Right now is a busy time if you’re in the roofing business, and you may wish you had an extra set of hands as well as contractor estimating software. As with many parts of the selling process, there is debate in the roofing industry over what parts must be present in every roofing proposal. However, certain parts described below are fairly standard, and should be appropriate for most situations:
- Cover page. A cover page sets a professional tone for the proposal, and if it includes a picture of the home, it underscores that fact that the proposal is tailored to the custom needs of that home.
- Contact info. This section includes your roofing business contact info and logo, the customer’s contact info, and the work site, which may be different from the customer’s contact info.
- Job id # and date. The job ID is important if you’re using it to track and schedule jobs, and the date can be especially useful if the proposal is only valid for a certain number of days.
- Package. Here is where you include the details of the project, whether that includes a shingle tear-off, a reroof job, or emergency repairs. The package should include proposed fixes such as roofing and ventilation, as well as warranty, and anything else particular to the project, such as materials that might be important to the customer.
- Pictures. Pictures are usually the most compelling part of the roofing proposal, although many roofers aren’t able to include them. You can use overview shots to illustrate the sections of the roof where work will be performed, based on your inspection. You may even find it useful to include satellite images from Bing or Google Earth. Then include detail shots of as many defects as you can find from your inspection, as well as proposed roofing materials. If the customer had specific concerns about safety or equipment, you can include pictures of that as well. If you use simple contractor estimating software, inserting pictures is a breeze.
- Terms and Conditions. Include your standard terms and conditions developed over time and experience.
- Acceptance. Include a standard agreement to the proposal and a place for the customer signature and date. With contractor estimating software like JobFLEX, the customer can immediately sign and date the proposal online, improving the efficiency of the whole process and the close rate as well.
If you want to create a custom roofing proposal every time, avoid mistakes, and save a lot of time and effort, contractor estimating software like JobFLEX can be a dream come true. JobFLEX allows roofers to use custom material and pricing lists to make quoting jobs fast, easy, and always accurate. Your sales staff can confidently quote jobs and close sales more quickly – giving your team time to reach more customers and sell more work. Learn more about the benefits of JobFLEX for roofing contractors, and contact the experts at JobFLEX for a demonstration today.
Photo: Dana Dean
