Roofing Software: The Key to Growing Your Roofing Business
If you’re looking to accelerate your growth and take your roofing business to a new level, VIIZR has the tools you need to make it happen. It streamlines your day-to-day operations, from estimating and invoicing to scheduling and customer relationship management, maximizing efficiency and giving your productivity a boost.
Everything you need is stored centrally on an easy-to-use platform, accessible anytime, anyplace. So, whether your crew is at the job site getting roof measurements or you are out stocking up on roofing materials, everyone stays in the loop with access to the latest information.
VIIZR’s Job Dashboard feature makes it easy to get a status update on everything that’s happening. With a quick glance, you see how jobs are progressing, whether there are any requests to respond to and which techs are available for dispatch. Cut down on miscommunication and delays and work more efficiently. Less back-and-forth. More productivity. Better results.
Powered by the trusted technology of Ford Pro™ and the global CRM leader Salesforce, VIIZR brings you roofing business management software specifically created for hardworking professionals and contractors in trades like you. With features designed to tackle the typical pain points experienced in roofing, you could enhance your productivity by almost 50% and save almost a dozen hours each week. This leaves more resources for the growth and expansion of your business.
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What is roofing software?
Business software for roofing is a set of tools that help optimize the running of your business for increased productivity and improved efficiency. It automates essential operational tasks and stores important information in a central online database.
Estimates
You only get one chance to make a good impression, so make sure you get it right. VIIZR makes it easy to create professional PDF estimates customized with your branding with just a couple of clicks. Providing detailed and professional-looking estimates helps instill trust and credibility that can go a long way in converting a potential customer into an actual one.
Our estimating software comes with a Pricebooks feature so your team can easily upsell and cross-sell to customers, such as upgrading them from 3-tab shingles to architectural shingles. This means more conversions and increased revenue overall.
Invoices
Cash flow can make or break your business. A staggering 82% of small businesses fail because of poor cash flow management. VIIZR’s invoicing tool makes it almost effortless to create professional, customized PDF invoices so you can bill customers as soon as the roofing is done. The sooner they get their invoice, the sooner you get paid. Our software also enables you to track and manage outstanding invoices, making it easier than ever to stay on top of things and maintain a positive cash flow.
Customer management
For professionals in trades such as roofing, the success of your business very much depends on the strength of your customer relationships. It's important that every customer interaction is a positive one conveying professionalism and commitment to customer service.
VIIZR’s Customer Relationship Management (CRM) feature makes it easy to keep track of customer details, histories and preferences. With this tool, everything you need to know about each customer is stored centrally so everyone can access the information they need and share additional notes or updates where necessary.
No matter who is representing your business, whether a new hire or an old hand, on the phone or at the job site, they have everything they need to exceed customer expectations every time.
Streamlined operations
VIIZR offers so many features that optimize your business operations and run each day more efficiently.
The Job Dashboards feature allows you to quickly see upcoming projects, the progress at different job sites, which techs are available for dispatch, whether there are any updates from your crews and more.
With the Maps & Routing tool, you can plan the most efficient route to and between jobs. This not only helps you save on fuel and maintenance costs, but it also means your team spends less time on the road and more time doing the work that actually generates profits.
How does roofing software support strong customer service?
Customer Relationship Management (CRM) software stores all the information about your roofing customers in a single centralized location. Accessible with an internet connection, in the field or in the office, everyone can get the information they need or add notes and updates for everyone to see on the app.
With VIIZR, it’s easier than ever to keep your customers happy, with all of their history and information organized and accessible. Everything from previous estimates, completed jobs and invoices to customer preferences and special requests, all in one place. Every member of your team will always be fully equipped to anticipate customers’ needs and exceed their expectations.
For contractors, happy customers are the lifeblood of your business. Providing top-tier customer service is essential to building and maintaining strong relationships and showing customers that they are valued. VIIZR helps you hit it out of the park – every time.
What can software do for my roof business?
In the early days, when you were running things on your own, you managed just fine doing things manually. However, as your team grows, along with the number of customers you serve, low-tech solutions simply aren’t scalable.
