Category: <span>Software</span>

Category: Software

Top 4 Benefits of Drones in Construction

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By DroneBase.

Drones are an innovative solution to deliver sophisticated analytics, provide a visual progress report, and allow worksite managers to track, map, survey, and manage projects easily. They are used on hundreds of sites nationwide and are equipped to perform construction flights safely, efficiently, and under compliance with all worksite regulations.

Plenty of construction professionals use drones to take their projects (and efficiencies!) to the next level. Here are a few of the top reasons contractors choose drones for their worksite needs.

1 – Site progress

Get project updates as they happen, regardless of your proximity to the worksite.

2 – Stakeholder communication

Share visual project updates with key stakeholders to keep all parties informed on progress.

3 – Surveying

Gather analytics via drone to vastly reduce time associated with traditional forms of site mapping.

4 – Stockpile measurements

Collect accurate volume data with a fraction of the manual labor.

 

Note: This article first appeared on DroneBase’s blog and can be viewed here.

Photo: Photo by NeONBRAND on Unsplash

5 Features to Look for When Evaluating Roofing Contractor Software

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By Kate Foster, AccuLynx.

When your company is ready to make the switch from pen and paper to a business management software, you can spend a lot of time evaluating and researching all the options on the market.

While roofing contractor software can help save your company time and money, increasing work efficiency and decreasing project costs, it can be difficult to determine which option has the best features and functionality compared to others.

Looking for these 5 features will ensure you find the best roofing software for your company’s needs.

  1. Flexibility

Flexibility is an essential characteristic when evaluating roofing contractor software. While no software except one custom-designed to your business will ever fulfil every single need or function you can imagine, the best software should be able to solve as many paint points within your business as possible.

What to Look For:

This may mean having many features you can mix and match, such as options in scheduling, assigning leads, and managing your workflow. A wide array of features provides your company with endless possibilities and combinations that it needs to perform its unique job.

A flexible software should also help you develop better processes, allowing for growth and improvement, rather than being a hassle or not saving you any time. Check to see if the roofing software you are considering will grow with your company, providing useful features and options even as your needs change.

  1. Accessibility

The ability to easily access your information is another feature to consider when evaluating roofing contractor software. Nothing is more frustrating than not being able to access the content you need when you need it or spending forever trying to download a document.

What to Look For:

Choosing a software that is easily and reliably available can eliminate these frustrations, increasing productivity and efficiency. A software compatible with multiple devices or with an app version are valuable assets in today’s technology-centered world. These features provide 24/7 access to your job information as well as allowing you to take your office with you to any location.

  1. Integrations

Part of having roofing software that is available wherever and whenever you need it depends on how well it is integrated with the vendors and programs you use every day.

What to Look For:

Integration with material suppliers such as ABC Supply, Allied Building Products, as well as programs like QuickBooks, means everything you need is right at your fingertips in one convenient software. When integrated with technology companies such as SkyMeasure or EagleView, software can provide aerial measurements to your company, increasing safety and letting your field staff do their jobs more quickly and accurately.

Not only can an integrated software decrease your overall cost, but it also means you are directly connected to suppliers and accounting, reducing human error, maximizing accuracy, and removing the hassle of logging in to multiple accounts.

  1. Ease of Use

Some software can be confusing and hard to navigate. When updates roll around you must relearn old features as well as new ones, wasting valuable time. The best roofing software simplifies day to day tasks making your job easier, not more complicated.

What to Look For:

In order to find the best program possible, make sure to look for a software with a layout that is easy to navigate and features that are user friendly. Quality customer support can help guide you through any remaining questions, resolving potential problems and making your job as easy as possible. Updates should add to the software in a way that improves the overall functionality rather than simply reworking old features.

  1. Collaboration

A company does not operate with only one person, so your software should not work for only one person either. A good roofing software is applicable for all the different jobs within your business, from sales representatives to project managers to office personnel. More than that, it should connect those people together, facilitating the communication that allows a company to function.

