Provide Better Roofing Solutions With Roofr
Any roofing contractor worth their dime knows the impact of software in their roofing business. It’s the reason over 57% of roofing professionals use software for estimation, and another 43% use software for aerial measurements.
By integrating software into your business, you’re setting yourself up for better business operations and growth. But the mere number of roofing software on the market is enough to confuse even the best roofing contractors.
That’s why this article will talk about one of the most highly-preferred roofing software platforms among professionals and how it can help you grow your business. This software is Roofr.
Keeping track of all tasks and milestones is critical to meeting deadlines and providing a high-quality end product to customers.
When you choose a platform with CRM, you can keep all of your project information organized and all team members informed. Everyone can see how the project is progressing through its many stages.
For example, once a project has progressed from the requirement for scheduling to the beginning production stage, the team working on it can see all that is going on, if anything is needed, and the next steps.
One of the most challenging things roofing companies encounter is crew scheduling. There’s a lot of room for things to be muddled up or missing when you need to see all of your field teams’ availability to coordinate schedules and find last-minute substitutes.
When it comes to scheduling your labor team, software provides many tools and functionalities that allow you to view everyone’s schedules, such as:
- Field teams
- Production supervisors
These features make it simple to schedule new roofing work.
When you task your workers with producing an estimate, it can either result in a quick signing on the dotted line or, if the forecast is erroneous or takes a long time to prepare, can end in a job loss to another roofing company.
Certain software packages provide options to auto-populate customer information and job site parameters (dimensions, deficiencies, requested goods, and so on) into your estimates. This eliminates the need for manual data entry and reduces the danger of human error.
Obtaining all the information necessary for your operations can occasionally be difficult. This might be anything from metrics for individual salespeople to overall company performance.
Numerous business titans in the sector have discovered that their roofing CRMs’ specialized reporting options may assist them in evaluating operations.
With software that offers reporting capabilities, you can monitor the development and effectiveness of your company.
Lead management is critical to the success of a roofing sales department. If new leads are missed or overlooked, your company may lose a potential job that may have brought in significant earnings. So, how can you ensure you’re promptly following up on all your leads?
Some software platforms can notify you of any new leads and provide project information. In addition, the correct software solution tracks all data and actions to give a complete picture of your sales pipeline. This provides your sales associates with more time to look for new clients.
Whether it’s internal or external communication, knowing who said what, when it was said, and when they repeat it is critical. Communication issues hamper a wide range of enterprises in a wide range of industries. However, it’s especially difficult for roofers to keep track of, because half of their teams are on the road and not in the office.
Software aids you in communication amongst cross-functional teams. It provides features to help record various forms of communication amongst team members, as well as with clients throughout the course of a project. In addition, team members can look back to previous conversations to verify that they haven’t missed anything.
Having images connected with each project aids in the identification of flaws, displays the initial state of the roof, and documents the end outcome. Therefore, your field teams must have a mechanism to capture these items and share them with the rest of the group (and not lose the image in their camera roll).
Software allows you to maintain images of your work and make notes on any specific locations that require further care. Everyone on-site at all times (salespeople, estimators, and production crews) may contribute images to a roofing job’s file and see them at any time—all from your mobile device.
Every growing business needs top notch workflows and processes that streamline operations. Why? In an industry like roofing, you’ll find that there are several repetitive tasks to undertake, tasks that can be easily automated so roofing contractors can focus on growing their business.
Software understands how mundane tasks like this can slow growth, so most platforms are designed to help roofing contractors automate tasks like estimates and quotes.
Users can also manage their workforce, including adding new hires and clients and removing old ones as well. This way, roofing contractors can keep better tabs on their crew and monitor business growth.
If you want to run a successful roofing business, chances are you’ll have to leverage software. However, although platforms streamline roofing processes, using them can quickly become daunting when you have too many programs at once.
Think about it. Most roofing contractors have different software for invoicing, customer relations, estimates, proposal creation, quotes, aerial measurement providers, and what have you. This can create inefficiencies and bottlenecks in the sales funnel.
Look for software that eliminates that bottleneck by allowing users to integrate several third party apps directly into it, whether it’s Zapier, JobNimbus, or Hubspot. This way, you can have a central base of operations for your roofing business.
The success of your roofing company will be determined by how you run and carry out the operations involved in the roof and exterior installation. Modernizing your organization’s communication methods will have a long-term influence on your business, and facilitating them with software can help your company stay on track.