Five Ways To Deal With Difficult Homeowners

By | Contractors, Public Adjusters | No Comments

Even though homeowners are the main source of business for many contractors, they can be difficult to deal with sometimes. It is almost never intentional either, people just care about their houses and want to see them in the best shape possible, but that doesn’t make them any easier to deal with.

There are a few different kinds of difficult homeowners: the arrogant ones, who think they can do your job better than you (disclaimer, they can’t), the clueless ones who don’t know anything about insurance claims or repairs, and question every move you make, and the ones who would prefer to just take the insurance money and not do any repairs at all to name a few. Regardless of which type of homeowner you are dealing with, it’s easy to get frustrated and want to just let the claim go, which is why we compiled a list of our top five ways to deal with difficult homeowners so that you don’t have to lose business over them.

1) Make The Homeowner Feel Heard

Whether it is because they think they know better, or they don’t know anything at all, homeowners will voice their opinions, thoughts, and questions to you. And while it can be easy to mindlessly listen and dismiss them because you know what is best for their property, it can make your life a lot easier to actively listen and respond to them.

People like to feel heard, even when they are trying to tell you how to do your job, and it will be easier for you in the long run to listen carefully to their suggestions and be able to counter them with what you know needs to be done. The same goes for homeowners who don’t know anything about the repairs that need to be done; answering each and every question they have with careful consideration will make them feel more at ease and make them less likely to continue to question decisions and delay the projects progress.

2) Try Not To Let Your Frustration Show

In times of high business when you spend your days running from house to house, going to the house with the difficult homeowners can be downright unpleasant for you. You know that they are prepared with a battery of information that you don’t need, that is going to delay you with while you try and do your other work. It can be really easy to get frustrated with these homeowners, and want to cut them off, tell them that you have it under control, and go about your business, but that is just going to make them more difficult to deal with.

Even if you want to scream, pack it in, and listen, respond, and keep a nice face and tone of voice. Letting them see how frustrated you are, will just make them even more difficult, and more likely to leave you a poor review or spread bad word-of-mouth about you and your company. If you know a homeowner that is going to want to talk and talk to you, when you arrive at the house, say you are going to do whatever it is you need to do first, and then talk to them after. Dealing with your inspection, measurements, or whatever else gives you a minute to breathe and prepare yourself to contain any frustration that may be present when you do go and talk to the homeowner.

3) Put Everything In Writing

Whether it is the way too involved homeowner, or the I just want the insurance money homeowner, they are going to find ways to try and rework things. They might try and change document wording, project scope, colors, timelines, the list can go on and on, and if you aren’t careful, it may never stop.

One easy way to combat these types of homeowners, is to put everything in writing, and we mean EVERYTHING. Obviously certain documents like contracts and estimates are no brainers, but don’t forget about paint colors, shingle types, window treatments, etc. If you are writing that down as those conversations are happening, it is a lot harder for the customer to dispute something they said down the road when they change their mind. Having everything in writing is also helpful in the highly unfortunate circumstance that a difficult homeowner turns into a claim that involves lawyers; if you have everything written down and dated, it will make it harder for the homeowner to make you the problem.

4) Communicate More Than Seems Necessary

Often times, difficult homeowners just want reassurance that you are giving your full attention to their project. They tend to undervalue the fact that you are running a business that has more than one client at a time, and expect you to be fully immersed in their project all the time.

One easy way to combat this is to over-communicate with them. Let them know when materials have been ordered, or when estimates are taking extra time, call and let them know that the window guy is coming even though the window guy called already. Taking the extra few minutes to call and communicate small updates with them, will placate them and leave them feeling like you are focused solely on their project, and will give them less inclination to call you every day and make your life harder.

5) Switch The Project Manager On The Claim

Sometimes certain people just don’t mesh. It doesn’t say anything bad about either of them but they just do not get along, and working together is frustrating for both parties. While it should be a last resort option, switching the project manager on a claim might be the best solution. If the homeowner is mad, and the project manager is frustrated and all other options have been tried, it might be time to just make the switch; let someone knew come in, address the homeowners’ concerns and try and get the project off to a new, better start.

