Customizing Your CRM to Match How You Do Business (Roofr Plans Explained)

Pete: All right. What's up, everybody? Welcome back to the Roofr Masterclass. We're excited today to be joined by usually our man in the background here Joel.  

Nic: The master of slide transitions.

Pete: The animation wizard here himself. So welcome, Joel.  

Joel: Thanks, guys. Yeah, I'm happy to be on camera. Usually I'm in the background in chat answering questions. I'll be ushering in, a few of the other guests we have today.

Pete: So excited about this one, we get asked quite often, how does Roofr fit me, or where do I fit kind of in Roofr as far as, you know, using the product? What do I need out of it, and, and what am I looking for out of it?

We're on, at a lot of events, and this comes up quite often, you know, people talking about how they can leverage Roofr. So, this should be a pretty good one.  

Nic: Especially with the new plans that we have here, they're way more applicable for more people.

They're able to put into a package. We know exactly where you fit. Now it's just, like, very clear, easy to find to see what you need for your business.  

Pete: You know, we see so many unique uses of our product. Every kind of roofing business out there, you know, from commercial to insurance to your residential retail guys using the product in a number of different ways. The new packages fit that a little bit better, like you said, and, and hopefully make it a little bit more clear for people.

So hopefully we can do that today help people with a little bit of a better understanding of where they fit in the puzzle here. So, excited to, to dive into it.

Nic: We got a couple people coming in here, Dale, Mark, Brent and Phil from across the, US of A, but, let's start off with Dale.  

Pete: All right. Welcome, Dale.  

Dale: Hey there, guys.

I'm Dale Hutchins, Hutchins Roofing here in Dayton, Ohio. Great to be on the, what is this? A podcast? Thank you very much. Masterclass.  

Nic: Masterclass  

Dale: web- Masterclass ... yeah, webinar. Thank you very much for having me. I'm, it's an honor to be here.  

Nic: Your hat, Dale.  

Dale: Your, your- Pick that up at an event?

marketing guy named Joel sent me this. Yeah.  

Nic: I like it.  

Dale: Thank you very much. I'm here because I'm hoping you guys can help me with a problem. I'm a local roofer. I've been roofing for 22 years. I know my stuff real well. But it's just me. I keep things pretty small.

I don't really, know a lot about, some of the fancy new tech and stuff that, I know is out there, but I do love your measurements. I find that those just they do so well for the customers. Every time I go, get a new lead in, I, go order one of your measurement reports, couple hours I have that in my inbox and I'm able to go talk to customers.

Yeah, I'm pretty, new to Roofr. I'm on your, your free plan, but I just started using these reports in the last six months or so.  

Nic: How many measurements are you planning on doing a week, a month? Like how many jobs are you quoting?  

Dale: I, I'm doing probably a couple, uh, ev- every day it feels like almost. I mean, I get a lot of local customers.

Anytime that somebody reaches out, whether I know I'm gonna get that job or not, I order a report.

I mean, it's, it's 19 bucks. The customers absolutely love it. Asked me in the morning can you get me an estimate. That afternoon I'm able to send them the report and say "Here's what your r- roof looks like. You know, here are some options based on what, you're looking at, what we discussed.

Probably in this ballpark."

Nic: Cool ...  

Dale: they just, they're fantastic.  

Nic: You mentioned the quote there. What are you building, how are you building out those quotes for those customers after you do those measurements?

Dale: Oh, I have a Word document that I've been using for years. It works great. Yeah.  

Nic: Dale, you, do you have a cousin in Canada named Joel? 'Cause he just looks so familiar.  

Dale: Nope, never heard of, uh, Joel.

You're talking about Billy Joel? I like his music.  

Nic: He's a great, great musician, I'll tell you that. No, not him though. He's, he's Long Island as can be, so.  

Dale: He's up near Canada, isn't he? Close-ish. Yeah.  

Pete: Yeah.  

So a quick question for you, Dale. You know, you're out there in God's country there in the Midwest. Tell us a little bit about your staff. Like are you guys using the Amish as subcontractors or are you guys doing the work yourself? What do you got going on?

Dale: I do a lot of the work myself. I use a lot of subcontractors. I know a lot of good Amish folk. There's plenty of folks around here, hard workers.  

Pete: Doing some barn raisings out there?  

Dale: Sure. Yeah, I mean- i'm talking to all sorts of homeowners. I, yeah, I mean, I've mostly am working on residential homes.

Pete: Nice. Good.  

Dale: Yeah.  

Pete: What's the staff look like? Is it just you and the wife or, how what's the staff?  

Dale: Yeah. The wife helps me, helps me out with, some of the admin, but really it's just me. Nice. I'm keeping it small. Like I said, I've been doing this a long time.

I don't need to do any fancy marketing. I have, you know, good word of mouth. I have a lot of, lot of customers. They know they can call me up. Been working in the same, same neighborhood. I'm focusing on being the- Cool ... the go-to guy in this area.  

