The curriculum
Chosen for the failure modes that actually harm homeowners and sink contractors, rather than for what is easy to teach. Two of these exist because good companies lose their licence or their business over them without ever intending harm.
6hEthics and consumer protection
Renews every 2 years
Deductible handling, high-pressure closes, door-knocking rules, and honest scope representation. Most contractors who get into trouble here did not set out to; they copied a practice from someone else.
- Why absorbing, rebating, or concealing a deductible is treated as fraud in many states
- Contract cancellation rights and cooling-off periods
- Representing scope, materials, and timelines accurately in writing
- High-pressure and door-to-door sales rules after a storm
5hInsurance claim boundaries for contractors
Renews every 2 years
Where the line sits between documenting your own work and negotiating a claim, which is licensed activity in most states. This is the single most common way a good roofing company acquires a regulatory problem.
- What public adjusting is, and why it requires a licence
- Documenting work performed without advising on coverage or settlement
- Why "we handle the insurance for you" is a dangerous sentence
- Referring a homeowner to a licensed professional without steering for value
8hMoney management and cash flow
Renews every 3 years
Most contractors who fail are profitable on paper. Deposit discipline, job costing, and retainage are what turn a busy year into a solvent one.
- Job costing that separates gross margin from net
- Deposit, draw, and retainage schedules that keep a job funded
- Reading a cash-flow forecast and spotting a squeeze early
- Reserving for warranty callbacks and tax
6hEstimating and scope documentation
Renews every 3 years
A disputed job is usually a documentation problem wearing a quality complaint. Line items, quantities, and photographs settle arguments before they start.
- Building an estimate from line items, quantities, and unit prices
- Documenting existing conditions before work begins
- Change orders that survive a disagreement
- Measuring and stating quantities consistently
4hWarranty, documentation, and handover
Renews every 3 years
The details a homeowner needs five years later are the ones nobody writes down on the last day of a job. This is also what makes a released project record worth releasing.
- What a workmanship warranty should say and for how long
- Registering manufacturer warranties correctly
- Assembling a handover pack a future owner can actually use
- Handling a callback without losing the customer
4hCommunication and scheduling
Renews every 3 years
Across review data generally, schedule and communication complaints outnumber workmanship complaints. They are also the cheapest to fix.
- Setting and resetting expectations when weather moves a job
- Who calls the homeowner, and when
- De-escalating a complaint before it becomes a review
- Written confirmation habits that prevent disputes