Permits, supplements and mortgage check tracking
If you’ve been in the roofing industry for a long time, you know keeping important documents in a safe (and memorable) spot is key. With your roofing software, you don’t need to worry about making copies or risk things being lost in the mail.
When you submit permits or insurance claims, you can track where they are in the process of being approved or when they’ll be received right in your roofing CRM. This makes it easy for all crew members to reference job-related documents.
If a customer needs a copy of their original estimate on the day of the project, your production team can access the information and send it to them on the spot. Everything is secure and readily available when it’s needed. And this doesn’t just stop at billing and customer information—you can also use your roofing software to store images and videos.
Photos and videos
With roofing CRM software, you can easily take pictures (and videos) of any before and after work, as well as highlighting any specific damage or details that need to be addressed. Everyone from your sales staff to your production teams can upload and access these photos. With your mobile device, just snap a picture using the CRM’s app and save it to that project.
Being able to store photos and videos with your roofing CRM can improve communication across teams.
Communication can be a challenge when different departments/crews handle different parts of the process. Roofing CRM software improves the ways teams communicate by tracking all communication throughout a project. Say one of your staff members has been talking to a customer about an upcoming project. With a roofing CRM, emails can be tracked and the sales team member can review the conversation to see if they need to assist anywhere.
Everyone can agree what the best day of the week is: Payday. So, if someone on your crew notices an issue with their paycheck or that their commission wasn’t calculated correctly, it could cause problems.
With your roofing software, you can calculate and track commissions for each of your crew members for every job. You’ll always have a record of what’s been earned, approved and paid in the system.
Roofing company reporting
The easiest way to track your business’s performance is by taking advantage of customized reporting tools within your CRM. You can stay in the loop on the information that is most important to you and your roofing business. Some roofing software applications like AccuLynx even offer pre-built reports for you to help you track and view job progress, permits, material orders, billing information, estimates and more.