Contracting is a business , the salesman is there to sell a roof to the customer for the most he can get .

Curious, is there a dedicated online group for investors in the Daytona area for meetups/knowledge sharing/etc on Facebook or here on bigger pockets? 

We are a custom home builder and can price a new home out much easier than a remodel. 

That usually only applies if you will be bringing customers to your home.

I have customers come into my business and pay by credit card.  

As for his customer service I think there is room for improvement.  

Timeliness and communication is critical when dealing with luxury markets and acquisitions, super jumbo focused lenders will often have dedicated processors and underwriters familiar with luxury real estate transactions. 

We use QB for accounting and Rent Manager for PM (I often feel like it uses us - although there customer service reps are great).

Without an agreement: the Buyer is your customer and the seller becomes your client because they are the one paying the commission. 

And then when the distributions got paused tell the same customers, who really needed those funds for retirement, they were being short-sighted to focus on de minimis cash flow and should wait for the real money to come in via appreciation?