Choosing The Right CRM For Your Business

By | Tech | No Comments

Adding a CRM system to your business is an investment in more ways than one. There is the financial investment, obviously, that comes with adding new technology to your workplace. There is also an investment of your time, and taking it away from certain projects and tasks to learn how to use your new system. And finally, you invest yourself in this new system; putting your businesses goals and your livelihood on the line so to speak.

So how do you make sure you are investing in the right CRM? There are hundreds of them out there, and they all have different features, different operating systems, different reports, different everything more or less, and you want to make sure you choose the one that is going to be the most effective for your business.

To pick the right one, you need to invest a little more time and energy to find out what your business needs, do your research, and experiment a little.

1) Look Closely At What Your Business Needs

Every business operates differently and has different needs based on what they do, whatever CRM you decide to use should address the needs your business has. The first step to picking the right CRM is to look, closely, at what your business needs out of the system.

Do you need lead management? Production or scheduling capabilities? Unique document creation? Full-sales pipeline? Knowing exactly the kind of features you need your CRM to have will help you narrow down the options, and ensure that you get a CRM that fits to your needs, instead of having to fit your business to the CRM.

2) Do Your Research

Once you have narrowed down the features and functions that you need your CRM to have, take the time and do some research! See if there are CRMs that are specific to your industry, like Scoperite and Claim Wizard are for construction, or SalesForce is for high-volume sales industries; industry specific CRMs are more likely to have more of the features you are looking for, and be easier to adapt into your business.

A good place to start researching is to look at industry blogs and Facebook pages, see if other people are talking about useful systems. If you can find contact information, it couldn’t hurt to even reach out to people who have left reviews or comments about certain CRMs so you can pick their brain.  It’s also a great idea to look to your peers, even if they are technically your competition; ask them if they have a system they like, or if they have tried one of your potential options. People like to talk about things that went poorly, so if one of the CRMs you are considering is a bad choice, your peers will definitely let you know.

3) Experiment

Once you find a few CRMs you think might be right for you, experiment with them! A lot of CRM companies offer a demo of some sort for their systems, do them. The demos may range from a screen share showing you how the system works, to a full two weeks that you can use the system in your company to see if it is a fit.

The demos give you the opportunity to ask questions, see features in action, and get a good feel about the CRM. Employees of the CRM companies are typically very helpful as well, because they want you to buy their product, so don’t be afraid to inundate them questions, see if you can a free or discounted trial run, and really work to learn the system before committing to purchasing it. Testing out the CRMs, however you can, before you buy it can help ensure you get the absolute right system for your company, and save you the headache of getting the wrong one.

3 Ways Scoperite Makes It Easy To Manage Contractor Information

By | Contractors | No Comments

When it comes to building, altering, and repairing homes and other buildings, there are a lot of moving parts, and therefore a lot of moving people. While there are some contractors who can actually do it all, that isn’t the case for most; most contractors specialize in one area of the building, but that doesn’t mean that is where their business ends.

For many contractors, they themselves specialize in electric, or roofs, or paint, you get the picture, but their business can do more like electric and plumbing, roof and siding, paint and windows. For those additional services offered, most contractors partner up with or subcontract work to other contractors whose specialty they need, which allows for greater business for both parties, and a wider list of services businesses can offer.

With that greater business and wider lists of services, however, comes the need for more management, more paperwork, and more people to keep track of, which can get time consuming and complicated if you don’t have a solid organization system.

This is where Scoperite can help.

Within the settings of the software, there is a section labeled “Manage Contractors” which allows users to organize and store information on all the other contractors that they work with, making life easier on you in a few distinct ways.

1) Easy Access To All Contractor Information

The “Manage Contractors” section allows users to store all contact information within the contractor’s page; this includes names and phone numbers, but also addresses, emails, and fax numbers as well. Having all the information easily accessible on both desktop and mobile devices allows contractors to be able to find contact information needed to share invoices and estimates, call offices, and coordinate with the other contractor without having to spend time searching for the necessary contact information.

The page also contains a section for notes, allowing contractors to add additional names and numbers of specific contact people, notes about how they receive payment, or any additional relevant information. These notes are visible to everyone with access to the “Manage Contractors” page, allowing everyone to stay up-to-date with the right contacts and information for other contractors.

