It’s tempting to view all business growth as positive, but taking on a larger volume without a strong strategy in place can lead to spiraling labor and material costs, unprofitable jobs, and unhappy customers. Manual, paper-based workflows bog down the back office and make scheduling a logistical nightmare while leaving field crews disconnected and customers uninformed. Successfully scaling a roofing business requires a firm growth strategy as well as a modern field service management (FSM) solution that automates critical workflows and provides the deep visibility needed to control costs and protect margins. The ten tips below describe how to scale a roofing business using a modern FSM like the Zuper platform.
How to Scale a Roofing Business: 10 Tips for Sustainable Growth
| Roofing Business Scaling Strategies | ||
|---|---|---|
| Strategy | Why It Matters | Zuper’s Value |
| 1. Robust Lead Generation Program | Diversified lead generation methods enable sustainable growth beyond word-of-mouth. |
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| 2. Standardized Sales Process | A standardized sales process ensures accurate estimates, short sales cycles, and higher margins. |
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| 3. Dynamic Pricing | Dynamic, rules-based pricing can help prevent material cost inflation, scope creep, and hidden waste from eating away at profit margins. |
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| 4. Optimized Dispatch and Scheduling | Confusing, manual scheduling processes can cause double booking, idle trucks, excess windshield time, and frustrated calls from homeowners. |
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| 5. Recruit and Retain the Right Team | Having enough qualified roofers on staff is critical for enabling sustainable growth, but manual processes and ad-hoc onboarding delay hiring cycles and scare away young roofers. |
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| 6. Real-Time Cost Control | Manually creating POs over the phone or email can lead to over-ordering, a lack of digital field tools results in crews performing extras without change orders, and labor overruns only surface at payroll time. |
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| 7. Diversify Revenue Streams | Diversifying service offerings can help growing businesses maintain cash flow during the off-season and stormy periods. |
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| 8. Monitor and Act Upon KPIs | Measuring performance metrics helps roofing businesses track their growth and identify areas for improvement, but leveraging data is challenging when metrics live in spreadsheets. |
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| 9. Automate Customer Communication | Informed customers are happy customers who will pay their bills faster, leave more five-star reviews, and refer their friends and neighbors, helping to grow revenue and lower customer acquisition costs (CAC). |
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| 10. Streamline Accounts Receivable | Rapid growth isn’t sustainable if A/R can’t keep up with payroll and other expenses. |
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1. Invest In a Robust Lead Generation Strategy
Word-of-mouth is usually the biggest source of leads for smaller roofing companies, but in order to scale your business, you should diversify lead generation methods to enable sustainable growth. For example, leverage Google’s business profile and target local search engine optimization (SEO).
Common growing pains in this area include a lack of resources to efficiently process web or phone inquiries, small marketing budgets that make it risky to experiment with new techniques, and limited visibility into the cost-per-lead for each lead generation channel. The Zuper field service management solution can help in this arena with several key capabilities:
- The ability to pull information from web forms and Google Local Service Ads to instantly generate leads and callback tasks.
- Automated email and text follow-ups to accelerate the “speed-to-lead” and boost the ROI of marketing efforts.
- Source tags and dashboards that provide deep visibility into costs and ROIs for each lead generation channel.
2. Create a Standardized Sales Process
Inconsistency in the sales and quoting process can negatively affect revenue and margins. As the business grows, sales teams struggle to build manual, one-off spreadsheet bids for each lead. They’re frequently frustrated by delays caused by manual aerial measurements and paper contracts.
A standardized sales process ensures accurate estimates, short sales cycles, and higher margins. Zuper offers several features to help with standardization, including:
- EagleView aerial measurement data that feeds into templated, margin-guarded quotes.
- Floor-margin alerts that instantly notify teams of money-losing bids.
- Digital proposals with e-sign to accelerate estimate sign-off from days to hours.
3. Protect Margins with Dynamic Pricing
For a growing roofing business, factors like material cost inflation, scope creep, and hidden waste eat away at profit margins. Suppliers increase their prices faster than static price books can account for, steep-slope premiums and other waste factors get overlooked, and job-level margins are only calculable after closing.
Using dynamic, rules-based pricing can help by taking real-time cost factors into account and adjusting the bid to ensure gross margins don’t slip below targets. Zuper helps by providing:
- APIs with major suppliers to dynamically update price books in real time.
- Rule-based markups to automatically add charges for complexity.
- Job-cost dashboards update in real-time to flag variance before it erodes profit.
4. Optimize Dispatch and Scheduling
Unfilled appointment slots and extra drive time represent increased overhead and lost revenue. Confusing, manual scheduling processes can cause issues like double-booking, idle trucks, excess windshield time, and frustrated calls from homeowners, especially as the business grows and adds more crews.
