Saving 12 Hours a Week with Roofr: Smithrock Roofing's Efficiency Boost with Roofr CRM

Smithrock Roofing, owned by Hannah and her husband, faced multiple operational challenges. As a company that offers roofing, siding, windows, and gutters services with a team of eight employees and six crews, they were managing a high volume of jobs but struggled with disjointed processes.

They struggled with…

• Scattered systems: Each component of the business operated in a separate space. Measurement reports came from one tool, CRM tasks were handled through another, and scheduling was done in a third.
• Losing customer information: Proposals were manually written and given to customers, which lead to missing copies, or forgetting what was supposed to be included in jobs. The crews sometimes had to reach out to customers and ask them to send them photos of their proposals.
• Time-consuming proposals: Hannah spent 10-15 minutes manually sending out proposals, requiring constant coordination between her, the office manager, and the Vice President. Contracts required in-person signatures, adding further delays.
• Manual invoicing: Invoices were created through computer templates, adding complexity to what should be a simple task. Plus, doing everything by hand means more room for error.
• Stressful workflow: The need for manual uploads, in-person meetings, and scattered software led to a time-intensive, chaotic workflow, causing inefficiencies and bottlenecks.

After switching to Roofr, Smithrock Roofing experienced a transformative change in its operations. Roofr provided the company with a unified platform for CRM, proposals, measurement reports, and invoicing, streamlining the entire workflow.

The biggest game changers were...

• Unified platform: Roofr consolidated the company’s CRM, proposals, and invoicing, eliminating the need for multiple systems and platforms. Now, everything from measurements to contracts is managed in one place.
• Fast proposal generation: Proposals that once took 10-15 minutes to create are now completed in under 2 minutes. Roofr’s proposal tool allows for the inclusion of personalized details like property images, which Smithrock Roofing’s clients love.
• E-signature feature: Contracts are now signed digitally, cutting out the need for in-person meetings and reducing delays in starting projects.
• Invoicing automation: With Roofr’s invoicing tool, the company no longer needs manual templates, drastically improving efficiency in billing and payments.

Hannah describes Roofr as a complete game-changer for her business, allowing her to complete tasks faster and more efficiently.