Tag: <span>Roofing Software</span>

Tag: Roofing Software

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®

From leads to estimates to project management, this roofing company has a tech solution every step of the way

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By RoofersCoffeeShop®

RCS Influencer Drew Smith says that technology is used every day and on every job from start to finish at Brad Smith Roofing. At Brad Smith Roofing, we have found success using several different programs that all work together to help us run the business. Those programs are:

  • JobNimbus
  • EagleView
  • CompanyCam
  • Clock Shark
  • QuickBooks
  • GPS TrackIt

We researched and worked with several different CRM programs in the past, but JobNimbus has proven to be the most compatible with its operation. The JobNimbus program is open on every computer and the app open on every company iPhone all day operating its client’s complete account information and sales calendar.

JobNimbus also has the ability to formulate estimates, send, receive and track all lines of communication with the client throughout their customer history whether it originates in the office or out in the field. We are able to open all saved contracts, documents, emails, invoices, and estimates wherever we are. It is a cloud-based system, so internet service and a device is all we need to access the vital information necessary quickly.

When I have JobNimbus open working on a proposal for a client, I simultaneously have EagleView and CompanyCam open in order to connect all the dots. EagleView gives us the satellite blueprint with which to estimate a project while CompanyCam quickly opens the field photos gathered during the initial inspection. The field photos saved on CompanyCam allow verification that the findings and notes match the EagleView report before putting the final touches on an estimate.

CompanyCam also allows multiple people from the office staff, to the foreman on site or the project manager to see the same photo in real time, despite being in separate places to quickly communicate with each other and make important decisions. CompanyCam has revolutionized our operations at Brad Smith Roofing and reduced important time downloading photos and has eliminated the need to print project photos because they are so easily accessible from anywhere, anytime, with a date and photographer (user) stamped notation.

We can visually identify the problem areas in the photos using text and shapes superimposed over the photo in the edit feature of the app and it makes for a very professional and visually informative presentation for the customer, as well as, simple processing for the crew members when setting out to perform the work. Every department of our business relies on the project documenting capability of this application to fulfill tasks. Newly added features to this app also include the ability to read the actual slope degree of the roofline and accurately measure the roof, line by line. These features are just another way to make the diligence of the estimator that much more efficient and accurate.

Clock Shark has done very well for us integrating with QuickBooks and allowing quick tracking and documenting of individual crew member labor time, travel time and location. Each crew member can clock in and out of projects throughout every day with the user-friendly app on their mobile device. The time that the Brad Smith Roofing team spends verifying payroll has dramatically decreased since implementing Clock Shark. We are also able to take the information that Clock Shark provides in real time and then use it to cross check with GPS TrackIt that is installed on each service vehicle to ensure there is accurate documentation to report back to a customer or insurance company for labor time verification and invoicing.

QuickBooks organizes all purchase orders, vendor invoices and everything financial and makes it easily viewed at the click of a mouse. Job costing should not be considered complete without the use of Clock Shark, GPS TrackIt and QuickBooks.

Drew smith is Vice President at Brad Smith Roofing.  Learn more about him here.

Source: RoofersCoffeeShop.

Technology stacks need to be able to communicate and integrate with each other for success

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RT3 member Charles Antis interviews Antis Roofing Chief Operation Officer to share more about the technology stacks that she has implemented within the company.

Charles Antis of Antis Roofing loves technology but when it comes to implementing it, he trusts his COO, Karen Inman to put the solutions in place. In this interview, he talks to Karen about what is happening at Antis Roofing. Watch it here, or read the transcript below.

CA: This month’s question is: What is your technology stack, and how does it work together? Karen, you get to answer this question for me because I can’t.

KI: Well, and this is what I do. This is part of why I came to Antis. So, at Antis our application stack includes the Microsoft Office Suite of tools along with SharePoint and Teams for our collaboration. And then in the past year, we’ve actually switched over to an ERP system. We use Salesforce.com along with Accounting Seed. Both from the field side as well as the office on customer service. And then of course with our accounting team.

Something special that we’ve done, which is really cool, is we actually worked with CompanyCam, who we’ve used for a little while to create an API that works with Salesforce. So, our techs can take photos in CompanyCam and it syncs with our Salesforce instance, which is really cool. Because then our estimators get to see that. And it’s all in one place.

And then the other piece that we use in our application stack is HarnessUp for our safety program. So, we used Tom Whitaker’s tool and it is phenomenal. It really has made a big difference for us out in the field. On the safety side, it’s been a game changer in our ability to see what’s happening out there and also educate the guys. So that’s our stack. That’s what we’re doing.

Charles Antis is the founder and CEO of Antis Roofing & Waterproofing. Karen Inman is COO of Antis Roofing & Waterproofing

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

4 Ways Software Can Give Roofers a Better Work Life Balance

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By Molly Stein, AccuLynx.

