The key to designing a great workflow for your company is making it consistent and repeatable for every job. This creates the “groove” where your staff becomes accustomed to completing the steps in order to accurately and efficiently complete a job.
Below is a simple, but typical workflow to manage every step of a roofing job.
However, not every job is the same and a manager may need to deviate from the standard workflow. The reasons for this are numerous but we see deviations due to job type (i.e. retail vs. insurance), unexpected trades, or even because of an opportunity to capture market share (i.e. your company is the first one in a “honey-hole” cul-de-sac).
With Contractors Cloud, we make it easy for a manager to take the workflow in a different direction with our “Questions” criteria. Below you can see the simple question of “Is this an insurance job?”.
If the sales representative answers “yes”, additional milestones/steps can be injected into the workflow that may require additional information to be uploaded, certain tasks to be assigned, or custom email/text notifications to be delivered.
Below, we can see the new “Collect & Review Insurance Paperwork” as been injected immediately after the previous milestone.
In this case, it appears two files are required to be uploaded (Materials & Colors Form and a Scope of Loss document). In addition, a task is created for the In-House Adjuster, Peter Parker, notifying him to start working up the claim.
Having a solid and consistent workflow is important. But being able to efficiently react to certain situations within job is what differentiates a great contractor from a good one.
Contractors Cloud provides the most customizable and automated workflow system on the market. If you believe in having total control over your process, check us out today.
Last Updated on January 28, 2021.