2) Document Storage

Each contractor page also has space for document storage. This allows contractors to keep copies of contracts, agreements, insurance paperwork, and whatever else your company requires in an easy-to-find, easy-to-download place. The documents can be saved to the page for future reference, created into a PDF, or dropped into a link if they need to be sent out. Having all the documentation for each partner or subcontractor in one place means less time digging for information and requesting paperwork, and more time keeping the partnership strong and doing the work you actually enjoy.

3) Important Date Notices

Each contractor page also allows users to input expiration dates of important documents, such as general liability and workman’s compensation insurance. These dates show up on the page, as well as in the display table of all contractors; making it simple to see whose insurance documents are up-to-date and who you need to reach out to, to get updated ones. This small feature can save contractors time and headaches, but alerting them to expiring documents before it may become a problem.

The Value of Taking A Vacation

By | Health and Wellness | No Comments

You know that feeling, the one where you really, really need a break? Like work and life have you so busy and wrapped up in everything that you would love to just walk away from it for even a day or two? How often have you acted on that feeling?

We are going to guess almost never.

Why though, why do people never act on that feeling? Never take the break, the vacation that they know they need. If you ask, most people will say it’s because there is too much work to get done, too many other commitments, too much to do.

But people never acknowledge the value of taking the vacation, of saying this will all be here in three days or a week and I can deal with it then. While the lead up to actually taking a vacation may be stressful, and add to your work load, there are so many more benefits to taking the vacation than there for not.

1) Disconnecting

Taking a vacation allows you to disconnect. It lets you set your email to out-of-office, leave your work phone at home, and not have to deal with constant contact. It gives you a chance to exist outside the world of technology and enjoy the moments that you are in. While it is easy to ignore the emails and phone calls on the weekends, it isn’t the same as being disconnected from them altogether. Being able to not hear the phone ringing versus just ignoring it ring, gives you an opportunity to forget and let work go for a few days.

2) Time with Family and Friends

It’s easy to say you see your family and friends enough. You have dinner with your spouse and kids every night, you see your friends for happy hour every Friday, but there is nothing like getting quality, uninterrupted time with the people you love. Getting to spend a few full days hanging out, doing whatever it is you and your family/friends enjoy doing does wonders for your mental health, and gets you feeling happy and good again.

3) Re-Set Your Brain

Being able to turn off your phone, be with your favorite people, and re-set has unprecedented value. Everyone’s brain just needs a break sometimes, to think about things besides safety reports, spreadsheets, budgets, and the list goes on. Taking a vacation lets you re-set your brain, and do things you enjoy like reading a book on the beach, hiking until you’re too tired to string together a sentence, and not think about work. That way when you go back, your brain is refreshed and reenergized, ready to take on tasks and problems in ways you may not have thought of if you hadn’t had the chance to re-set.

4) Remember Why You Like Your Job

Even when you love what you do, sometimes you don’t love your job, and that’s okay. Work can be really frustrating, whether it’s the people, the deadlines, the tasks, or even your drive there every day. Taking a vacation, getting away from all those frustrations can remind you what you do like about your job. More often than not getting to take a step back, seeing what other people do and have to deal with, can make you appreciate your job more, and remind you why you like what you do. Getting to not think about work for a few days can help you remember which tasks you like, which people you need to work with more, what you can do to solve more problems, and make your job better for you.

Four Ways Scoperite’s Reports Function Can Help Contractor’s Marketing Efforts

By | Contractors | No Comments

The way consumers take in and respond to communications from companies has changed drastically over the years, from ads in newspapers, to radio commercials, and now to email and social media ads. Keeping up with these ever-changing marketing tactics can be a lot of work, and cost a lot of money, and many contractors would rather focus on their clients and their projects than spending hours planning and designing marketing materials.

Managing and improving marketing efforts doesn’t have to be endless amounts of work, if you have the right tools. One of Scoperite’s most useful features, are the reports that can be generated within the system. These reports compile customer data from all claims entered in the system, and give users an easy to read, sort, and analyze Excel spreadsheet.

These reports can be used for a lot, but specifically can help contractors advance their marketing efforts without having to use a lot of effort.

