As more new businesses enter the roofing industry, streamlining operations and enhancing efficiency is crucial for your success. Even the smallest competitive advantage could be the difference between increased job profits and losing out on business to your competitors.
Roofing software like AccuLynx has important tools that many contractors use to speed up the sales process, grow their businesses, and expand profit margins. Here are 4 roofing sales software benefits:
Benefit #1: Maximize your pipeline
Your sales pipeline could be flooded with leads at any given time, and it can be challenging to know which ones to prioritize. You don’t want to waste your time pursuing leads that won’t turn into customers and lose out on those that would.
Roofing sales software allows you to focus on the right leads and take the guesswork out of which ones to pursue. AccuLynx’s Lead Intelligence feature uses AI to predict a homeowner’s buying behavior and automatically assigns a rank to each lead. Sorting your leads by Lead Rank when they are added to AccuLynx will help you determine the likelihood of a lead converting into a customer.
You can also determine the best leads to pursue and fine-tune your sales strategy by reviewing data related to past jobs. Running reports in AccuLynx will help you:
- Find new opportunities
- See where your most profitable jobs tend to come from
- Determine how to spend your marketing budget
- Identify your highest-performing salespeople
AccuLynx has over 20 pre-built reports and customizable dashboards so that you can easily keep track of these numbers and stay on top of trends as they happen.
Read: 5 Roofing Sales Pitch Examples That Close Deals
Benefit #2: Quickly create accurate estimates
Between measuring the roof, getting pricing for your materials, and actually putting together the quote, the estimating process can be time-consuming and leave lots of room for human error. If your business can create estimates in less time without sacrificing accuracy, you’ll be able to streamline your roofing sales process, keep overhead costs low, and make sure your jobs are profitable.
Ordering aerial roofing measurements is an alternative to measuring by hand that will help you complete estimates quicker and have an accuracy rate of at least 95%. AccuLynx integrates with two aerial measurement providers, EagleView and GAF QuickMeasure, so you can order a report directly from AccuLynx. Once ordered, you can access it directly in your AccuLynx job file and the measurements will auto-populate into your estimate.
AccuLynx also integrates with ABC Supply, SRS Distribution, and Beacon Building Products so you can order materials from your preferred supplier and see a catalog of available products within our software. Use pre-built templates, or type in the materials you need into your estimation tool and see the cost right away. Prices and material availability are updated daily, so you will always have the most accurate numbers on your estimate to show homeowners and have confidence that the materials you order are in stock.
To save even more time, you can build estimates in AccuLynx from a library of custom templates that can be used again and again. It only takes a few clicks to create a new estimate, so you can provide them to the homeowner on the spot, or send via email. You could even create “good, better, best” estimates to increase the likelihood of closing the deal and upsell customers on premium products.
How one AccuLynx customer grew revenue with the EagleView integration
Kaiser Siding and Roofing jumped at the opportunity to use the EagleView aerial measurement integration. Previously, they had to visit each job site individually, manually measure the roof, and then input the data and notes for each job into their CRM afterward. Not only did this take up valuable time, it also made them prone to making mistakes–measuring by hand often left them short on materials and profits. After switching from hand measuring to aerial measurements, they’re saving at least 2 hours per bid and have grown revenue 120% in just one year.
Benefit #3: Improve communication with homeowners
Communication issues can get in the way of providing great customer service and even cause you to lose out on business. Roofing sales software benefits contractors by improving communication and making it easy to quickly reach homeowners.
For instance, when looking at text messaging stats, 83% of all homeowners say that they prefer a text message reminder over a phone call. In AccuLynx, setting up automatic text messages or emails to inform customers about meetings or provide updates on their roof is easy and can be done right from your account. This way, instead of spending time reaching out to each customer or prospect manually, you can let the automation do the work.
When you send messages in AccuLynx, all your conversations are saved right in your customer’s job file so that you have a record of every text or email exchange between your team members and homeowners. This way, you will always know what is happening and never worry about something slipping through the cracks.
Roofing sales software can also ensure that you consistently give your customer up-to-date, correct information when you reach out to them. Say you called a prospect a few weeks back and offered them a special deal on a roof repair. When you get back to them now, you want to make sure that you don’t forget what your original offer was. By looking back at the information stored in the AccuLynx job file, you can be confident that you and your customer are on the same page.
Benefit #4: Overcome payment challenges
Roofing sales people frequently encounter payment-related challenges that can get in the way of closing a deal. If you primarily collect checks and cash for payment, switching to electronic payment processing and offering financing options could help you overcome these barriers and win more customers.
Most customers prefer to pay with credit cards, so offering multiple ways to pay for roofing work will help you provide better customer service. With AccuPay, AccuLynx’s online payment processing feature, you can easily process credit cards, debit cards, and e-checks in person, online, or over the phone using AccuLynx. You can send an invoice electronically, set up reminders for when a payment is due, and receive notifications for completed payments.
AccuLynx also makes it possible to offer competitive loan options to homeowners with AccuFi. Homeowners can complete a short application with approval and funding as soon as the same business day. Powered by Acorn Finance, this eliminates the need to find financing elsewhere, removing the middleman. If your roofing company is running into pricing objections from prospects, offering financing options directly from your roofing software can help you close more deals.
Roofing sales software that benefits your business
As the top roofing sales software, AccuLynx will help you save time, close more deals, and increase your profit potential. Set up a custom demo today to learn more about how AccuLynx’s roofing sales software benefits your business.
