Module 4 ~ Keeping Track of your Roofing Company

Keeping Track & Staying Organized in your Roofing Company

Google Drive and the Joist app: A Roofers Best Friend

Joist is an easy way to organize and prepare your roofing estimates. With the professional look it produces, you’ll already be ahead of your competitors. One of the best parts is the ability to track your estimate’s progress once you email it to the customer. Want to know when they open it? Joist will notify you.

Looking for an easy way to draft, manage, and save your roofing estimates? Google Drive is it!

Google Drive helps you keep track of everything to manage your business. From photos, documents, templates, and everything in between, it’s all safe in one place. Drive offers a large amount of storage with constant backups so you never have to worry about losing the most important items you need to run your business.

Introducing Genius Scan (for Apple and Android)

Genius Scan is another essential app for the busy roofing contractor. It allows you to keep a scanner in your pocket by using your phone’s camera to digitize paper documents. Easily scan in contracts, estimates, payments, and receipts for safe keeping in the cloud.

Putting stuff into Google Drive from Genius Scan

Here’s a helpful training video on how to use Genius Scan with Google Drive. Follow the instructions to make the process seamless.

Input a Lead into Spotio

Still getting started with Spotio? Check out the video on how to input a lead and keep track of it for later.

All these websites have satellite views and images of roofing dimensions. This allows you to double check your work. Since roofing is the 5th most dangerous job on Earth, it’s best to utilize these sites. They help you take measurements of steep roofs safely.