Tag: <span>Cloud documentation</span>

Tag: Cloud documentation

Cloud Technology and the Construction Industry

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By Cotney Construction Law.

A critical component of the construction industry is the flow of information. On a daily basis, blueprints, daily reports, change reports, and punch lists are passed among contractors, architects, and subcontractors. That’s just a small list of the information that’s being dispersed. If that’s not enough, the construction environment is fast moving and not all parties are in the same location. In years pass, these details made communication slow and hitting project deadlines a matter of chance. Enter cloud technology.

The “cloud” refers to a remote server that stores data and software. From a technological standpoint, the cloud allows construction companies to keep massive amounts of information in a place that is accessible from anywhere that you can establish a wifi or cellular connection. In terms of day to day operation, the cloud is making an impact in a number of areas. That’s why 59 percent of construction companies surveyed by the Associated General Contractors of America and Sage say that they are either using a cloud solution or planning to use one.

The cloud presents a number of benefits to construction companies. Here are a few:

Access to information anywhere. There was a time where plans had to be carried from job site to job site in big tubes. Construction sites are dirty places and items are easily lost. With the cloud, information can be accessed from anywhere with a mobile device. Oftentimes, information is housed in an office, while work is done in the field. Now, information is more easily attained and more accurate.

Real-time collaboration. Similarly, the parties that are involved in a construction project, developers, designers, contractors, and subcontractors are typically in different places. Sometimes different cities. Meeting in person takes time and effort. Phone calls alone leave gaps in information. A cloud solution allows all parties to see construction plans in real time, collaborate on them, and make decisions. It’s a more seamless way of reaching consensus and reduces the types of conflicts that would require the help of a construction law attorney to settle.

Secure data. It may seem counterintuitive that a platform that exists remotely can be more secure than saving files on your own desktop, but the advances in cloud technology make that the case. With many cloud solutions, data is backed up nightly. More importantly, many cloud solution providers use more sophisticated security and antivirus tools than the average user employs on their desktop. Additionally, computers can be stolen or compromised.

Cost-effective solution. Let’s face it, you are going to need a data storage solution at some point. If your company is even moderately successful, you will accumulate a great deal of data. Physical servers are one solution, but they are expensive to purchase and maintain. A cloud solution is much more affordable and is scalable. As your need for data storage grows, so too can your space in the cloud.

As our construction lawyers have noted in previous articles, the construction site is a fast-paced environment. Skilled tradesmen are busy working on various aspects of the project. Materials move back and forth on the job site. Subcontractors work to complete critical components of a structure. All of this is done under strict timelines. However, for the pace at which construction moves, a fundamental part of the process has always hampered it– paperwork. From contracts to change orders, paperwork is a major part of our industry. Collaboration has always been difficult because all parties have to be in the same place. Now with cloud technology, this is no longer the case.

Note: This first published as a two-part article on Cotney Construction Law’s website and can be viewed here.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.

Improve your sales speed: 5 ways to sell more jobs with fewer site visits

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By Kate Foster, AccuLynx.

Software for aerial measurements, templates, automation. E-signatures and CRM produces more profits.

During the busy storm season, everyone in the field is looking for ways to improve their sales speed. Faster sales means you have time for more jobs, and having more jobs leads to more profits, and more profits benefit your company as a whole. However, increasing your sales speed can result in sloppy paperwork, lack of attention to critical details, and a lower quality experience for the homeowner – all of which can hurt your business reputation.

In an ideal environment, your sales staff would be able to make fewer site visits for a job, reduce the amount of time and resources spent on each project, and effectively speed up your sales.

But how do you sell more jobs while at the same time reducing the amount of site visits you take?

Use Aerial Measurements to Save Time During Estimation

One way you can improve your sales speed while making fewer job site visits is to use aerial measurements rather than manual ones.

By pre-ordering aerial measurement reports for areas with storm damage, your sales teams will already have access to accurate measurements that they can apply directly to their estimates, saving time up on the roof, and creating paperwork. CRM systems like AccuLynx work with trusted providers like EagleView and SkyMeasure to directly input data into your job file, so your teams come to their appointments prepared.

Accurate measurements helps sales teams avoid lost information or incorrectly entered data so your staff won’t have to make any trips back to the site to remeasure.

Use Templates to Save Time Filling Out the Details

Every roofing business has their own standard set of paperwork, and oftentimes that means your sales teams are working off of a template. Templates are a great way to make sure nothing is forgotten – but what if they skip a section in haste, or accidentally overwrite a previous document?

Using digital templates like the AccuLynx SmartDocs feature allows roofers to create custom, digital templates from the documents they use most on any project. Admins can set mandatory fields, like phone number or Insurance Company, so your field reps can’t submit the file without first filling out the important details.

