There are many softwares on the market and available to Roofing Software Contractors, many of which are CRM’s. In addition to a CRM other needed software is Lead Development, Project Management, Work order management, Estimating, Photo Management, etc. When you are using multiple software, it makes it difficult to manage reporting and gain visibility over the company which in turn makes it harder to run the business.
In our opinion there are 2 main software categories needed to run a Roofing Business, the first being back end which would be accounting. The back end system of choice is your most important because it is your reconciliation, your permanent records, and what doesn’t belong in these types of systems is open quotes, prospects, sales contacts, etc. What belongs in accounting are sold jobs, AR, AP, Payroll, etc. The other type is the front end, which is what the rest of the company needs to be able to access information and contribute to information records. In a perfect world all employees in the company can access this system and contribute in a single place. For example, a job would only exist in one place and the sales, office, and production personnel would go to this same place to access.
From the very beginning of your processes on the front end, somehow you receive an opportunity to look at a building and from there you figure out how you want to proceed. You build a quote of either repairs, restoration, or replace and go try and sell it. You track these jobs somehow and when it sells, you move it to your back end system so we can build the job folder. If all these pieces could talk, we could probably gain a whole new level of efficiency as well as control.
Contractors are evolving and so are their business at an unprecedented rate most likely due to social media and access to knowledge, peer groups, national/regional groups, and outside training/consulting resources like Service Accelerator, Make Leads Work, Make Service Work, The Roof Academy, etc. As contractors work more on their businesses they become more aware of what their processes are or what they should be which makes purchasing or implementing software more effective. It’s far more beneficial to look for a software program when you are well aware of your processes.
Roofing Contractors are moving in large numbers to Centerpoint Connect for a number of reasons; the biggest reason is that Centerpoint replaces multiple other systems. Centerpoint is a workflow driven front end software specific to the Roofing Business and handles CRM, Photo Management, Service Management, Production Management, Estimating, timekeeping, and more. Centerpoint is customizable yet out of the box fits most roofing companies with the aim to be one system needed to run a roofing business. Centerpoint Connect comes with pre-defined roofing repair and material libraries which makes it much easier to use from the very beginning. Whether you already know your processes, or want to use our defaults, we are able to successfully onboard contractors of all sizes.
Implementation of Centerpoint Connect isn’t just about showing contractors how the tools work, it’s about installing the software inside their business at a very specific level. Our goals are to integrate your company with the software to provide you with efficiencies that help the employees, the business, and your customers. A successful implementation is a contractor that is using our CRM, Service, and Production Management all seamlessly and are able to process far greater volumes of work with less resources. As a byproduct we see increased close rates, better information on how to run the business, happier customers, and improving the quality of life for all around us.
We start at the beginning, we first understand how opportunities currently flow through your business. When you get an opportunity to look at a building, what are the current steps? Do we need to make any modifications? Once we understand how the lead turns into a quote, and the steps to produce a job, we customize your workflow (or you use the standard workflow Centerpoint Connect comes with). We train on real scenarios and walk those jobs through the process and each step of the way. Centerpoint Connect has solved the challenge of implementation by working with you through real life scenarios.