Small business’ secret weapon against big competition

By Kathryn Brill, AccuLynx. 

Level the playing field with top roofing CRM software that boosts small business’ efficiency and competitiveness 

Limited time, resources and staff are the realities of a small residential roofing business. You’re forced to accept that you don’t have the same capacity as large organizations. Finding sustainable business tools to help growyour business  can be daunting. That is where CRM software like AccuLynx can help bridge the gap between your small business and larger competitors.  

Read: How Roofing Software Can Help Grow Small to Medium Roofing Businesses 

Take the burden off your employees 

You and your staff wear many hats, because staff is limited. Everyone has to pitch in on projects, and there are busy times when your staff has to take on different roles to keep jobs running smoothly. Anything you can do to reduce the burden on your staff can go a long way towards making your roofing business more productive . 

AccuLynx is the leading roofing CRM software; it can help streamline many of the job tasks that your employees are currently doing, freeing up their time to focus on growing the business, instead of just maintaining it. For instance, with AccuLynx you can: 

• Use our AI tool, Lead Intelligence, to qualify the best leads in your sales pipeline based on their likelihood to convert . 
• Populate an estimate with real-time pricing, adjust your profit margin, and send it to the customer to be electronically signed in just a few clicks. 
• Order materials directly from ABC Supply, SRS Distribution and Beacon instead of having to call the branch to ask for pricing or log into another system. 
• Store all your job information in the cloud, eliminating the need for keeping track of documents . 

All of these more efficient ways to complete common business tasks  save time and effort. On average, AccuLynx customers save nine hours per week. And when your employees aren’t tied up in taking care of these tasks, they have more can focus on their day-to-day tasks. 

Be proactive, not reactive 

Sometimes, lots of work comes in, and everyone is scrambling. Other times, you hit an unexpected lull and you can’t figure out why. If you had more people, you might be able to stay on top of trends more easily and make business adjustments. But with the resources you have, it feels like all you can do is react to what happens rather than analyze what might happen. AccuLynx has the tools to give your small team a head start when work starts to pile up. 

Improve overall visibility with a company dashboard 

AccuLynx offers a dashboard to help you visualize how all your jobs are progressing. You can easily track jobs from the first time you get a call to the arrival of the final invoice. At a glance, you're able to tell which jobs need follow-up, whether you have enough work in the pipeline, and whether any invoices are outstanding. You’ll see a full picture of everything going on in your business, in one easily accessible place. 

Access your business from anywhere 

With the AccuLynx mobile Field App, you can reclaim valuable time in your day by identifying your daily tasks, taking and annotating photos, and collecting eSignatures right from your phone, all of which will help you spend less time on the job site. AccuLynx even offers a mobile Crew App that keeps you connected to your subcontractors and crews as they work. With enhanced communication and better organization, your business has the capability to work quickly without sacrificing quality. 

Manage changes to production from one dynamic calendar 

With the Production Calendar in AccuLynx, you have access to many tools that will help you make changes quickly when something unexpected happens. From one calendar, you can easily view all of your different jobs organized by trade or crew, labor schedules, and material deliveries. So when weather strikes, you can reschedule all of your jobs with the click of a button, and everyone is automatically notified of the change – instead of spending hours on the phone calling. 

Keep your customers in the loop 

It is also important to communicate with your customer as well. Using the Customer Portal in AccuLynx, homeowners can visit a custom web page to keep track of their project in real-time, helping you organize communication and increase satisfaction. Instead of making constant calls or sending multiple messages, you can use the portal to: 

• Share project details, photos and documents 
• Request and process payments 
• Exchange messages 
• Offer access to financing 
• And more! 

Spot business trends with advanced reporting capabilities 

The best roofing CRM software also offers reporting tools to help you look at the bigger picture. With the reporting features in AccuLynx, you can customize reports on key performance indicators (KPIs) and have them automatically sent to you on a recurring basis. With customizable reporting dashboards, it’s easy to visualize trends in your business performance. The more data you have at your disposal, the more informed decisions you can make to keep your business growing sustainably. You’ll also have a greater capacity to anticipate the ebbs and flows of your business and put plans in place to deal with them. 

Eliminate double data entry and extra admin work 

The best roofing CRM software enables you to significantly reduce the amount of extra work on your plate. Tasks such as sending follow-up emails, texting crews and managing your finances, are time-consuming. AccuLynx streamlines these processes and ensures that nothing falls through the cracks. 

With the AccuLynx Automation Manager, you have the power to set up automated emails, texts, and tasks that are triggered by specific events in AccuLynx. For example, you can schedule an email to remind your homeowners of upcoming appointments or remind your accounting team to send a final invoice once a job is marked as completed. The system’s flexibility allows you to customize these automations, tailoring them to your unique business needs. 

Additionally, AccuLynx integrates directly with QuickBooks simplifying your roofing company’s accounting processes, reducing errors and automatically syncing customer information between the two programs. This allows you to accurately track your spending, profits and more. 

Grow your roofing business with AccuLynx 

As a smallerresidential contractor, you might feel like you’re at a disadvantage when it comes to growing yourbusiness. But tools in AccuLynx provide the power you need to increase productivity. By reducing the time spent on administrative tasks, giving business owners an easy way to see the big picture, and helping employees work more efficiently, roofing CRMs give you an advantage that helps you compete with bigger roofing companies. 

Original article source: AccuLynx