1) Targeting

Targeting is absolutely essential to marketing, without it you are just shoving information at people who don’t really care. Targeting for contractors can be a little complicated in the fact that the “target markets” are often broad such as homeowners with hail damage or people who want a kitchen remodel. These broad targets can make it hard for contractors to ensure that their message is getting to the right people, and that is where the reports can help.

The reports compile customer information such as names, addresses, and phone numbers into one sheet. This information can be searched, sorted, and analyzed however is easiest for you. Which means that contractors can use this information to look for trends within their customer base, and identify potential target segments. For example, the data could be sorted by zip code and you may notice that there are certain zip codes where you have done a lot of work. You could then use this to geographically segment customers in those zip codes, and target more customers who need or want your services, all while saving money by targeting areas you know are more successful for your business.

2) Brand Building and Customer Loyalty

For many contractors, their brand focuses, at least partially, on giving their clients the best experience, not just the best result. People will remember the very good (and the very bad), but the very good do more than just repair or renovate a home. The contractors that are remembered for being very good are the ones that follow-up, they give a company warranty, they are available to inspect and repair years after, and they are the ones that customers are loyal to.

Typically, when a job is finished, it fades from being front of mind, and those customers fall aside to new ones whose projects are happening now. But when all client information is accessible in an easy to read sheet, it’s easier to keep finished jobs at top of mind. You are more likely to see a name of a client from a few months back, and pick up the phone, check in with them, see how they are liking their new kitchen, or if there have been any issues with their windows. And that is what clients like: to be remembered and to feel important; it will make them more likely to call you for other projects, refer you to their friends and family, and leave your good reviews, all of which help build your company’s brand.

3) Email Marketing

Email marketing is truly one of the easiest ways to stay top-of-mind. It keeps your logo in front of customers, reminds them of your services, and sometimes triggers people to act. The reports function revolutionizes the ease of email marketing for contractors; all the email addresses of all the clients you have or have had are there organized into one single column, all you have to do is export them into whatever email marketing system you use and click send.

The emails can be used for whatever purpose you need; reminders to get inspected for damage after a storm, a deal that you are running, a simple reminder of what you do in case anyone needs it. All of these keep your company in client’s inboxes’ and minds, increasing your chances of having them call your or refer you.

4) Storm or Crisis Preparation

For some contracting companies, storms or crisis situations are where they make their name. This means that sometimes marketing efforts consist of getting out into neighborhoods quickly, knocking on doors, and getting signed contracts so you can stick your sign in someone’s front yard, and hopefully encourage their neighbors to sign with you as well.

Being prepared when storms or a crisis hits can be hard because you don’t always know exactly where it is going to be, and what the best way to approach a neighborhood might be. With the reports spreadsheets, you can sort your clients by city or zip code so that people who were in the storm area are easy to find. That allows you to send emails and make calls to people whose homes you’ve helped repair in the past and offer your services to them again before anyone else does. It also allows you to get into the damaged neighborhoods without having to knock on doors or make as many cold calls; you go out and help your established clients, and other people will see your logo and your process, and hopefully will choose to call your company to come help them as well.

5 Ways Scoperite Employees Deal With Stress

By | Health and Wellness | No Comments

At Scoperite, one of our goals for the software is to make life simpler for contractors and public adjusters who choose to use our system. We hope that by making life simpler, it will take some of the stress out of your day, because let’s face it, this industry that we work in, is a high stress one.

Finding ways to deal with stress isn’t hard. Finding ways to deal with stress that work for you is hard. There is so much information available about how to deal with and minimize stress, but deciding which methods are right for you and your job can be confusing.  Scoperite employees have all worked in the construction/adjusting industry, and know how difficult it can be to deal with sometimes. In this article, we will dive into some of our employees tried-and-true methods to reduce stress, and hope that maybe one or two of them can end up working for you too!

1) Setting Hours for Yourself

Many construction companies have broad hours that they designate as “business hours.” These are the hours that clients and potential clients see on websites and contact materials, and they can be long; 7AM-7PM, 8AM-6PM, 6AM-8PM, or even 24 Hours A Day. While it is important to be available to your customers when you say you will be, you don’t always need all those hours every day.

