How to Bid a Roofing Job – and Win with Software

Estimated reading time: 4 minutes

In order to actually grow your business, you have to continue to win bids. And in order to win bids, you have to holistically understand your client and project. Even after presenting a bid to a customer, there’s a good chance they’ll talk to a competitor and shop around before committing.

How can you stand out from the competition and secure the winning bid? Below, we’ll share exactly how to bid a roofing job, and the four ways AccuLynx can help.

How to Bid a Roofing Job

  1. Inspect the roof & note areas of damage.
  2. Generate an accurate roofing measurement.
  3. Calculate the number of roofing squares required. Make sure to account for roof pitch.
  4. Factor in potential waste (typically 10-15%).
  5. Calculate the additional supplies needed to complete the job including vents, nails, labor, and other equipment.
  6. Identify the total cost of the project and your desired margin.
  7. Prepare a formal bid for the homeowner to review.
  8. Close!

Read: How to Price a Roofing Job

How Software Can Help Your Bid a Roofing Job

Roofing Software Provides Accurate Measurements and Price Projections

Ensuring your roofing measurements and price projections are up to date and as accurate as possible is one way to help you win more jobs. With software, you no longer have to take estimates by hand, which helps streamline your measurement and estimate process while also leaving less room for human error.

AccuLynx integrates with aerial image software provider, Eagleview, that can help make your measurements more accurate for your bids. With this integration, you can order roof measurements directly from AccuLynx, and they will automatically populate your job estimate so that you don’t have to do it manually.

After you have your accurate measurements, you need to check the supplies necessary for the project. With AccuLynx’s integrations with SRS Distribution, Beacon, and ABC Supply, you can check the availability of specific materials and the prices right from your desktop or mobile device in real-time. This way, you can quickly provide your customers with the most up-to-date cost information and availability throughout the roofing job bid process.

Roofing Software Helps You Communicate with Customers

When bidding a roofing job, there can be many moving components. You’ll need to communicate with homeowners about timeline, materials, budget, and more. Roofing software like AccuLynx improves communication before, during, and after a project is completed. It allows roofing contractors to house all customer information in a single database and comes packed with communication tools like automated emails and texting capabilities.

Roofing Software Allows You to Quickly Generate Professional Estimates and Documents

How long does it take you to turn measurements into an estimate? If the process takes you longer than a few minutes, you’re losing valuable time and potentially the homeowner’s attention.

After ordering a professional measurement or manually entering this data, AccuLynx allows you to quickly generate a professional, branded estimate. Plus, AccuLynx allows you to immediately collect a digital signature on site or via email, helping you win a roofing job bid.

Roofing Software Offers Customers Easy Payment Processing and Financing Options

Roofing jobs aren’t cheap, and one way to help your customers feel more comfortable about the price is by providing different payment and financing options. You can do this by allowing your customers to pay with card, cash, or check or by providing your customers with the ability to take out loans to help with the cost.

Acculynx has two different integrations that can help make payments easier for you and the homeowners. With AccuPay, homeowners can pay for their roofing jobs online, in-person, or over the phone. This process is quick and easy, and it integrates right into your QuickBooks account for easy access.

With AccuFi, you can provide your homeowners with multiple competitive loan options within minutes. Customers are able to view their project as a monthly payment amount rather than a large, upfront cost. By providing this service, you can help make your roofing jobs more affordable and the price tag less daunting for your customers without eating into your profits.

Read: Providing Customers with Accurate Roofing Estimates

Winning the Roofing Job Bid

Winning the bid is just the start of the project, but it’s important in order to successfully grow your roofing business. By providing fast, accurate estimates, communicating with homeowners throughout the process, and providing multiple payment and financing options, you can improve your close rates. See how roofing software like AccuLynx makes learning how to bid a roofing job a much easier process.

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