Nowadays, every type of industry—including roofing—uses a CRM or some type of project management system to help maintain their business, streamline their processes, stay organized and provide great customer service. Roofing software is a CRM-like system that is designed to help roofers effectively and efficiently run their business. However, there are a lot of options on the market and it can be difficult to decipher which one works best for your roofing company.
Here are a few questions to ask when you are in the roofing software buying process.
How is roofing software different from a standard CRM?
Understanding how roofing software differs from a standard CRM is very crucial when deciding what features and functionality you will need to efficiently run your business.
With a standard CRM, businesses have the ability view customer details, manage ongoing projects and engage with potential customers. These types of CRMs can be used across every industry. However, they do not have the capabilities to handle more important details that roofing companies need on a daily basis to finish projects successfully.
While roofing software can perform all the same functions as other standard CRMs, it also gets a lot more specific. Roofing-specific software, like Jobba, helps roofing businesses manage everything for every project stage, including:
- Scheduling production
- Completing inspections
- Accessing accurate aerial measurements
- Tracking and reporting on sales performance
- And more!
So, as you can see, roofing software provides contractors with a much more industry-specific solution.
What areas of your roofing business need improvement?
One of the key ways to help you pick the best roofing software is to look at areas of your business and processes that could use a little TLC. From minor things like organization to more specific things like being able to assign available production crews, these types of snags can help you decide on what areas you should focus on to choose the right software.
To decipher areas that need improvement start by investigating your current processes, where your business is lacking, and if you notice trends where projects have a tendency to hit bumps. Are important updates not being communicated? Does production miss deadlines? Are customers getting inaccurate information? Whatever the issues are, they can be a deciding factor in what type of roofing software you need and what functionality works for your team.
What roofing software features fit into your process?
It’s no secret that there are a lot of different types of functionality on the roofing software market. But the biggest question you have to ask yourself is what is going to work for your roofing business?
Taking a closer look at your current processes and overall business performance will help you know what features you can take advantage of. For example, if your roofing business needs a way to access crew member availability, you will want a roofing CRM that allows you to have a full calendar view to see who can complete an upcoming project. Having a good idea of processes you want to improve and streamline—as well as not completely changing how your daily activities flow—will help with choosing the right roofing software.
If you’re in the market for a new piece of roofing software, but don’t know where to start, check out Jobba’s features. You can get a better understanding of all the functionality and how it would benefit your roofing company.
Interested in learning more about Jobba? Watch our 5-minute Demo Video! This video will show you what Jobba is and how customizable it can be. Additionally, you will get a tour of the user-friendly dashboard and see sample reports!