Pete: How are you getting most of your jobs, Dale?

Are you getting them through, word of mouth?  

Dale: People call me up. They say, "Dale, Dale, I got, I got something weird happening. I got a leak. I, think I'm gonna need..." Or, you know, I call them up and say, "Hey, it's been 15 years. Like I, I told you, pal, you know, those shingles aren't gonna be doing God's work much longer."

So, you know, I, I got a good list of folks that are, that I'm doing work for.

Pete: Nice.  

Nic: Nice.  

Pete: I think we definitely- Well- ... could help them out. Nic, what do you think?  

Nic: Yeah, so- Dale, not Joel.

You just look so familiar to a guy named Joel, so that's why I keep on saying it.

Dale: Don't think I look like him at all. I've clearly got a hat and a plaid shirt on. That's... And-  

Nic: And you have hair- Joel ... unlike Billy Joel.

But I think there's a couple options here, Dale. If you just wanna try it out, just start using it, like we have that starter plan, but one thing I wanna l- let you know about the starter plan, it's not just the measurements on there.

You can track those jobs with the, job board there, so you can have those job cards move across. I don't know if you noticed, but every time you create a measurement report, it creates a job card, which makes it very nice and easy. And you have 10 trial proposals, invoices, and work orders, five automations.

You could order materials from there. You can email people out there, and create job events and stuff like that too. And if you're doing insurance, by the way, we have ESX files. So that's an option. But- Hold  

Dale: up, hold up. You have ESX files, really?  

Nic: So if you want ESX, it's just a $12 on top of that 19 to make it nice and easy, and that comes...

You could drop that file directly into Xactimate, and, there you go. Everything's ready to rock.  

Dale: That's a... That'd be a lifesaver. I do a lot of insurance work still here for folks. I mean, I'm doing more retail, like everyone else is, but those, yeah, those Xactimate, jobs can be a real, real pain to work on.

So knowing you do ESX files is kinda huge.  

Nic: So this is the free plan that you're on right now too?  

Dale: Yeah. I mean, I like a lot of the stuff here. It looks neat, but, it looks a little complicated for me. I, I love the reports. If there's a way to get, get cheaper reports, I think I'd be most interested in that.  

Nic: What do you think, Pete?

Might wanna show him a little about the MeasurePlus action we got going on?  

Pete: Yeah, and I think one thing to keep in mind too, Dale, is, I know it can be overwhelming if you're not really using a lot of software right now, but it's an easy transition. We've got a team built out that's specifically here to help and, you know, take the stuff that you're currently doing and, and be able to put it into Roofr for you.

So if you do decide you wanna move up into a plan like this and maybe start to, quote a little more efficiently than what you're doing now on those Word documents, you know, we can definitely help out with that kind of stuff.  

Dale: Well, that's good to know. Yeah. 100%. That's- And then- ... good guys.

Nic: I'm okay. Pete's a good guy.  

Dale: Yep ...  

Nic: lukewarm  

Dale: at best. Pete works better to you.  

Pete: Yeah ... we have that Midwest connection, Dale. That's what it is.  

Nic: That's it.  

Pete: Yeah, exactly.  

Nic: But if you're ordering those 10 reports a week, Dale and I would say anybody who's ordering more than eight reports a week, or a month, rather, you're paying too much.

You're paying us too much. So what I would recommend is jumping on at least the MeasurePlus plan. That MeasurePlus plan's gonna take those $19 reports and bring them down to $13. You'll get those ESX files dropped from 12 down to 10. You can get those guaranteed, those reports guaranteed back in either two or six hours, depending on your delivery time that you're looking for.

It will come with your logo branded on them, material calculations, waste factors, and, all that stuff. So it's a nice little added, bonus in there. It's anywhere from 109 to 169 a month, depending on your needs, but if you really just take a look at the break-even point, if you're doing eight re- reports and you're paying 19 bucks per, that's 152.

But if you drop that down to 13 bucks, it's 104. So you're saving right there, and if you compound that by four weeks, you're going to be saving more than you're spending on that monthly subscription. So it's a no-brainer if you're doing anything above that, eight per week there, for sure.  

Dale: Wow. Listen, are you a salesmen, Nic?

Nic: I'm just a roofer, Dale. That's it.  

Dale: Hey as am I, my friend. Listen I think that's exactly what I need. I'm very interested. I thought that you had to pay for the whole, you know, all the fancy doodads and stuff to get, Nope ... get the reports.

Nic: We do have those options too, and I think you'd see benefit in it as you go along, and as Pete was identifying, like crews and scheduling and building out some stuff and automating, like that's something that you can grow into, but there's no need to jump onto it right now. I think, like for the short term, to get your thing going, I think that's what you'll see there is those numbers or, th- that MeasurePlus plan with that delivery time is gonna help you out the most with saving six bucks a report off the bat.

Dale: Well, that's great. Hey, I appreciate that. Uh, I'm gonna go look in that MeasurePlus right now, thanks, guys.

Pete: For jumping on, Dale.  

