Category: <span>Software</span>

Category: Software

Streamlining estimating and leveraging technology on the roof

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By Karen L. Edwards

After seeing a new technology at the International Roofing Expo, this company adapted it to fit their needs, improving estimating and eliminating errors.

Have you ever heard of a Technology Innovation Specialist at a roofing company? Meet Lisa Garcia. She is that specialist at Tremco Roofing and Weatherproofing Technologies, Inc. (WTI). Lisa recently completed the rollout of a unique technology application that has streamlined the company’s estimating, reporting and ordering processes and she did it nationwide in just two years’ time.

It began in 2017, when company Vice President Mardee Billingsley was attending the International Roofing Expo (IRE) where she met the team from RoofSnap. RoofSnap offers a mobile app designed to let contractors use aerial imagery of steep slope roofs and outline the roof area to obtain accurate measurements. While geared toward the residential contractor, Mardee recognized that there was an opportunity to use this on commercial roofs. After she returned from the IRE, she needed to find someone who could bring her vision to life. That person was Lisa.

Lisa wasn’t a stranger to technology or Tremco. She had been at the company for 12 years and spent time teaching contractors about technology. Developing an app for commercial estimating and determining the number of materials needed for a job was a natural next step. Lisa was able to meet with the RoofSnap team in person several times since their office was a few hours’ drive from hers.

“This was an app originally developed for shingle roofing, so we had to create our own system for commercial roofing,” explained Lisa. “They did a lot of development for us to make it work.”

Figuring out the coverage rates for the products and developing the formulas that the app would use also was Lisa’s responsibility. “I am not a big fan of math, but it was good to be able to accomplish this because I not only learned a lot, I proved to myself that even though I might not like math, I was still capable of doing it,” said Lisa. “I had to teach myself how to use Photoshop so I could get all the product photos into the app.”

In about four months, the app was ready for use. They selected 10 supervisors from each of their regions around the country for a pilot program. While feedback was good, it wasn’t long before they realized that the supervisors weren’t the best pilot group since they weren’t always the ones preparing estimates. A second pilot was conducted with those who do the most estimating and the results were great.

By using the app, estimators are able to use the aerial imagery of the building to obtain measurements, drop pins to indicate potential problem areas, select the products and automatically determine the amount of product needed for that building. “This app has really standardized all of our reports,” Lisa said. “Everything is consistent, branded, professional and the finished product is a very nice report.”

The company has rolled the use of the app out over the last year and Lisa said she just finished the last training in July. Feedback has been positive overall. “It’s really helped our estimators be more accurate and more efficient,” Lisa concluded. “It’s been convenient for those estimators who no longer have to put up with traffic in urban areas or who don’t have to make a 200-mile drive to see a building in our more remote areas.”

As the roofing industry advances, consider working for a company that is leading the way in terms of implementing technology not only in their product development but on the roof and in their processes as well.

Stay up to date on the latest roofing industry trends when you sign up for the RT3 Smart Brief e-newsletter. 

Source: RoofersCoffeeShop. 

3 ways to eliminate mistakes that cost you

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By RT3 member Jobba Trade Technolgies.

Elmer’s glue to seal your TPO? I don’t think so… so why use the wrong tools to manage your business?

Surprisingly, many contractors still rely on time-consuming manual procedures and antiquated systems that are inefficient and fraught with potential for human error. Misspellings, wrong addresses, wrong amounts – not only can these errors frustrate your customers, they can end up costing you big time.

1. Guarantee You’re on the Right Roof

It’s happened to everyone – when you have a big customer with hundreds of properties or a smaller customer with a large shopping center, it’s easy for your crew to mix up addresses or roof sections. Having the aerial image, roof section drawing, and correct address together in one place is the only way to ensure they’ll get it right.

2. Ensure Your Invoices are Always Correct

Do you have one program for quoting and a separate program for invoicing? If so, that could mean two (or more) people are manually entering data in two places, leaving huge opportunity for error. Fortunately, you can significantly reduce or even eliminate the potential for error by incorporating an integration or automated synchronization between the two programs.

3. Remember to Follow-Up

You’ve spent hours quoting a job and probably hours acquiring a new lead. All of that goes to waste without a follow-up procedure in place! If you don’t use roofing software, consider using a spreadsheet to track follow-ups or even an online calendar with automated reminders.

For roofers using technology in their businesses, the ability to drastically reduce the opportunity for human error is just one of the many benefits they enjoy for better managing their businesses.

