Want to get an edge on your roofing competition? Now’s the time to review your 2023 roofing season and plan for next year. Here are five steps to grow your business: 

1. Create a roofing season action plan 

Review your roofing projects from 2023 … what worked and what didn’t work. Decide what you want to do more of in the new year. Then create an action plan for your business to get the projects and profits you want.

2. Use software tools to be more efficient

Save time and be more professional with these valuable business-building tools for roofers and contractors:

Jobber: Manage your roofers, provide customer support, and expand business operations with CRM, real-time scheduling and dispatching, expense tracking, quoting, invoice creation, and billing.

SumoQuote: An easy-to-use quoting tool to create professional, winning quotes that accelerate your company’s growth.

Vonigo: A business management and online booking platform that helps increase sales and streamline roofing company operations.

Dataforma: Software for commercial contractors to manage their entire roofing business: paperless service departments, bid tracking, document storage, CRM, and project management. 

Acculynx: Roofing contractor software designed to manage and streamline every aspect of a roofing business, including CRM, estimating, tracking, reporting, and more.

EagleView: Aerial roof measurements precisely measure roofs and provide detailed, accurate roof takeoffs. Ask your Gibson Representative about our special pricing offer for Eagleview. 

3. Order materials in advance

Review all the jobs you did last year and the materials you used on every job. Then forecast what you’re going to need next season. Set aside enough cash to stock up on key items. Your Gibson Representative can help you figure out what to order in advance. Keep track of what you have on hand with inventory management tools like Sortly and Pro DBX.

4. Know your legal rights

Do you know what to do if someone stiffs you for payment? Whether it’s a homeowner or a business that’s refusing to pay for contracted work, you need to know your legal rights.  Here are 6 quick tips from Sutherland Law, specialists in resolving legal issues for the construction industry:

1. Document everything – put everything in writing in your contracts
2. Deliver proper invoices
3. Pay your suppliers and trades promptly
4. Keep track of your dates on-site
5. Frequently update your records and document management 
6. Maintain accurate accounting records

If you have legal questions or need advice, contact Sutherland Law.

5. Stay on top of your finances

A professional bookkeeper and/or accountant can help you with record-keeping, tax filings, and forecasting revenue and profitability for the upcoming roofing season. If you prefer a DIY approach, FreshBooks and Intuit QuickBooks are popular options. 

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Feel free to reach out to your Gibson Representative to help you with forecasting and ordering materials for the upcoming season. 

For other ways Gibson can help make your roofing business more profitable, check out this article: How Gibson helped roofers succeed during a tough year.