Dale: Hey, appreciate it. Great meeting you.

Nic: That Dale guy looks super familiar, man  

Pete: I know.  

Nic: I think a lot of people don't realize that there is that break even that just makes sense.

Yeah. And to order a report, it's super simple. Building that stuff up is super easy. You can go and create a job with just ordering a report. You could type in the address in a matter of seconds and be able to get that out. Not to mention that we also have the ability to draw it out yourself.

But super simple just to go in, add that in, order that report

And if you want multiple buildings, if it's an HOA, you just click on these. But you hit that confirm all, some, or none. So if you have two garages, four sheds, and a gazebo, all is gonna be on there separated and combined on there, and then you can order that back, and it's gonna come back to you in anywhere from two to six hours on that, essentials plan, depending on the one that you get.

And you can even add in the ESX report very easily, and you're ready to rock and roll As you do that, a job opened up for you and everything's ready to rock and roll.  

Pete: Yeah, and I think a lot of people overlook the opportunity here to just learn the system, right?

If you're maybe someone who's been ordering reports from us, take advantage of the fact that it's creating jobs. Build yourself a workflow, let that job flow through, be able to keep track of it. And it goes beyond just using the measurement tool. It's a great way, like if you're like our last guest, Dale, who, is kind of a, you know, a manual guy, still doing things maybe a little bit old school, this is a great way to start to transition.

Like, you don't have to dive into a full CRM right away. You can kinda figure it out a little bit at a time, and that's a great way to kinda dip your toe in the water is to start to use that, you know, that job board a little bit and, you know, and be able to recognize the status of jobs in there.  

Nic: So you still have those 10 free proposals. You still have that job board. You still have the invoices and everything that you can play around with, and at least gives you that kind of opening, like you said, just to play around with it, learn a little bit.

The way I look at the, job board is it's like a digital whiteboard. Everyone has that whiteboard in their office with all their jobs on sticky notes.

This runs the exact same way where everything is just broken down nice and clean for you so you can see exactly what you're billing at what point. So that allows you to be a little bit more organized, easy to track even if you're on that free starter plan with the MeasurePlus add-on. You could drag things across the board and just put them where you need to.

Pete: That's awesome. What's up? We have a new guest here.  

Marc: Yeah. Hey, guys, just kinda jumped in in the middle of whatever you're talking about there.

I'm, Marc Webb, Webb Roofing, in Georgia just outside Atlanta. Great to meet you both.  

Nic: Is it cold in Georgia?  

Pete: We must be throwing that swag around. How do these guys have so much?  

Nic: Don't have that much swag.  

Pete: Yeah, these guys, man.

A beanie in, in June is, appropriate for Atlanta, you know?

Nic: Right. You look like a pure Canadian with the toque on your head.

Pete: Toque. That's how you know like he's Canadian, he called it a toque.  

Marc: Well, I grew up in Canada, moved down to Atlanta when I was young. Nice.  

Nic: Nice.  

Marc: It just runs in my blood.  

Pete: 12 months out of the year he's wearing it.

Marc: Great to meet you both, yeah.  

I got, you know, French-Canadian in my roots.  

Nic: That's right.  

Marc: Two years back I launched Web Roofing out of my garage with my wife, Dee.

And, you know, I've, I've heard nothing but great things about Roofr. I, I would love to learn a little more about, what you guys can offer. 'Cause, we're still pretty small. We only have one kinda part-time crew that we're working with, but we're looking at scaling way up  

Pete: what do you got going now?

Any kind of tech in the business at all, Marc?  

Marc: No, no. We know we have to choose something, but I want to do it right. I've talked to a lot of roofers. I know a lot of guys in the industry who use Roofr. A lot of folks have different opinions about different CRMs, but it seems like with a lot of the other ones, you have to kind of use part of it and then use a mix of different stuff.

I'm really looking for one solution that I can do everything in, 'cause if I build that from the beginning, then we're set, and I care a lot about professionalism. Like, I don't know if either of you guys care about process, but I'm very interested in process.  

Nic: One of us. I don't know if you can see the names below- Yeah

our na- or our faces there, but one of the person legally changed his name last week to Process Pete.  

Pete: It is.  

Nic: It's on his license now. It's crazy.

So, Marc with a C, I have a question for you. What are some of the priorities that you have for your company? You really care about the process and the customer communication, but what are some of the other priorities that you're, that are important for you to hit your goals for your company?

Marc: I just want us to be running efficiently. As we scale up this company, I don't want to get into bad habits. I've seen what Roofr can do with measurements and proposals. I want to take it beyond that. I have a lot of customers asking me for online payments.

I know you guys do invoicing, but I don't know if you, have suggestions for who to work with on payment stuff, like taking online payments. And then as we scale up, I'd be really interested in automations. I don't think we're there yet. But I will get there quick. So really, I want to know, is Roofr something that can grow with me as the company grows up and changes?

