Roofing Business Software: Management, Invoicing, Scheduling, CRM & Dispatch
Use the best tools for the best results. Traditional solutions do not work anymore as effectively as they used to do and it is important to adapt to changes in the modern world and use the opportunities that it brings. Managing many roofing tasks is difficult unless you use advanced tools that will significantly simplify your work, save you plenty of time, provide saving opportunities, and, generally, bring you peace of mind. ManageMart roofing software has been specially designed for this business type, keeping every single aspect of the field in mind. Save your time, your efforts, and your money with the best software solution for roofing services.
With our roofing company software, you will take your businesses to the next level. You will be able to meet any challenges with confidence, knowing that you have everything in order to make smart decisions and sort out even the most difficult tasks quickly. The following are some of the benefits that you can get if you use ManageMart roofing takeoff software:
Reduce waste and manpower;
Ensure sticking to your plans;
Get new opportunities for expansion.
Thanks to ManageMart roofing solution, you will be able to conduct invoicing quickly and easily. The following are the features included:
Invoice Management (create/edit/delete/update invoices);
Add Company Logo;
Attach files to invoices (images, pdf, etc.);
Add comments to remember important things;
Send invoices (email, SnailMail, SMS);
Accept online payments (credit/debit cards, Paypal);
Charge customer automatically;
Recurring invoices to ensure that payment will not be missed;
Set penalties (% basis or fixed amount);
Copy existing invoices to create new ones quicker;
There are lots of contractors that work without effective roofing CRM tool, but if you want to be ahead of your competitors and ensure the maximum customer satisfaction, you need to opt for ManageMart roofing CRM software, which allows you to access all data related to your customers instantly. You can have many assets for each customer, including property, a location, a building, etc. The customer profiles keep a history of all service visits that you have had with them.
The functionality of our CRM roofing product allows you to do the following:
Manage customers (create/edit/delete/update customer profiles);
Import Contacts (CSV, Google, or MS contacts);
View detailed information;
Access to customer’s financial information;
Assign tasks to customers and assets;
Set multiple assets (real estate, property, vehicle, boats, land, etc.);
Instant messaging thanks to SMS module;
Upload images of customers and assets;
Find customers and assets on the map;
Export to PDF;
Generate relevant reports;
Quick books sync customers;
View and analyze customer’s activity (phone calls, meeting, visits, orders, etc.)
Modern projects have to match a huge number of different requirements, such as accuracy, data generation, risk analysis, smart decision-making, and more. Keeping everything under control is really hard work unless your use ManageMart roofing tool, which will allow you to do the following:
Easily handle all your burdens to make the business operation more efficient, smooth, and productive;
Quickly convert your failures to prospect;
Get access to a wide range of intelligent features from accounting to reporting, performance improvements to analytics, and more. Basically, our roofing software can do anything that your roofing business requires for the best results.
Risk management is a critical job to do if you are involved in the constructional industry. In order to conduct the effective analysis of risk factors, you need to use the most innovative approaches, which can be done by using ManageMart smart roofing software, which will allow you to do the following:
Quickly find out what the main risk factors are involved in a certain job;
Provide effective suggestion and approaches to sort out possible problems;
Determine the risk intensity;
Make predictions based on the present scenario.
Doing accounting for the roofing business may be exhausting because there are various things to go through, including document analysis, files, payment details, and more. Use ManageMart smart roofing solution to avoid struggling with all those overhauling work and enjoy the following:
Saving much of your time and resources;
Reducing human error and transferring your data safely to the server;
Recovering data quickly;
Easy maintenance in the server;
Getting more storage.
The following is the functionally included in the software:
Sync expenses with your bank. Connect your bank account/credit card to ManageMart to forget about the manual entry. Your account will be updated every hour to provide you with the most accurate information;
Intuit QuickBooks Sync. Connect your QuickBooks account to ManageMart for synchronization of important information, including expenses, invoices, estimates, transactions, customers, employees, and others;
Expense categories. Categorize all your expenses to control them;
Detailed reports. You need to have them in order to make smart financial decisions;
Track all your payment transactions to conduct a quick search for the needed one by different parameters;
Recurring expenses. It is important to plan your budget effectively, and that is why you need to have detailed information on your expenses.
Aerial measurements is known as one of the most effective solutions for getting correct measurements for roofing work, but it still may consume lots of time and effort, so if you wish to get rid of hassle and inconveniences, you should check out our roof measuring software because it will save you much time and efforts by allowing you to estimate the area for roofing and automatically generate the plan. If you wish to have a great roof measuring app for Android or iOS, ManageMart is the best option for you. You will be able to do the following:
Quickly enter data;
Share the information with your employees, and more.
Roofing business software is specially designed to help professionals in their work to achieve a better result at a shorter period of time, but if you wish to achieve the best results, you should opt for best roofing software. ManageMart allows you to ensure the smoothness of operations, the accuracy of calculations, great customer experience, and more.
It is very important to ensure that all of your equipment and items are ready for work at any time you need them. ManageMart commercial roofing estimating software is an efficient tool to use in order to know that every element that you work with is in a proper condition:
Equipment functionality gives you access to the following:
Equipment Management (create/update/delete);
Maintenance (planning, scheduling, recording maintenance cost);
Uploading images of equipment;
Reports of equipment life cost;
Assigning people responsible for equipment;
Export data to PDF.
Inventory/Items functionality allows you to do the following actions:
Manage items & services (create/edit/delete);
Upload images of inventory;
Use different measurements for items/services;
Set different categories;
Generate reports (usage, trade, and more);
Export data to PDF.
Clear and accurate estimates are crucial for your business reputation because if there is something done incorrectly, it will spoil the impression. Not only do you want to have reliable roof estimating software to get the right numbers, but you also want to be able to make changes in a quick and hassle-free way. Choose the best roofing estimating software that allows you to take advantage of the following:
Estimates management (create/edit/delete/update estimates);
Company Logo to use it on estimates;
Attach different type of files to estimates, including images, pdf, etc.;
Comments to remember what your client needs;
Send estimates (email, SnailMail, and SMS);
Accept or decline and get relevant notifications of every client’s action on estimate;
Estimate history (including create, update, accept, view by the client, etc.);
Archive estimates and get them out of archive;
Copy existing estimates to a new one;
PDF Export in one click.
If you are looking for effective metal roof estimating software, then ManageMart is definitely a good option for you.
The construction industry tends to change rapidly, and it is important to adapt to new conditions quickly. You need to use ManageMart for the following:
Manage your business thoroughly to ensure the effective work of your employees regardless of the complexity of numbers of tasks;
Take advantages of the right resources planning that you can use in case of unexpected situations.
Managemart easily integrates with the leading accounting software – Quickbooks Intuit. Your Quickbooks account can be connected to your Managemart account to ensure better performance.