Contractor Scorecard

A. Company Profile

Fields marked * are required.

Company legal name

DBA / trade name (if different)

Owner name(s) & role(s)

Contact email

Contact phone

Year founded

Number of full-time employees

Number of subcontractor crews used regularly

Approximate annual revenue (last 12 months)

Primary service area (counties / cities)

Revenue breakdown — Restoration vs. Retail vs. Repairs (estimate %)

Current certifications held (GAF, CertainTeed, Owens Corning, other)

B. Current Tools & Systems

Write in what you currently use. Leave blank if you don't have one. Rate your satisfaction 1–5 (1 = not satisfied, 5 = very satisfied).

C. Honest Self-Assessment

Rate your company 1–5 in each area. 1 = nonexistent or broken, 5 = fully systematized and running well. Don't overthink it — first instinct is usually right.

D. In Your Own Words

What is the single biggest bottleneck in your business right now?

If you could fix one department overnight, which would it be and why?

What does your company look like in 5 years if everything goes right?

Have you been approached by private equity, a franchise, or an aggregator? If so, how did that go?

What made you interested in FORA?

The FORA Contractor Diagnostic Scorecard

A. Company Profile

B. Current Tools & Systems

CRM (Jobber, ServiceTitan, AccuLynx, etc.)

Accounting / Bookkeeping software

Estimating / Xactimate

Project management / scheduling

Marketing platform / agency

Lead generation source(s)

Review management / reputation

Payroll provider

Communication (team chat, email, phone system)

Document / file storage

C. Honest Self-Assessment

Sales process & consistency

Production quality & organization

Financial visibility

Marketing & lead generation

Hiring & team development

Customer experience

Repair division

Warranty handling

Subcontractor management

Owner's time & delegation

D. In Your Own Words

Got it.