3 Tricks for Faster Estimates with Roofing Software

Estimated reading time: 4 minutes

The estimating process can be a source of frustration for any busy roofer. Without the right tools, quoting a job can take up valuable time and lead to inaccurate estimates resulting in project delays, misordering of materials, and unhappy customers.

Using roofing and siding estimating software can help you streamline the estimating process and save valuable time. Here are three ways software can help you estimate faster and accurately every time.

1. Create roofing and siding estimating templates

Creating roofing estimates can be a repetitive process, particularly if you’re still using a spreadsheet or Word document to build them. Starting from scratch every time can take up a significant amount of your time, and make the estimating process much longer than it needs to be.

With roofing and siding estimating software like AccuLynx, you can create estimating templates for a number of different purposes including:

  • Trade (roofing, siding, gutters, etc.)
  • Frequently-used materials
  • Types of roof you service
  • Insurance jobs
  • And more!

Once you have your templates created, you can pick which one you need and plug in the necessary information for that particular job. AccuLynx templates are stored in the software, so you can generate an estimate from anywhere. You can update customer information, quickly add or delete line items, adjust profit margins, and create a customized, professional-looking estimate that’s ready to be sent to the customer in minutes. All of this can be done digitally, saving you another trip to the customers home.

Pro tip: Using AccuLynx’s SmartDocs tool makes this process even quicker by using fields that auto populate customer information and let you easily enter other relevant information.


Using AccuLynx templates create faster, more accurate roofing and siding estimates

2. Take advantage of aerial measurement provider integrations

Ordering aerial measurements eliminates the need for you to climb on a roof to measure by hand. Services like EagleView and GAF QuickMeasure provide the most accurate measurements and integrate with AccuLynx. You can order measurements directly from AccuLynx to streamline the process.

Ordering aerial measurements through AccuLynx saves you time by:

  • Syncing directly with the job file so your documents stay organized
  • Auto-populating the data into your estimate so you won’t make any mistakes when ordering your materials
  • Eliminating double data entry so you don’t have to enter information in multiple places
  • Reducing errors so you don’t have to remeasure later on

Taking advantage of this feature early on will enable you to keep moving forward and stay on schedule.


Residential aerial roofing measurements.

3. Order materials through supplier integrations

Now that you know your measurements are accurate, it’s time to start ordering materials. Constant fluctuations in material costs can make it challenging to provide a quick and accurate estimate to your customers, but material supplier integrations simplify the process.

AccuLynx integrates with leading material suppliers ABC Supply, SRS Distribution, and Beacon Building Products, to give you real-time pricing and product availability, making it easier to build faster, more precise estimates. These integrations also allow you to track your orders right from the job file within AccuLynx, keeping everyone on the same page and on schedule.

Start using roofing and siding estimating software to speed up your processes

Streamlining your roofing estimates can save you valuable time and reduce visits to the job site. By using templates with smart fields, aerial measurement provider integrations, and material supplier integrations, you can estimate accurately and efficiently, without repetitive manual work. By spending less time on estimates, you can focus on things like generating more leads, enhancing your customer service, and any other aspect that matters to your business.

If you want to see these time-saving estimating features in action and learn how you can improve your estimating process, schedule a demo of AccuLynx today.

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