A Complete Roofing CRM Software For Contractors

MRS is an all-in-one roofing contractor software. This software makes the entire process of managing roofing contracts smooth and hassle-free for contractors.

How the MRS – a Web-based Roofing System Benefits Our Client

We have designed and developed custom software for a roofing company. This all-in-one roofing business management software makes the entire business process from bidding to delivering a project completely hassle-free. This web platform enables our client to get complete track of all the projects from anywhere and anytime. Here are the benefits of this custom web app to our client.

Increases the productivity of our client’s business by 41%
Makes effective management of multiple bids at a single place
Allows streamlining of the entire business process
Makes hassle-free to manage 20-30 subcontractors for all roofing projects
Get rid of manually managing the multiple subcontractors and vendors
Provides 99.98% of end-to-end security and privacy of the business data

Solution Provided

Custom Web Application Solution

Development Team

5-6 Team Members

Technologies

PHP | MySQL | Yii | AWS

Time

6 Months

About Roofing CRM Web Solution

Our tailored-made roofing CRM software automates the different internal business process of a roofing company. Processes like job bidding, sales, project management, purchase order management, labour reports, subcontractors management, lead management and contracts management. This custom web app makes the entire process of changing and repairing roofs completely paperless. Roofing and siding contractors are able to manage the different stages of a project with ease.

The work of roofing involves several profiles like roofers, roof contractors, and mechanics. When there is the involvement of several people in a project, there are chances of miscommunication and delay in the work of a job site. In such cases, streamlining the process of the roofing business becomes crucial to delivering quality work as a roofing company. With our roofing CRM software, our client is able to speed up the entire business workflow, increase the productivity of employees, and save money for the company in the long run.

41% Productivity
Increase

99.98% Security
of Data

100+ Roofing
Contractors

The Challenges Faced by Roofing Business Companies in the Market

Here are the common challenges faced by roofing contractors.

Before using this roofing CRM software, our client was managing the entire sales process of creating proposals and estimates manually. Following the manual process involved managing the lead data in Excel sheets, which was causing errors and confusion for contractors. Due to this problem, the productivity of roofing contractors was getting affected.

As our client has to manage multiple projects at a time, it was difficult to know the real-time location of subcontractors and field technicians. In addition, it was challenging to know which subcontractors are working on a particular project.

Another challenge our client faced was the unavailability of a centralized solution where all the details of the project can be kept in sync and updated. Managing the different stages of a particular project manual on different Excel sheets was time-consuming and tiring. Because of this problem our client was facing issues in decision-making.

Custom Roofing Software: Our Tailored-made Roofing Web Application for Contractors

We developed MRS – a custom roofing project management software specially built for managing clients and their entire projects with ease.

Technology That Powers This Roofing Software

To develop a custom solution that becomes successful in the long run, the right technology stack is essential. We select web frameworks and technology for every project given to us.

Here is the tech stack we applied to build the roofing CRM software –

PHP

MySQL

Yii

AWS

Google Places API

Features of Our Custom Roofing Software

We automated the entire process of providing estimation and quotes to customers effortlessly. Sales representatives/contractors just have to sign in to get started. We integrated every feature by keeping accessibility in the mind.

Here are the core features of a roofing CRM solution.

Add Property

With MRS software, at first you can add the new property to your prospect. Whether you are a sales representative or contractor of the company, simply add the details of the property like name, address, city, state, ownership type, property type, and roof area. Here, you get the option of searching or selecting the client’s location on the maps.

Add Project Details

In this customer relationship management software, once you select the property, you get an option to create a project and add details to it. Details like project name, division, estimator, due date, status, lead type, sale type, contract type, and work type. All the important details of the project you can note digitally on the software.

Bid Management

Provide the estimates and quotes with this bid feature. Add the cost estimation of the project by creating a bid for customers. After creating a bid, you get options to select the labour, material, types of equipment, subcontractors, and allowance for the customer’s project. Also, you get a tab where all the details of your bid are accessible easy for each project.

Create a Proposal for the Client

Once your quote is ready, you need to create a proposal for your customer. To create a proposal, you need to select several details like the scope of work, exclusion, notes, roof outline (roof images), other files, pricing (adding your created bid), terms/conditions, and acceptance. After filling in all the details, save your proposal as PDF, email it, or share it onsite.

Scheduling the Project

Once the customer accepts your proposal, you can get an option to schedule the project. Schedule the project deadline and manage it digitally online with ease. It eliminates the manual process of scheduling and managing a project and its sub-tasks.

Add Photos

While adding the details of a project, you get an option to add photos of your job site. Also, you get the option to add the pictures in which you want to highlight specific damage that you want to get addressed. Anyone among your team members has the right to the photos and upload the new photos.

Lead Management

Get complete control over the data of your prospects and customers. Manage the details of your customers on the platform and organize it well. Even, you are able to edit and track the details of your clients on the go.

Roofing Material Orders

Allow you to create a purchase order and sent it to vendors listed on the platform. When you create a purchase order based on the proposal, you just need to add details like order description, select a vendor, vendor address, contact name, location, email address and delivery information. Then you need to add the details of the material you require to accomplish the project. After that, get an option to download, share via email, or print.

Aerial Measurements

This roofing CRM software allows you to take aerial measurements of a building location with the help of Google Maps. Easily upload aerial and elevation images by eliminating the manual process.

Advanced Reporting

Allows you to measure your sales, average sales, and completion time of a particular project. With the different reports, such as sales, estimates, purchase orders, labour, budgets, and commissions. So, you get a better idea of how your business going on overall.

Want to Develop a Custom Roofing Web Solution?

Let’s discuss your project requirements. We have a team of experienced web designers and developers to meet your expectations. Get a free consultation

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