Tag: <span>Roofing Software</span>

10 Questions Roofing Companies Need to Ask When Looking for New Software

By Karen L. Edwards.

With so many software solutions on the market, it can be hard to figure out which one is right for your business.

So, you’re at the point where your business would benefit from implementing an estimating software solution. How do you know which one is the right solution? We turned to experts from RT3 member Estimating Edge to offer some tips on what you should be looking for and what questions you should be asking.

Adam Oaks, CEO at Estimating Edge, said, “Some solutions will portray that they can do just about everything.  That of course is never the case.  Some solutions try to be everything to everyone, but that usually means they are just OK at a lot of things, but not that great in any one area.”

He advises that you look for best in breed solutions – ones that work well with the other software that you might be using to run your business while steering clear of those that offer add-ons. “A good example might be an HR solution that also tries to handle your accounting with an add on module.”

Adam says that contractors should ask the following questions when selecting a solution:

  1. Is this software the best for my company’s specific need?
  2. Does it have an open scalable platform?
  3. Is the software scalable and does it allow employees to access and work virtually?
  4. Does it fit the roofing company’s employees, processes or workflows?
  5. Does the software company have experience in commercial roofing?
  6. Does the software company offer knowledgeable support teams, training and service?
  7. What does the industry say about the software?
  8. Does the software company have a history in the industry?
  9. Will the software fit our budget?
  10. Is it Best of Breed?

In their free e-Book, Estimating Edge dives deeper into each of these questions to help you understand why you should be asking a question and what each one means for your business.

Download your copy of “10 Questions Roofing Companies Need to Ask When Looking for New Software.”

Learn More about Estimating Edge, visit their RCS Directory.

Get the latest industry news delivered to your inbox when you sign up for the SmartBrief e-newsletter. 

Source: RoofersCoffeeShop

RT3 member AccuLynx named FrontRunner for construction project management software

AccuLynx, the leading business management software for roofing contractors, announced today it was named a FrontRunner for Construction Project Management Software by Software Advice. FrontRunners is designed to help small businesses evaluate which software may be right for them.

“We’re proud to be a FrontRunner in our software category,” said Katie Badeusz, Director of Marketing at AccuLynx. “AccuLynx is trusted by many of the top residential roofing contractors in the U.S., and this recognition reflects our continued commitment to making our software the best choice for roofers looking to grow their businesses.”

FrontRunners is published on Software Advice, the leading online service for businesses navigating the software selection process. FrontRunners evaluates verified end-user reviews and product data, positioning the top scoring products based on Usability and Customer Satisfaction ratings for small businesses. FrontRunners for Construction Project Management Software can be viewed here.

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 our website.

Disclaimer: FrontRunners constitute the subjective opinions of individual end-user reviews, ratings and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, Software Advice or its affiliates.

Using free inspections to land more service business

By Jobba.

Over the last decade, RT3 member Jobba’s team has had the opportunity to work with thousands of successful roofing contractors. Not surprisingly, many of them have stated that their continuous growth was a direct result of increasing their service and repair work while also providing an exceptional customer service experience.

Recognize the Need for “Free”

These successful roofing contractors all understood one thing – that in order to have a steady pipeline full of prospects for their sales team and increase their service work, they needed to offer free, no obligation roofing inspections to get those customers in the door first.

Roofing companies that offer free inspections end up getting much closer to their potential customers – a lot faster. And, they are starting off the relationship on the right foot by positioning themselves as an advisor, identifying current and future problem areas on their roof right from the start.

It’s important to keep in mind that some activities that may currently be unprofitable can pay off in the long run if the customers are good long-term prospects. Sales efforts in 2019 will have a long-term impact on sales and profitability in 2020 and beyond.

Provide Detailed Inspection Reports

One of the ways to stand out from the competition is to provide a detailed roofing analysis report upon completion of the inspection. An Inspection Report instantly gives you more credibility and will also allow the prospective customer to make an informed decision on their roofing work – without having to set foot on the roof. These reports will provide the condition of the roof’s membrane, flashings, perimeter edge and fascia, expansion joint covers, pitch pockets and penetrations.

Inspection Reports should also indicate the exact locations in addition to describing and prioritizing the roof work needed (emergency vs. remedial) with any related costs and photos. These reports can also be used in preparing and submitting requests for warranty repairs.

Offer Ongoing Service Agreements

Your Inspection Reports should also ALWAYS be accompanied with an ongoing roof maintenance plan recommendation or Service Agreement which will maximize the capacity and longevity of their roof.
By offering customers ongoing Service Agreements, you create “sticky” relationships whereby customers stay loyal and continue to generate predictable revenue.

Consider offering a dedicated Service Agreement that includes a 2-hour emergency arrival time and locked-in rates that they can incorporate into their roof’s maintenance budget.

Get Ready for More Inspections

As the demand for your roofing inspections grow, you need to be able to manage them efficiently and offer an experience that keeps your customers happy. Here are some ways to be more efficient and profitable:

  • Follow-up with inspection inquiries ASAP as they may be requesting a free inspection from multiple companies in the same day.
    Track your inspection results and see how they measure up (i.e. how many new customers do your free inspections yield?).
  • Create a template for your Inspection Reports in which you can include photos, date stamps and canned recommendations for each deficiency.
  • Create a template for your Service Agreement in which you outline the various roof maintenance options you offer.
  • Store and track warranty information.
  • Go paperless by granting your customers online access to project management tools that help them track job progress, expenses, costs and historical information for budgeting and future reference.
  • Provide automated inspection and service/repair status updates via text or email.

