How CRM Software Helps Small Residential Contractors Compete Like Big Businesses

As a small residential roofing contractor, you’re used to dealing with limitations—on your time, your resources, and your staff. You’ve accepted that you don’t have the same capacity as a huge organization. So you’re doing the best you can to keep your business growing.

But there’s one tool that can help you sustainably expand your roofing business. By using roofing CRM software, you can surpass some of your limitations and compete with the bigger players in your space. Sound impossible? Here are a few benefits that roofing software brings to small residential contractors.

Taking the Burden Off Your Employees

You and your staff are wearing many hats, since there aren’t a lot of you in the first place. Everyone has to pitch in on projects, and there are busy times when job roles are disregarded so the whole office can keep their heads above water. Anything you can do to reduce the burden on your staff would go a long way towards making your roofing business more productive—and maybe even give you time to do those things you always put off until later.

A CRM software system for roofers can automate or streamline many of the job tasks that your employees are currently doing, freeing up their time. For instance, in the AccuLynx platform, you can order materials directly from ABC Supply instead of having to call the branch to ask for pricing. You can populate an estimate template with pricing, adjust your profit margin, and send it to the customer to be electronically signed. You can store all your job information in the cloud-based system, eliminating the need for keeping track of documents in a paper file. All of these more efficient ways to complete common business tasks add up to saved time and effort. And when your employees aren’t tied up in taking care of these tasks, they have more energy and creativity to put into the rest of their jobs.

Making You Proactive, Not Reactive

Sometimes, a ton of work comes in, and everyone is scrambling. Other times, you hit an unexpected lull and you can’t figure out why. If you had more people, you might be able to stay on top of trends more easily and make business adjustments. But with the resources you have, it feels like all you can do is react to what happens rather than analyze what might happen.

AccuLynx offers a dashboard to help you visualize how all your jobs are progressing. You can easily track jobs from the first time you get a call to the arrival of the final invoice. At a glance, you’ll be able to tell which jobs need follow-up, whether you have enough work in the pipeline, and whether any invoices are outstanding. You’ll see a fuller picture of everything going on in your business, in one easily accessible place.

Roofing CRM software also offers reporting tools to help you look at the bigger picture. With features like ReportsPlus, you can customize reports on key performance indicators and have them automatically sent to you on a recurring basis. With adjustable reporting dashboards, it’s easy to visualize trends in your business performance and prepare for them in advance. The more data you have at your disposal, the more you’ll be able to make informed decisions and keep your business growing sustainably. You’ll also have a greater capacity to anticipate the ebbs and flows of your business and put plans in place to deal with them.

Increasing Your Efficiency

What if you had the power to act more quickly on leads and finish work more efficiently? As a small residential contractor, you might feel like this would be incredibly difficult, at least without hiring a lot more staff. But using roofing CRM software can enable you to increase efficiency without changing the makeup of your team.

How? The key is improved organization and coordination. Cloud-based software like AccuLynx provides a single storage point for everything about your business that can be accessed from anywhere. Everything from documentation to invoices to pricing information is available with a few clicks, whether you’re on a job site or back in the office. There’s no danger of anything getting misplaced or damaged, since it’s backed up in the cloud.

In addition, the communication tools in AccuLynx enable your staff to stay in sync. Adding notes to job files ensures that all members of your team stay up-to-date on customer requests, changes to the job, or special instructions. Through the mobile app, staff on the job site can easily communicate with the rest of the team without leaving the app—instead of sifting through texts or emails, the messages in AccuLynx are preserved in the platform so you can access them at a later time if needed. AccuLynx even offers a Mobile Crew App that keeps you connected to your subcontractors and crews as they work. With enhanced communication and better organization, your business has the capability to work more quickly without sacrificing quality.

Small residential contractors might feel like they’re at a disadvantage when it comes to growing their businesses. But tools like roofing CRM software provide the power they need to increase productivity. By reducing the time spent on administrative tasks, giving business owners an easy way to see the big picture, and helping employees work more efficiently, roofing CRMs give small contractors an advantage that helps them compete with bigger roofing businesses.

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