Stay up to date on the latest roofing industry trends when you sign up for the RT3 Smart Brief e-newsletter. 

Source: Jobba Trade Technologies

RT3 Member Acculynx named in Capterra’s Top 20 Most Popular for Construction Management Software

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RT 3 Member AccuLynx announced that it has been named a Top 20 Construction Management software product by Capterra, a free online service that helps organizations find the right software. This year, the company’s roofing contractor software is ranked #5 on Capterra’s list of the most popular construction project management applications based on verified ratings from users.

“AccuLynx is proud to have been selected as one of the top 20 construction management software providers for the third year in a row, and we are even prouder to have moved into the top five,” said Katie Badeusz, Director of Marketing at AccuLynx. “This recognition is a reflection of our status as a top tier software application for roofing companies and our continued focus on customer satisfaction.”

Top 20 Most Popular Construction Management Software is an independent assessment that evaluates user reviews and online search activity to generate a list of market leaders in the construction management space that offer the most popular solutions. The Top 20 Construction Management report is available at https://www.capterra.com/construction-management-software/#top-20.

About AccuLynx 

AccuLynx is the leading cloud-based software application for roofing contractors. Since 2008, AccuLynx has helped thousands of contractors—from rapidly-growing start-ups to multi-location operations—streamline their processes and grow their businesses. AccuLynx’s all-in-one solution includes easy-to-use business management tools, such as estimating, production management, aerial measurements, material ordering, photo sharing, custom reporting, unlimited document storage, field applications, and more. AccuLynx is a preferred vendor of CertainTeed, GAF and Owens Corning, and has direct integrations with QuickBooks, ABC Supply, EagleView Technologies, SkyMeasure by CoreLogic and others. For more information, visit acculynx.com.

Source: Acculynx. 

5 Reasons To Harness The Tremendous Power Of WordPress

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By RT3 member, Art Unlimited.

The Art Unlimited Programming Team has over 29 years of combined knowledge of building websites to fulfill our clients’ needs. We make our websites with WordPress, one of many website-building and content management platforms.29

Currently, WordPress is the largest website builder platform, holding 60% of the market share, which transfers to about 33% of all websites on the internet today. In fact, WordPress’s next closest competitors only hold 6 and 4% of the market, respectively (Joomla and Drupal).

WordPress sites host some of the biggest names, including Sony, Disney, PlayStation, and BBC America, but can handle your small businesses website as well.

There are probably a million reasons for WordPress domination among programmers, but here are the top five reasons the Art Unlimited Programming Team prefers WordPress.

1. Community Keeps it Free

“Free, you say? How can that be? Doesn’t someone need to make money from this?”
WordPress is more than a company; it’s a community. While this may sound hokey, it is very true. WordPress isn’t owned by one single person or business. They like to call themselves an “open source community.” It’s a group of tens of thousands of people who contribute to making the software. Anyone with a programming background can join the community. This community is also readily available for support and questions by its users. They even put on conferences multiple times a year! Once the software is made, it’s free for anyone to use and it is made to be copied.

2. A Plethora of Plugins To Do Practically Anything

The advanced features plugins add to a website are pretty cool. Most are free, but some have a minimal charge. Do you want to sell merchandise on your website? There’s a plugin for that. Do you want to put forms on your website? There’s a plugin for that (we really like Gravity Forms!). How about an event calendar? Yup, there’s a plugin for that also. WordPress has about 20,000 plugins made by the community, and you’re feeling adventurous, you can also try 3rd party plugins!
Before you install a plugin into your website, check the reviews and see what people are saying about it. Look for plugins with 4 stars and over 100,000 downloads to know they are good. You also want to check if the people who made it have a support team for questions. Some plugins are made and forgotten about, so make sure the plugin you pick is still being supported and is occasionally updated (within the last year) by the creator.

3. Own Your Website Files

This is the most exciting feature for our Art Unlimited peeps and something we’re most proud to offer. When we build you a website, we don’t own the files—you do! This is not something offered on any other website building platform. We will gladly host the files on our servers for you, but if you should at some point decide you don’t want us to host them, you won’t have to start from scratch! We can easily transfer them to you so you can continue to have your existing website. Other website building platforms insist on owning your files.

4. Easy to Optimize for Increased Ranking

Keywords and SEO (Search Engine Optimization) are always on our minds. When a website is lacking good SEO and the right keywords, search engines have a hard time finding it — which means customers have a hard time finding that website. WordPress includes an assortment of tools to help you incorporate keywords into your content. They even offer advanced features (plugins) which allow you to write specific metadata and descriptions for your pages. This will help the search engines find your pages, and even possibly move your website up in the rankings.