Pete: Are you just doing residential roofing right now, or insurance, or does the C on the end of Marc stand for commercial? Like, what is-  

Marc: I wish ...  

Pete: the breakdown there?  

Marc: Yeah, yeah. No. The C stands for cool. Oh,  

Pete: okay.  

Nic: Oh, damn.  

Pete: Or confident, apparently.  

Marc: No, we're just doing residential retail right now, but I'd love to do commercial one day.

Nic: What are you tracking in the back end? Like right now, are you tracking any of the data, any of your reporting, anything else like that, or is that something that you want to get to down the road?

Marc: I wanna get to it as soon as possible. The last couple of years we've been able to kind of do everything ourselves, kinda keep customer files just, on our computer, Okay

run outta Sheets and stuff like that. We tried a few different, options and didn't really love any of them, but that's why I know we need something like Roofr. And I kinda wanna scale that up because as we get more customers, and we're starting to, like we got big plans for marketing you know, I wanna make sure we stay organized.

Nic: When you're talking about like scaling up and stuff, do you have, any contracts that you're building out? You mentioned the proposals and stuff, but are you building out like NOCs, certificate of completions, anything else like that?  

Marc: Oh, yeah. Yeah, yeah. Can Roofr help with stuff like that?  

Nic: It can, man, it can.  

Pete: No, I think we've got just the thing for you here though, Mark.  

Nic: We have the Essentials plan here, Mark. It is really cool, like your name, and, essentially what this is everything that we had in Starter, so those $13 reports back to you in two hours or less guaranteed.

We have that one flexible job board where you can kinda update some of the names and stuff like that and create those swim lanes that you want to. And then you can create as many proposals, invoices, work orders, assign those crews. You have 10 automated actions in there, which is great for you as you're getting more customers, I'm sure that you are running out of time.

Yeah. So this will allow you to kinda streamline some of that stuff. Credit card and ACH payments there. Our credit card and ACH are some of the best rates in the industry. We have 2.8% on credit card and 0.5% on the ACH. So get those- But that's- ... to get you paid. Yeah. Yeah. Well, we make it a lot easier so you don't chase it and send out automations for those invoices.

And then these are signable PDF end contracts. So you think of a tool like Docusign you typically would have to do, we built our own version of a contract built in it, and then you can have everything going through that as well, which makes it a lot easier. And then you can charge for signatures.

Marc: I think you're checking all my boxes here. This looks like what I need.  

Nic: The good news is too, is like this is the middle plan. You can grow into the next one when you need it, but there's no rush for it because you have everything that's flexible in this one, and it's only 249 a month.

You can go month to month. You could save money if you wanna go annual. At least lets you get started with everything and kinda jump onto that plan.  

Marc: Do I have to commit to a certain amount of time on this plan before I go up to the next-  

Nic: Well, we usually recommend to start off month to month, try it out for a little bit, and see how it would work out, and then you could upgrade to annual down the road and, save that money there.

But I wanna make sure you're comfortable. So, what we can do is get you in on a demo with an AE, go through everything together, see if there's any questions that you have, and kinda run from there.  

Marc: Hey, I like it a lot. Yeah. 'Cause I can, start on essentials and kinda test out the waters, right?

And then if there's other stuff that is gonna work for our business, we can always add 'em later, right?  

Nic: Yeah, and if you stay tuned to this masterclass later, you'll see a little bit more about the scale plan, and then you talk about adding in money into marketing.

You'll see some cool things with the add-ons as well.  

Marc: Hey, that's great. I'd love to learn a little more about payments specifically and how they work with the invoices, 'cause yeah, like I said, my customers are asking like crazy for a way to pay that isn't just a check.

Nic: We can show you guys how.  

Marc: Sweet.

Pete: Thanks for joining from the ATL there, Mark. Yeah, you bet. Au revoir.

Nic: I'm glad we could help French Mark, who looks a lot like Joel as well.

Pete: Love the beanie in June. Very, Is it- ... artsy neighborhood of him. It was. He's in, he's in the hipster area of  

Nic: that area doing stuff

Pete: very hipster.  

Nic: Adding in those invoices and stuff like that, and being able to export those directly to QuickBooks makes it super easy.

And when you're in one of these, very easy to create a payment. I'll just have to add a due date in here, so let's just go for the future. And you can see all the updates on the right-hand side. You can collect payment now by doing the credit card and ACH, or email it out to them and they can put in their information there.

We can pass through the, payment fees as well with the pass-through fees, which makes that a little bit easier. Or you can record a manual payment, right? If someone gave you a check for, say, $10,000, you could put that in as a note for deposit. Hit Save, and we can see this balance drop down automatically.

We can reallocate that and everything else, and make it super simple, create automations around this, send that out. If we need a percentage down, we can add that into the payment here. You can see the ACH and platform fees that you're getting pushed through as well.

And send that invoice out, and ready to rock and roll. And all your payments are gonna be registered directly here, letting you know which ones are going through, the payment status, the funding status, and the QuickBooks status all in one spot, which makes it nice and easy to kind of follow through with all that with Roofr Payments.