Using templates means no information gets forgotten and no follow-up phone calls or excess trips to the field are needed.

Avoid Data Re-Entry with Automation

Using digital templates also means once you’ve entered the information once – you’re done! These templates also have the ability to be auto-populate. When you convert your estimate to a contract, you’re not wasting time filling out the same information over and over – they will automatically fill in the assigned data from your CRM for any job you use that template on. The ability to complete your projects faster means you can focus on the next sale.

eSign Your Legal Documents

Homeowners want to know they’re getting a good deal, so you can expect they’ll be getting several quotes for a job. You can take the stress off your sales teams schedules by implementing a legal eSignature component to your paperwork so once a decision is made, they don’t have to drive across town to get a simple scribble.

Sending your Estimate Packet to a customer via email is faster – customers know where to sign and initial, and once they’re done, it’s returned to your job file so your office team can start scheduling the material drop-off and crews.

And, if your sales staff is so great that the homeowner wants to sign on the spot? eSignatures signed on tablets or mobile devices are equally as effective and legally binding.

Have a Process in Place to Streamline Your Sales Pipeline

Having a sales process in place can also help you speed up your sales. A step by step system ensures your sales team knows exactly what to do after each milestone during a job, minimizing time spent figuring out what to do next and allowing them to work more efficiently.

A pre-set process also makes sure everyone is on the same page, facilitating communication and eliminating potential confusion. This allows your sales to proceed faster because everyone is clear on what needs to be done and you do not need to spend time clearing up miscommunications. CRMs can provide your company with a sales process through pipeline features, which guides a job through the various steps of a project from the time it is a lead to the time the job is closed and paid for.

There are many ways to cut out inefficiencies in your sales process without letting your quality and professionalism suffer. Finding the right balance for your company can help shave hours of redundancy off your sales team days, allowing them to visit more homes, make more sales and deliver more profit to your roofing business.

Note: This article was first published on AccuLynx’s blog and can be viewed here.

Advantages of Cloud-Based CRM Software for Contractors

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By FollowUp CRM.

Being cloud-based means contractors can readily access customer information from anywhere at any time.

Working in sales can often be spontaneous, as you never know what your client may want next. To be a part of a good sales team, you must be ready at a moment’s notice for whatever your customer wants. Cloud-based CRM software for contractors allows sales team members the ability to access their sales data from anywhere and at any time.

Cloud-based computing is beginning to take over all aspects of the Internet industry as downloadable proprietary software falls out-of-date. Liberating sales team members from the confines of the office allows them to become more mobile and better suited to fulfill customer needs. Concurrently, this allows for sales representatives to make more in-person sale pitches to prospective clients. Despite all advances in technology, nothing can beat the human touch of a personalized sales pitch.

Business and technology are constantly changing, but, unfortunately, many construction contractors still remain in the past with their customer relations and sales techniques. Be sure to choose a software that has been specifically tailored to bring construction contractors into the modern age of cloud-based computing and has been designed by construction workers for the construction industry.

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

Benefits of Digital Documents – Part 2

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On jobsites across this country, construction professionals are drowning in paperwork.

This industry requires a great deal of documentation from contracts to site plans to change orders and for many years, this documentation was put in print. Needless to say, print documentation comes with a myriad of issues. Documentation gets misplaced or is not available when you need it. Also, for many years, construction professionals dealt with the time and money lost by using paper documents.

One best practice that is emerging to alleviate time lost is the use of digital documentation. Digital documentation is allowing teams to collaborate better and is making documents available at any time and in any place.

In the first part of this series, we discussed a number of benefits digital documents are bringing to construction companies. The cost and time savings can’t be ignored. That’s why we have created a second part to discuss additional benefits.

The benefits of digital documentation include:

Preventing lost documents

The construction industry is a fast-moving one. Most contractors have to move frequently from jobsite to office. It’s only natural that items may get lost along the way. When they do, the outcome is costly. Rather than carrying important files everywhere, use the digital documents in the cloud to access your files from any location. Not having to search through paper files for important information can save you a great deal of time.

Continuous updates and collaboration

A document that’s printed out can only be changed if the file is adjusted and the document is printed out again. Digital documents can change as information or data is gathered. It can also be changed by multiple parties. Documents can exist among contractors, subcontractors, and architects to ensure that there’s always a clear picture of what’s happening on a jobsite. It also helps avoid the disputes that require the help of a Lakeland construction lawyer.

It’s good for the environment

It’s important to remember the impact printing has on our environment. Using digital documentation allows your company to consume less paper, toner, and ink, which can also save you money.

This blog first appeared on Cotney Construction Law’s website and can be viewed here.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.