5. Google Prefers WordPress

According to digital.com, search engines like Google and Bing tend to rank websites which use WordPress higher than those which don’t. At one of WordPress’s conferences, Matt Cutts from the Web Spam team at Google presented, and says “WordPress is a fantastic choice, and solves ‘a ton’ of SEO issues, taking care of 80-90% of the mechanics of SEO.”

WordPress is a tried and tested website building platform we are proud to use! It helps us give a higher level of customer service to our clients. We can build custom websites which they own after we have built them. To learn more about our website building and hosting services, give us a call today!

Get the latest roofing technology news delivered right to your inbox when you sign up for the RT3 Smart Brief enews.

Source: Art Unlimited.

10 best technology tools for a successful roofing contractor

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By Anna Anderson, Art Unlimited.

Recently, I met with some of our tech-savvy roofing contractors from across the United States.
Using technology allows each of these businesses to have a strong, seamless integration with clients and team members. So what are the top tech tools these guys use to help further their success?

The contractors I sat down with include Ken Kelly (owner of Kelly Roofing in Naples, FL), Juan Reyes (owner of Pro Roofing & Siding in Marietta, GA), Brad Mosakowski (operations manager at Straight Line Construction & Roofing in Placerville, CA), and Taylor Yarbrough (owner of Quality Roofing in Austin, TX).

The common thread I found between these companies was they use technology as a tool to enable their staff to work smarter! They use technology to streamline business processes, empower staff with a strong backbone of technology at their fingertips, and also to engage with clients remotely. If you are looking at increasing technology usage in your roofing company, check out these options!

1. RoofSnap

RoofSnap is the top pick for Ken from Kelly Roofing when it comes to requesting detailed measurements for a roofing estimate. Reports can be automatically created to easily measure and estimate right on location. It works with Ken’s CRM (Customer Relationship Management system) and is optimized for use on mobile or big screens. RoofSnap allows for fast reports which in turn enables proposals to be created automatically. His sales reps simply review and customize proposals before sending them to clients.

2. Asana

Asana is a cloud-based project management solution which helps companies organize their tasks. It can also connect with countless applications through its robust API connection! Pro Roofing & Siding harnesses the Asana tool to help organize meetings and internal project management. Using the power of Asana, Juan is able to keep on top of internal business goals from anywhere!

3. Contractors Cloud

Contractors Cloud is a full CRM solution used by both Pro Roofing & Siding and Quality Roofing for their clients’ scope creation and project management. It enables team members to connect with client files, manage jobs and automate systems. Working with Contractor Cloud is a great solution for Roofing Contractors who are larger than 3 million in sales.

4. Skitch from Evernote

Skitch is a sweet tool which allows the team to highlight elements within photos that clients need to be aware of. Text and graphic elements are easily added to photos. In the past, Juan’s team at Pro Roofing & Siding would have to write out descriptions of problems. Now, by using Skitch, their clients immediately see what they are talking about through images! Tyler and the Quality Roofing team, like Juan’s team, use the Skitch platform when presenting clients with roof failures. The ease of use is astounding.

5. Dynamic BPM

Brad at Straight Line Construction & Roofing has worked countless hours refining their Business Process Management system with Dynamic BPM. They have custom workflows and automated systems propelling the team members through jobs much faster. Customers also receive the white glove pampering which owner, Jack Borba, knows is a vital reason why their company is growing by leaps and bounds.

6. OneDrive

Having a photo bucket system which integrates with the office, estimators, and project managers is critical. The Kelly Roofing team turns to OneDrive to store all of their job images, which are then connected to the clients’ profiles within the CRM.

7. GoldMine CRM

Every business needs a powerful CRM such as GoldMine CRM to manage hundreds of thousands of customer data. The entire StraightLine team uses the GoldMine platform within their day to day activities. All of the vital business data is in one place, enabling the team quick access to countless files.

8. SketchUp

SketchUp is a 3D modeling tool allows the Quality Roofing team to model a roofing job for clients and general contractors. It’s a must-have tool for the office staff!

9. Excel

Brad and the StraightLine team are not alone in using Excel. This is a common business tool referenced by multiple contractors when speaking about managing a thriving business. Excel is used to run countless jobs and business metrics.

10. Surface by Microsoft

Being able to connect to your files is critical so many teams turn to the Surface by Microsoft to power their business. The Surface is a lightweight, high powered computer that can be used on the job site or in the office. It’s a must-have tool for many of the Roofing Contractors our Art Unlimited team works with.

