Best Contractor Management Software to Run Your Business

Written By

Corey Mann

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Contractor management software is taking the industry.

Best Contractor Management Software to Run Your Business

Contractor management software is taking the home improvement industry by storm. Rightfully so, it’s become the foundation in business for roofers, remodelers, and installers across the country. However, many companies are falling behind as they continue to use paper materials and ineffective processes to run their business.

Workflow automation and customer relationship management (CRM) is helping contractors provide a better customer experience and sell more jobs. That’s why our CEO, Patrick Fingles, sat down with Patrick Carr to discuss the Leap platform and our Pro products. Let’s explore the benefits of software and learn how you can get ahead of your competition and maximize your efforts.

Contractor management software is taking the industry by storm.

An Industry-Wide Shift to Contractor Management Software

The transition to workflow and sales automation is well underway. Moreover, a focus on customer relations has become the power behind growth within the industry.

Homeowners have more insights before you enter their home than at any other time in the past. They look at reviews, understand the best products, and have an idea of the costs associated with your services. Therefore, it’s your job as a business to have a better understanding of your customers. Otherwise, you will lose out on potential jobs that could make or break your business.

This is where contractor management software can be the difference maker. With the right CRM platform, you can nurture every lead, control the flow of information within your company, and track all your communications and projects with a customer. Now you have instant access to a customer’s profile and project history in one application.

“My goal with the platform is to get contractors to be able to manage all areas of their business, from lead to referral or repeat business 10 years later,” Leap CEO Patrick Fingles told the Patrick Carr show. “I want you to manage that entire experience.”

In addition, the best platforms go beyond customer relationship management. For instance, the daily tasks of a contractor can add up quickly. In fact, many of these tasks can be extremely repetitive despite their necessity. For each project, specific line items must be completed to ensure the job moves forward. And with the right software, you can streamline this entire process.

The right software can eliminate your inefficiencies and simplify repetitive tasks to save you time on the job and money for your business. Your entire business will function more effectively and efficiently. And as a result, you can now focus on selling more jobs and scaling your business.

The Right Software Pays for Itself

The Leap Platform is an all-in-one solution for contractors to scale their business and maximize their day-to-day operations. It’s not your average CRM as it’s built with the contractor’s specific needs in mind. For example, the Leap platform includes functionality for:

  • Workflow and employee management
  • Customer relationship management
  • Office, field, and operations management
  • Quick estimates and quotes
  • Instant proposals, contracts, and scheduling
  • Online sales and marketing

The best contractor management software is going to adjust to your business, not the other way around. And the Leap platform can grow with your business as you scale and take on more jobs. There’s a variety of packages to fit the needs of every contractor, big or small.

We also provide partner integration with some of the most valuable products on the market, such as CompanyCam and GAF QuickMeasure. These integrations complement the Leap platform and close more gaps in your daily workflow.

Better yet, Leap’s point-of-sale software, SalesPro, can be utilized as a standalone product or add-on to the Leap platform. SalesPro automates every step of the sales process to help you drive higher margins, control pricing, and close more deals.

“SalesPro gives you razor-sharp margins. The number one problem contractors have is mismeasurements or underselling the job,” Patrick added. “One missed sale pays for SalesPro for the entire year depending on the sales of your company.”

The benefits of SalesPro extend to your office as you train new employees. This innovative sales application makes it easier for you to onboard new sales reps.

“If you use SalesPro, you can train a salesperson from outside of the industry in two weeks,” Patrick explained on the popular podcast. “The alternative to that is to not pay for that SalesPro license and train them for two months.”

Raise Your Business with the Leap Platform

Every Leap product is built to work seamlessly together, as well as with our partners. And the Leap platform is here to help you overcome the key issues within the home improvement industry today. This includes customer communications, lead management, workflow inefficiency, and margin control.

To learn more, fill out the form below and discover the true benefits of the Leap platform with a quick demo. The right contractor management software can make life easier for your employees and provide a more professional experience for your customers.

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