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.

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