Time-Saving Techniques for Roofing Contractors
Admin Admin August 11, 2022

There are only so many hours in the day, and there is always so much to do while running and expanding a residential roofing business. Investment in technology that improves efficiency in the workplace will pay off in the long run, regardless of the size of your organization.

CRM solutions for contractors simplify your work and make you more productive. With the help of a roofing CRM for contractors, you can save time and discover new methods to expand your business.

Listed below are everyday tasks that will help you save time immediately:




roofing contractors



Use Aerial Measurements to Generate Estimates


It takes a long time to take measurements by hand. Aerial measurements are 95% accurate and eliminate the required data entry by hand. Several aerial measuring companies can email you a report as soon as it is completed rather than needing to send someone up on the roof.

RooferIntel, for example, has an interaction with aerial measuring businesses like EagleView and SkyMeasure, allowing you to request and get data immediately into your project file. As a result, you won't have to switch between various apps, saving you time while estimating and placing orders for supplies.


>>Related post: Using a CRM for Contractors: What It Means for Their Business


Purchase Your Supplies Straight From Your Supplier


Supply chain delays and material shortages have made it challenging to place material orders. Going through your distributor's website to hunt for your material or possible substitutes and manually inputting dimensions and client information might take a lot of time.

With RooferIntel, you don't have to leave your account to order supplies and submit measurements. To avoid having to resubmit measurements, this removes the necessity to do so. RooferIntel, a CRM for contractors, may help significantly reduce the time you spend on material ordering.


Request a Digital Signature


A range of digital solutions is available to assist your clients with the convenience of virtual services, including roofing documents.

During the initial estimating process, there are likely to be several papers exchanged between you and your clients, some of which need legal signatures. In RooferIntel, you can produce a digital copy of any document you have and send it to homeowners by email or a link to obtain their signature. A copy of the paper will then be delivered to the client, and the original file will be preserved in the RooferIntel account for future reference.


Send Text Message Reminders Automatically


According to a recent survey, most clients prefer to get appointment reminders via text message. Using text messaging, you may stay in touch with everyone, regardless of where they are. Everyone always has their phone with them, so reminding customers of their scheduled appointments may help keep them in mind without playing phone tag.

You don't have to spend any more time on this. You'll save time by not having to write a new text message each time. For example, if a new appointment is planned, you can set up triggers in your CRM that immediately send a text message to the contractor.


>>Related post: Benefits of RooferIntel Estimate For Contractors


Check-in With Your Crews Using Virtual Reality


In the middle of a busy season or when you have many crews working on separate projects, keeping track of everything occurring on-site may be challenging. It may take a long time to drive from one work site to another, and you don't have the same level of real-time visibility you would have if you were on the job site the whole time.

You don't have to leave the office to keep tabs on your workers and subcontractors with RooferIntel's real-time visibility. Workers may be allocated assignments through the app, see their timetables, and obtain work orders all from the app. To better understand what's going on at a project site, your employees may submit images, send messages, or use the checklist feature you've prepared for them.


Provide Digital Payment Methods for Your Customers


Getting paid is great, but it may be time-consuming and aggravating to hunt down payments from clients or to do lengthy accounting duties for each assignment.

It can handle all your payments without going to the bank to cash checks. Various payment options are available to customers: credit cards, debit cards, and e-checks. Payment information from your client is immediately uploaded, and you are alerted as soon as a payment is received.

There's no need to go between programs or input payment information in several locations anymore. To avoid this, our CRM for contractors automatically syncs payments with your QuickBooks account and monitors payment requests directly from the Job Files.


>>Related post: Ways That Roofing Contractors Can Lessen Paperwork


Organize All of Your Tasks in One Place


Lead generation, sales, and manufacturing are just a few of the many tasks contractors often do use spreadsheets. Although this approach isn't scalable, it might lead to several mistakes as your organization grows.

RooferIntel, a CRM for contractors, features a Job File that includes everything from a customer's estimate to all of the communication throughout the work. An easy-to-reach file like this one provides you with a piece of mind that it will not be misplaced or unintentionally erased.


To assist roofing contractors save time and building their company, RooferIntel is an all-in-one CRM system. Get a personalized demo to learn more about how RooferIntel may benefit your company.

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