A modern dispatch board like Zuper solves these problems by automatically assigning the nearest qualified crew, considering factors like traffic, crew skill sets, and ladder access constraints to automatically build optimal daily routes. Zuper’s intelligent dispatching offers:
- Drag-and-drop scheduling with skill tags to ensure the right crew is assigned the first time.
- Smart route optimization with real-time traffic updates to cut drive time by approximately 15%.
- Configurable dispatch board to display only the information that matters most to your dispatchers.
5. Recruit and Retain the Right Team
Labor is one of a growing roofing business’s largest expenses, second only to materials. Having enough qualified roofers on staff is critical for enabling sustainable growth. However, younger roofers tend to shy away from companies with outdated, manual processes. Onboarding new crew members is often time-consuming, and once they’re working, the business usually has limited visibility into crew productivity and certification lapses.
Zuper can help roofing companies scale with:
- An intuitive mobile app that appeals to younger roofers looking for a tech-forward employer.
- Digital onboard tools and safety checklists to streamline the onboarding process and ensure day-one readiness.
- GPS-enabled timecards and automatic cert tracking to surface performance issues and ensure compliance.
6. Control Costs in Real Time
Unexpected purchase orders and unapproved upgrades can erode gross profit margins. Manually creating POs over the phone or email can lead to over-ordering, a lack of digital field tools results in crews performing extras without change orders, and labor overruns only surface at payroll time after it’s too late to mitigate the problem.
A field service management platform with live cost safeguards can help roofing businesses achieve gross profit targets. Zuper offers features like:
- Mobile, in-app POs that instantly sync to budgets.
- Field change orders with photo captures and e-signatures.
- Live labor-cost tracking that flags overruns in real time.
7. Diversify Revenue Streams
Many roofing businesses struggle with cash flow during the off-season and stormy periods. Crews are left idle, blowing overhead budgets. Recurring jobs like maintenance plans and gutter cleaning help cover costs during the slow season and drive upsell margins. However, scheduling recurring jobs can be challenging with manual dispatching processes, and upselling SKUs can create workflow headaches.
Zuper helps growing roofing companies diversify their services with:
- Service templates that can launch new offerings in a matter of minutes.
- Recurring job scheduling that auto-generates appointments and invoices.
- Mobile upsell prompts to help field techs quote add-ons on-site.
8. Monitor and Act Upon Key Performance Indicators (KPIs)
Measuring performance metrics helps roofing businesses track their growth and identify areas for improvement. However, leveraging data and monitoring KPIs is challenging when metrics live across numerous outdated spreadsheets. A lack of visibility makes it difficult to see which crews and zip codes are profitable, so it takes months to act upon data with coaching and other remediations.
An FSM platform like Zuper provides real-time dashboards so businesses can re-price bids, redeploy labor, or coach sales representatives before problems snowball out of control. Zuper’s features include:
- Live dashboards showing sales cycle time, margins, Net Promoter Score (NPS), and crew/rep reviews.
- Custom alerts to notify managers the same day as cost overruns or margin issues occur.
- Exportable data and easy integrations to streamline reporting and keep key stakeholders informed.
9. Automate Customer Communication
Informed customers are happy customers who will pay their bills faster, leave more five-star reviews, and refer their friends and neighbors, helping to grow revenue and lower customer acquisition costs (CAC). Manual communication channels can leave customers feeling ignored, killing the chance of referrals and flooding the back office with ETA calls.
Zuper provides automated communication features, such as:
- Milestone texts to keep homeowners informed about their project’s status at every step of the way.
- A branded customer portal displaying live photos, invoices, and warranties for easy access.
- Automated review requests as soon as the job is completed, increasing the chances of a 5-star rating.
10. Streamline Accounts Receivable
Rapid growth isn’t sustainable if A/R can’t keep up with payroll and other expenses. Homeowners can be slow to pay, and paper checks are slow to reconcile. Poor visibility into A/R versus payroll makes it difficult to anticipate and mitigate cash flow problems before it’s too late.
An FSM solution with integrated payroll and financing can help growing roofing businesses keep a positive cash flow as their job volume increases. Zuper can help with:
- Integrated payments so field crews can collect deposits on-site.
- Embedded financing options to accelerate homeowner signing.
- Automated reports and reminders prevent cash flow issues from spiraling.
Experience Profitable, Sustainable Scaling With Zuper
Zuper is an AI-powered field service management solution that supports growing roofing businesses with automated tools, deep visibility, and robust dashboards and reporting. Schedule a demo to learn how to scale a roofing business more effectively with Zuper.
