standards for growing teams.
  • Week 3: Pilot across two priority claim lanes and resolve handoff friction before broad rollout.
  • Week 4: Launch twice-weekly operations standup with KPI review and intervention triggers.

KPI focus

Operating targets to track

Intake-to-assignment cycle time

First-file completeness rate

Rework incidents triggered by missing intake context

Workflow adherence by role across growing teams

Team-size variants

Switch this playbook to match your current org shape

Owner-led Team (1-5)

Focus on fast implementation and role simplicity without extra process overhead.

Open variant

Multi-Crew Organization (20+)

Scale consistency across crews, coordinators, and leadership without losing workflow control.

Open variant

FAQ

Implementation answers before rollout

Can we use this playbook if our team already has existing tools?

Yes. Claimlink playbooks are implementation guides, so you can phase adoption by workflow and keep your rollout aligned to current operations.

How quickly can growing teams implement this?

Most teams can pilot within a few weeks when ownership and workflow scope are defined up front during onboarding.

Does this playbook include field workflow support?

Yes. Claimlink supports web and iOS participation so field and office teams can operate from shared claim context.

Plan your rollout

Pick the path that matches how you buy.

Evaluate by workflow, audience, or team size before your demo.

Solution workflows

Start with the workflow creating the most operational drag right now.

Explore solutions

Audience paths

See implementation guidance by operator type: public adjusters, roofers, and restoration.

Explore audiences

Team-size playbooks

Map rollout steps by use case and team size before your first implementation sprint.

Explore playbooks

Next step

Pressure-test this playbook against your live claim workflow.

Book a focused walkthrough and we will map this operating model to your roles, current claim mix, and team structure.

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