Roofing Technology Resources for Tracking Projects and Finances

Many roofing contractors lack visibility into their business due to inefficient processes, inconsistent communication, and unreliable reporting. However, with the right roofing tech, you can easily streamline your processes, stay up-to-date on what is happening with your jobs, and see your business results in real time. Here’s how a roofing CRM system like AccuLynx can help you overcome three common pain points so you can track your projects and finances more effectively.

Roofing Tech Pain Point #1: Inefficient Project Management

Many roofing contractors still rely on manual processes such as paper files, handwriting documents, meeting with homeowners in person, and only accepting cash or checks in person. While these processes might sound practical, technology offers a way to accomplish these tasks more efficiently, providing companies with more time and resources to grow their business.

Paper files can easily be lost and damaged, especially if they are passed between departments or traveling to and from a job site for signatures. AccuLynx job files eliminate the need for these physical files due to the ability to store and access everything pertaining to a job in one centralized location. These documents can be accessed by anyone who has permission, so you won’t have to worry about tracking down an important misplaced document.

Not only does AccuLynx help keep your files organized and safe, but by incorporating the use of digital documents, or SmartDocs, you can also save time when creating and filling out paperwork. You can upload commonly used documents and save them as templates so that instead of recreating and reprinting out the same documents for different jobs, you can access and edit them right from your AccuLynx account. Not only that, SmartDocs will auto-populate repetitive information, such as a homeowner’s name and address, in multiple files to save you time. SmartDocs also has an eSign feature, allowing you to digitally request and receive customers’ signatures instead of meeting with them in person.

Using roofing tech to process credit card payments

How you are accepting payment is also important to consider when viewing how efficient your business is running. Many people rely on credit cards and other payment options for large purchases, and if you only accept checks and cash payments, you could fall behind compared to competitors. With AccuPay through AccuLynx, you can accept different payment methods, such as credit cards, debit cards, and ACH payments over the phone, online, or in-person. All your payment requests are available to track online, and all payments automatically sync up to your Quickbooks account. You can also easily track expenses right from your AccuLynx job file and set up notifications to always know when a payment is received.

Roofing Tech Pain Point #2: Inconsistent Communication with Crews

Communication with your crews is the key to really knowing what is happening on the job site. However, this might not seem possible without making multiple phone calls or driving out to the site every day. By using roofing crew management technology, such as the AccuLynx mobile Crew App, you will gain greater visibility into your job sites without adding extra work to your busy schedule.

With the mobile Crew App, crews can easily communicate back and forth with the home office via the app. Through the Crew App, you can send new job assignments to your crews, create checklists, share material and labor orders, and more—without picking up the phone or leaving the office. All communication between the office staff and crews, including photos shared from the job site, are stored in the job file.

Roofing Tech Pain Point #3: Unreliable Reporting Processes

Understanding your business data is critical and can provide you with actionable insights into your performance, help you identify new growth opportunities, and even reduce your costs. Many roofing contractors use spreadsheets to track and analyze data, but this process isn’t scalable and information can get lost or corrupted if many people contribute to the same spreadsheet.

The reporting features in AccuLynx offer a seamless way to track and report on your data. You can set up key reports to automatically update every hour or every day, so you can always have up-to-date information and spot trends or issues right away. You can also schedule these reports to be delivered to your teams at specific times to ensure nothing slips through the cracks and keep them up to date before meetings. These reports can be added to your dashboard to easily see and check specific metrics to have a real-time pulse on what is happening within your business.

One tool to gain visibility into your projects and finances

AccuLynx is the roofing tech that will provide you with real-time visibility into your projects and finances. All your information, from documents to communication, is stored in centralized job files so that you can access information about a job easily and from anywhere. Through tools such as the custom workflow, mobile Crew App, and ReportsPlus, you can increase your efficiency, improve your communication, and gain greater visibility into key performance indicators.

Want to learn more about how AccuLynx can help you gain visibility into your projects and finances? Sign up for a quick demo and see these tools in action.

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