5 Ways to Grow Your Roofing Business with Software

As the roofing industry continues to grow, your business may face increased competition. But with the right plan in place, you can outpace your competitors and continue to grow sustainably.

In this blog post, we’ll explore strategies to help you sustainably grow your roofing business. You’ll also discover how roofing software like AccuLynx can provide the tools and insights needed to build a solid foundation for long-term success.

How to make your roofing business grow

Here are 5 ways to jumpstart the growth of your roofing business:

1. Optimize your marketing to generate more leads
2. Reduce your overhead
3. Speed up your sales process
4. Improve your customer service
5. Make business decisions based on real-time data

Strategy #1: Optimize your marketing to generate more leads

The first step to growing your business is to make sure that you have a robust pipeline of leads. Here are a few ways to improve your roofing marketing so you can generate the leads you need for greater growth.

Ask for referrals from your customers

Referral marketing generates about 3-5x higher conversion rates than other channels, so it’s a great strategy to add to your marketing toolbox. With AccuLynx, you can follow these simple steps to generate more referrals:

1. Ensure customer satisfaction throughout the project. Check in frequently to make sure the homeowner is happy with your work.
2. Set up an automated email to ask for referrals that is sent to homeowners when a job is complete.
3. Follow up with the homeowner after the project. Help them feel valued, even after a job is finished.

AccuLynx’s CRM features are designed to help roofing contractors build and maintain strong customer relationships, which is crucial for generating referrals. With tools for tracking interactions, managing customer data, and logging feedback, you can ensure no detail is overlooked.

Enhance your web presence

Having a strong website is essential for generating leads. Adding a form to your website where interested homeowners can input their contact information will help you reach qualified leads more quickly. Make sure this form is in a prominent place, and that your company phone number and other contact information is easy to find, so homeowners can reach you without much effort.

Create professional marketing materials

Having well-produced marketing materials can help provide more information and remind potential customers of your services when they need them. If canvassing is a critical aspect of your marketing strategy, be sure to have these types of materials ready to leave behind.

• Flyers
• Brochures
• Business cards
• Yard signs

Your materials should include:

• Your name and logo
• Contact information
• A list of services you provide
• Images of past projects

For longer materials, you can also include testimonials from past customers or positive ratings on common review sites.

AccuLynx helps contractors optimize their marketing to generate leads through automated emails & texts, lead tracking, and detailed marketing reports. Contractors can use these tools to enhance engagement and close more jobs.

Strategy #2: Reduce your overhead

Lowering your overhead costs allows you to increase your profit and keep your projects on budget more easily. Roofing software like AccuLynx offers contractors tools to reduce overhead without compromising the quality of their work.

Automate repetitive tasks

Rather than have a staff member spend valuable time on simple recurring tasks, use the automation tools in your roofing software to complete those tasks. The Automation Manager in AccuLynx allows you to set up emails, texts or tasks that are automatically triggered by actions taken in AccuLynx. For example, you can create a follow-up email that is automatically sent when a new lead is added to your system, or a reminder text to your customer that is triggered when a new appointment is scheduled.

Eliminate costly errors

A key component of growing your roofing business is being able to maintain a high level of accuracy while still working quickly and efficiently. Managing your roofing business with AccuLynx keeps all your information in one place, making it easier to avoid these costly errors.

Learn more about AccuLynx’s integrations →

The integrations in AccuLynx can also help improve the accuracy of your work by removing the need to enter data in multiple places. For example, you can use the QuickBooks or Sage Intacct integrations to automatically sync your accounting data, ensuring that changes in either software are reflected instantly in AccuLynx. This eliminates the need for manual data entry and minimizes the potential for mistakes.

AccuLynx also integrates with sales apps like Spotio, Angi Leads and SalesRabbit, allowing you to seamlessly add new leads into the AccuLynx system, ensuring your data is accurate and up to date. By streamlining these processes, AccuLynx empowers you to focus on delivering quality work without the worry of errors.

Stay on top of material and labor costs

Tracking your spending will help you keep your projects on budget and understand the real cost of your jobs. The reporting features in AccuLynx can give you a snapshot of your material and labor spending over the weeks, months and years. Pre-built reports such as the Job Expenses Report and Materials Report drill down into the costs and quantities of materials, labor and other expenses, sorted by job, so you can identify spending trends at a glance and make changes as needed.