What to Look For:

Features that allow for shared information, such as calendars, tasks, and documents, add clarity to projects and reduce potential miscommunication. A software that allows for collaboration between your staff will help your company work as a cohesive unit, getting jobs done quickly and with precision.

As a business, your main goal is to complete a job efficiently and accurately. The best roofing software provides the organization, tools, and communication that makes such a task possible.

Note: This article first appeared on the AccuLynx blog and can be viewed here.

7 Steps to Opportunity Automation in Roofing

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By Ken Kelly, Kelly Roofing.

CRM, or Customer Relationship Management, is a software system designed to track potential customer interactions and help manage the sales process.  There are a number of players in the CRM space, but the two most robust offerings are Dynamics CRM and Salesforce.  The key to their success is the ability to automate and customize.  This article focuses on the opportunity.

Many companies call opportunities “leads.”   Opportunities are so much more.  Opportunities are a true request to provide a quote or potential quoting “opportunity.”  In the end, opportunities are either won or lost.  And, you can have multiple opportunities for each customer.  Now that we know what an opportunity is, let’s jump into the creating an automated opportunity process.

1 – Create the Opportunity. 

In most cases, a potential customer will simply call into your office, fill out a web form request or send an email request to have their roof looked at.  If a lead asks for an estimate they are now an opportunity.  Convert the lead to an opportunity and add in additional details about their specific need.  Details needed will include details about the leak or problem, contact details, who the decision maker is, budget, communication channel preference, type of roof, age of roof, time frame, presentation venue, advisors and material preferences.

2 – Set Estimate Appointment.

To truly automate the process there are online calendar systems that allow potential customers to request their own appointment time slot, much like making a restaurant reservation via OpenTable or similar app.  If your CRM program has an integrated resource calendar this is absolutely possible and quite easy to set up.  Set your CRM software to change the appointment duration based on the type of appointment.  Repairs may only take one hour while reroofs may take three.  Commercial projects could take the full day.  The system can use the job type to determine this.  The system can also automatically assign an estimator, sales coordinator and sales manager.

3 – Confirmation Automation.

Based on the potential customer’s preference, an automated confirmation should be generated from your CRM system shortly after the estimate appointment is created.  This communication is most often an email but could be a text or phone call.  I suggest including the detailed information you’ve collected from the potential client and ask them to review it for errors or omissions.   Many times, potential customers have told us what their objections are in a reply email to the confirmation.  Suggested items to list include names, phone numbers, email addresses, time of appointment, type of roof, budget, time frame to decision, decision makers, type of roof interested in, etc.  Also include information about your company to help give some background on what makes you unique.  As a final touch of professionalism, resend the confirmation 24 hours before the appointment and make it easy for the potential client to reschedule if needed.

4 – Estimate Automation.

Time is our most valuable resource.  Constantly spending it reinventing the same estimate wheel is a waste.  Have your CRM system do the heavy lifting for you.  For instance, if you use an aerial measurement service, have your CRM system request a report automatically via addressing.  The service can reply in kind using an importable file type that can then auto-generate estimates, prepopulate proposals and do most of the work without ever involving the sales team.

5 – After-Estimate Action.

Once the estimate is completed the system should be updated with the sales details.  Examples are percentage of probably win rate, likely decision time frame, adjusted budget amount, samples requested, next follow-up date, type of follow-up requested and anything you can think of that will help adjust the after-estimate actions.  Now that CRM has the information it needs, let the automation begin.  CRM can automatically order samples from distribution or manufacturers and have them sent directly to the client.  How about sending an after-estimate survey to see where the potential customer stands?  Send automated communications via snail mail, email, fax, text or phone call reminder to see if the customer has made a decision yet.

6 – Close Opportunity Lost.