I hope you had fun reading about the available technology for roofing contractors which have ignited a portion of the success these 4 companies have earned.

If you have questions or are looking at using additional technology within your roofing business I’m sure you will find a new tool or two off of this list!

Source: Art Unlimited

Finding the right combination of tech for your business is an ongoing process

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RCS Influencer Heidi J. Ellsworth says to take the time to constantly evaluate your company’s software.

What is our technology stack at the Coffee Shop? Well let me tell you, it has changed a lot in the last three years. First of all, when we asked our RCS Influencers what their technology stack is, we wanted to know what software they were using for their business and how it all works together. For Vickie and me, it has been a challenging road to find and utilize the right combination of software for our business and we are still working on it.

I share that because we are technically a technology company, but we are also a publishing company and, in the end, Vickie and I always say, we are in the roofing industry. So, as you look at the multiple hats that all companies in roofing wear it means finding several solutions to get the right fit. For contractors, as many of our RCS Influencers have noted, it takes time.

One of the interesting challenges we have is working with the dual systems of Microsoft and Apple. It is so frustrating when they do not communicate well – especially with meeting notices. So, then someone says “just use Google calendars” but now that is three systems. Where does it end?

RoofersCoffeeShop® is a virtual company with our team living across the United States so we have to look at how we can all communicate without going crazy. We have adapted to make it work for both Microsoft and Apple, focusing on cloud-based systems like Basecamp (project management), Google Docs and Dropbox. That stack is just about communication and projects.

Then we look at the website and a whole new stack of software comes into play including our new custom website software, Google Analytics, Mail Chimp and Survey Monkey. It is a lot to manage and we have an amazing team that keeps it going in the right direction under the leadership of Vickie Sharples. But it has taken three years to find the right combination and we are still tweaking it.

My advice overall is to constantly look at what is working and what is not working. If software systems do not play well together, figure out how to make a change so it works. We can waste an incredible amount of time trying to put a square software in a round hole. Taking the time to make changes to your stack to make it work for your employees is critical for your business and sanity.

Heidi Ellsworth is owner of HJE Consulting Group and a partner in RoofersCoffeeShop.com.

Source: RoofersCoffeeShop.

Use technology as leverage to grow your roofing business

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RCS Influencer and RT3 member Wendy Marvin says that when considering technology, ask around.

Technology is the leverage we use in our roofing businesses. It can administer tasks faster, store data, provide calculations, and so much more. Technology and all the changes and headaches that it can bring, is necessary for a growing business.

We live in a world of information. Where names, details, numbers, and data are just plain too much for our brains to hold and still remain functional. Ever have someone say, you have too many balls in the air and you’re dropping some? Technology can be a handy helper to eliminate this problem.

In business – technology is necessary. You need an accounting mechanism, even if it’s an excel spreadsheet, to assess the health of your business. We started with the standard accounting software that’s available online and desktop. It’s robust for reporting and keeps accounts payable and accounts receivable updated. You can balance your checkbook here too. Problems arise however, as you grow with data growing exponentially with your company growth. Slogging through all that data to give you daily information takes a robust backend program. Most starting programs just can’t handle the load. Moving to a new system means hoping you chose an old system that allows exporting of data in a manner that’s usable by your new system.

All in all, although difficult and frustrating, I recommend that when choosing technology for your business, you consider your future growth and try to head off the frustrations of working with multiple systems that don’t talk to each other. Currently, my office has three places they have to place information before a bid can be processed. The process is inefficient and costly. We are designing our own system, to hold massive amounts of data, and then add apps around that data to allow us to run our business with efficiency and exceptional customer service.

In operations – technology is also necessary IF you want to remain competitive and grow your business.

  • Distribution: We work with an app that confirms time and site of deliveries, show us pictures of the load and gives us the ability to pick up additional materials and add to the PO for a current job. Most larger distribution companies now produce such apps for free.
  • Estimating: We use satellite-based apps that gather accurate information for us. Our program notifies the customer when we’re on the way, it gives our estimators a GPS map to follow, and sends and receives notes and pictures live. We are also currently in working towards our Drone pilot certification. We see drones as a “get going or get left behind” type of technology in our industry.
  • Payroll: We’re moving to an app for payroll. Instead of messy, water spotted and poorly written time cards, our data will now be supplied via geo-fencing (address is gathered when they’re on site) and show that the roofing professionals has done the “clock in, clock out” onsite. Yes, we still have to verify data, but it won’t be ten hours of trying to get the information we need to process payroll. Again, efficiency and cost savings for our company.

