Jared Dubin • June 24, 2022
5 Reasons You Need An All-In-One Software For Setting Roofing Appointments

Most roofing contractors are good at what they do. They are experienced in their trade and have the necessary skills to complete a roofing project.
However, when it comes to setting appointments, arrangements often fall short. Unavailability and a lack of follow-through are some main reasons roofing businesses struggle to set appointments.
As a reputable roofing company, you don't want this to happen. You want to set convenient appointments for your customers that result in a sale.
Sunbase brings you the all-in-one solution you need to streamline your roofing appointment setting process. The flexibility and automation of our software will save you time and money while providing your customers with the best possible experience.
Here are the top five reasons you need Sunbase to set your roofing appointments:
1.
Manage Your Entire Business from One Platform
How many software platforms are you currently using to manage your roofing business?
With Sunbase, you can say goodbye to multiple software platforms and the headaches that come with them. Our software is designed to be your one-stop-shop for managing every aspect of your roofing business. Whether you need to manage customers, appointments, or finances, Sunbase has you covered.
2.
Unique Login, Access Controls & Functions Available
Most software requires you to purchase different packages for different users. With Sunbase, everyone gets their login, and you decide what functions they can access.
If you are using the software to book appointments, you will get a notification as soon as an appointment is made. You can also set it up to get notified when an appointment is canceled or rescheduled.
3. Avoid Overbooking
It's easy to book too many appointments in a day and then find yourself scrambling to accommodate everyone. But with Sunbase, you can see your entire week at a glance and ensure you're not overbooking yourself or your team.
You will have a complete view of your and your team's schedules in one software. This will allow you to avoid overbooking and ensure everyone is where they need to be.
4. Prevent No-shows with Appointment Reminders
Some of your appointments will inevitably be no-shows. But with Sunbase, you can set automatic appointment reminders via text or email. This way, you can rest assured that your customers will remember their appointment and be more likely to show up.
5.
Manage Your Inventory and Other Roofing Asset
A complete picture of your roofing inventory is crucial to the success of your business. This is also an important factor when setting appointments.
With Sunbase, you can keep track of all your roofing assets in one place. This way, when a customer calls to set an appointment, you can quickly check to see if the needed materials are in stock. If not, you can order the materials and schedule the job for a future date.
To Wrap Up
There are many factors to consider when setting appointments for your roofing business. By using all-in-one software like Sunbase, you can streamline the process and make it more efficient. In turn, this will save you time and money, and you'll see an increase in customer satisfaction.
Give Sunbase a try today and see how it can help your business in San Antonio, TX, grow!
One Platform. Zero Chaos. Run Your Entire Business in One Place.
Sunbase replaces your CRM, proposals, scheduling, job tracking, and reporting tools — all inside one clean, connected platform.
About Sunbase
The All-In-One Platform to Run Your Entire Business
Sunbase helps you organize operations, streamline daily workflows, and manage everything - from first customer contact to final project deliver- in one connected system.
Our Mission
- Organize your business.
- Optimize your workflow.
- Automate what slows you down.
Why Businesses Choose Sunbase
One Connected Workflow
Replace scattered tools and manual processes with a single platform that brings together your team, tasks, customers, jobs, and performance data.
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Serving the United States, Canada, India, LATAM, Australia, and 10+ international markets.
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Trusted by contractors, installers, project managers, sales teams, and field technicians.
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From small contracting teams to fast-growing enterprises, Sunbase adapts to your workflow.
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