If you have the capability to do so, setting your own hours within the designated workday can alleviate the feeling that you are constantly working, and never taking a break. It allows you to create a routine for yourself (that may have to change sometimes) that makes it easier to plan your days, get everything done, and not feel like you are wasting time waiting for the clock to hit closing. In the experience of our employees, setting hours for yourself motivates you to get more done when you are in those hours, rather than letting tasks run on and on because you feel you have to be working for 12 hours each day. Obviously, there are exceptions to this where you might need all 10 or 12 hours, or there is a crisis that requires your attention outside when you normally work, but for the most part setting hours for yourself helps ensure that you get time away from work, and reduce the stress from feeling like you need to be working all the time.

2) Turning Off Your Phone or Letting It Die

Phones and mobile technology have absolutely revolutionized how people work. It has allowed for more mobility, easier communication, and near constant contact with anyone. All that connectivity can be stressful, however, when you are trying to enjoy dinner with your family and the phone just won’t stop ringing. Several Scoperite employees have found that turning their phones off, or even just letting it die, when the business day is over helps to alleviate some of their stress.

When you are getting emails at 9:30 at night, it can be hard to actually turn your mind off, relax, and get a good night’s sleep, so taking away the ability for those emails to reach you for the time being will allow you to be more prepared to deal with them the next morning. More often than not, whatever someone needs, doesn’t need to be done right that moment, and it is healthier and less stressful on you to wait until the next day to deal with it; when you are rested, reset, and ready to deal with whatever needs to be taken care of.

3) Taking A Full Lunch Break

When the days are busy, and you are running from appointment to appointment it can often be easier to just swing through a drive-through, and eat a cheeseburger while you are en route instead of taking a break to actually eat lunch. While it might seem easier to eat as you go so you can get more done and, potentially, be done with work earlier, taking an actual break for lunch can be very beneficial.

Taking an actual break gives you a little bit of time to reset, even if it is just 15 minutes. When you are running and running all day, you wear yourself down, and a normal day can feel overwhelming because you just never stop. Taking a break lets you plan out the rest of your day, prioritize your next few tasks rather than letting them take over. If it’s been a bad morning, it lets you start over with a better afternoon, rather than continuing to run the day down the drain. Taking an actual break for lunch gives your body and mind a moment to relax, to de-stress, and gives you the opportunity to eat something healthier than a fast food cheeseburger as well.

4) Making A List or Using A Planner/Calendar

We know, we know, most people gave up paper planners about 10 years ago, but that doesn’t mean that some sort of planner can’t help you deal with your stress. Whether you have a computer calendar, an email calendar, a paper planner, or even a list on a sticky note, making a list of your tasks for the day can really reduce your stress.

Taking the time, even just 10 minutes, to sit-down each night or before your day starts in the morning to sort out and write down your tasks for the day makes your day more manageable. Having the list saves you from being overwhelmed most of the time; sure there are days where things pop up that have to get added to the list, but having a general idea of what you need to accomplish in just that one day can reduce the amount of stress you feel at work. It can also help on days where you feel like you need to be doing more because there is so much, to look at the list and see all the tasks you have accomplished, and to know that you are doing everything that needs to be done. Plus what is more satisfying than being able to cross off or delete a task once its done!

5) Using Meditation Apps

For several of our employees, meditation apps such as “Headspace” and “Calm” have made a huge difference when it comes to reducing stress. The apps walk you through meditation and relaxing whether you have five minutes or twenty-five. Regardless of whether you do it at lunch, before bed, or when you just need a minute or two to relax, taking the time to clear your mind and reset yourself can help you deal with stressful situations and make you better at handling them when they happen.

Improving Your Customer Service: How A CRM Can Help

By | Tech | No Comments

CRM’s are fantastic. They can help keep your office more organized, allow you to manage your employees on a closer scale, and improve overall efficiency by cutting out unnecessary steps, but more than almost anything else, using a CRM can help your business improve its customer service.

Customer service is an essential part of every business, whether it is one that is emphasized or not. How helpful and effective you are for your customers determines whether or not they will repeat business with you, refer their friends and family to you, and leave good reviews to help you gain more business. Below we dive into a few of the ways using a CRM system can improve your customer service.

Have you ever had a customer call in needing a copy of a warranty or an estimate? Are you able to quickly find it and send it over, or do you need to make a note and remember to search around for it later? With a CRM, the files for all customers are stored together in one easy to access location. When a customer calls in needing a file or document, you can quickly pull it up while you are on the phone with them and, in some cases, send the file directly from the software.

