How Supplier Direct Ordering Improves the Field Sales Process for Roofers

Estimated reading time: 3 minutes

Your sales team is the backbone of your company. They’re the ones on the ground, knocking on doors and bringing in the customers. Roofing contractors and business owners know that having an established sales process helps give those teams the structure and support they need to do their job effectively.

Although there can be many steps for sales teams to follow within your process, one easy way to achieve more field efficiency is to use supplier direct ordering to improve the speed and accuracy of your estimates and material ordering in the field.

CRM systems like AccuLynx allow roofers to connect directly to trusted material suppliers like ABC Supply when creating their estimates, and placing their orders.

Using Real-Time Pricing in Your Estimates

When your sales staff are creating estimates in the field, they need to be able to accurately assume the amount of materials needed and the mark-up for a job before presenting to the homeowner.

One of the greatest benefits of supplier direct ordering through a CRM integration is that it enables your sales staff to see the real time pricing and availability of the materials at their local branch as they are creating the estimate. ABC Supply allows contractors to see their unique pricing, so there is no math or guesswork needed to slow down the process.

Create Estimates Through Automation

Supplier direct ordering integrations with your CRM use automation to calculate price and quantity, automatically applying these figures to your estimates. When your salesman estimates that a steep slope will require 300 sq ft of asphalt shingles, the estimate automatically calculates that cost with your unique pricing and markup.

While this may seem like simple math, mistakes in calculations can ultimately hurt your company. Eliminating the potential for human error improves the accuracy of your estimates, while also saving you the time it would take to locate an error and fix it.


Using Roofing Software to Create More Accurate Estimates and Material Orders

Apply accurate pricing to estimates, make less mistakes in material ordering, and eliminate the need to handwrite the same information over and over across different documentation when you order direct from ABC in AccuLynx.


Create Orders Right from Your Estimate

Once you have your completely accurate estimate in place, all it takes to turn it into an order is a few clicks in your CRM. All of your estimate data gets transposed right into your order, and is sent directly to your material supplier. Your office staff doesn’t need to struggle with messy handwriting, miscalculations or follow-up phone calls to your local rep. Sales teams are even able to schedule when to drop off the materials, any additional notes to avoid potential confusion.

Your sales team is an undeniably important part of your company. Why not make their job as easy as possible? Supplier direct ordering can be a huge asset to your process, improving speed, efficiency, and accuracy in the field. And, when your sales team does better, your whole company does bette, making supplier direct ordering a must for any roofing business.

AccuLynx is the most powerful tool for your roofing business. Simple to use software, industry-leading tools and the best customer support — AccuLynx makes it easy to grow faster than your competition. 

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