As an insurance restoration contractor, you rely heavily on project management processes to keep your jobs moving forward. The most important thing for your continued growth is to ensure that all your jobs are progressing and that you never lose track of any tasks. But this can be easier said than done. You may find that processes that worked for your business before are no longer helping you achieve the same goals. It may be time to think about new solutions.
Where do you start? A contractor CRM software can provide you with a more streamlined process, the tools to help your business succeed, and a place to keep track of every aspect of your organization. Here’s what you need to know.
Data Drives Understanding
How can you take advantage of what your data already knows about your business? Insurance restoration CRM software can help you access the data you need and identify areas for improvement. The right reports can unlock critical insights into every function of your business. This brings great benefits to your sales team in particular, as contractor software gives reps the tools to follow up on hot leads faster and close more deals.
Insurance restoration contractors also benefit from CRMs that provide the ability to:
- Import leads from other software platforms so you have everything in one place
- Turn around estimates to potential customers quickly
- Access your project/customer data from the office or the field
When your software provides you with this level of easily accessible data, you can assess your business performance in every area.
What to Look for Before You Buy
When deciding on what contractor CRM software works best for your insurance restoration business, it’s important to look at the areas you want to improve. Whether you’re looking to improve things like organization or speed up your sales process with aerial measurement reports, knowing what you want for your business will help you choose insurance restoration software that’s right for you.
Looking at where your company’s process is struggling or missing the mark is the first step to deciding on the right software. Is your office entering data incorrectly? Are you delivering inaccurate estimates? Wherever you’re seeing snags in your process, this can help you determine what’s most important to find in a software solution. The more your insurance restoration software is tailored to the roofing industry, the more likely it is that it will offer a full suite of tools that you need.
The Benefits of Contractor CRMs
Besides data management and process improvements, there are other benefits to contractor CRM software:
Time Management. Having the ability to upload important documents, assign tasks, track job costs, add and share photos with your crew, schedule labor and deliveries, and share customer information can save your business time and help your teams stay organized.
Crew Scheduling. Many roofing businesses use a number of different crews to complete projects. Having restoration contractor software where you and your production team can view all labor assignments and material deliveries can help keep all your teams in the loop. You can see which crews have availability and who is working which jobs. Your production staff will be able to plan and schedule all of your company’s labor and material deliveries.
Order Management. Which labor and material orders are outstanding? You need a one-stop shop for all of the relevant details associated with your jobs. From there, you can see which orders need your immediate attention, or drill into each order to view more details and make edits. You’ll be able to review labor tickets, material orders, crew assignments, and subcontractor information, with all accompanying documentation. Contractor CRM software puts all this information at your fingertips.
Custom Reporting. The best contractor CRMs offer custom reporting that goes beyond the basics. Far from just focusing on leads and finances, these reports allow roofing businesses to view job milestones, calculate estimates, place material orders, and other data that is vital. Whether your office staff wants a report of last month’s finances or your sales team wants weekly check-ins on their efforts, you can set up reports to pull this information and deliver it to the appropriate team members as often as needed.
The decision to move away from spreadsheets and paper files to a CRM solution can be intimidating—but it doesn’t have to be. If you keep your focus on the needs and long-term goals of your company, you’ll be able to find the right contractor CRM that will keep your insurance restoration business growing.