Roofing Project Management Tips: Changing the Way You Manage Change Orders

Estimated reading time: 3 minutes

35% of all roofing jobs will require some type of change order, whether due to revisions of the scope of the project, differing site conditions, or even budget constraints.

Oftentimes, necessary changes to a project are brought to the contractor’s attention by the homeowners verbally. So, it’s best practice to quickly get amendments to a project documented and officially signed off on by the customer before crews act on any changes. This way, everyone is on the same page about what needs to be done, as well as any adjustments to project costs.

Roofing contractors can get change orders signed off on and implemented faster with project management software like AccuLynx. Digital roofing documents are an essential resource to help your business stay organized, especially when change orders occur. SmartDocs by AccuLynx simplifies the documentation process making for much greater efficiency and accuracy within your paperwork.

Here are three roofing project management tips to provide a more efficient way to manage your change orders.

Individual calling in a change orders

1. Auto-populate your customer information

Paper documents often require you to enter information repeatedly. When you use SmartDocs in AccuLynx, customer information from the job file auto-populates into your documents, so you don’t have to fill out fields like name, address or phone number over and over again. What may seem like small-time savings here can actually add up. Companies that go paperless reduce 90% of their processing errors, on average.

2. eSign your contracts and change orders

41% of companies require signatures on more than half of their documents. Collecting all those signatures in person can add hours of work to your busy schedule. Instead of spending time driving back and forth to collect signatures in person, you can use the eSignature features in SmartDocs to get your contracts and change orders signed. With the eSignature features, you can send the document to the homeowner via email. This allows them to sign it from anywhere, on any device. This can be especially helpful when you need to process a change order quickly to keep a project on schedule.

3. Keep team members in the loop on every project

To keep projects on schedule, everyone on your team needs to be aware of, and have access to, the most up-to-date documents on a project. When a contract or a change order is signed using SmartDocs in AccuLynx, your sales rep is instantly notified, and a copy of the document is automatically added to the job file within AccuLynx. This gives everyone on your team a complete history of all changes in the relevant job file, helping you to avoid mistakes and disputes in the future.

AccuLynx not only gives you the tools to create documents faster but also stores your digital roofing documents in one centralized location. Allowing you or other team members to quickly access them in seconds. Whether a document is being prepared, out for signature, or signed, it will always be available in your customer job file. This eliminates the risk of miscommunicating change orders.

The roofing project management tips helped individual with their change orders.

Simplify Roofing Project Management

Change orders happen, so why make it more complicated than it needs to be? AccuLynx can help your roofing company deliver change orders—and all your other roofing documents—faster than your competitors. Schedule a demo to see how Acculynx can help your project management.

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