“It would have been great if they were all in one CRM, but in fact, they were each on a separate one and had different operating systems and procedures,” Colony told RC. “It was really important for us to get under one operating system and one CRM system so that we can manage the data, have one sheet of music and have one voice of truth.”

TrussPoint selected ServiceTitan as the operational platform for its portfolio, which includes Ridge Top Exteriors, Mario’s Roofing, Eaton Roofing & Exteriors and Runyon & Sons Roofing. The Soundcore Capital Partners-backed company was founded in 2025 and focuses on acquiring and growing founder-led residential roofing and exterior services businesses.

Mario’s Roofing has completed its implementation, while TrussPoint is working to convert the rest of its portfolio by the end of 2026, a timeline Colony called ambitious.

Why ServiceTitan

TrussPoint evaluated several operating platforms before selecting ServiceTitan, Colony said. Its capabilities, established presence in HVAC and customer-focused culture helped distinguish it from other systems the company considered.

ServiceTitan has a longer track record in HVAC than in roofing. Nina Katsman, ServiceTitan’s general manager of residential exteriors, said the company remains in an investment phase as it works to understand roofing’s workflows and further develop its product for the trade.

After attending Pantheon, ServiceTitan’s annual user conference, Colony said he came to view the relationship as a partnership rather than a software transaction.

TrussPoint’s goal is not to erase the identities of its portfolio companies. The company is establishing shared standards while allowing each business to adapt certain processes to its local market.

“With ServiceTitan, we were able to establish a corporate template that says, ‘These are the rules of engagement we want to see across all of our business units,’” Colony said. “At the same time, they have nuances in their marketplace that afford us some flexibility for them to still have the competitiveness they need in their own individual market.”

Related: The Race to Own Roofing's Operating System

One Scorecard Across Four Companies

Once implementation is complete, Colony expects TrussPoint to have consistent performance data across its businesses.

The company plans to monitor call-booking rates, sales close rates, average ticket values, financing usage, customer response times, job completion speed, and how quickly each business collects payment.

“If one business unit is doing something different, we share best practices,” Colony said. “Now we’re all going to have the same scorecard.”

The shared data is also changing how the founders and leaders of TrussPoint’s portfolio companies collaborate.

The company recently brought its market leaders together in Nashville, Tenn., for their first in-person meeting. The group represented more than 100 years of combined industry experience, Colony said. Because the companies are now part of the same organization, he said the discussion was more candid than conversations that might occur in a traditional peer group.

“They’re all truly on the same team,” he said. “It opens up a whole new level of openness, candidness and sharing.”

Managing the Fear of Change

Standardizing technology across acquired companies also means addressing employees’ concerns about changing familiar systems. Colony acknowledged that the initial reaction among some market leaders was fear.

“Anytime anyone is faced with change, there’s some uncertainty,” he said.

TrussPoint has focused on explaining why the transition is taking place and how a shared system could improve operations for employees and customers. The company has also involved local leaders in planning the rollout.

Katsman said roofing contractors generally expect some disruption when replacing a core business system. What they often want is clear guidance on the most effective way to configure it.

“Folks are really looking for us to be their guides,” Katsman said. “They want us to tell them how to use ServiceTitan in the most optimal way.”

Hiring an Implementation ‘Quarterback’

Rather than treating the transition as a project driven solely by the software provider, TrussPoint hired an internal integration specialist to oversee the implementation. Colony said the company wanted someone who could serve as a quarterback between the corporate team, local businesses and ServiceTitan. The specialist has participated in more than 40 ServiceTitan implementations and began his career as a technician in the trades, according to Colony.

“We wanted someone who had a ton of experience implementing ServiceTitan specifically,” Colony said. “He grew up in the trades. He was a technician, was curious, kept asking questions and gravitated toward the systems.”

Katsman said TrussPoint’s decision to hire experienced internal talent was important because contractors must take ownership of the technology rather than expecting an outside vendor to make every operational decision.

“It’s their implementation. It’s their system,” she said. “They need to take ownership of that and really drive the process.”

Colony said the team has developed a detailed rollout plan to meet its end-of-2026 target.

Related: How Best Choice Roofing is Scaling Across 80 Locations

Early Results at Mario’s Roofing

Mario’s Roofing has completed its ServiceTitan implementation, and Colony said the early results have reinforced TrussPoint’s decision to standardize its systems.

“We’re not perfect yet. We still have a ways to go,” he said. “But the initial positive impact that the team has felt, and to see them operating on a higher trajectory, is really positive.”

Mario’s is on pace for a record year, Colony said, and TrussPoint expects continued growth across its portfolio during the second half. Although winter weather slowed operations in Wisconsin and Massachusetts, he said all four businesses are performing well. A couple of unexpected storms also helped results.

Colony said the company remains active in acquisition discussions.

“We’re always talking to people,” he said when asked whether more acquisition announcements were likely. “I would hope so.”

Katsman said roofing companies are increasingly looking beyond one-time roof replacements by adding exterior services and recurring inspection or maintenance programs.

“Most of their customers and homeowners will replace a roof one time, so they don’t have a lot of repeat customers,” Katsman said. “I’m seeing more and more looking for repeat business within one homeowner.”

“When we acquire companies, we want them to reach their full potential,” Colony said. “We feel like this is one of the catalysts, and one of the necessary tools, to do that.”