How to organize Construction Company CRM
CRM for Roofing and construction company is all about the process.
Do you know your company process?
Having CRM is crucial for any company to grow/scale business.
But the CRM is only reflection of your company processes. Do you know your process from the moment your prospects contact you initially to the moment you collect final payment?
If not that’s where you should start: the white board.
Write down every single step of your process:
Initial call, estimates, follow ups, how many times will your company follow up when lead is issued and appointment has been run? What’s next? After job is sold who is reviewing it?
Who will order materials, apply for permits, schedule job with home owner, do final inspection, final walk?
Who sends invoices, who follows up on open invoices, what’s the process for bad debt? Who will file lien etc?
Each department should have its own process, but everyone should be able to see where job is right now, on who’s desk or who is accountable for current progress (sales, production, office or accounting).
Dmitry explains how he organizes his process by dropping all jobs in buckets: folders in office constantly moving from one bucket to another, changing hands and people accountable for current state of the job.
Magic number “50” or “comfort zone numbers”.
We all humans and we can only handle so much at any given time. Know your comfort zone number. How many jobs your production manager can handle? Is it 20,30 or 50? When do you need to hire help? It can vary by departments. For example: sales manager can have pile of 80 jobs recently sold to approve and drop in production (making sure contracts signed, work orders created and down payment collected) and he can approve it in a day or two (let’s say if he is behind for any reasons or was out of office for few days).
Production manager on the other side can’t handle that volume and maybe can only schedule 10 jobs per day (calling home owners, order materials, getting permit and dumpster etc), 80 files would take him 8 days and it’s not comfortable number for top
Management, so you might have 25 is a number to watch for production, and higher number for sales. And once numbers are constantly above “comfort” number maybe it’s time to hire help to offload or help position that can’t catch up on work load.
Without a good CRM it’s very hard to track numbers and to make informative decisions.
The roofing industry has custom CRMs and roofing software programs designed specifically for roofing companies, and we highly recommend you check with some of them: Acculynx, JobNimbus are few at the top but there are few more that will do the job.
Do your research and find solution that fits your needs but no matter what you do don’t go without CRMs!