Pete: Yeah, I mean, and we're seeing a transitional time right now in the roofing space, right? Where we're seeing more and more customers looking for alternative ways to pay, rather than having to write a check. Like, we literally laughed about it last week when we were visiting a, a contractor about customers writing checks.

Nic: I had to find one today, and I had to dig through my stuff to find it, 'cause it was just like, I know I have them somewhere- Yeah ... but I don't know how long it's been since I've actually done one.  

Pete: They get you, like, a certified check from the bank or something?

Nic: This guy robs banks, for sure.  

Pete: Yeah. He's must have fallen in the swag bag here.

Brent: Great to meet you boys. I'm, Brent Callaway, Brella Roofing and Restoration here in San Antonio, Texas. Thanks for having me on your, on your webinar here.  

Nic: Yeah, man. Those are sweet shades.  

Brent: Yeah. Can you see  

Nic: into the future with them?  

Brent: I can see into the future.

And I see a lot of really cool people signing up for Roofr.

Pete: So what's up, Brent? What can we do for you here today all the way from Texas? Well, listen,  

Brent: Listen, I've been in this industry for a long time. I've been roofing for 11 years, and I am a sales master. If I knock on your door- Oh, fantastic ... 10 minutes later, we're having a drink together at the table.

I'll be your best man in your wedding the week after that. You know, I got no problem, I got no problem talking to customers and selling roofs.  

Nic: But- What are we drinking?  

Brent: What are we drinking?  

Nic: Yeah ...  

Brent: are you a beer man or a whiskey man? What do you think?  

Nic: I'll go whiskey.

Brent: We got a nice bourbon.  

Nic: Okay. We don't get those anymore in Canada, so let's go.

So you're a sales master here. What are the gaps? Like, what are you looking for your company? Like, what are the goals?

What are the priorities? Tell us a little bit about you.  

Brent: I, have a couple crews working for me now, and I have a part-time person in for the office, but I'm having trouble scaling that up, like actually getting time to, reach out and, get new jobs.

I'm great with customers, but I go spend the whole day door knocking, and, I find it hard to actually find time to work on the business. I'm looking for some kinda solution, maybe a way to better filter the leads that we get in. As much as I'd love to spend all day on the phone with everyone who needs a new roof, I think I need to find a way to do it a little more efficiently.

Nic: you mentioned some of the priorities there. What are the things that you think you're missing to help you get to that next level?  

Brent: I've been doing things, a little bit old school door-knocking. We just got a new website set up.

I'm looking for a way to kind of keep track and maybe standardize the way that we talk to these folks, that we communicate with them. 'Cause I wanna be able to give every single person great service, right?

I care a lot about the customers. I care about providing exceptional service. I know my stuff and I can talk your ear off all day, but, how do I scale it up into a business that keeps it a little more sustainable? That's what I'm really looking at here.

I got a website, but I don't know how to, turn that into leads for me, right? Like, are people finding my website? Then what do I do? I just got my phone number on there. They give me a call, and then I spend all day chatting with them and we're going for a drink and, you know, I'm doing their roof the next day, but how many leads am I missing in the meantime?

Nic: How many drinks are you having?  

Brent: Well-  

Pete: I was gonna say .  

Brent: That sounded a little judgy. Are you judging?  

Pete: No, no.  

Nic: It's a question.  

Pete: No, no judge in here. No judge in here.  

You mentioned that you door knock a lot there, Brent, with a C.

Nic: What's your wife's name?  

Pete: Mark with a C, Brent with a C . What's your wife's name?  

Brent: My wife's name is, E.  

Pete: It wouldn't happen to be Dee, would it?  

Nic: It's Dee. Oh, wow. This is awesome.  

Brent: It's E for E Lane.  

Nic: Oh, E Lane. Close.  

Pete: Yeah, but you mentioned that you're doing a lot of door knocking, right?

And so, are you looking for a more efficient way? I know San Antonio's a very competitive market, so if you're looking for a more efficient way to get more leads, get to them quicker, so you're not having to door knock all of them.

Brent: I, I know there's a lot of tools out there that promise to get you leads I think a lot of them are, are just kind of all talk. But I think something like Roofr, I heard good things about. How can I get leads, but also how can I keep them organized and do this properly?

Pete: So are you walking when you door knock, or are you riding, like, a Segway scooter? Is that why you wear the glasses?  

Brent: Oh, yeah. I got a very futuristic e-bike that I, I ride door to door- yeah.  

Pete: Yeah, that's kinda what I figured with those glasses on. He's probably got  

Nic: cool rims on those as well.

Pete: We might have some stuff here for you that would work, Brent, with a C, to get you, get you set up, g- help you out-  

Nic: You mentioned scale a lot. You wanna scale, so we have a plan for you. It's actually called Scale here. So what's really good is, like optimizing your workflow, you have up to seven customizable job boards.