Ever wonder what happened to that estimate you gave a while back?  Wouldn’t you like to know who won that big job?  Wouldn’t it be nice to look at a list of opportunities and only call on the ones that are still active?  This is where the Close Opportunity dialog comes in.  Close opportunities lost if they were truly lost, if the customer decided not to have the work done or if it wasn’t really an opportunity in the first place.  Have CRM send the opportunities an email with reply buttons in it.  If the job is lost, just have them simply click on “We’ve decided to not have the work done or have it done by someone else.”  This is a soft way for lost clients to let you know they went elsewhere.  Let the system do it automatically to avoid putting any more time into a lost cause.

7 – Close Opportunity Won.

The customer has just awarded you the job.  Now this is where automation really takes over.  Your CRM software can be programmed to pass over all the important opportunity, contact, account, roof and job-related details and automatically start preparing the project for production.  It’s time to automatically thank the customer and let them know what to expect.  Have CRM contact the customer with a special thank you message.  Include details on the specific job process, timeline of the project, what to expect, what they can do to prepare, what additional details are needed to keep things on schedule and so on.    And don’t forget to bask in the winner’s circle.  You deserve it.

Ken Kelly is president of Kelly Roofing in Naples, Fla. For more information, he can be reached via email at ken@kellyroofing.com.

 

Note: This article first published in Roofing Contractor magazine and the full version can be viewed here.

Report Says U.S. Not As Prepared As Other Countries for Automation

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A report from Swiss technology leader ABB says the U.S. is behind other countries regarding its readiness for an increasingly automated world, placing ninth on a ranking of 25 advanced economies, according to www.savannahnow.com.

Researchers graded the countries in three main categories: innovation environment, which included money spent on research and development; school policies, from early curriculums to lifelong learning programs; and public workforce development, such as government-led efforts to retrain workers.

The report showed South Korea, Singapore, Germany and Canada are better prepared for automation largely because of their education systems and labor policies. Although it was acknowledged no country is “genuinely ready” for the technological shift expected to happen during the next three decades, the U.S. was deemed especially underprepared.

Guido Jouret, ABB’s chief digital officer, specifically referenced the U.S. educational system, which pushes students toward two- or four-year degrees. Colleges can be slower to keep up with technological changes, and companies will want workers who can adapt to cutting-edge technological developments.

By contrast, Germany encourages technical training, with 60 percent of young adults in the country training as apprentices in manufacturing, IT, banking, construction and other fields compared with 5 percent of Americans.

The Chinese government is updating public education to prioritize creativity rather than acing standardized tests; economists say these efforts are meant to train children and young adults to value independent thinking over regurgitation, which is a trait robots can’t yet replicate.

“Take the Southwest Airlines pilot—she did a phenomenal job landing that plane,” Jouret said, referencing a recent engine explosion that grabbed international attention. “This is the thing we need people to be good at—how to cope with the unexpected.”

Although U.S. leaders have praised apprenticeships as a way to help prepare workers for an increasingly technological world, economists say the U.S. would benefit more from continuous learning.

In Singapore, citizens were given cash in “individual learning accounts” they can use to cover job training courses at any stage in their careers. In Germany, lawmakers have proposed “employment insurance,” which would help workers pay for upgrading their skills during their lives.

The U.S. scores higher on research-and-development spending, which involves the dollars that fund advancements, devoting 2.79 percent of gross domestic product to the effort, which places the country fourth behind South Korea (4.23 percent), Japan (3.28 percent) and Germany (2.88 percent).

Note: This article first appeared on the NRCA website and can be viewed here.

Using Your Reports to Make Better, Profit-Driven Decisions for Your Roofing Business

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By Michelle Mittleman.

Software technology has opened the door for roofing companies when it comes to managing their business more efficiently and effectively than previous generations. CRM and ERP platforms, mobile applications and integrations give roofers 24/7 access to their business, including the information they rely on to make smart decisions.

It’s more than just knowing how many leads are in your pipeline, or how much revenue your top salesman generates on a quarterly basis. Dashboards and colorful graphs can’t always provide you with the in-depth analysis into the data that you need to see in order to make profit-driven decisions that impact your entire organization.

