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Transform Nearly Every Aspect of Your Roofing Business With Smartsheet for Roofing

If you’re the owner of a roofing business, you know that, in order for your business to grow, you must have accurate data in front of you. However, it can be frustrating or even impossible for you to track all of the crucial data you need to operate your business on your own. Between constantly updating schedules and chasing down purchase order requests, it’s not long before you’re in over your head, and your cash flow is sure to suffer because of it.

To solve this problem, Cotney Consulting Group provides our clients with roofing software systems designed to help you manage the data you need to make crucial decisions by transforming nearly every aspect of your roofing business.

Related: Optimize Your Roofing Business Operations With Roofing Software Systems

Estimate, Plan, and Track Projects

With Smartsheet for roofing, you can easily filter your project leads and capture detailed data on roofing projects completed throughout the history of your company, including duration, material costs, labor hours required, and unexpected issues that arose during the course of the project. Other information that may prove beneficial include the time of year in which the project was completed, the type of crew and equipment needed, how long the project took, and whether there was any material underages or overages.

This helps you get a clear picture of what a future project may require and allow for more accurate estimating. As for tracking, your team can use Smartsheet to plan, schedule, and track every aspect of a project and adjust accordingly. For example, if your project is about halfway complete but you’ve already used more than 60 percent of the materials and/or labor, you’ll know that it’s time to step in and reset expectations for the project.

Streamline Sales and Administrative Processes

You can also streamline management of your sales and administrative processes, from tracking leads to getting approval on contracts. Your sales team will thank you once they find that they can track prospects, sales, contract closes, close ratios, leads, and commissions easier than ever before. This is because deals move through the approval process at record speed with automated workflows and alerts. Accounting can be informed about specific financial tracking needs, and signatures can be requested at the press of a button. If that wasn’t enough, when work is at last completed, contract details, labor records, accounting data, work notes, and more are moved into a closeout sheet for final review before they are archived. On the administrative side, you can establish a management strategy that evaluates potential projects based on accurate data and promotes working with stakeholders towards the most relevant and rewarding projects.

Related: Using Smartsheet to Build Business Success in Roofing with Real-Time Access to Accurate Data

Track Profitability and Predict Revenue Goals

As your service teams continue to grow, you can also use our roofing software systems to track profitability by any metric you desire, such as by technician, by truck, or by customer. There’s never been a clearer, more concise way for the sales, operations, and estimating teams to collaborate with one another in sharing information and making informed decisions. By accurately tracking materials and labor and avoiding duplicate purchases and missed deadlines, you’ll be amazed as you rack up the savings and supplies and labor become available for new projects. You’ll finally have the knowledge necessary to make key changes in your operations, predict the outcomes before they ever occur, and streamline every aspect of your roofing business, from estimating to close out. For more information, connect with an experienced consultant regarding Smartsheet for roofing from Cotney Consulting Group today.

If you would like to speak with an advisor regarding Smartsheet for roofing, please contact us today.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.

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If you would like to speak with an advisor for roofing consulting, please contact us today.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.

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