Elevating Your Roofing Business with Effective Contractor Customer relationship management: A Case Study of Job Progress

Running a roofing business can be a complex endeavor, with numerous projects, measurements, financials, and customer interactions to manage. To ensure efficiency and success, many roofing companies turn to Customer Relationship Management (CRM) software. In this article, we’ll explore how Job Progress CRM can be a valuable tool for roofing businesses. Job Progress CRM is a comprehensive platform that offers automation, measurement management, financial tracking, and more. Let’s dive into the various aspects of this CRM and how it can benefit your roofing company.

In the competitive world of roofing businesses, managing your operations efficiently is paramount to success. A powerful tool at your disposal is a Customer Relationship Management (CRM) system. we will delve into the world of CRM solutions tailored for roofing contractors, with a specific focus on Job Progress. We’ll explore the key features and benefits of using this CRM, shedding light on how it can revolutionize your business processes.

Automating Customer Feedback

Job Progress Customer relationship management offers an automated system for collecting customer feedback. After completing a project, you can prompt satisfied clients to leave positive reviews. Additionally, you can encourage clients to recommend your services to their friends through custom referral pages. This automation helps generate leads from happy customers, enhancing your business’s reputation and growth.

Managing Projects and Estimations

Job Progress CRM provides a robust platform for managing individual roofing projects. When initiating a project, you start by entering it as a lead. From there, you can follow up, conduct inspections, and manage the estimation process. The CRM allows you to order measurements, including integration with services like Eagle View, streamlining the measurement process.

Streamlining File and Photo Storage

Efficiently storing and managing project-related files and photos is crucial in the roofing industry. While some companies use separate software like Company Cam for photo management, Job Progress CRM offers integration with such tools. You can access all photos and documents related to a project within the CRM, simplifying your data management.

Financial Tracking and Profit/Loss Analysis with Customer relationship management

Job Progress CRM facilitates financial tracking for your roofing projects. You can monitor total job prices, payments received, and even handle change orders and invoices. The CRM also generates profit and loss reports, allowing you to assess the financial health of each project. This data-driven approach helps you make informed decisions and maximize profits.

Reporting and Analytics

The CRM includes various reporting features, such as sales performance reports, company performance reports, and referral source reports. These reports provide insights into your business’s performance, making it easier to identify strengths and weaknesses. By leveraging this data, you can refine your strategies and optimize your roofing operations.

Customer relationship management is mobile App Functionality

Job Progress CRM offers a powerful mobile app that complements its desktop version. This app allows you to manage your workflow, access measurements, view files and photos, and even edit project details on the go. It ensures that you have real-time access to crucial information, whether you’re in the office or on-site.

The Abundance of Choices:

The roofing industry presents a plethora of CRM options, from Job Progress to Job Nimbus, Roof Link, and many others. You could even opt for industry giants like HubSpot or Salesforce. In this article, we will zone in on Job Progress, a CRM that has won the hearts of roofing companies like ours.

Why Job Progress?

As a roofing company, we’ve found Job Progress to be an invaluable tool, especially in our residential division. It seamlessly streamlines our workflow, automates tasks, and enhances our overall efficiency. Here, we’ll take a closer look at how we utilize Job Progress and why it might be the right fit for your business too.

Understanding the Workflow:

Job Progress provides a flexible framework to create custom workflows, reflecting the unique stages of your roofing business. Unlike some other CRMs that limit your options, Job Progress allows you to define your workflow precisely. Our workflow includes stages such as lead acquisition, roof inspection, contract signing, and more, reflecting the complexity of our business.

Automation for Efficiency:

One of Job Progress’s standout features is automation. When a lead or project progresses to a certain stage, it triggers automated actions. For example, when a contract is signed, our QuickBooks team is alerted, the supplementing department is tasked, and production is informed. This seamless automation ensures that no critical steps are missed, and everyone knows their role in real-time.

Hands-on Example:

Let’s walk through a simplified scenario. Say we acquire a new residential lead named John Doe. We input his details into Job Progress, specifying how we obtained the lead, which is crucial for tracking marketing effectiveness. We then create a job associated with this lead, select relevant categories like “roofing,” and assign it to a specific division. Job Progress even integrates with Google to streamline this process.

Tracking Progress:

As John’s lead progresses through various stages, such as “contract sign” or “invoice,” Job Progress provides real-time updates and notifies the relevant team members. For instance, when the contract is signed, our accounting department receives a task to initiate invoicing.

Efficient Division of Labor:

With Job Progress, the salesman’s role ends after the contract signing. They can focus on building customer relationships and generating new leads while other departments handle the project’s progression. The file manager, production team, and accounting department all seamlessly take over their respective tasks.


Job Progress is a game-changer for roofing contractors, streamlining processes, automating tasks, and ensuring efficient collaboration among different teams. While our workflow might differ from yours, Job Progress’s flexibility allows you to tailor it to your specific needs. By embracing this CRM, you can elevate your roofing business to new heights, leaving behind manual tasks and focusing on growth.

In the fast-paced roofing industry, having a well-oiled CRM like Job Progress can make all the difference in delivering quality service and achieving sustainable growth. Don’t let opportunities slip through the cracks; invest in a CRM system that works as hard as you do.


Job Progress CRM is a valuable tool for roofing businesses seeking to streamline their operations and enhance efficiency. With its automation features, project management capabilities, robust financial tracking, and comprehensive reporting, this CRM offers a holistic solution for managing all aspects of your roofing projects. While Job Progress CRM may be the preferred choice for some, it’s essential to research and select a CRM that aligns with your specific business needs. Ultimately, a CRM system can be a game-changer in optimizing your roofing business and achieving sustained growth.