Going back and forth between Excel or separate programs means you are spending valuable time staring at spreadsheets, and not taking care of the things that really need your attention. As a roofing business owner, it’s more critical now than ever before that the reports you see and share with your teams are both accessible and easily generated from your software platform.

What Do Your Reports Tell You?

The greater the visibility you have into all of your data, the easier it is for you to extract the critical information necessary to run your business.

Is your reporting easy?

Reports are not helpful if you need to spend hours analyzing them. Reports generated from your CRM should easy to create, easy to to understand and easy to access.

Is your reporting customizable?

Being able to create custom reports from all of the data within your software platform means you get to pick and choose what’s important to you and not what a software company thinks you need.

Likewise, can your teams create their own reports that they need to succeed in their individual roles? Flexible data structuring and custom filtering means everyone has access to what they need.

Does Your Data Give You True Insight Into Your Business?

Being able to create calculations within your reports that allow you to derive meaningful insights and a greater understanding of what is happening in your business is the foundation of what software reporting functionality is about.

At the end of the day, these reports should be helping you make smart, profitable decisions for your roofing business.

Note: This article first published on the AccuLynx blog and can be viewed here.

Just What is The Cloud and How Can Contractors Use It?

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By Ken Kelly, Kelly Roofing.

The Cloud, a mysterious place heavenly in perception; an invention to make our lives easier.  In reality it’s a confusing concept fragmented by concepts.  But, it’s getting better. To simplify, the cloud is basically hard drive storage, hosted by a company and accessible via the internet. You’re already using it if you have any kind of smart phone running apps.

The most popular use of the cloud is for file storage so that all your files are accessible from multiple devices, anytime, anywhere that internet connectivity exists. Here are the top seven uses of the cloud:

1 – File storage.

Job files usually consist of photos, proposal, contract, purchase orders, invoices, receipts, permits and more.  Scanning any paper documents and adding them to a single storage folder in the cloud allows access from any internet-enabled device.  Services such as OneDrive, DropBox and Google Drive can host your files and offer free plans with generous storage.

2 – Email anywhere

Modern companies use email more than any other form of communication. Some popular cloud-based services include Outlook, Gmail and iCloud. They all offer ample storage and connect to the device of your choice. Outlook and Gmail’s GSuite allow domain masking so you can use free email with your company’s vanity domain (www.YourCompany.com) for a more professional appearance.

3 – Calendar sync

Having the ability to sync your calendar with multiple devices ensure high productivity and prevents missed appointments.  Just about every modern email service includes a calendar sync as well.  However, the key to maximizing performance is calendar delegation; allowing others the ability to view, add, delete appointments from your calendar.  All our field employee appointments are set from the office using this ability.

4 – Shared notes

When bidding a large project, you need input from the safety coordinator, purchasing, estimating and approval from the company’s president.  Since there are many things to discuss try entering notes into a shared note program such as OneNote, Evernote or Asana and sharing it with your collaborators.  Each time a note is made it is tracked with a date/time stamp and the person’s initials so you can gain valuable input and approval when it is convenient to each person involved.

5 – File sharing

File sharing allows you to share the files you have stored in the cloud with customers and production teams. I’m a fan of SharePoint.  It has everything you will ever need and is used by almost all Fortune 500 companies.  OneDrive has the ability to share, but without the automation component.  Google Docs is similar to OneDrive.  iCloud is yet more limited, but a great start for those in the iOS ecosystem.

6 – Document collaboration

This takes file storage and file sharing to the next level. If you upload a proposal to the cloud and share it with your sales manager, bot of you can work on the document simultaneously. Office 365 and Google apps both offer this capability.

7 – The internet

The biggest advantage of the cloud is access to the internet itself.  A virtually endless supply of services, location information, directions, storage, collaboration, communications, search and just about anything else you could need is now available right in your pocket.

