Blog Layout

Jared Dubin • August 24, 2022

Make Your Roofing Business More Efficient

Roofing Software

Is your roofing business feeling bogged down by mountains of paperwork? Do you spend hours tediously filling out forms and tracking down invoices? Fear not!

 

In this blog post, Sunbase will share tips on how to go paperless by 2022. Simple procedures here and there may help your organization run more smoothly and save time and money. So read on for helpful advice on going green (and lucrative) in the roofing industry.

 

What Are the Benefits of Going Paperless for a Roofing Company?

It is common knowledge that the roofing industry requires much paperwork. However, many roofing companies don't realize that this paperwork is not only a hassle but also costs them in more ways than one.

 

Paperless environments have a plethora of advantages, some of which are listed below:

 

1. Your Environment will Thank You:

Less paper means green technology. And since going digital usually involves less energy (think: no need to print or ship physical documents), it's also good for the planet!

 

2. You'll Save Time and Money:

No more printing or shipping documents means you'll save on paper, ink, and stamps. And since you won't need to file physical papers, you'll also save on storage space and costs.

 

3. You'll be More Organized:

It's easier to keep track of digital documents than physical ones. You can also use software to help you organize and find documents quickly and easily.

 

4. Your Customers will Appreciate It:

Your customers will appreciate not having to print or sign paper documents. They'll also be happy to know that you're doing your part to help save the planet!

 

5. Your Business will be Efficient:

Going paperless can help streamline your processes and make your roofing business more efficient.

 

How To Make Your Roofing Business Paperless: A Step-By-Step Guide:

 

Step One: 

Determine What Documents You Need to Go Paperless.

The first step is to determine which documents you need to digitize. Common roofing business documents include contracts, estimates, invoices, and project proposals.

 

Step Two: 

Find Software to Help You Digitize Your Documents.

Many software programs can help you digitize your documents. We recommend using Sunbase, a CRM software that helps you manage your business documents.

 

Step Three: 

Scan or Upload Your Documents into the Software.

Once you have determined which documents you need to digitize, you can begin scanning or uploading them into your chosen software program.

 

Step Four: 

Store Your Documents in the Cloud.

Once you have digitized your documents, you must store them safely and securely. We recommend storing them in the cloud, such as on Google Drive or Dropbox.

 

Step Five: 

Access Your Documents from Anywhere.

One of the benefits of storing your documents in the cloud is that you can access them from anywhere. If you are not in the office, you can still access your documents from your laptop, tablet, or smartphone.

 

Step Six: 

Share Your Documents with Others.

Another benefit of storing your documents in the cloud is that you can easily share them with others. For example, say you need to send a contract to your client. You would then attach the document in question to an email and hit send.

 

In the ever-changing business landscape, it's important to stay ahead of the curve. By making your roofing company paperless by 2022, you can ensure that your business runs as efficiently as possible and keeps up with the latest trends.

 

If you want to learn more about Sunbase's CRM software for roofing firms in San Antonio, now is the time to request a demo.

 

We look forward to helping you take your roofing business to the next level!

I agree to receive marketing messaging from Sunbase at the phone number provided above. I understand data rates will apply, and can reply STOP to OPT OUT.

Solar Proposal Software
April 3, 2025
Discover how solar proposal software is evolving with AI, 3D modeling, and seamless financing. Learn how it empowers installers for faster and smarter sales.
Solar Proposal Software
April 2, 2025
Save time & win more projects with solar proposal software. Automate quotes, boost accuracy, & build trust. Tailored for Irish solar companies. Learn more!
Best Solar CRM Software for Contractors in Canada
April 1, 2025
Discover the top Solar CRM tools for Canadian contractors! Streamline lead management, improve customer relationships, and grow your solar business today.
Solar Software
April 1, 2025
Explore the distinctions between solar design software and solar software. Find out which tools are essential for your solar business.
Solar Panels
March 19, 2025
Discover how Canada's 2025 solar policies create opportunities and challenges for EPC firms. Learn strategies for success and explore innovative solutions.
Solar Management Software
March 19, 2025
Learn why EPC companies invest in solar management software. Learn how it streamlines operations, reduces costs, and enhances project efficiency.
Show More
Share by: