How exterior data reaches HQ: the nightly pii to core rollup

What this article is

The Exterior & Roofing page and the "Exterior & Roofing" category inside Benchmarks both show you numbers about your network's roofing and exterior business. Neither of those pages ever reads a franchisee's own records directly. Everything you see there is handed up once a night by a single automated process: the network rollup that turns each franchisee's own operational data into the aggregate figures Verinode HQ is allowed to see.

This article is the plain-English explanation of that process: what it does, how each figure behind the Exterior & Roofing page actually gets calculated, and what a franchisee's row in the network summary contains once the rollup finishes. If you have already read the Exterior & Roofing overview, think of this as what happens one layer underneath it, before any of those numbers ever reach a screen.

The one bridge between a franchisee's business and your network view

Verinode is built on a hard separation. A franchisee's day-to-day business, their invoices, estimates, job files, and correspondence, lives inside their own Verinode IQ account, and HQ never queries that account directly. The only way anything about a franchisee's exterior business reaches HQ is through a single nightly rollup that reads each franchisee's operational records, computes a fixed set of aggregate figures from them, and writes those figures into a network-level summary that HQ's pages read from instead.

That rollup is the only channel this happens through. There is no second path, no live query, and no way for an HQ page to reach past the summary and pull a franchisee's underlying documents. If a number appears on the Exterior & Roofing page, it came from that summary, and the summary was written by this one nightly process.

The same rollup refreshes a whole family of network summaries in one overnight pass, covering Commercial, Facilities, Fleet, Equipment, Impact, and several other HQ sections alongside Exterior & Roofing. Exterior is simply one of those sections, computed and written the same way as the rest.

What happens each night

1. 1The rollup starts with your active franchisee roster. For each network, it works from the list of franchisees currently active in that network, the same roster the rest of HQ uses.
2. 2It reads each franchisee's own exterior division status. Whether a location counts as running an exterior division, and how Verinode arrived at that answer, comes from that franchisee's own profile inside their IQ account (see below for how that status is set).
3. 3It reads every job on file for each franchisee and works out, job by job, which ones are tagged as exterior work versus the rest of that franchisee's book, so it can total up exterior job counts and exterior revenue alongside whole-book revenue.
4. 4It reads the revenue tagged on exterior estimates, and the supplements filed against exterior jobs, to compute the retail-versus-insurance split and the supplement capture rate described below.
5. 5It looks at the trailing twelve months of completed exterior work, month by month, to compute how seasonally concentrated that franchisee's exterior revenue is.
6. 6It looks at real booked costs against real collected revenue on exterior jobs to compute a genuine, burdened exterior margin, never an estimate.
7. 7It resolves each franchisee's name from your network's own roster, encrypts it, and writes one row per franchisee into the network summary Verinode HQ reads from, timestamped with when it was computed.

For a large network, that whole sweep can take more than one pass to finish before your morning. When it does, the rollup simply picks up where it left off at the next opportunity rather than starting over or double-counting a franchisee it already refreshed. Either way, the summary is fully caught up by the time your team is checking HQ, which is why this is described as a nightly refresh rather than a live feed: the numbers you see reflect last night's business, not this minute's.

If writing a single franchisee's row runs into a technical problem partway through, that one franchisee's figures simply carry over unchanged until the next successful run. It never stops the rest of your network from being refreshed that same night.

How each figure is actually computed

Every figure behind the Exterior & Roofing page is a real computation over a franchisee's own records, never an estimate or a placeholder. Here is what each one is actually measuring.

Exterior division status. A location earns the "running an exterior division" flag one of two ways: either the franchisee told Verinode directly that exterior work is part of their business (when they set up their account), or Verinode determined it automatically once that location has enough job history on file to draw a reliable conclusion, based on whether a real, sustained share of its jobs are genuinely exterior work rather than one stray roof mixed into an otherwise interior book. Once a location has built up enough history for the automatic read to kick in, that read takes over from the original self-report. A brand-new location with only a handful of jobs on file keeps whatever it originally told Verinode until it has enough history for the automatic check to take over.

Exterior job count and revenue. For every job on a franchisee's book, the rollup checks which phase of work that job belongs to, exterior or the rest of the business, and counts the exterior ones while summing the dollars billed on them. It separately sums the dollars billed across the franchisee's whole book, which is what lets the Exterior & Roofing page work out what share of that franchisee's revenue exterior work represents.

Retail-versus-insurance mix. This comes from the individual line items on a franchisee's exterior estimates, specifically the ones tagged with a revenue source (insurance-paid versus retail/homeowner-paid) and linked back to a real exterior job. The insurance share is simply the tagged insurance dollars divided by all tagged dollars for that franchisee's exterior work. Line items with no tagged source, or with no clear link back to a job, are left out of the calculation rather than guessed at.

Supplement capture rate. This comes from the supplement line items filed against exterior jobs, specifically the dollar amount requested on each supplement versus the dollar amount ultimately approved. The capture rate is total approved dollars divided by total requested dollars, calculated only once a franchisee has actually requested something.

Seasonal concentration. This looks at the trailing twelve months of exterior jobs, grouping completed revenue by month, and asks what share of that revenue landed in the three busiest months out of the twelve. A franchisee needs real activity spread across at least six separate months in that trailing year before a concentration figure shows at all; below that, there simply is not enough spread yet to say anything meaningful about seasonality one way or the other.

Exterior margin. This is a genuinely burdened margin, real collected revenue on exterior jobs minus the real, itemized costs booked against those same jobs (labor, materials, subcontractors, and equipment combined), not a modeled or industry-typical ratio. A job only counts toward this figure once it has both collected revenue and a real cost record on file; jobs missing either one are left out entirely rather than having a number guessed in their place. That is a deliberate choice: this figure is either real, or it is not shown.

What lands in the network summary every night

Once the rollup finishes, each franchisee has exactly one row in the network summary Verinode HQ reads from, refreshed nightly. That single row is what powers everything you see: the count behind the "N locations running exterior" hero pill, the "N exterior job(s)" and "X% of revenue" lines on the Exterior Book tiles, the insurance-versus-retail split, the supplement capture percentage, the seasonal concentration percentage, and the exterior margin median, all trace back to fields in that one row per franchisee, computed exactly as described above.

That row exists for every active franchisee in your network, not only the ones with real exterior activity. A franchisee with no exterior jobs at all still gets a row, seeded with every figure at its honest empty value (zero jobs, zero exterior revenue, and every percentage left uncalculated) rather than no row at all. That is what lets a franchisee's numbers start filling in immediately, the very next night, the moment they log a real exterior job, instead of waiting on some separate setup step. It is also why the Exterior Book row on the page itself only displays franchisees who have logged at least one exterior job: the underlying summary carries every franchisee, but the page only surfaces the ones with something real to show.

Where privacy is enforced: not here, but one step later

It's worth being precise about where in this pipeline your network's privacy protections actually apply, because it is not at the point described above. The nightly write always computes and writes every eligible franchisee's row in full, regardless of your network's size or configuration. Small-network suppression, the rule that hides individual franchisee rows once a network has too few active locations to keep any one of them anonymous by elimination, is enforced when Verinode HQ reads the summary back out to build the page you see, not when the rollup writes it overnight. The full detail of that read-time protection, including exactly when it kicks in and what you see instead, is covered in What HQ sees: the network privacy boundary.

Franchisee names follow the same separation of concerns: the rollup resolves each franchisee's real name from your network's own roster and stores it in encrypted form as part of Verinode's standard data protection for franchisee identity. Whether HQ's screens then show you that real name or an anonymized label depends entirely on your network's configuration (independent-operator networks are anonymized by default; single-enterprise networks show real names), a decision made when the page is read, never when the row is written.

When a franchisee's numbers stay flat overnight

A franchisee's row only changes from one night to the next if there is new activity behind it: a new job logged, a new estimate or supplement filed, or enough time passing for a job to age into or out of the trailing-twelve-month seasonal window. A quiet franchisee with no new exterior activity simply carries the same numbers forward unchanged, which is expected behavior, not a sign the pipeline skipped them.

Related help

• Exterior & Roofing: your network's storm book at a glance: the page this pipeline feeds, and how to read the hero and per-franchisee rows it produces.
• What HQ sees: the network privacy boundary: where and how small-network suppression and name anonymization are actually enforced.
• Network benchmarks: how the section works: the wider Benchmarks hub the Exterior & Roofing category lives inside.
• Coverage labels and the anonymity floor: how Verinode decides when an outside industry comparison is safe to show, the same discipline applied here.