LoadBearing CRM · Field Notes
Field Notes.
Strategies, deep dives, and hard-learned truths about running a profitable contracting business. Built for the jobsite, not the boardroom.
Latest contractor guides
The End-to-End Workflow: From Lead to Final Payment in LoadBearing CRM
Stop jumping between five different apps to run one job. Here is a comprehensive guide to moving a client through the entire LoadBearing CRM pipeline, securing the signature, and getting paid fast.
CRM Features · · 12 min read
Scaling Specialized Construction: Operations Beyond General Contracting
Concrete, masonry, electrical, and framing contractors face unique operational hurdles. Learn how to leverage specialized CRM features to track labor, manage vendors, and control the site.
Construction · · 9 min read
Documenting Wind and Hail Claims: A Blueprint for Approvals
Insurance adjusters deny vague claims. Discover how to systematically document storm damage, secure contingency agreements, and present undeniable proof of loss.
Insurance Claims · · 10 min read
Surviving Storm Work: Cash Flow and CRM Features for Roofers
When the hail hits, the calls flood in. Here is how to keep your crews moving, your estimates accurate, and your cash flow positive without losing your mind.
Roofing · · 8 min read
Mastering Insurance Claims: From Fire Damage to Final Payout
Fire damage claims involve complex compliance and rigorous documentation. Learn how to standardize your workflow to get authorizations faster and negotiate with adjusters effectively.
Fire Damage Claims · · 11 min read
Precision Bidding with EagleView and LoadBearing CRM
Measuring a roof by hand is dangerous, slow, and prone to error. Discover how integrating EagleView data into your CRM transforms your estimating process.
EagleView · · 6 min read
The General Contractor's Guide to Jobsite Management
Managing subcontractors, client expectations, and shifting timelines requires more than a spreadsheet. Here is how modern GCs are taking back control of their projects.
General Contracting · · 9 min read