Roofing Business Management: A SaaS Product
Project Information
Key elements followed to complete this innovative product include careful planning, step-by-step development, thorough testing, feedback from stakeholders, and using best practices for security and scalability.
- Roofing Services
- Global Market
- Web & Mobile App
- PHP, CI
- 31/01/2024
Roofing Business Management: A SaaS Product
Our roofing management SaaS product is designed to manage customers, employees, and all the work involved in your business. With features like employee tracking, service order scheduling and tracking, project management, and bid logs, our platform helps you manage your roofing business with ease and efficiency.
Project Challenges
- 
Coordinating multiple projects and service orders can be overwhelming.
- Efficiently managing employees, vehicles, and materials is critical to success.
- Keeping track of bids, project statuses, and warranties requires meticulous attention to detail.
Solution & Results
- Simplifies project and service order scheduling, enhancing efficiency.
- Efficiently manages employees, vehicles, and materials, optimizing resource utilization.
- Tracks bids, project statuses, and warranties for informed decision-making.
Key Features
Essential functionalities that drive efficiency and productivity in managing roofing business operations
Add, Import & Manage
This feature allows you to add customers individually or import them in bulk. You can set priorities for individual customers to tailor your services accordingly.
- Import Bulk Customers
- Manage Priorities
- Customer Relationships
- Detailed Customer Profiles
Track, Assign, and Monitor Employees
This feature allows you to manage employee attendance, assigned vehicles, and safety courses. Employees can clock in and out using the mobile app, with real-time location tracking to monitor on-site employees.
- Track Employees
- Attendance (Clock In & Clock Out)
- Assign Safety Courses
- Assign Vehicles
Add, Schedule, and Track Service Orders
This feature allows you to add service orders and schedule them for technicians. You can preview the schedules of all service orders by individual technicians on a calendar view and also see all technicians' scheduled service orders. Additionally, you can add inspections with priorities and you can track the progress of each service order on a map view.
- Schedule Service Orders
- Calendar View for Technician
- Inspections with Priorities
- Progress on Map View
Create, Schedule, and Track Projects
This feature allows you to create projects to manage roofing contracts and check schedules according to the different statuses of projects. You can add a bid log to track the number of bids submitted, won, and lost, and you can also add warranties for each project.
- Manage Roofing Contracts
- Schedule Projects by Status
- Track Bids (Submitted, Won, Lost)
- Add and Manage Warranties
OTC
Business Value
Our roofing management SaaS product significantly boosts efficiency by streamlining customer and employee management, service orders, and project oversight. With features like employee tracking, service order scheduling and tracking, project management, and bid logs, it simplifies complex processes. This leads to managing 10K+ customers, handling 20K+ service orders, and completing projects 30% faster, ultimately driving business growth and success.
