For busy roofers looking to save time and work more efficiently, the estimating process can be a source of frustration. Accuracy is key when estimating, since over- or under-estimating impacts the cost of the project and customer satisfaction. But the longer it takes to estimate a project, the longer it takes to get the project started and the less time you have for the rest of your roofing work. How can you estimate quickly and accurately?
Using roofing software can help you streamline the estimating process and save valuable time. Here are a few ways to estimate faster with tools available in roofing software.
Start With Aerial Measurements
Estimate faster by adopting this measurement technology
Most roofers know the advantages of using aerial measurements for their roofing jobs. Services like EagleView and SkyMeasure provide the most accurate roofing measurements, as well as eliminating the need for salespeople to climb a ladder to get those measurements. These aerial measurement services save time in two ways: they reduce the amount of time spent on a job site, and they make it more likely that your estimates will be accurate. Any roofer who isn’t already using aerial measurements can begin to estimate faster by adopting this measurement technology.
If you use roofing software like AccuLynx, you can save even more time with your aerial measurement technology and streamline the measurement process even further. AccuLynx integrates with EagleView and SkyMeasure, allowing you to order measurement reports directly from the software platform. With the AccuLynx mobile app that brings the software to your mobile device, this means you can order your reports right from the job site, from your car, or anywhere you are—you don’t have to wait until you get back to the office.
Ordering aerial measurements right from AccuLynx also means that those measurements are stored directly in the platform. You don’t have to transfer the reports into AccuLynx—you can associate them with a job, access them from anywhere, and use them throughout the platform. Not only are you saving time by ordering measurements wherever you are, you’re also saving time by keeping the measurement information in a single, centralized, and easily accessible location.
Take Advantage of Templates
Save time and increase accuracy with estimating templates
Creating estimates can be a repetitive process, particularly if you’re still using a spreadsheet or Word document to put them together. Starting from scratch every time you estimate can eat up a significant amount of your time, and make the estimating process much longer than it needs to be.
In roofing software platforms like AccuLynx, roofers can create estimating templates that can be used again and again. You can set up a template for each of your trades, like roofing, siding, and gutters. You can create templates for common types of roofs that you service. You can even have templates based on whether the job involves insurance work or general contracting. Whatever types of estimates you typically give, you can create and save a template in AccuLynx that will let you put an estimate together quickly and easily.
AccuLynx templates are stored in the software platform, so you can generate an estimate from anywhere. With a few keystrokes, you can input customer information; adjust cost, level, and profit margin; and create a professional-looking estimate that’s ready to be sent to the customer. (And to save even more time, you can send the estimate electronically for customer approval, eliminating the need for another visit to the job site.)
Streamline The Information Input Process
Save time and reduce visits to the job site
Even with templates and aerial measurements, putting together estimates can still take much longer than roofers would like. It seems like there’s no way to avoid the repetitive, painstaking process of entering customer information into each estimate. Can roofers save any time on this part of the process? Or is that really the best way to do it?
AccuLynx roofing software offers a way to streamline the process of inputting customer information. With our SmartDocs feature, roofers can create smart fields that automatically fill in with the customer information that’s already in AccuLynx. Instead of entering it every time, when you create a new estimate based on one of your templates, fields like address and name will auto-populate. Using SmartDocs for estimating eliminates repetitive data entry and saves time. (And once your estimates are approved and it’s time to send a contract, you can use the same time-saving smart fields to enter customer information and receive a legally binding electronic signature using eSign technology.)
Streamlining your roofing estimates can save you valuable time and reduce visits to the job site. With aerial measurements, templates, and smart fields, you can estimate accurately and efficiently, without repetitive manual work. And you can use the time you save to tackle other aspects of your business, whether it’s generating more leads, developing a sales strategy, concentrating on customer service, or anything else that’s on your to-do list. Saving time on estimates doesn’t just let you complete a job faster—it also helps you focus on what really matters to your roofing business.