What Salespeople Need to Know About Roofing Field Apps

Roofers are more equipped than ever with technology to help them manage their businesses. In particular, roofing apps have made it easier to access important job information in the field, keep staff updated from anywhere, and provide better customer service. When roofers utilize this technology, they are able to work more efficiently and generate more business.

Salespeople can especially benefit from using roofing field apps as they work. If you’re not reaching as many potential customers as you would like, it’s hard to communicate with the rest of the team when you’re in the field, or it’s taking a long time to make a sale, it might be time to adopt a roofing app. Here are a few advantages of roofing apps for salespeople in the field.

Generating Estimates Quickly

The length of time it takes to create an estimate can make a major difference in a sale. Roofers who are able to efficiently and accurately generate an estimate and pass it along to the potential customer have an advantage over the competition. Not only is it impressive service, it also enables work to get started faster once the job is won.

The AccuLynx Field App offers an integration with EagleView and SkyMeasure, so salespeople can order aerial measurements right from the job site. Making an accurate estimate no longer requires climbing on a ladder—you have easy access to aerial measurements on your mobile device. And with the SmartDocs feature on the app, those measurements can be used to populate a pre-designed estimate. With a roofing field app, estimates no longer have to wait for days after you visit a potential job site. Instead, you can draw up estimates directly from your mobile device and get customer feedback on the spot.

Contracts Signed Faster

Once you’ve gotten a customer to view an estimate and agree on the work to be done, there can also be delays when it comes to getting a contract signed. This often creates a breakdown between a successful pitch and a job started. Reducing wait times and friction during the contract signing process keeps your work moving efficiently and keeps customers happy.

In the AccuLynx Field App, the SmartDocs feature can be used to input customer information directly into a contract template and draw up a contract quickly and accurately. AccuLynx also provides a secure eSign feature in the mobile field app. This allows you to present contracts and get them signed on the spot, right on your mobile device. Signatures in eSign are legally binding and secure, protecting your business from liability, and are stored in the software platform for better record keeping.

Staying Connected Via The Roofing App

When you’re out in the field all day, talking to customers and leads, it can be hard to keep track of what’s going on back at the office. It can also be a challenge to make sure that you’re keeping the rest of the team updated. Calls and texts can help in the moment, but if you need to refer back to the information later, it’s often hard to find that one message that had the customer’s specific request you need to remember.

With a roofing app, it’s easy to stay connected to the rest of your team, no matter where you are. Using technology like the AccuLynx Mobile Crew App, you can send and receive messages within the app and associate them with a job, making them easy to find again. You can also update job files from the field, getting everyone on your team on the same page with just a few taps. No need to make lots of calls, wait until you’re back in the office to give an update, or scroll through text messages to remember a specific detail—messaging in the app makes it easy.

Saving Time With Roofing App Features

Everyone wishes they had more time in their day, especially salespeople. Spending less time on administrative or repetitive tasks means more time to spend on meeting with prospects, getting contracts signed and closing deals. However, when you’re out in the field all day, it can be difficult to keep up with these tasks, and sometimes a paperwork backlog is created.

Many roofing field apps are designed to make these smaller tasks easier. For instance, you can use the microphone on your phone’s keyboard to make voice comments on jobs in the AccuLynx Field App, instead of having to type them out. You can sort your jobs by priority or last touched, so it’s easier to see what you need to do next. You can finish paperwork or document updates from the app, instead of needing to wait until you’re back in the office. With a roofing field app, administrative work can be done from anywhere, and done more quickly.

Roofing field apps can give salespeople a leg up in many areas of their jobs. From faster estimates and contracts to better communication with the rest of the team to more streamlined processes for administrative tasks, salespeople can use roofing apps to be more productive and generate more business.

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