So you could have one for retail, one for insurance, one for commercial, one for residential. You could have one for window cleaning if you wanted to get into that, right? Like, you have all that stuff, and you can customize those stages. With that comes custom job tags and work types, and, you can even have up to 25 manage- automations built into that.

That's at the very minimum, but you can have way more. Automate your appointments, automate your follow-ups, automate your reminders so that that customer feels that they're on you. So instead of getting one drink, you can get two drinks at that kitchen table when you're ready to sign. So, so that will help out.

You'll also be able to track your profit margins and your job costs with their job costing tool, a QuickBooks integration so no double entry. We'll have role-based permissions as well as a really amazing dashboard where you can see all your wins and losses, compare them for weeks and months before, understand where things are going up, where things are going down, and identify everything, which is really good.

And that is alone just gonna be there at $349 a month. If you go annual, you're gonna save some money on that as well, so it's gonna be really valuable there. So you can start off at monthly, upgrade to annual, or just kinda stick around at monthly or start at annual, any of those things there. But, not to be little Bobby Mays here, but wait, there's more.

There is also the thing when you're talking about door-knocking, you're talking about marketing, getting leads and stuff We have some add-ons here.  

Pete: Ooh.  

Nic: I really recommend, I'm gonna start at the bottom and go to the top 'cause I'm crazy. I'm Quentin Tarantino-ing it. So you start with SMS, and that's going to increase everything that you have, your connectivity, your response rate, the communication you have back and forth and everything, so that will help out.

That's $49 a month. If you go annual, it'll be even cheaper. Your open rate is going to go from 60% with emails up to the 90-eth percent, with, SMS. Reply rates in the 80th percentile there. You're gonna have a lot more communication with that as well.

So make it really, really simple. For your site, I know you have a website, but we do have AI optimized websites with Roofr sites here. 99 bucks a month. We host it for you. We run it. You just have with some import with some mood boards, so that can help you out.

And not to mention that instant estimator you can put on there. Customers, can get a quote within 30 seconds or less and then build in those lead capture and everything else. So those could be added on to that scale plan that we had or it could be a standalone item, up to you. But I think what you're looking at here is gonna be that scale and possible some of those add-ons as well.

Brent: Now I'm interested in all of those. I especially wanna hear more about that instant estimator. So if you're saying people go to my website, they can get a quote based on my own pricing right away, so the customer gets something. And then what? Then they get my contact information or, or how does that work?  

Pete: Yeah, Brent, I mean, I think it's a, it would be a great opportunity for you. You're in a c- super competitive market, and we t- often talk about speed to lead.

Well, this is a great way to get to those customers really fast. You can actually set the instant estimator up to be able to have your own calendar link on there if you want and to where they can book an appointment with you without even talking to you, right? Before they even talk to you they can already set up a calendar link, you know, book an appointment and, and get you out there to have a drink at the kitchen table.

And so, it's gonna be really efficient for you. It's really gonna help probably minimize the amount of door-knocking that you're having to do and really just make your day, a lot easier, allowing them to do that and have access to your calendar up front. You can do all that on the instant estimator, and you can set that instant estimator up, to even use while you're out door-knocking,

so you can have, an instant estimator that's running on your website, one that's running for you while you're door-knocking to, to help you, give instant quotes right at the door and maybe get your foot in the door a little bit you know you love to talk, and so it, this may be a great way to start the conversation.

Brent: Tech is amazing these days. So I can go out, leave a door hanger or hand a flyer to someone with a link to my website. They'll go find this instant estimator. They've got a quote from me. Then that goes into Roofr, so I can follow up with them.

And then if I have the whole package, I can send them a text, right?  

Nic: Automated.  

Brent: Ooh. This sounds exactly like what I need.  

Nic: Give me a yee-haw there, Brent. Give me a yee-haw.  

Brent: Yee-haw. Okay, wait, I'm...  

Pete: this is better than striking oil on your Texas ranch, Brent.  

Brent: I would just like to give the disclaimer this is all in good fun and not meant to poke fun at any, at any people whatsoever.

Pete: Your, I think your Texas accent poked enough fun at them, so.  

Brent: Hey, listen, I got family in Canada and they got family in Texas. We're all, we're all family here.  

Pete: Roofr's like one big family and you should be part of the family here, Brad. You should become part of the Roofr family. We should get you, set up here, Yeah

with the instant estimator, maybe that scale plan that Nic was showing you.  

Brent: I like it a lot. If I wanted to try Roofr before I commit to that scale plan, I can only get like the instant estimator and the texting on the scale plan, right?  

Nic: No, it's the best part about having those add-ons there. You're able to get that all dialed in for yourself and just use the instant estimator, and you'll have the starter so you'll still see them in the job boards.

You get 10 free proposals. It'll be, $19 a measurement, or you could add on the Measure Plus plan as well and just kind of have those two. But at that point I think it's good enough to get on this scale. So all that stuff can really help you out with it all.  

Brent: Well, that's n- I'm gonna go sign up right now.

