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Effectively manage your Sales, Service, Inspection, and Inventory with all-in-one Roofing Software
by Mike Kelvin Business Head of KelltonHow many meetings do you conduct to brainstorm what more can be done to enhance the efficiency of your roofing business? Well, it is a continuous practice that is necessary to keep your business evolving as per the changing dynamics of the market and consumer trends.
None the less, have you transformed your business operation with field automation? If you have yet not tried doing this constructive thin for enhancing the operational efficiency of your roofing business, then here you will read a brief of how roofing software can help your business do better.
The software targets four major areas related to field operations, i.e Field Sales Management, Field Service Management, Inspection Management, and Inventory Management
It streamlines the processes around these four key areas, enables the team to work more efficiently by enhancing their productivity.
Field Sales Management: By offering real-time field visibility to the managers and by equipping the field sales team with tech-enabled tools, the software is instrumental in automating and streamlining lining the field sales process. In the sales process, roofing software takes care of the following:
- Lead & opportunity
- Order management
- Expense management
- Visit management & location tracking
- Reporting and analytics
Field Service Management: Roofing apps, when installed on personal devices of the field agents, can help increase their productivity by providing them with the following advantages:
- Scheduling & dispatching as per the availability and location proximity
- Real-time access to information like service quotes, contract & warranty, client details, schedule updates, etc.
- Optimized route plans to promptly reach the job site by avoiding detours and traffic. the managers can track the on-road activities of the field agents, like distance traveled, halt time, etc.
- Fill the timesheets remotely and on a time-time basis
- Generate instant invoice on client site & settle the payments
Inspection Management: The supervisor can effectively use the software for carrying out insightful inspections necessary for mitigating risks and managing compliance.
- The software has inbuilt smart forms & logic algorithms
- It has custom score scales & categories
- It facilitates a streamlined process for approvals & e-sign off
- Store the Pre/Post inspection reports at a centralized location, and provides real-time sharing and access to the reports even when on-the-go
Inventory Management: The roofing software brings in micro-level visibility into stocks and drives better stock management in the following ways.
- As a roofing estimate app, it estimates the requirements on the basis of trend analytics and purchase orders
- Avoid the blocking of capital for maintaining the unnecessary stocks and products
- Facilitates easy categorization such as batch numbers, serial numbers, and barcodes
- Helps with purchase order and requisition, and vendor & distributor management
The Highlight
The highlight is that it incorporates automation so the processes get faster, accurate, and transparent. roofing software is a web version software, compatible with desktop & laptops, and preferably used by managers and supervisors. It is complemented with roofing apps that are the mobile version. These apps can be installed on the mobile phones of the field workers.
While the web software has more features to support managerial responsibilities like job scheduling, dispatching, monitoring, etc, there the mobile app has features to enhance the productivity of the field workers. For instance, through the app, the field workforce can collaborate in real-time with back-office, managers, supervisors, fellow team members, customers, and other stakeholders.
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About Mike Kelvin 
Business Head of Kellton
4 connections, 0 recommendations, 24 honor points.Joined APSense since, September 19th, 2019, From New York, United States.
Created on Dec 7th 2020 04:20. Viewed 263 times.
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