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

Source: Jobba

The important questions to ask when selecting roofing software

By Heidi Ellsworth, RCS Partner.

The question is – are you asking the right questions about potential roofing software?  Every day contractors encounter companies selling the next best thing to grow their roofing business. Sure, it can sound great, but it’s so easy to get lost in the minutiae of choosing a software and end up going down several trails that really do not pay dividends for the big picture – a stronger, more profitable company. The right software can relieve many of your pain points, like labor tracking, productivity, diversification, job profitability and more.  But, you need to ask the right questions to ensure you choose the right product.

As roofing companies are looking for the right software there are many questions to consider. Here are 7 tips and questions to help:

1. Labor Tracking
You will want your roofing software to include labor tracking features. This will not only help with getting invoices out faster, but it will assist you with having a clearer understanding of your job ROIs.
Question – Does the software track labor?

2. Customer Data
There are several Customer Relationship Management (CRM) systems and many of them integrate with project management software. Some systems offer customer portals where you can share data, photos, job progress, inspections and invoices with customers at their convenience.
Question – Does the software offer a customer portal?

3. Mobile and Table Use
It does not seem possible to survive in today’s world without a smart device and that is especially true when it comes to business. Smart phones allow contractors to be in touch with their customers immediately – giving them a clear edge when it comes to customer service.
Question – Does the software work on all mobile and desktop platforms?

4. Cloud-based Access
Today, it’s all about communication.  Progressive contractors can operate and communicate with customers and employees from anywhere, anytime. This is only possible with cloud-based solutions. Every step of the process is at the fingertips of management, crews and the sales team. The ability to communicate across numerous, if not all employees, allows for strong communications that correlates into a great customer experience.
Question – Is it cloud-based and available to all employees, anywhere, on any device?

5. Aerial Measurements
Aerial technology has been in place since 2008 and it just keeps getting better. Gathering roof measurements traditionally was a time-consuming process prone to mistakes such as mathematical errors or simple human error, but has now become a quick, easy and reliable technology.
Question – Does the software integrate or include aerial measurement technology?

6. Estimating
Advancements in estimating software, as well as the introduction of cloud-based access, enables strong estimating technology for virtually any size roofing contractor. Not every solution will fit every business right out of the box so it’s important to understand your company’s needs, how the technology fits into your existing processes and what new efficiencies can be realized through the implementation of an estimating tool.
Question – Does the estimating software fit the business needs?

7. Implementation
The most important thing you can do before purchasing any new technology is to take the time to do your research. Talk to other contractors you find through roofing associations or networks and see what has worked for them. You can also look at online reviews and utilize free trials to try out and get a full understanding of the options that are out there and how they are implemented.
Question – How will this work for the company/employees and how easy will it be to implement?

Jobba Trade Technologies and many other technology companies are also members of Roofing Technology Think Tank (RT3), an organization, which RCS is a part of, that helps roofing contractors understand  important questions to ask about technology.

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

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

Florida contractor invests heavily in technology and departmentalization to boost customer service and production

As two major roofing contractors were shut down this year by the Department of Business and Professional Regulation, Central Florida roofing contractor, Calloway Roofing LLC believes there are just too many instances where a good contractor can fail because they lack the business systems and organizational infrastructure necessary to properly manage their day-to-day operations.

Drew Calloway, 40, came across Brandon Gaille’s statistics on roofing industry complaints where the Better Business Bureau cites more than 50% of all complaints were filed for unsatisfactory workmanship and another 25% for the inability of the homeowner to reach the contractor. These stats are troubling as Drew believes that the roofing industry needs to embrace technology and adopt automation systems that can help bridge and improve the communications gap with customers.

This year, Drew took that philosophy and put it into a written commitment and signed a 5-year marketing and back-end business systems contract with Knowledge Transfer LLC that enables the company to focus on installations and communications with their customers within the company’s newly established Inspections, Servicing, Estimating, Production, and Billing departments. Through this departmentalization, the company can prioritize each segment of the process and go a step further and include all roof-related line items that the homeowners may be entitled to—that may otherwise be left out. And as Building Code required roof items now become a part of the scope of work, Calloway Roofing leads the industry by including, as a standard practice, the optional roof materials warranty registration, which can transform a basic roof installation warranty into a 600-month registered lifetime warranty.

Chad McPherson, designated Sales Representative with ABC Supply, says, “Calloway Roofing is doing things we hope to see others follow. It’s certainly a ‘best step’ in the right direction.”

Through the embrace of departmentalization and the powerful company Knowledge Base that followed, Calloway Roofing now mills through the rigorous demands of roof construction while keeping their customers updated and systemically in the loop. A philosophy, adoption rule and direction that all roofing contractors should pursue.

As a resident and family man in Minneola, Florida, Drew says, “When a homeowner gives me their signature, I feel compelled to give them a contract that includes a written guarantee that their roof will be a registered roof installation and that they’ll hear from us regularly and throughout the process.”

About Calloway Roofing
Calloway Roofing LLC is an Orlando, Florida based roofing and building contractor that believes every roof should be a registered roof installation and not optional. Homeowners receive no-obligation storm and roof inspections, followed by full information about the entire process in addition to a free copy of the inspection photographs.

Be sure to sign up for the Smart Brief e-newsletter to get the latest roofing tech news in your inbox.

 

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

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. 

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

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

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®