Using a CRM also makes it easier to contact customers with answers to questions or updates about their projects. Unlike paper filing systems, the customer information is always easily accessible within their claim, so finding an email address or phone number is as easy as typing a last name into the CRM. This allows you to stay in contact with your customers as their claim progresses, making them feel more comfortable and making your company very reliable to them.

When it comes to customer service, being a one-man show is hard; if you have employees, implementing a CRM makes it possible for everyone to help resolve customer service issues.  Rather than each individual person being the sole responsible party for their customers, all employees can help ensure all customers have a positive experience. If one of your salesmen is spending the day in the field, or on a vacation, other employees can help his customers if they call needing something, instead of having to wait for that specific salesman to be back in the office to find the needed information.

Current customers aren’t the only ones who can be benefitted from your company switching to a CRM.  Returning customers who’s information you already have will be pleased when they don’t have to repeat paperwork when they come back to your company, and you will be able to quickly remind yourself what work you did for them previously with a just a glance at their file.  It also isn’t uncommon for former customers to misplace or lose documents like warranty paperwork, and when all files are organized in a CRM, it is easy to locate and re-send the documents to the customer.

While some of these benefits may seem small, in the long run they can change how your company helps its customers, making them more likely to give you return business and refer business to you!

Scoperite Features: The Mobile App

By | Tech | No Comments

Phones, tablets, and iPads have revolutionized the way people communicate, plan, pay, and much, much more.  The advances of mobile technology have allowed us to change the ways we stay in touch with our friends and family, arrive at our destinations, and do our jobs.

Scoperite is no exception to this mobile revolution. One of the most valuable features of the system is the mobile app. The mobile app allows users to take the software with them, enhancing efficiency and making life simpler on the go.

With the Scoperite mobile app, you eliminate the need to carry a pencil and clipboard with you on inspections; saving you the hassle of dealing with the paper and having to enter everything into the software later.  The Scoperite app allows you to create prospects and claims as you meet with the clients. As you gather their information, you can enter it directly into the system on your phone or tablet, rather than having to write it all down and transfer to the system later.

In addition to gathering client information immediately, the Scoperite mobile app enables users to create scope notes, take and label photos, and add documents all while on an inspection.  This helps save you time from having to enter everything later, and keeps you more organized. As documents are created and photos taken, they are automatically saved into the claim, making it harder for things to get mixed up or miss-labeled, and making it easier for you to help your clients.

Because the system is cloud based, all information that is entered in via desktop is available on the mobile app and vice versa. No matter where you are, you can find documents, map out addresses, and add to your notes in any claim.  Phone numbers can be called directly through the app on most devices, making it easy to stay in touch with clients even when you aren’t in the office.

Utilizing a software like Scoperite that has mobile capabilities can drastically change how your business functions for the better.  In addition to saving you time and effort, and keeping you more organized, it can help improve your customer service.  When you have access to all your claims all the time, you are able to answer questions immediately, send documents when it’s on the top of your mind, and be in the know about what is happening on every claim.

In this world of technological revolution, it only makes sense that your business should be made better by the options out there, and Scoperite is here to help with that.

What Is Scoperite: A Comprehensive Guide

By | Contractors, Public Adjusters | No Comments

We are inundated with information every day. Be it at work, out with friends, or catching up on our favorite shows, information is being spewed at us constantly, telling us what we need, what we should be doing, and how to make our lives better.  When we are constantly being told how and why we need to listen and make our lives better, we sometimes miss out on exactly what it is that can help us because we don’t know enough about it.

At Scoperite, one of our main goals is to make life simpler and less stressful for the contractors and public adjusters that decide to use our software. In order for you to understand how Scoperite can make your life easier, you need to understand Scoperite. Below we will explain what Scoperite it and its most valuable features in more detail, so that you can see how it can take some of the unnecessary stress out of your life.

What is Scoperite?

Scoperite is a claims management system with the goal of making management of the insurance restoration claim process simpler and more effective for contractors and public adjusters.

We could go on here, add some fluff, but that’s not the point of Scoperite; we keep it simple, we keep it effective, so instead we’ll talk about some of the most useful features Scoperite utilizes to make the claims management process simpler.

