Why Roofing CRM Software is Easier to Use Than You Think—Even if You’re New to Software

More and more contractors are using roofing CRM software to manage their businesses and finding it helpful in a variety of ways, from increasing their efficiency to improving their close rates. But what if you’re new to software? Maybe you have an old-school system for managing your business and the idea of changing it seems too intimidating. Maybe you don’t think of yourself as a tech-savvy person. Maybe you’ve tried to learn software before and it was too complicated. Could roofing CRM software ever help your business?

While some software can be complicated, there are roofing CRM software systems like AccuLynx that are easier to use than you think. Here are some reasons why roofing software can actually be a simple tool to use—even if you’re new to software.

Four Ways Roofing CRM Software Can Be Simpler Than You Think

#1: Designed for the Roofing Industry

Have you ever used a tool that wasn’t designed for the task you were trying to accomplish? Not only does it make the task more challenging, it also makes using the tool itself more difficult. This is what many contractors experience when they use software that isn’t specific to the roofing industry. If you’ve tried a software in the past that was created for many different types of businesses to use, and you found it frustrating or difficult to use, it’s because you were using a tool that wasn’t made for the job.

At AccuLynx, we’ve designed our software to meet the specific needs of roofing contractors. We don’t serve any other industries—instead, we focus exclusively on the trends, challenges, and opportunities in the roofing industry to help you meet them head-on. Because AccuLynx was created for contractors, it’s easy to incorporate into what you’re already doing. This also makes it simple to understand, since the features of the software correspond to your day-to-day tasks.

#2: Easy to Learn

Many contractors associate software with a steep learning curve. And some systems can be confusing to navigate. But not all software requires prior technical expertise or hours and hours spent learning the ins and outs. Contractors who are new to roofing CRM software should look for systems that are simple to use and learn.

AccuLynx understands that many contractors are new to software—and that all contractors would rather spend time growing their businesses than figuring out how to use a complicated roofing CRM system. So we made our software as intuitive as possible. Everything in AccuLynx works the way you’d expect it to, so you can start using it right away and reap the benefits for your business. Regardless of your previous technical expertise, you can become a proficient AccuLynx user in a short period of time, making it the right choice for contractors who have never used software before.

#3: Includes Training and Support

No matter how simple it is, when you use a new tool for the first time, you’ll likely have questions. Choosing roofing CRM software that includes training and customer support will ensure your questions get answered when they arise, give you a strong foundation of knowledge to build on, and help you make the most of every software feature.

Every new AccuLynx user receives personalized onboarding to help them get up and running on the software quickly. During the onboarding sessions, which can take as little as a day, you’ll be guided through the straightforward setup and trained on the full set of features. Once onboarding is done, you’ll have everything you need to start using AccuLynx effectively.

But the support doesn’t stop after onboarding. Our dedicated customer success team is on hand to answer your questions whenever they arise, whether you’re a new user or a longtime customer. Live help and on-demand training are included with every user license and available via phone, online, or in person. Our goal is to take the guesswork out of using software by supporting you every step of the way.

#4: Simplifies Your Daily Tasks

The best roofing CRM software for new users is more than just easy to set up and understand. It also makes your day-to-day work easier. Some contractors are intimidated by the thought of using software to manage their businesses instead of their previous systems or strategies, but with the right software, they’ll find the initial adjustment pays off by saving time and energy in the long run.

Video: How AccuLynx Automations Can Save Time & Simplify Your Day

We’ve built AccuLynx to simplify some of your most complex business processes. Take estimating, for instance. You can order an aerial measurement report directly from AccuLynx, use those numbers to automatically populate a digital estimate, and send that estimate to a homeowner for review or turn it into an online material order with just a few clicks. Instead of spending time climbing a ladder, entering measurements into multiple documents, or driving around town getting estimates approved, you can speed up the estimating process with AccuLynx and focus on selling more jobs instead. This is just one of many ways that a great roofing CRM system is not only easy to learn and use, but makes running your business easier.

Even New Software Users Can Use Roofing CRM Software

Adopting a new technology is understandably intimidating, especially if you’re not a regular software user. But when you choose a roofing CRM system that’s intuitively designed, built for the roofing industry, backed by training and support, and full of features to simplify your everyday tasks, you’ll find that using software is much easier than you expected.

Leave a Reply

Your email address will not be published. Required fields are marked *

Fill out this field
Fill out this field
Please enter a valid email address.

Previous Post
Product Update: Zapier Integration Now Available
Next Post
5 Roofing Business Text Messaging Tips to Improve Your Customer Service

Get roofing industry resources to your email

Menu