Retrieve any client information swiftly when needed. Handy allows you to access detailed records instantly, helping you prepare for meetings or project discussions without the need to sift through files manually.
Automate and Optimize Customer Management for Peak Efficiency
Eliminate the need for cumbersome manual entry processes in maintaining precise customer relationships. Our AI assistant, Handy, allows roofing contractors to seamlessly update customer records, schedule tasks, and enhance communication—all through intuitive voice or text commands.
Instantly add or update customer information on-the-go as you manage new leads or existing client relationships. Handy takes your verbal or typed instructions and promptly updates your roofing CRM, ensuring your customer information is always accurate and accessible, boosting customer relationship management efficiency.
Simplify planning for roofing jobs by informing Handy of upcoming projects or client meetings. It integrates these schedules with Google Calendar, providing updates in real time, accessible from any device, anywhere, ensuring your roofing company never misses a beat.
Integrate your email directly with our CRM software, enabling effortless communication with clients. This integration means roofing contractors can send, receive, and manage communications within one platform, streamlining internal communication and enhancing client service.
Classify your clients by type—residential, commercial, or industrial—to tailor your marketing and sales strategies more effectively. This segmentation facilitates targeted follow-ups and improves conversion rates, crucial for roofing business owners aiming to generate more sales.
While you focus on installing roofs and managing onsite tasks, leave the backend client management to Handy. Whether you’re running a roofing service or managing a broader construction business, Handy efficiently handles customer information, updates, and queries, enabling you to streamline operations with minimal manual input.
Retrieve any client information swiftly when needed. Handy allows you to access detailed records instantly, helping you prepare for meetings or project discussions without the need to sift through files manually.
Enhance your CRM with custom fields tailored to the roofing industry, such as project types, materials used, or client preferences. This customization aids in providing services that meet specific client needs, enhancing overall customer satisfaction.
Export necessary job data and client information in formats like CSV or Excel, facilitating easy access during off-site meetings or in areas without internet connectivity—ideal for roofing contractors who manage multiple locations.
Locate any piece of information within your CRM effortlessly. Whether you need contact details, project notes, or payment records, Handy’s robust search capabilities ensure you find what you need without hassle.
Ensure that all scheduled activities and project timelines are synced with your calendar, giving you a clear overview of your commitments and helping maintain smooth cash flow and project timelines.
Securely store all your CRM data in the cloud, ensuring it is always available, up-to-date, and secure from any device, facilitating easy management of your roofing business operations.
Integrate Google Calendar with a click. With two-way sync, any changes or updates made on one platform will get reflected in the other. You will be able to access the scheduled plan with or without FieldCamp.
Start each day with a clear agenda. Ask Handy, “What’s on my schedule?” to get a rundown of the day’s tasks, from client meetings to material orders, ensuring you’re always prepared and proactive.
Utilize the analytics dashboard to gain insights into your roofing jobs and business performance. Understand which services generate the most revenue and where improvements can be made to optimize operations and increase efficiency.
Build and maintain strong client relationships through consistent and effective communication. Our CRM integrates with your email, allowing you to handle all communications in one place, streamlining processes, and ensuring nothing gets missed.
Effectively manage and prioritize tasks related to roofing projects. Detailed task management tools within our CRM ensure that every job is tracked, from initial client contact through to project completion and follow-up.
Customize your dashboard to highlight the most frequently used information or critical data points, allowing you quick access and helping you focus on running a successful roofing business.