Valuable Features

Easy Navigation and Layout:

While it isn’t something that is always top-of-mind when picking a software system, having a layout that is simple to understand and easy to navigate makes a big difference in making your company more effective. Scoperite organizes all claims opened into a series of tables that are organized based on their place in the insurance claim process. The tables can be sorted or searched to find specific claims in matter of seconds using almost any of the claim information.

Everything In One Place:

Scoperite organizes information by claim; each new entry is given a claim number and each claim has its own page within the system.  Within the claim page, all documentation from contracts to photos to final invoices can be saved, making it simple to keep track of all relevant information and easy to find documents when they are needed.

Mobile App:

Scoperite also features a mobile app that can be used when you are not in the office, giving you the freedom to add and edit claims as you need to in the field.  The app works on almost all mobile devices, is compatible with both Apple and Android operating systems, and has all the capabilities of the desktop version.  The app allows you to enter prospects, take and upload photos as you do inspections, edit claims, and find files without confining you to the office.

Email Integrations:

Within each claim, there is a discussion board for all relevant parties (i.e. salesmen, estimators, etc.) to communicate about specific claims in a direct, easy-to-read manner.  Messages sent to the discussion board are also sent to the email of everyone working the claim to ensure that everyone is always up to date, and no one misses messages containing important information.

Easy Document Creation:

Rather than having to shift back and forth between a document and the claim, users can create documents from within Scoperite at the click of a button.  Invoices, estimates, or PDFs of photos and scope notes can all be created from within the claim, and are pre-filled with relevant customer and company information to make the process move faster; simply fill in the specific information and save or send to the necessary parties. All documents created are also saved in the claim so that they can be retrieved or referenced whenever necessary.

Cloud-Based Infrastructure:

Whether it is in cabinets or on the computer, do you find that you run out of space to store all of your files? Scoperite is cloud-based, making it is easier to store the large amounts of information that each claim requires.  The cloud-based nature also makes it possible for you to access your Scoperite account on any device, at any time, no matter where you are; so whether you are on a roof or enjoying time at home, you have access to all your information.

How Do You Know If You Need A CRM?

By | Tech | No Comments

How does your company function?  Is there a pencil and paper system still in place, or is everyone on their computers sending files back and forth?  Is it working, or is it time for a change?

Using a CRM system can streamline operations, help increase sales, and make life easier for everyone, but knowing if it is time to make the switch can be difficult.  Below we dive into some of the signs that a CRM could be a good investment for your company.

1) Disorganization That Is Slowing You Down

Are you having to take time to search for files or contact information? If someone else has the document you need can you get it quickly, or do you have to wait?  Implementing a CRM can help curb disorganization by putting all the files for each of your clients or projects into one easy-to-find, simple to update location.  This allows you to spend less time filling, sorting, and searching and more time helping clients, selling new business, and creating success.

2) Losing Potential Clients or Projects

Does your current system track leads? Can you follow the trail of a lead from the moment it comes to your business to the time it becomes a sale, client, or project?  To some extent, your system probably does that, and that shows where you are good at getting deals signed. But does it show where you are losing clients? Why some aren’t signing with you?  CRMs track all leads entered into the database, and give detailed information on each lead at each phase of your sales process.  You can see reports and trends of leads who lose interest in the process, causing you to lose a new client and revenue. When that data is easily accessible to you, you can see where, and potentially why, they are losing interested and use that information to target them more effectively and close more deals.

3) Important Information Is Getting Lost In Communication

Do you open and read every single message that comes into your email inbox? Answer every phone call? Respond to every text or chat message? Probably not. Between junk mail, sales calls, and every day back and forth messaging, some things just slip through the cracks. Despite our best efforts, sometimes important messages can slip through those cracks too, and if that is happening more frequently that you’d like, a CRM may be able to help.  Many CRMs have some sort of communication mechanism, be it a discussion board, email integration, chat feature, task alert, the list goes on and on.  These features make communication between employees easier and more efficient. When a note or reminder is dropped directly into a client’s file, or on a project note, it is less likely that it will be missed or ignored. Having streamlined communication options will help ensure that all important documents, information, and to-dos are reaching all the essential people.