What if your customer decides that metal roofing will be a better fit than the asphalt shingles they initially chose? Or if a big storm rolls in and you can’t install a customer’s roof without compromising its integrity and the safety of your workers? How do you make sure everyone is kept in the loop?
That’s where VIIZR comes in. Our software stores all the latest information on a central platform so that everyone is always on the same page at the same time. You can be sure that the asphalt roofing materials will be delivered and that everyone knows the job has been rescheduled due to weather.
Boost the productivity of your roofing crews
As you grow and business starts picking up, it can be hard keeping track of your crews when you have multiple roofing projects running simultaneously.
VIIZR’s tech scheduling feature enables you to see the availability of techs for dispatch, assign them to jobs using the drag-and-drop tool and rearrange the schedule with a few clicks. They can see what jobs they have been assigned to, when their schedule is updated and whether you have assigned a specific task to them.
Our software helps you reduce unnecessary downtime at the job site, keep your teams on task and work more efficiently, so all your jobs finish on schedule.
Strengthen your customer relationships
At different stages of a job or for bigger projects, the makeup of a crew often changes. The tech doing the roof measurement today might not be the one replacing the shingles tomorrow.
VIIZR enables you to store all customer information in one central, easy-to-access online location, including customer requests and preferences. So if a customer says “No loud noises between 12 and 1”, your newly hired tech won’t be banging away on their roof at 12:30 the next day.
VIIZR ensures that all employees have everything they need to do the job well and provide excellent customer service. This will also show customers that they are valued and that they can rely on consistent quality service no matter who shows up that day.
Optimized and efficient operations
When the status of a project changes or you’ve just assigned techs to an upcoming job, everyone is updated in real time with VIIZR. A quick glance at the Job Dashboard keeps everyone in the loop. This cuts down on miscommunication and delays. Less time going back and forth, more time doing the work that makes you money.
Our software also ensures better workflow and project management. Your crew can instantly let you know if there is an issue at a job site, whether equipment needs to be fixed or you need to order more roofing supplies.
Automating tasks such as estimates and invoices streamlines your accounting process and, with all the important data stored in one place, it’s so much easier to put financial reports together.
Does my roofing business need an upgrade?
Relying on spreadsheets, writing out estimates and calculating invoices by hand feels familiar – they worked for you in the past, so why fix what’s not broken, right?
We get it.
However, while growth represents opportunity, it is also synonymous with change. At some point, you can’t grow your business without embracing change within its structure and operations. Here are some signs it might be time to shake things up.
Your spreadsheets are coming up short
On a smaller scale, spreadsheets can help keep track of things, but as your business starts ramping up, they can quickly become unmanageable.
On a bigger scale, spreadsheets are time-consuming and more prone to errors. As your team expands and multiple users are working on spreadsheets, they are also easily corrupted and can cause costly delays.
With VIIZR’s roofing software, you get a single source of truth. Everyone can centrally access important data, making collaboration far more efficient.
You’re misplacing invoices and making mistakes
Handwritten paper invoices are time-consuming, hard to keep track of and often misplaced. They are also more likely to be riddled with calculation errors, causing havoc with your accounting. Unpaid invoices don’t just cost you time and money, they can also threaten the survival of your business. Don’t allow your business to become a statistic.
Your employees can’t work efficiently
If you’re running your business inefficiently it can cut into your employees’ productivity and be a downer on their morale. When your structure and operations are not scalable, you’re hampering your team’s ability to do the work they were hired for: Roofing.
Running a tight ship can help you attract the best talent. And keep them.
You’re losing out on leads
Generating leads can offer promising potential, but your leads are worthless without follow-up. VIIZR roofing software enables you to take advantage of the opportunity to grow your business by tracking leads and increasing conversions.
Say goodbye to losing jobs to competitors from here on out.
VIIZR FAQs
Try VIIZR today with a free roofing software trial
Try VIIZR today with a free roofing software trial
VIIZR’s roofing software can help you save as much as 10 hours a week and almost cut back-office work in half. Think about what that kind of free time can do to transform your business. More time for family and friends. Less time writing reports, more time exploring new hobbies. You’ll be free to enrich your life and focus on exploring new avenues for growth and expansion. So, what are you waiting for? Start your free VIIZR trial today. No obligations. No credit card required.