When considering technology, ask around. Identify the needs of your company (ask employees), and then find a company that meets most of those needs. Expect customer service, as you’ll need help setting up your company with whatever they offer. Technology is expensive and choosing incorrectly can be frustrating. Most of all, be patient with yourself, and with your employees. We all have barriers to learning new things, but by sharing the payoff, and savings of technology, our employees often become advocates and assist us through the process.

Wendy Marvin is CEO of Matrix Roofing. See her full bio here.

Source: RoofersCoffeeShop®

How to choose the right roofing software

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By Megan Brehm.

Whether you’re looking to streamline your business process or simply just wanting to get organized, a CRM or project management system has what you need to do both. But, no two CRMs are exactly the same. Here are a few things to know and look for when deciding on a roofing software company.

Roofing Software vs. Standard CRMs

Knowing the difference between a standard CRM and roofing software is important when deciding on what features work best for your business.

Standard CRMs allow you to manage customer information, track activities, look at project statuses, run basic reports, and view potential leads. Standard CRMs can be used by a variety of trades—meaning it is not roofing industry specific.
Roofing software can perform all the same functions as other standard CRMs. But, it also gets a lot more specific. Most roofing-specific software allows businesses to manage everything including managing production teams, ordering job materials, auto-populate aerial measurements for accurate estimates, tracking and reporting on sales performance, and more!

Areas for Improvement in Your Business

When deciding on what CRM software works best for your roofing business, it’s important to look at the areas you are wanting to improve. Whether it’s something broad like organization or more specific like being able to order aerial measurement reports, these things can help you choose the right software.

One way to get started is looking at areas where your business is lacking and if you notice trends where projects seem to hit snags. Is duplicate information being missed? Are estimates inaccurate? Wherever you’re noticing these issues, this can be a deciding factor on whether you should chose a standard CRM for basic needs or you need something with more detail like roofing software.

Know What Works for YOUR Business

While we’ve talked a lot about the functionality that is out there and where your business might need improvement, the most important thing to consider is what is going to work for your business.

Looking at your current business process and performance will help you decide what functionality you should look for. Let’s say you want different teams to be able to track material orders. With this, you’ll want to make sure the CRM you are working with allows for the ability to place and manage any orders right from the manufacturer.

Understanding the things that you want to help improve and streamline your current process is going to help with choosing the right roofing software.

Source: AccuLynx

Get your employees on board with roofing technology

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By Meghan Breem for AccuLynx.

No one likes change. It takes you out of your comfort zone and forces you to basically re-learn everything you already knew. But in the world of technology, change is inevitable. Everyday there’s some app or newfangled gadget designed to make like a little simpler. And the roofing industry is no exception.

While these changes for roofers are helpful (and necessary), some team members aren’t always the most excited when it comes to updating their processes. This kind of resistance can make it hard to fully implement new changes as well as affecting morale across the office. Here are some ways you can help implement these changes without scaring off employees.

Explain the Benefits
Before anyone can shoot down the idea of new technology, it’s important to be able to explain why you are making these changes. Employees may not see the need for any upgrades if they are unaware of current performance and overall business goals.

Take some time to prepare an outline of where the company currently is and what you would like to see in the future. That could mean anything from adding more locations to increasing revenue.
When you are able to provide your employees with these kinds of details, they are able to have a better understanding of just how important implementing roofing technology is for the business. You can also explain that the more the company succeeds, the more money that goes into their pockets.

Provide Education
Making sure your team understands how your new roofing software works is the first step to being successful. This can range from providing one on one training with team leaders for department specific functionality to educating the entire company on each feature.

Start off by addressing the updates to all of the employees who will be using the new software. Plan to give them a high-level demonstration so they are aware of how each part affects each team. You should then meet with each team separately to give them a more detailed description, go over functionality and explain how it will affect their day to day activities.

Promote Consistency
The hardest part of implementing new roofing technology is making sure everyone is using it. Some team members can easily fall into old habits, leaving more room for missing or duplicate information.
Maybe you have an office staff member who prefers tracking project statuses with Excel spreadsheets and isn’t comfortable with any type of tools that use automation. Remind them of the benefits by letting them know that while the process is changing, they no longer have to stress about errors, working late to meet deadlines, or waiting for someone to submit missing paperwork. All of these things are added in the system instantly.

Stay up to date on the latest roofing technology news when you sign up for Smart Brief.

Source: AccuLynx.