CUSTOMER STORY

Storm Guard Gains Complete Field Visibility with SPOTIO

Storm Guard Roofing & Construction transformed their field sales operations from fragmented note-taking to comprehensive visibility. With over 39 locations across 17 states, Storm Guard needed a unified platform to track their door-to-door sales activities and optimize their storm restoration processes.

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Who They Are

Founded in 2003 and headquartered in Fort Worth, Texas, Storm Guard is a leading roofing and construction franchise that specializes in exterior restoration services including roofing, siding, windows, gutters, and emergency tarping. The company operates 39+ offices across 17 states nationwide, focusing primarily on helping homeowners and businesses recover from hail and wind damage while also providing retail roofing services.

  • Fort Worth, TX
  • Storm Restoration
  • B2C

The Challenge

Storm Guard’s distributed franchise model faced critical visibility and coordination barriers across their field operations:

  • Ineffective note-taking systems – Previous tools relied heavily on manual notes that were difficult to find and use by other team members
  • Limited sales manager visibility – Leadership couldn’t track rep locations, progress stages, or identify where intervention was needed
  • Missed re-knock opportunities – No systematic way to identify which doors needed follow-up visits for maximum conversion

Without unified field tracking, their storm restoration teams struggled to maintain accountability and optimize their door-to-door efficiency.

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The Solution

Storm Guard partnered with SPOTIO to:

  • Deploy intuitive pin-based mapping with color-coded stages to track each property’s restoration progress
  • Activate comprehensive sales manager dashboards providing real-time visibility into team locations and activities
  • Build systematic re-knock tracking to identify missed opportunities and maximize door-to-door effectiveness
  • Implement user-friendly mobile interface ensuring easy adoption across all franchise locations
_Real Time Dashboards

The Result

SPOTIO transformed Storm Guard’s field operations with enhanced visibility and systematic tracking capabilities:

  • Complete sales manager oversight enabling leaders to identify exactly where teams need support and intervention
  • Systematic re-knock identification providing visibility into which doors require follow-up visits for optimal conversion
  • Multiplied existing successes by clearly showing where wins occurred and how to replicate them across territories
  • Universal adoption success with an intuitive interface that made implementation seamless across franchise locations

The transformation positioned Storm Guard to scale their storm restoration expertise while maintaining the systematic approach needed for effective damage assessment and customer follow-through.

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What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch, Storm Guard
President
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