This is a big decision! – so before diving in, make sure you know what you are getting yourself and your company into. This is an important investment that needs to check all the “business management” boxes. Roofing software should be able to work for your business and not against it. Having roofing software that streamlines your processes and reduces 3rd party applications should be at the forefront of your mind when making software decisions. In general, roofing software was created to help roofing companies, contractors and their various teams effectively and efficiently manage tasks and roofing projects that save time and allow the team to focus on customer satisfaction and other priorities.
Roofing Software brings up the question, “Why is it better than what I’ve been doing for years?” Many business owners—including roofing contractors—have had the same question. Because your business handles so many different projects of different sizes and scopes, it’s not surprising that vital information can fall through the cracks. Using a self-made process requires using multiple apps and platforms to ensure jobs are completed, which prohibits you from being able to handle simple tasks easily and efficiently.
Roofing CRMs, like Jobba, allow you to handle all aspects of your business without switching from platform to platform. Your roofing team can easily manage customers and leads, access aerial measurements, handle billing details, and more—all in one location.
Roofing software can also help you understand where your business might be having problems. It helps identify if projects aren’t sticking to timelines, missing details/documents, delayed sales, and much more.
When considering upgrading to roofing software or changing software providers, there are questions that need to be answered.
What areas need to be improved?
Arguably, the most vital question needing to be asked is, “What areas of my business are experiencing problems?” You need to look at what areas need additional attention. The features found within roofing technology can help you address ongoing issues and provide efficient solutions to help step up your roofing business. If you’re not experiencing specific problems, dive into your business to see if everything is operating as efficiently as possible. Can you make your estimating process more efficient? Can you cut down hours copying data from one application to another?
What solutions fit your processes?
Not all CRMs are designed to meet the same needs. While some have been created to meet the specific needs of roofers, others are broad enough to be used for a number of industries and trades. You need to evaluate how you handle your current business processes, what you would like to change, and what future you see for your business.
Technology is constantly progressing and not only pens and legal pads have become obsolete, but Excel spreadsheets are headed in that direction too. Many contractors need more than just a CRM, they need something that can handle customers, proposals, estimating, etc. to really help them run their company as a whole.
Taking time to give your processes an in-depth review can give you a deeper understanding of what you should look for in a roofing CRM. It is important to choose software that helps you achieve your business goals but needs to be quickly and easily adopted by everyone.
What are your company’s goals?
Your business goals help you determine things like how many new employees you want to hire, how you should go about opening a new location, or what tactics to try to bring in more revenue. No matter what goals you have for your roofing company, they can be a factor when deciding to upgrade to roofing software.
Some CRMs don’t provide tools to help with business growth and achieving your goals. Roofing software is designed to do just that. Solutions like Jobba can help you easily reach new heights with components that:
- Streamline processes across multiple locations
- Track new revenue and sales performance
- Keep teams connected
- And more
Whether you are a small family roofing contractor or a multi-location, massive roofing organization, roofing software can help your business thrive. When deciding if it’s time to upgrade to roofing software or looking to change software providers, remember to do your research to ensure you are investing in the right solution for your business.
After choosing the right solution for your business, don’t forget that one of the most important aspects of getting roofing software is adopting and implementing it into your business. It will be a waste of time and money if you don’t get your team on board and properly trained. You and your team have to wholly buy into the software and use it in your daily processes to experience the full return on your investment. When adopting roofing software, or changing your daily operations, you will most likely run into resistance which is why we created the ebook, How To Successfully Adopt a Roofing Software. It is filled with tips and best practices to ensure your organization will succeed and get the most out of your roofing software.
If you’re considering updating your current solution, Jobba may be the answer! Get an inside look at Jobba with our No Hassle Demo! Jobba’s No Hassle Demo is a pressure-free, live webinar, to show Jobba in action from entering a new client all the way to invoicing. There will also be a live Q&A with a Jobba Product Specialist! Click Here to register for our next No Hassle Demo!
Interested in seeing if it is time to upgrade to Jobba’s all-in-one roofing solution? Check out our 5 Minute Demo Video!