When a large scale storm passes through your area, local roofing contractors are immediately at at huge advantage when it comes to generating new customers quickly. This influx of new clients can result in huge profits for your company, but only if your business can handle the swell of customers. Having the necessary tools and additional staff on hand ensure your company can take advantage of every opportunity is critical, and can be done by implementing procedures and programs that increase production during storms.
Increase Your Capabilities with Tools to Boost Efficiency
Maximizing the efficiency of your company and teams is essential to increasing production. The more efficient your business is run, the faster and more accurate your work will be, which means you can take on more jobs. Utilizing a CRM system is an easy way for your company to achieve this efficiency and can lead to many other benefits. CRM, or Customer Relationship Management, is automation software that helps your company manage your jobs and client information. With a good CRM system in place, your staff has more accessibility and insight into their leads, as well as jobs already in progress, allowing them focus on their priority actions instead of trying to manage files and stay organized on their own terms.
CRMs that integrate with vendors and material suppliers can also save you time when it comes to creating and distributing paperwork.
Applying Integrations that Eliminate Paperwork Hassles
One way to optimize your efficiency within your software is by using programs that automatically create and populate your most-used paperwork for you. The ability to create accurate estimates quickly, get those estimates signed, and converted into contracts immediately means your sales reps can visit more homes while still providing quality service.
There are several options available on the market, but the more features that are integrated directly with your software platform means you spend less time logging in and out of programs, and less money spent on several licenses for other products.
Another integration that can help your company maximize efficiency is the ability to eSign. eSign enables clients to securely sign documents electronically from a tablet or mobile device in the field or emailed directly to a client. This means no more trips to the printer and extra meetings just to get a signature. Simply email the document to the client and have it signed.
Integrating your accounting software can also increase the efficiency of your office teams, as more sales come through the pipeline. By eliminating double entries, you reduces human error, and increase the accuracy of your accounting staff. Fewer errors means you can spend less time correcting mistakes and more time working on new jobs.
Streamline Your Insurance Restoration Process
Insurance companies can be a hassle to deal with, especially when you have jobs coming in from all directions, and several different providers at once. Dealing with insurance companies does not have to be difficult, however. Eliminate frustration by using templates that align with insurance company requirements, take photos of damaged areas, tracking supplements and mortgage checks, and invoice directly from your estimates.
Having ready-to-go templates for each major insurance provider that include all of the basic information they require can make the insurance process much easier. Using a template means important information won’t get left out and and claims won’t have to be filed multiple times. These templates can even be integrated with SmartDocs so that the required fields are automatically filled out with information from your job files.
Features like Photo Annotation can also save you frustration with insurance companies. With Photo Annotation your sales team can take pictures of damage, add comments and annotations, and then store them in the job file. These pictures can help the insurance company visualize the estimate and understand the situation so that an accurate settlement can be created.
The ability to directly invoice from estimates ensures a simple and quick way to send claims to the insurance company. Convert your estimates into invoices, store them within the job file, and then simply send them off through email. There’s no need to print, scan, or enter data more than once. Just push a button and send a quick email to complete your invoicing.
Have a Plan; Be Prepared
Being prepared ahead of time is the best way to be sure that you can scale production during storms as they often come through with little notice. Having quick pitches for your sales teams already put together, implementing standard follow up tasks, and giving your office team helpful procedures and tools are all steps you can take before a large storm arrives that will help your company handle the overflow when it does.
For Sales Teams
Having a quick elevator pitch put together before a large storm will make sure they and any seasonal hires are ready to pitch your services to potential clients the minute the storm clears up. The short length of an elevator pitch means your sales team can get to more people, quickly identifying interested clients, and closing as many jobs as possible.
Instituting certain follow up tasks for projects can ensure that the customer is still satisfied even after a job is finished. Customer satisfaction means more recommendations and therefore more business in the future. By having these tasks implemented before a large storm, your business can reap the benefits when bad weather does roll around. Having these tasks in place before a storm also means your team will know what is expected of them and can fit their tasks into a schedule efficiently, rather than being blindsided by extra work they have to do.
For Office Staff
With an organization system already established, your office teams will know what to do when the calls start pouring in, cutting down on time spent figuring out what the next step is. Implementing a standard approach pipeline ensures all of your employees are on the same page and categorizes your jobs so that they are easy to locate and assess. Giving your office team the integrated tools they needs, such as SmartDocs and Quickbooks, to complete these steps quickly is also important. The faster your office team’s turnaround, the more jobs you can complete and the more clients you can reach.
Increasing production during storms allows your company to reach as many clients as possible. By following these few steps you can ensure your company takes advantage of every opportunity that comes along in an organized and productive manner.