Roofr Academy Introduction

Hi, I'm Matt Radford from Roofr, and I'm really excited to share some of the great tools and use cases of the Roofr platform with you today. Roofr was built by roofers for roofers. what makes this product so unique. The features, tools, and abilities in the Roofr CRM were designed to help run roofing businesses like yours successfully. In this lesson We're covering the basics of setting up your Roofr account in a way that helps you work as efficiently as possible. We'll talk about the importance of process and how setting up your software with objectives in mind will translate to more time savings. better visibility, and ultimately, more revenue down the road. Together, we'll cover creating your account, setting up your job tracking, and navigating the platform. Before getting into all the what of our tool, I want to first talk about the why behind our features. At our core, the Roofr platform was designed to empower you to simplify your business operations, saving you time and money, while aligning seamlessly with your workflow. By investing time now to customize your Roofr account with your processes. You'll save countless hours down the road. You'll also gain accurate insights and enhanced operational visibility, enabling you to identify opportunities, increase revenue, and pinpoint inefficiencies effectively. Processes are what keep your team on the same page. They ensure that each and every customer has the same high quality experience, no matter what sales team member they speak to, or what team installs their roof. It also gives business owners peace of mind, so they can focus on bigger things, like expanding your business. So before setting up your Roofr account, It's important to have your process built out. Do you already have a process set out? Can you write it down? If not, don't worry. You're not alone. For many businesses, processes are something that exist more so in practice than on paper. However, getting it down on paper can help you see any gaps, roadblocks, or repetitive steps that could be making your process more complicated than it needs to be. If you haven't thought about processes before, you can download our process template by Clicking the download attachment button below this video. This template allows you to write out your processes either as a PDF or by hand. We recommend that you do this before moving forward with this lesson, but it's not required. Your processes help improve your day to day operations. But it's also important to understand how they impact your bigger business goals. Clear goals help you narrow your focus and align your processes. Take a moment and think big. How would you want to see your business change with the power of software? what long term goals do you have? Where do you want your business to be in five years? Do you want to grow your team? Increase revenue? Reduce costs? Improve speed to lead? Have more time for your family? Success looks different to everyone. And goals aren't always just about money. Take some time now to look at the one pager below to write some of your goals down. Note your current business performances, if you know them. If not, that's okay too. Maybe that could be one of your goals. Think about where you want to be in 3 months, 6 months, 12 months, and 5 years. It's exciting, isn't it? Once you've got your goals and processes down, it's time to get started. Let's open up Roofr.