5 Ways Editable Roofing Estimate Templates Level Up Your Documentation

By Kathryn Brill, AccuLynx. 

Stop wasting time building all your documents from scratch and use editable estimate templates. 

Every step of the sales process is documented in the roofing business, from getting estimates to drawing up a contract, the paper trail is a huge part of your work. However, this level of documentation is time-consuming. Being able to work quickly without sacrificing accuracy when you are creating so many documents is a sure way to give your business an advantage. Save time by using editable templates for your roofing documentation. Read on for more reasons to start using editable templates within your company. 

1 - Standardized documents 

Every member of your roofing team has their own unique approach to their work. If they’re creating new documents from scratch every time, this might mean that Bob’s estimates look different than Susan’s. And this can make it difficult to capture important customer information and deliver the consistency that homeowners are looking for. 

But with editable roofing templates, all of your team members will be creating documents using the same pre-approved source. Your estimates, contracts, and more will have a consistent look and set of information to fill in. Templates help standardize your documentation so nothing falls through the cracks. 

A roofing software system like AccuLynx can help with the standardization process as well. You can store your editable templates in our cloud-based platform so you and your teams can access them from anywhere. It’s easy to make adjustments to the templates if needed so your documents are always up to date. And every document created is stored in the associated job file, so you always know where your documents are. 

2 - More efficient work 

Creating an estimate, proposal or contract can take up significant time, especially during your busy season. Rather than cutting corners to save time, editable roofing templates allow your business to create professional, accurate documents more efficiently. Documents can be created in minutes with just a few clicks of your mouse. Efficient documentation using templates means time savings throughout the sales process, freeing up hours so you can reach out to more homeowners and pursue more leads. 

With a roofing software system like AccuLynx, you can increase the efficiency of this process even further. SmartDocs allows you to automatically populate your templates with customer information stored elsewhere in AccuLynx, saving you even more time on each document. And since you can access the information in AccuLynx from anywhere, you can build documents while on the go and get them in front of homeowners even if you’re spending all day in the field. 

3 - Consistent professionalism 

Your documents are a key part of how your roofing company is perceived. Professional, well-branded documents go a long way towards impressing potential customers and cementing your reputation as the right roofing company for the job. This is especially important for documents early on in the sales process, such as estimates and proposals. 

Editable roofing estimate templates help ensure that your branding is consistent across all your documents. You can set up each template with your company logo, contact information and colors so that every document you create will automatically include this branding. With templates, it’s easy to guarantee that your estimates, contracts, proposals and other documents will look as professional as possible, every time. 

4 - Better customer service 

Project delays are a major contributor to customer dissatisfaction. In order to deliver outstanding customer service, your roofing business needs to find ways to keep your work moving forward. 

Editable roofing estimate templates will help you get important documents in front of customers more quickly. This will reduce the amount of time it takes to get an approval and help ensure your projects will start on schedule. With AccuLynx, you can email your customers these documents and receive a legally binding electronic signature, speeding up the approval process even further. 

5 - Improved accuracy 

Some human error is an inevitable part of doing business. But when you have to create a document over and over again, it can increase the chances of something going wrong. Templates help you reduce the number of errors in your documentation by removing the need to create each document from scratch. If you put time and effort into building an accurate, comprehensive template, you can have confidence that the documents created using that template will have fewer mistakes. 

Using a roofing software system like AccuLynx can also help improve the accuracy of your documents. With AccuLynx, you can pull in customer information from elsewhere in the system to populate your documents. This eliminates the need for double data entry, another major cause of human error. As long as the customer details stored in the software are accurate, the information in your documents will be accurate as well. 

Creating your documents from scratch every time can make the sales process more challenging than it needs to be. Editable roofing templates for your estimates, contracts and more will help you work more efficiently, deliver better customer service, standardize your processes and produce accurate, professional roofing documents. Try out these 5 free templates to help you get started. 

Learn more about AccuLynx by seeing a Demo or visit www.acculynx.com. 

Original article source: AccuLynx