Thanks, gents, and I will- No problem ... email you later and we'll get together and have a drink. All right, boys? Great to meet  

Nic: you. Bourbon. I'm waiting for it. Bring some glasses.

Pete: Doesn't take no for an answer when he knocks on your door.  

Nic: Sounds like a crime. It could have been his Canadian accent coming out. I don't know.  

Pete: Sneaking  

Nic: through. His weird accent.  

Pete: Sneaking through under his cowboy hat, yeah.

Nic: But it's good we get to see the different options there. I think one of those hidden things, and me and you have talked about it in the past, is really diving in on that SMS add-on. Like- Yeah ... it makes such a big difference overall with the connectivity, the automations, and the flows, and it'd really open up that door and help you get way more jobs at the end of the day that you talk about all the time, about just connectivity, like being there, and this can help you be there.

Pete: Yeah, absolutely. The SMS piece, the instant estimator, even Roofr Sites. You know, I think if you're someone who's, you know, like Brent, maybe you've paid a bunch of money for a site, but, like, we did a a roofer of the month, who talked about how he had this site built, and then he has to maintain it, and he's writing all his own blog articles.

If you're a small company, that's a lot of added time, to maintain that site, update that site. Roofr Sites is gonna help you with that. It's gonna use the AI to do a lot of that for you, keeps you super nimble as a smaller company, allows you to free up some time rather than having to do all that stuff on your own after hours,  

Nic: this guy does not look like the other guys.  

Phil: Hello, gentlemen. Yeah, these are prescription-  

Nic: Gentlemen.  

Pete: Yeah, no C. It's good. No C on Phil's name, so.  

Nic: Wait, wait, wait, here's the real test.

What's your wife's name, Phil?  

Phil: My wife's name is F.  

Nic: Wow.  

Pete: D-E and F.  

Phil: Yeah.

Pete: What can we do for you, Phil? Welcome.  

Phil: I'm Phil Morrow. I'm an operations manager at Summit Peak Roofing in Denver, Colorado.

Pete: Phil Morrow. Any relation to Ben Morrow from Roof Tiger?  

Phil: Yeah. He is a cousin of mine.  

Nic: Nice.  

Pete: Nice.  

Phil: I think he'd be cool with me saying that, right?  

Pete: Yeah, I think so.  

Nic: Sure.  

Phil: I don't talk to my cousin too often. He, he doesn't know.  

Pete: Estranged from Roof Tiger.  

Nic: This is intense.  

Phil: Wait, this  

Pete: is the backstory.

There's a lot of backstory there. That's a whole nother webinar.  

Nic: We're gonna have to bring Ben on  

Pete: No, this is, we're gonna have to get Ben on for that one.  

Nic: Jerry Springer can narrate.

Pete: So what can we do for you there, Operation Manager Phil?  

Phil: I'm hoping you can help solve some problems for me. I'm an operations manager at Summit Peak Roofing. It's a pretty large roofing outfit.

We have 10 crews operating. We have a, pretty big organization. They brought me on about a year ago, and, I'm trying to modernize the company a little bit. The owner is a little slow to change, a little resistant but we have a lot of processes that are pretty slow and inefficient.

We're using a CRM, but we also, some people are using Excel spreadsheets still. You know, one doesn't know what the other crew's doing. We, we don't have a lot of great standardized processes. I'm trying to bring in a solution that we can implement across the whole company. The, the big problem is because we're a big company,

I need to find a CRM where we can port our data over, where we can do proper onboarding. We're gonna need a lot of service. We're gonna need, phone calls. We're gonna need some help, do you guys do something like that?

Nic: That's a great question.  

Pete: I have to say, Phil, that as Process Pete, my, ... You know, the fact that you guys are not standardized breaks my heart, and so we're here to help. But yeah, uh, our- I heard it

Nic: Break.  

Pete: Yeah. You could actually hear it break. I thought it was one of the guys working on Nic's house, but it was actually

I mean, we can definitely help you out. I think that, you know, you guys'll find our setup, our implementation is gonna be fantastic. We have a fantastic group of people that, are really committed to getting you guys set up and running, and helping you standardize those processes.

Nic: And when we're talking about standardization and making sure you're tracking everything appropriately, like that scale plan is going to be something that can really help you out with that, just especially with the crew management aspect there, making sure everyone's on the same page, and being able to kind of build out everything that you need to do there.

And that's a big part is being able to kind of get in there, go into any job that, that has been built out, and then y- from... right from there you can go into a work order, add the work order in, select the crew. It's gonna build from scratch, and you'll be able to see exactly where they are because you can select that install date, create the event automatically, add the phone number if you want in there.

We'll quickly just select the crew. You can see what each one is good at. Let me just pull it up here with the work order.

Phil: Now I'm very  

Nic: interested about this.  

Phil: You got crew management, you got multi- so we could have multiple workflows too.  

Nic: You can add these multiple workflows, add photos in there, any notes, add the report that's built into this as well, and we can send this off to the persons with, just a very quick click.