For roofers, it can be challenging to balance your busy work life and personal home life. When you’re busy at the job site all day or on the road, your evenings can be dominated by playing catch-up with your office work or reporting, instead of with your family at home.

Mental Health America encourages workers to develop a healthy balance between work and downtime, stating,

“While we all need a certain amount of stress to spur us on and help us perform at our best, the key to managing stress lies in that one magic word: balance. Not only is achieving a healthy work/life balance an attainable goal but workers and businesses alike see the rewards. When workers are balanced and happy, they are more productive, take fewer sick days, and are more likely to stay in their jobs.”

Luckily, advancements in cloud-based technology like those in AccuLynx roofing software can help contractors re-establish that balance by giving them access to the information they need, while providing time savings that they can invest back into their personal life.

Emails, Texts, Phone Calls – All in One Place

Maintaining communication with your office is a crucial part of running a roofing business. But when that communication is spread out over emails from your accounting department, texts from your foreman, and phone calls from your project manager it can all get a little distracting.

Activity feeds and production dashboards can bring together all of the correspondence and data that you need to run your business and collate it into one simplified location with everything you need to know and see in one place.

Eliminate Extra Trips to the Office

When you’re in the field all day, it can be difficult to find the time to stop and check on the status of your other projects, file your paperwork and catch up on your emails – which often means a trip back to the office after an already long day.

When your office is cloud-based, software platforms give roofers comprehensive access to their important files, including estimates, signed contracts, warranties, and more. When roofers can access, edit, and submit their paperwork digitally, they can avoid that extra trip to the office.

Something on Your Mind?

Have you ever felt completely monopolized by work even at the oddest hours of the night or even on vacation? As a business owner or manager, it’s probably hard to focus when you’ve got a nagging question or just want to check one more thing…

Mobile apps let you check in on your job progress or stay up to date with your communication. Skim the Activity Feed, do a quick review of your job statuses and get the peace of mind you need quickly without letting it stop your day.

Get Things Done Right the First Time

Roofers often need to fill out a lot of paperwork on the job site. When you’re collecting contact information, insurance details, measurements and photos of the damages over and over, it can be easy to miss a form field, misspell a name, or even submit the wrong material order for a job.

Smart templates can pre-populate job information for you so that you save time creating estimates and contracts. When you create all of your paperwork within a job file, paperwork isn’t misfiled or misplaced, and all of your information is the same across your documentation, ensuring you won’t have mistakes that need correcting later.

Having a healthy balance between a home life and work is a crucial part of your business. Remember,

“Your work-life balance will determine your career and life successes, so make sure you take the time to focus on each role and balance them accordingly.”

Source: AccuLynx

RT3 Members Heading to Microsoft Headquarters for next Live Meetup

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Roofing Technology Think Tank (RT3) continues its focus on exploring emerging technology solutions for the roofing industry with a planned live meetup on the Microsoft campus in Redmond, Washington on November 5, 2018.

The group of progressive roofing professionals strives to inform contractors by learning about progressive and disruptive solutions that help build the professionalism and appeal of the roofing industry.

The meetup is planned in conjunction with PowerObjects and will be hosted in Microsoft’s Internet of Things (IOT) lab.  RT3 board member and winner of the Microsoft Modern Small or Medium Business category of the 2015 Visionary Award, Ken Kelly, President of Kelly Roofing, helped to coordinate the meetup for RT3.

Kelly learned firsthand how technology could disrupt his business model and result in more growth, increased efficiencies and better customer service. With the aid of Microsoft Dynamics, Kelly Roofing was able to double its business without increasing its staff. Able to be accessed remotely, (the majority of Kelly Roofing employees work outside the office), staff members are able to add notes to each file, receive reminder notices, and efficiently speed through the time-consuming daily tasks. The result? More time to spend with clients.

Following Hurricane Irma in September 2017, Naples, Florida-based Kelly Roofing was able to use Skype for Business online to handle 4,500 calls the first week following the storm, direct customers in English and Spanish to its storm repair services, liaise with insurance companies, and train new hires. This efficient response earned kudos and cemented the company’s reputation for customer-focused service.

At the November 5 meetup, RT3 members will hear a series of Tech Talks starting with one from Venkat Rao, Capabilities Manager of Business Applications for PowerObjects, the company that Kelly worked with to help implement their technology solutions. Following Rao, Tech Talks will be presented by Kati Quigley, Microsoft Senior Director of Marketing and Communication for Business Applications, and Rob Nehrbas, Microsoft Senior Director if Business Strategy for Business Applications. Kelly will present last, sharing his story about how he worked with Microsoft to build his roofing software platform.

