Roofing 101: Why You Need To Be Using CRM And Project Management Tools

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If you’re in the contracting business, hopefully, you have a lot of work lined up. This is a good thing! Whereas most people loathe a large workload, individuals in the contracting world need a large workload in order to stay in business.

Roofing is one sector of the contracting business that relies on heavy workloads. As such, it can be difficult at times for a roofing contractor to keep up with everything that’s going on with every job on the table.

At times, you might have so many jobs going on at once, you might send the wrong materials to the wrong location. Not only could this create a logistical nightmare, but it will also interfere with getting the job done in a timely manner.

Thankfully, roofing contractors can rely on tools such as roofing software in order to stay on top of all aspects of any job. In this article, we’ll explore the benefits of using CRM and Project Management software.


Customer Relations Management (CRM), is a software tool devised in the ’90s, so you could say it’s been around for quite a while. For all of you old-fashioned types that prefer to write everything down on a steno pad with a carpenter’s pencil, you might want to upgrade your “devices” and look into CRM for a few reasons.

Customer relations management is key to keeping up with your clients’ needs, and the status of jobs while working on improving a home. Not only that, but this tool also serves as a means to nurture a client/contractor relationship even after the job is completed.

As a professional, you want to keep customers happy, even after completing a job. This ensures that not only will they rely on you in the future for their roofing needs, but they’re also more likely to share your name around the community.

Word of mouth is a great advertising tool, and with CRM you can ensure that the relationships you build with your clients will stay healthy and intact.

Project Management Software 

Project management software simplifies keeping up with all of those big roofing jobs and places them all in one convenient location. At the palm of your hand or at the click of your mouse, you’ll be able to access important details about any project you’re working on with ease and convenience.

In the past, you had to rely on a project management team to relay information about project status, materials, logistics, budgeting issues, sales, estimates, and job proposals. While you still may rely on a project management team, making a hundred phone calls a day just to check on job status can take critical time away from you from getting the actual work done.

With project management software, you’ll be able to rest easy knowing that you can verify all aspects of any project at any given time. And, you won’t have to worry about your so-called “project manager” sitting around drinking up all the coffee. 

Other Tools

While there are software packages out there for every kind of contractor imaginable, you want to stick with the type of software that has been developed and tailored to suit the roofing industry. It should go without saying that these tools work best when used in the industry they’re designed for.

Today, most of the software tools used in any industry are cloud-based. Much of the CRM and Project Management Software is cloud-based as well. But, you also want to take advantage of the marketing tools, document storage, and tracking software as well.

By keeping all of your documents in the cloud, you’re able to easily access them from anywhere with a sound Internet connection. 

As a business owner in the roofing industry, time is something that you might not have a lot of. By utilizing CRM and project management tools, you’ll be able to free up your time and concentrate on producing the best work for your clients.

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