Best All-Around Roofing Software to Grow Your Business
Too many roofers struggle with a painful process that undermines the great work they do. Estimates take too long. Paperwork piles up. Schedules never sync. This all adds up to real frustration for homeowners and real costs for your business. Now you can manage more in one place with the best roofing contractor software around.
All-in-One Roofing Project Management
Leap provides end-to-end project management that saves your business time and money. From the initial lead and sales process to the signed contract and installation, you can streamline every aspect of operations.
Customize Your Workflow for Every Roofing Job
A roofing software that offers a flexible range of features that adapt to your business and every unique job! In addition, the Leap platform can grow alongside your business as you hire more employees, schedule more appointments, and take on more jobs in the future.
Best Integrations in the Industry
You need the right tools to help you deliver a customer experience that matches your craftsmanship. With Leap’s partner integrations, you can maximize your efforts and efficiency with measurement tools, manufacturers, suppliers, financing lenders, and more.
Roofing Software to Manage Your Business, Your Way
A generic roofing CRM will force you to change the way you do business, instead of adapting to your operations and eliminating your inefficiencies. With the Leap platform, you get software solutions from a team that has been in your shoes and makes your success the priority with a wide range of features.
Lead Management
Digital Estimates and Proposals
Quick Contracts and Digital Signatures
Invoicing and Payment Processing
Workflow Automation and Scheduling
Reporting and Data Tracking
Customer and Subcontractor Portals
Industry-Leading Integrations
Lead Intake
Effective lead management is the lifeblood of any successful roofing business. Leap streamlines the lead intake process, ensuring that no potential customer falls through the cracks. When a lead is generated, whether through a website form, phone call, or referral, it can be automatically entered into the system. This automation saves time and reduces the likelihood of human error, ensuring that each lead is tracked and followed up promptly.
Now you can gather essential information such as contact details, project requirements, and budget constraints all in one centralized application. In fact, contractors have a database of leads, complete with notes, follow-up dates, and communication history. This organized approach enhances the efficiency of the sales team and increases the chances of converting leads into paying customers.
Scheduling
Scheduling is a critical component of ensuring your staff are where they need to be and not overbooked. Traditional methods of scheduling using paper or spreadsheets are prone to errors and inefficiencies. Leap, on the other hand, offers a centralized calendar that can be accessed by all team members in real time.
With scheduling automation, contractors can easily assign jobs to roofing crews, track the availability of resources, and adjust schedules as needed. Furthermore, automated reminders and notifications can be sent to customers, guaranteeing that everyone is on the same page. This level of organization helps in reducing downtime, avoiding double bookings, and improving overall productivity.
Workflow Automation
Workflow automation and customization is one of the most significant advantages of using roofing software. Specifically, it allows contractors to automate repetitive tasks. This frees up time for more critical tasks. Automated workflows also facilitate better communication and collaboration among team members, as everyone can see the progress of a project in real time.
For instance, software can automate the process of sending follow-up emails, generating invoices, collecting payments, and updating project statuses. By setting up customized workflows, roofing contractors can ensure that each step of a project is completed in a timely manner. This not only speeds up project completion but also enhances accuracy and consistency. Additionally, automation reduces the risk of errors, as tasks are performed consistently according to set rules and criteria.
Estimates and Proposals
Creating accurate and professional estimates and proposals is essential for winning new business and building trust with homeowners. Leap can streamline this process by providing tools for quick and precise calculations. Contractors can input measurements, material costs, labor rates, and other variables to generate detailed estimates within minutes.
Moreover, Leap provides customizable templates that allow contractors to create professional-looking proposals. These proposals can include detailed descriptions of the work to be performed, timelines, and pricing breakdowns. The ability to quickly generate and send out polished proposals leaves a positive impression on potential customers and increases the likelihood of securing new projects.
Contracts and Digital Signatures
Creating and managing contracts is a crucial aspect of running a roofing business. Thankfully, Leap can simplify this process significantly. Now you can create, store, and manage contracts digitally. This eliminates the need for physical paperwork, reduces the risk of lost documents, and makes it easier to organize and retrieve contracts when needed.
Another standout feature is the ability to collect digital signatures. This feature allows contractors and customers to sign contracts electronically, speeding up the approval process. Digital signatures are legally binding and provide a secure way to finalize agreements without the need for in-person meetings. This is particularly beneficial in today’s fast-paced world, where convenience and efficiency are paramount.
Subcontractor Management
Managing subcontractors can be challenging, especially when dealing with multiple projects simultaneously. And for roofers, insurance work often comes with issues that require subcontractors. Leap optimizes this process by providing a portal where subcontractors get limited access to their specific project.
You can assign tasks, set deadlines, and monitor the completion of work by subcontractors. This ensures that all parties are aligned and that projects stay on schedule. Additionally, this all-in-one roofing software reduces misunderstandings and ensures that any issues are addressed promptly. By having a clear overview of subcontractor activities, contractors can maintain high standards of quality and accountability.
Homeowner Portals
Providing a positive customer experience is just as important as your craftsmanship. Homeowner portals offer a convenient way for customers to stay informed about their roofing projects. Through the portal, homeowners can access project updates, view schedules, and communicate with the contractor.
Homeowner portals enhance transparency and trust by giving customers real-time visibility into the progress of their projects. They can see photos, read notes from the contractor, and even make payments through the portal. Overall, this level of engagement improves customer satisfaction and reduces the need for frequent status inquiries.
Invoicing and Payments
Efficient invoicing and payment processing are key for maintaining a healthy cash flow. Therefore, Leap can automate the process, ensuring that invoices are generated and sent out promptly. You can create customized invoices that include detailed breakdowns of materials, labor, and other costs.
In addition to generating invoices, Leap can facilitate online payments. Customers can make payments through the secure roofing software, which speeds up the payment process and reduces the need for manual handling of checks or cash.
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Frequently Asked Questions
You need a software solution that can adapt to your business, whether you’re a neighborhood contractor or a national franchise. Leap is built to create a sustainable management process as you grow your business with more users and integrations.
Leap CRM is available for as low as $79 per month for one user with the Leap Essential plan. You can also get the Leap Team plan starting at $298 per month. This includes one user, but you can add more users to Leap Team for an additional $99 per month, per new user.
Leap SalesPro is the industry’s best in-home sales app. It’s available for $297 per month for three users. You can add more users for $99 per month, per new user. For more details, visit our pricing page.
Yes, the experts at Leap provide fully customized onboarding to get your sales reps, office staff, and roofing crews up to speed with the software. Additionally, Leap provides dedicated Pro Services and Customer Success teams to ensure you’re getting the most out of Leap’s features and integrations.
Believe it or not, there aren’t many roofing software solutions that offer much more than customer communications, estimates, and lead tracking. Leap offers one-of-a-kind solutions that destroy the competition with customizable workflows, reporting, job costing, customer portals, and subcontractor management.