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6 CRM Roofing Software Strategies to Increase Productivity

AccuLynx CRM Roofing Software Strategies
April 4, 2021 at 10:00 a.m.

By AccuLynx.  

Roofing CRMs increase productivity and efficiency by streamlining everyday processes and keeping you in contact with your network.  

If you’re like most roofers, selling more jobs, increasing profits and expanding product offerings are at the top of your 2021 business goals. Boosting productivity and taking on more work can be intimidating, but with the help of roofing customer relationship management (CRM) software you can easily improve work performance while saving time in the office.  

Roofing Software Strategy #1 - Automating your most frequently sent messages 

Communicating regularly with customers and prospects is essential to providing great customer service. But it can take a significant amount of time. In order to scale up the number of messages you’re sending without adding hours to your workday, you’ll need tools like roofing CRM software to simplify and automate your most frequently sent messages. 

In AccuLynx, you can use the Automation Manager to make communication easier. The Automation Manager allows you to set up automated emails, texts and tasks that are sent based on customizable triggers. These triggers are related to job events, milestone changes and order-related events within AccuLynx.  

So, for example, you can create a follow-up email that is sent every time a job is marked as completed, or an appointment reminder text message that is sent when you add a new appointment to the AccuLynx calendar. Using the Automation Manager lets you send more messages and stay on top of your communications with just a few clicks. And an automation never forgets, so you’ll never have to worry about a message slipping through the cracks. 

Roofing Software Strategy #2 - Showing you real-time insights into your business performance 

Is your roofing business on the right track to achieve your goals? Great contractors know the answer to this question at any given time because they keep a pulse on their business performance and trends. Understanding how your business is performing allows you to make adjustments to strategies that aren’t working so you can work towards your goals effectively. 

In particular, evaluating key performance indicators (KPIs) can give you important insights into your business. AccuLynx offers a series of pre-built reporting dashboards in our roofing software system to help you stay on top of KPIs at a glance. You can see a broad overview of your business trends or drill down into specific areas to learn more. In addition, you can select reports to be automatically sent to your email inbox on a weekly or monthly basis so it’s even easier to keep track of your performance. With a better sense of your KPIs, you’ll have confidence that your productivity is leading to positive outcomes for your business. 

Roofing Software Strategy #3 - Speeding up the estimating process 

The time it takes to estimate a roofing job can be a limiting factor in how many jobs your business can take on. If the estimating process is drawn-out, inaccurate, or inefficient, your roofing business can lose out on opportunities to grow. Speeding up the estimating process with roofing CRM software will help you pursue more leads and win more jobs. 

AccuLynx is packed with tools that make estimating easier and faster. Our integration with EagleView and SkyMeasure allows users to order aerial measurement reports directly from the platform, saving time and improving the accuracy of your estimates. We integrate with major material distributors so you can place orders through our software and incorporate real-time pricing into your estimates. You can also create digital templates for the types of estimates you use most frequently in AccuLynx. With all of this information stored in our cloud-based platform, putting together an estimate takes just a few clicks. You’ll be able to put together estimates faster and reduce the possibility of errors from double data entry or inaccurate numbers. 

Roofing Software Strategy #4 - Helping you see what’s happening on the job site 

Keeping an eye on your crews as they work can help prevent delays, avoid errors and ensure that all customer instructions are followed. And crews do better, faster work when they have access to the most up-to-date information about their jobs. But with multiple crews on multiple job sites and your own responsibilities to the rest of the company, it’s difficult to stay on top of crew performance and provide crew members with timely updates. 

Roofing CRM software gives you a window into what’s happening at your job sites and simplifies communication with crews. In AccuLynx, the mobile Crew App connects your crews to the rest of the business with a simple application. In the app, you can schedule crews for jobs, upload work orders, send messages, share photos and more. Your crews will be able to see all the information they need to complete a job accurately, and they can add updates and photos as they work so you can keep an eye on their progress without having to visit the job site. Both you and your crews will save time, and your crews will have everything they need to be more productive right on their mobile devices. 

Roofing Software Strategy #5 - Adding new communication options to your toolbox 

Are you playing phone tag with customers? Is it difficult to get important information in front of staff in the field quickly? If you want to contact customers, prospect and team members in a timely and efficient manner where nothing falls through the cracks, you might need to consider adopting different methods of communication. 

A CRM platform like AccuLynx can help you reach your contacts more easily and be sure they view important information. For example, AccuLynx offers powerful SMS tools that let you send and receive text messages directly from the platform. Since 78% of customers respond to texts in 10 minutes or less, adding texting to your communication toolbox is a great way to make sure your contacts see and acknowledge your message. You’ll also be able to see a record of all messages sent and received in the AccuLynx job file, so you can keep track of who has been contacted and whether they’ve responded. With these tools to help with efficient, clear communication, you and everyone on your team will be equipped to get more done. 

Roofing Software Strategy #6 - Processing your payments faster 

Selling more jobs and taking on more work means more payments to process. And sometimes, delays in payment or issues with payment methods means that your roofing business doesn’t reap the rewards of the work you’re doing. In order to improve your cash flow and reduce the number of outstanding invoices, you’ll need more, easier ways for your customers to pay you

Electronic payment processing can speed up the payment process and make it more secure. AccuLynx allows contractors to process credit card, debit card and ACH transactions directly from our software platform. This allows you to offer a range of payment options to your customers and get paid faster. You won’t have to deal with the losses or delays that can arise when customers pay in paper checks or in cash—everything is securely and quickly processed through AccuLynx. In addition, offering card and ACH transactions increases the convenience for your customers and provides them with more ways to pay. You’ll see your payments faster while improving your customer service at the same time. 

Work smarter in 2021 with roofing CRM software 

Your goals for 2021 are within reach when you have the right tools. Roofing CRM software like AccuLynx helps you increase your productivity by improving your efficiency, streamlining everyday processes like estimating and accepting payments, and helping you connect with customers and team members more easily. 

Learn more about AccuLynx in their RoofersCoffeeShop® Directory or visit acculynx.com 

Original article source: AccuLynx 



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