Do You Need a CRM for Roofing Restoration?

Not much has changed in the world of roofing in the last few years. Honestly, as far as installing a roof, the pneumatic nailer is probably the biggest thing to come along in decades, and some folks still insist on hand nailing. Installing a roofing system is really, with a few exceptions, a cut and dried process. The question is, ‘how do roofing restoration contractors improve on a process that doesn’t need changed?’ The answer, really for anyone in the roofing restoration market, is in the back end processes. The money isn’t lost in installation anymore. With a distinct lack of moving parts, the labor on site is pretty much down to a science. The inefficiencies revolve around the office work required to effectively manage restoration jobs.

Getting Organized with CRM for Roofing Restoration

It isn’t enough to land a job and collect a check. In the last few years, there have been marked increases in the number of roofing damage related claims. The losses for the insurance companies are in the billions. As the losses increase, the scrutiny of the jobs and the claims is increasing as well. Without a simple, organized way to collect the information connected to the job, the potential for profit to be sneaking out the door increases with every closed project. What needs answered, is how to control the work a company does, so that they are able to reap the financial benefits. CRM (Customer Relationship Management) is becoming essential to the performance of any successful company. It allows businesses to track jobs from lead status to completion and beyond. The need to move toward a more organized way of tracking work leads to a host of options. There are CRM systems that reside on a local computer, but those aren’t much help when contractors are in the field. Some are “cloud based,” or hosted, solutions that allow the user to connect from anywhere there is internet access. Some are complex with integrations into various accounting programs, some have CAD drawing programs, maps, and all sorts of software integration features, while others are simple straight forward solutions. When considering a CRM for roofing restoration, here are 4 things that any company should consider:

  • Ease of Use – How technologically savvy are the people in the company? Employees that can surf the internet don’t always understand technology. If the product isn’t intuitive, the adoption rate will be much lower.
  • Scalability – If a company has plans to grow, can the software grow with them?
  • Support – Is there such thing as too much support? Yes, if a company constantly needs it to understand or navigate the system, they may be in over their heads.
  • Current Business Process – If a software/service choice forces a company to completely change the way they run their business, it could be the wrong choice. Finding a solution that allows the company it serves to remain the expert, while enhancing their processes will best serve the bottom line.

Choosing the right CRM for roofing restoration from the beginning is essential. Finding one that fits individual needs can change companies for the better. JobNimbus is a simple CRM that allows contractors (roofing and otherwise) to track leads, set up jobs, store and share job information, and organize daily work with simple button clicks. The intuitive interface ensures company-wide adoption. That means more money to the bottom line as companies organize their daily roofing restoration activities.

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Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

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