The morning wraps up with RT3 Task Teams providing update on their activities for the following areas: Future Workforce, Communications, Meetups, Technology and Membership. During the afternoon session the task teams will work together in small breakouts to discuss how what they learned in the morning can be applied to and shared with the roofing industry. They will also review how what their task teams have accomplished thus far can be shared with the industry and determine their goals for the coming year.

For more information on the event or if you are interested in attending, please send an email to Karen Edwards at info@rt3thinktank.test.

The ROI of Roofing Reports: How Understanding Your Data Can Impact Your Bottom Line

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By Michelle Mittelman, Acculynx.

CRM platforms have evolved into a critical tool for roofers and exterior contractors when it comes to managing and organizing the processes associated with owning and running a service-based contracting business. Expanded features have given roofers the ability to create estimates and contracts, manage production calendars, order measurements and materials, and communicate more effectively across teams.

All of this functionality yields an overwhelming amount of job data that is collected and stored within a CRM. However, most roofing CRM’s offer little to no customization of reporting features, making it difficult to garner insight, visualize and disseminate this information to their teams. As a result, in an effort to combat this lack of data accessibility, roofers often run multiple reports across several platforms in order to see the information they need.

The ability to structure, customize and analyze data within a CRM is the most important tool that a roofer can leverage to make actionable decisions, strategize future production and gain a competitive edge.

Every company is different; roofers service different markets, use different materials and offer various additional exterior trades. The data that is important to one business may not have as great an impact on another when it comes to making decisions that affect the bottom line.

The ideal format of data output and the way that information is analyzed and applied to overall business strategy is so varied, that roofers cannot always rely on static reports to see viable results.

Reporting solutions for roofers need to be flexible.

The ability to create detailed reports, as well as the ability to manipulate the way that the data is grouped, calculated, displayed and shared needs to be customizable.

For example, a company may need to create a sales report for different material lines, or even get as granular as shingles sold by color. Other companies may need to report on the ROI of shingle recycling programs, or rebate offers year over year in order to better understand their overall performance.

Roofers need to be able to see their data to understand it.

The ability for roofers to easily visualize their data is another critical function of reporting. Dashboards can help roofers quickly see and understand high level key performance indicators. The ability to customize dashboards for specific teams or set permissions allows everyone to understand and measure their own success in correlation to the company.

Data should not live in a silo.

The data compiled in your CRM is only useful if it’s being shared with the people who need to see and understand the information. The ability to automatically share detailed reports, dashboards and analytics with your project managers, team leads and sales are critical when it comes to providing transparency and aligning department goals with those of your business. When key employees have access to these reports, they are better able to make adjustments to their strategies, analyze employee performance metrics, and identify existing issues and opportunities.

Successful roofers see the value that comes from understanding business performance. The ongoing ability to monitor reports drives meaningful changes, and ultimately contributes to revenue growth.

Using roofing software to create more accurate estimates and material orders

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CRM software with real-time supplier pricing reduces ordering mistakes and homeowner distrust.

By Michelle Mittelman, AccuLynx.

When roofers are in the field assessing storm damage, talking to homeowners, and providing work estimates, one of the most important factors that they rely on is knowing the price of their materials. Every roofer has a preference of who he orders from; and knowing what materials he needs, and how much they cost are a huge part of generating an estimate.

When time is of the essence, a roofer may choose to rely on a template to provide a quote to a homeowner – but what if, unbeknownst to the sales rep, there has been a change in material availability or pricing? That estimate price may change significantly when it is processed as an order, prompting adjustments that could potentially anger the homeowner, and make the roofer appear untrustworthy.

Roofers who order material supplies through a CRM platform like AccuLynx, with a direct integration to a trusted material supplier see more accurate pricing, less mistakes in material ordering, and eliminate the need to handwrite the same information over and over across different documentation.

Using Real-Time Pricing in Your Estimates:

At the start of any job, roofers build estimates based on several factors, including the materials they use, and the costs assigned to those products.

A roofer that has digital access to real-time pricing within his estimates saves valuable time searching for the current price and availability of each individual line item. Templates in AccuLynx that pull from your local branch, with your negotiated rates give roofers an instant, accurate material cost that they can apply to their estimates, eliminating the guesswork, and potential surprises down the line.

CRM platforms with material supplier integrations allow you to complete jobs faster, meaning your company can take on more projects and make more profit.

Order Your Roofing Materials Directly from Your Estimate

Having accurate estimates translates into placing accurate orders. By converting your estimate to a material order through an integration, roofers eliminate human error, provide a digital record from one document to the next, and save time transferring the data from one platform to another. There is no time wasted between steps.

Roofers can feel confident that there will be no surprises in either availability or price when they order materials through their connected CRM platform. This proficiency improves a company’s reputation, leading to more business, and higher customer satisfaction.

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