Strategy #3: Speed up the sales process

Some roofing companies lose out on business because their competitors act more quickly and close deals in less time. Roofing software like AccuLynx can help your business develop a more efficient sales process.

Streamline your approach to sales

By providing your sales team with a set selling process and giving them access to the tools they need, they can start selling more jobs and growing their profit margins. With the Workflow Manager in AccuLynx, it’s easy to set up custom workflows, complete with checklists and assigned tasks, so each sales member has a standard approach to follow with their assigned leads. A custom workflow keeps your sales team on task and ensures that nothing slips through the cracks.

In addition, you can set up templates in AccuLynx for estimates, contracts, sales presentations, and more, so your sales team can easily create professional-looking documents and get them in front of homeowners. Having a wide array of documents at their fingertips will help salespeople respond quickly to homeowner needs and avoid delays in the sales process.

Create faster, more accurate estimates

Making sure your estimates are accurate is an important part of satisfying your customers and helping your revenue continue to grow.

AccuLynx includes an estimating tool that automates and streamlines the process by:

• Automatically populating your estimates with material pricing and crew availability.
• Providing a profit margin slider to help you price jobs more easily.
• Saving previously created estimates as templates you can use again and again.

In addition, AccuLynx offers an integration with EagleView and GAF QuickMeasure, so you can order aerial measurements directly and populate your estimates with these measurements. This all adds up to easier, faster estimates with improved accuracy.

Strategy #4: Improve your customer service

Communicate effectively with homeowners

Customers want to be in the loop throughout their project, and expect timely responses. Using the Customer Portal in AccuLynx, homeowners can visit a custom web page to keep track of their project in real-time, helping you organize communication and increase satisfaction. Instead of making constant calls or sending message after message, you can use the portal to:

• Share project details, photos, and documents
• Request and process payments
• Offer access to financing
• Exchange messages
• And more!

Track essential job details

Keeping customers happy requires paying attention to the smallest details and making sure you fulfill their important requests. But with so many jobs to complete, it can be easy to lose track of these details.

The job files in AccuLynx provide a single location for you to store all the information related to a job, from estimates and contracts to communications with the customer and notes about special requests. And since AccuLynx software is cloud-based, everyone on your team can access the information whenever they need, so they’re all on the same page.

Offer multiple ways to pay

73% of customers prefer to pay with digital methods, and 63% believe digital payments are more secure. AccuPay by AccuLynx allows you to process electronic payment options such as e-checks, debit cards and credit cards in-person, online, or by phone. This increases the number of payment options available to your customers and helps you get paid more quickly.

If your business frequently runs into pricing objections from potential customers, providing options for roof financing can help overcome these obstacles so you can close more deals. AccuFi by AccuLynx provides a way for you to offer financing for your homeowners right from the job estimate. That way, they won’t have to use an outside source and can quickly discover ways to pay for your services if they can’t afford the full cost out of pocket.

Strategy #5: Make business decisions with real-time data

See where your most profitable jobs come from

Looking at the places where your roofing business has succeeded in the past can put you on the right track to finding successful jobs in the future and help you allocate your marketing resources more effectively.

AccuLynx can help you identify specific profit trends so you can find these leads. For instance, you can use the reporting tool to generate a job profitability report. Within this report, you can drill down to learn more about each individual job, as well as sort by lead source, location, trade, and more to see trends around these jobs. You can focus on trends from just this year, or expand to learn about your most valuable jobs from the past few years.

Improve visibility into day-to-day activities

By placing job performance in context and understanding the challenges and opportunities your business faces as a whole, you can help the whole of your business to reach new levels of productivity and profitability.

The reporting dashboards in AccuLynx can help you get a clearer picture of the data that is most important to your business. Our pre-built dashboards for different roles in your roofing business, such as management, sales, production, and office staff, help your team members see the data that’s relevant to their jobs, without anything extra or unnecessary. You can even have your reports delivered directly to your inbox on a monthly or weekly basis so you can stay on top of your business trends more easily.

The right roofing software to grow your business

With the help of the right tools, your roofing business can see greater growth and outpace the competition. AccuLynx was designed to streamline your processes so you can get results faster. See a custom demo today and discover how AccuLynx can grow your roofing company.