People who work on roofs need roofing project management software to keep track of their contacts and sales pipeline. But that’s not even the half of it.
It’s not over when you make the sale. You still have to do your job! In fact, it’s still not over.
It doesn’t matter how hard it is to close the deal. That’s just the first step of your real job: roofing. It all comes down to project management software when it comes to that part of the job.
Without software, you can’t manage a roofing project.
It’s almost more important to be able to manage a project from start to finish than to have a lot of talent, experience, and know-how.
Successful roofing project management includes the following:
- Face-to-face with the customer
- Making someone else get the quote/estimate
- The customer and I will meet again to close the deal and set up work.
- An order for materials is made and then sent.
- Putting together and sending a work order
- Assigning the job and the tasks that go with it
- To make sure that everything is done on time, follow the process.
- Invoicing the customer for the work that was done and collecting on the estimate
- Following up with the customer in the office
- Reporting and auditing the work you did to make sure it was done right and to figure out how you could do it better.
As you can see, this process isn’t what you’d call easy. Using spreadsheets, sticky notes, and whiteboards is no longer enough.
You need to keep up with the competition and be ready for anything.
Your answer must be quick enough to meet your needs.
If you want to communicate better and send information to your office quickly, you need a service that will help you do that.
Roof project management software can help you get all this done and more.
With Roofing Software, you can keep track of your projects
Roofing project management software gives you a blank slate on which to keep track of your best practices. It’s possible to set up different job types and statuses so that your jobs can move through the project life cycle.
I need to send someone to do a quote on the job site. It allows you to move your software where you want and get your work done on the spot without having to leave the environment that’s been set up for you.
I don’t know. People who do estimates on their phones or iPads on the job site can do them from there, even if they don’t have an internet connection.
So, it works even when you don’t have an internet connection. When you get back online, your information is backed up.
How about that?
There are many other documents that you might need to keep track of when you’re working on a roof. Roofing project management software can help you keep track of them, too.
In this system, everyone who uses it can see all of these documents. This way, they can always get the information they need to do their jobs well and quickly, and they can always see it right away.
When you use workflow automation, all of your tasks are automatically assigned. Your team members get notifications when a new task is assigned, and your customers can check in on a customer portal to see how the job is going. The list keeps going and going.
You can run a report at the end of the process to see how you did.
They will help you figure out what to do better on current and future projects, so you can do better in the future.
There are no doubts about the benefits of roofing software
It’s a big change from what most people in the roofing industry are still doing (white boards, anyone?).
It has all the tools and platform you need to speed up your process and make it easy to move on to the next stage and project, while giving you more mobility and efficiency all around.
Navigate here to learn more about our rooftop software.