This is really just scratching the surface of the cloud.  In the very near future, the “Internet of Things” will make the cloud part of everything we do in life.  I suggest making an effort to incorporate as much of these ideas as possible to stay in line with the new way society communicates.  Your customers will expect it and the level of productivity gained will only help increase profits.

Note: This article was first published in Roofing Contractor magazine and the full article can be viewed here.

3 Ways Roofing Software Creates a Seamless Experience for Your Sales Teams

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By: Nate Stein, AccuLynx

As industry technology continues to advance, so does the ability of your sales teams to integrate their selling process with software platforms specifically designed to improve their efficiency.

 

As a roofing company, you rely on the expertise and organization of your teams in the field to generate, track and close new business every season. These teams are constantly on the move, handling massive amounts of paperwork, phone calls and tracking progress through the pipeline. Some roofing businesses may struggle to keep all of these moving parts organized and accessible for accounting and management back in the office. However, as industry technology continues to advance, so does the ability of your sales teams to integrate their selling process with software platforms specifically designed to improve their efficiency.

Unlike in the past, roofing sales teams no longer need to flood filing cabinets with seemingly never-ending loose-leaf paper and copies. Instead, emerging roofing business software platforms can completely change how your salespeople handle the documentation for customers and jobs in progress. By implementing a CRM into your roofing business, you can streamline the selling experience for your roofing sales teams and create urgency for the buyer.

Create Familiarity with Your Customer (and Never Lose Their Information Again)

Everyone remembers the not-so-good ol’ days when you went diving through seas of filing cabinets in order to locate that one phone number belonging to the prospect who you spoke with last week. After taking forever to locate the paper, you give the customer a call back, only to mess their name up during the call because you cannot read the handwriting of the salesperson who jotted down notes during the initial conversation. Now, not only did you waste time locating files, but you also lost a customer by not referring to them by the correct name, making them feel less than valued.

With roofing business software, you can combine the benefits of an ERP and a CRM platform to simplify your roofing sales management. Ditch that messy filing cabinet and replace it with software that allows you to electronically input all customer information and track them from prospect to invoice. Instead of wasting time sifting through physical files, soar through electronic files at lightning speed to locate customer information. Easily search in your CRM by client name, date, salesperson, address, etc.

With your data securely stored in the cloud, you will never lose a customer’s information. In addition, you no longer need to worry about offending your prospect by mispronouncing their name. When you originally speak with customer “Stephen,” you can jot down in your notes that his name is pronounced as “Steven,” and not “Stefan.” Now, when you call Stephen back, you

Leverage an Existing Relationship and Build Trust

Suppose your customer wants to see references or previously completed work. Roofing business software can give you the ability to search in your system for addresses near your customer, or similar style roofs you have completed. You can then send the prospect before and after photos of similar projects to show them that you put pride and effort into your roofing projects.

A CRM can ensure that you consistently give your customer up-to-date, correct information. Say you called a prospect a few weeks back and offered them a special deal on a roof repair. When you get back to them now, you want to make sure that you don’t forget what your original offer was, so that you do not frustrate your customer with incorrect, misleading information.

Track All Correspondence

With a CRM roofing software, your sales team can track all contact with your clients. Whether it is negotiating a deal, offering a discount, or just making a cold call, your sales team can take note of anything they wish, and won’t have to worry about it getting lost. Sales managers can oversee all projects, including which salesperson is dealing with which customer, and wherein the process the project is. With a bird’s eye view of the entire customer pipeline, from prospect to invoice, your teams can take complete control of the entire roofing business workflow.

By giving your sales teams the assets they need to produce more comprehensive, and organized processes, your business has the ability to increase sales, build trust, and make the customer acquisition process more intimate. Modernize your roofing job management with easy to use software that allows you to grow, while at the same time making the lives of you and your sales teams a whole lot easier.

Note: This article first appeared on the AccuLynx blog and can be viewed here.