How Homemasters Replaced 3 Softwares With 1 by Switching to Roofr CRM
Chase Caldwell, Franchise Owner, Homemasters - Bend, OR
The Challenge
Chase Caldwell started his business by purchasing into the Homemasters franchise just over one year ago. As a husband and wife team, Chase and his wife were tackling everything themselves, and wearing a lot of hats. Chase was the sales manger, project manager, production manager - you name it.
With 20 years in the construction industry, and a strong support network from the other franchises, Chase knew that he need a software right from the start - one that was easy to manage and would help him grow.
The bad news; he was starting from ground zero. The good news; he was starting from ground zero.
“I saw what a I saw from other companies and how they were operating - and just thought I would streamline it from the start.”
The Solution
“Let’s build it together”
Chase was already using Roofr for roof measurement reports, and loved what he could do with proposals, but what really sealed the deal was the customer service.
The job board makes it easy for the sales and production teams to work together, without needing to switch tools. He keeps all of his job information in the job card which lets him keep a clear line of sight on the job from lead to invoice.
At a glance, he can see all of the important customer details, but more importantly he can keep track of proposal drafts, tasks for his team, job status updates - and that makes it easier to quickly know what’s done and what needs to be done. He's saved over 15 hours per week using Roofr for everything from lead management to invoicing.
Bonus: Even though everyone is used to using pen and paper, it's been easy to get the whole team on Roofr. (That’s exactly why we don’t charge for extra seats).
“With me moving to Roofr solely - I can focus on 1 app, instead of trying to manage 3 apps.”
Outcomes
While Chase’s business grew, he and his wife were still wearing all the hats. The first thing he needed to solve was getting organized and managing the day to day.
Now that Chase is using one software to manage everything, even with more work, he’s finding it easier to manage than before because everything is organized.
Results
A CRM that is growing with Homemasters. With Roofr, Chase is able to focus his time on winning more jobs, and winning more jobs gives him more insights onto how his business is operating, which makes him more efficient, so he can win more jobs… etc etc etc. You get the picture.
“Job boards is helping keep track and monitor stages where everyone is at, why I lost, potentials - that sort of thing.”
Job Dashboard
The job dashboard is helping Chase avoid roadblocks. He’s able to see how long a job has been sitting in a stage so he can take action before it’s too late. And the columns view lets him track potential work in his pipeline. He can see the value of the jobs in each stage so he knows what to prioritize.
Explore our suite of tools
Instant Estimator
Instant homeowner estimates with your pricing that empower you to quote and qualify fast.
Measurements
$13 roof measurement reports beloved for their ease and accuracy, delivered in as little as 2 hours.
Proposals
Stunning, fully customizable digital proposals you can create and send off for e-signatures in minutes.
Invoicing
Create invoices from proposals in seconds with pricing you can trust to always be accurate.
Payments
Request and collect payments from your customers online, and process them securely right in your Roofr dashboard.
Material Ordering
Our Material Ordering tool empowers you to turn Roofr Proposals into detailed and accurate orders without a single manual calculation needed.
Financing
Offer your customers direct financing options through our GoodLeap partners, without worrying about getting paid.