And then when you're looking at organizing everything, if we go back to the job, we have multiple workflows available, and each one can be unique to something. So insurance, mailer, rejuvenation, repairs, all that stuff there. But not just that, this is the nice part, is you can manage all the stages in one spot as well.

So see everything, insurance, mailer, rejuvenation, all that fun stuff in there, and really customize each one of those flows as you go along.  

Phil: This is very interesting to me. This is, uh... the... And it looks very clean. This is promising. And how much did you say onboarding was?  

Pete: Onboarding is free.

Phil: Oh, it's  

Pete: free. It's included in this.  

Phil: It's free  

Pete: It's included, yep.

Nic: I would say it's not even only that it's free, but we'll build everything for you as well. Yeah So we would give you a form- Not be onboarded ...you fill out that form, and they're going to build out the entire CRM, set, set a meeting with you, go over it, show you how to use it, and if there's any questions that you have, we'll be able to answer those, and then you can have one, two, six, seven onboardings.

We call it everboarding at that point, and we're just here to help you out. So we have a full team dedicated to you and your company to help you guys succeed, and that's all, again, sitting in on that Scale plan or that Essentials plan, but I think Scale is gonna be better for you right now.  

Phil: Yeah, it's not a question of cost for us.

It's a question of getting organized and bringing this company back to a place where there's a single source of truth. I'm very impressed with, with what I'm seeing here and you know, knowing that, you guys have a robust support and implementation, is all I need. I'm gonna go talk to the owner.

We'll start to get ported over right away.  

Nic: I expect nothing less from a guy with beautiful glasses like that. I gotta tell you that.  

Phil: Thank you.

Gentlemen, thank you very much.

This has been very helpful. I'm gonna head out, but thank you very much for the information.  

Nic: Thank you.  

Pete: All right,

thanks for dropping by.

I think that a lot of people don't take that into consideration, when you're potentially looking at a CRM or a way to standardize the business. Not a lot of emphasis is put on the setup part of it- Mm-hmm

right? And it, it can be a headache. Like, it can be a major part of making the transition from a different CRM, or maybe you're new to CRMs altogether. Whoa, Joel, what's up, man? You really missed some great guests. You should've hung around.  

Joel: Yeah. I'm sorry I missed all the guests.  

They seemed like a good bunch.  

Pete: Some unique wife names, but a good bunch. The  

Nic: weirdest one. There's two Ds, one E and an F, which is very strange.  

Pete: What was most impressive was that you put the guests in alphabetical order by their wives' names.  

Nic: No one has a content  

Pete: marketing manager like us ... who would've thought? Exactly. But, yeah, I think like, the setup process, you know, obviously that's a huge headache for a lot of people when you're looking at getting into these, CRMs.

It's like, oh man, all this setup, it's gonna be overwhelming if you're like our first guest who's potentially coming from Microsoft Word and pen and paper, or you feel like you're gonna be overwhelmed or struggling. You know, here's an opportunity to take advantage of our team. We have this great support team that helps you get going.  

Nic: I was talking with a contractor, last week, and he came from another CRM in the industry, and what he was telling me was when he was getting set up, he paid $1,500 for the implementation, and they gave him three credits.

And I was like, "What's the credits for?" And he was like, "Three times you get to meet with them." And I'm like, "What happens if you hire more people?" He's like, "You're out of credits, you buy more credits." And it's a pricey thing. And it's not that CRM's problem, that's just the standard way that tech works.

I think we're one of the very few that do not charge for onboarding or implementation for any tool. Like think outside of the roofing industry, you want HubSpot, you want Salesforce, those all charge for implementation and onboarding, and it's never ever boarding either. It's something that we've built out, so it's a, a unique aspect there.

Pete: We've got this huge support team, your customer success managers, they're in the background whenever you need them, right?

Joel: But yeah, I'm gonna spin that wheel.

Pete: We've obviously been very free with the swag based on our guests, so let's see-  

Nic: Yeah ...Who is our next winner.  

Laura. Laura.

Pete: Is the winner.

Nic: Is it the Laura that's been in the chat too?

Laura, there's no bourbon in that, in that gift basket. But what you do get is the Carhartt hoodie, those Pit Viper glasses that- Pit Vipers ... was that Brent? Brent C.  

Pete: I believe  

Nic: it was Brent C.

in there. Yeah, Brent C. Yeah, you get a Roofr crowbar and, exclusive Nic and Pete socks.

Joel: Laura, I'll be in touch so we can send you your prize.  

Nic: Awesome.  

Pete: Thank you, Joel, for, dropping by and for, showing your face today instead of just hiding in the background. Right.

And also to all of our great guests from all over the US there that, that popped in.

Joel: Uh, this was a lot of fun. Thank you guys for having me, and thanks everyone for playing along. This was great.  

Pete: Thank you everybody for joining us, and, we look forward to seeing you next time on the Roofr Masterclass.

Thanks everybody. Have a good day.  

Nic: See y'all.