By now, you’ve probably realized that scheduling your roofing sales reps is one of the most important components of your business for a well-thought-out booking system allows your reps to get in front of more potential customers.

As your roofing business grows, your ability to have a smart booking system in place will play a huge factor in your success.

What Are the Biggest Challenges of Sales Rep Bookings?

In theory, sales rep scheduling should be quick and easy to take care of – but that’s rarely the case!

Here are some of the most common problems roofing companies face with Sales Rep bookings:

Unproductive Gaps in Your Schedule:

This is more than simply under-booking… If your Sales Reps’ schedules are not optimized to fit as many appointment slots as possible, you will have substantial gaps in between their days that will hurt your revenue.

Having unproductive gaps in your rep’s schedule means they are not getting in front of as many potential customers that they could be which eats into your potential earnings.

According to studies by Bain Consulting, poor scheduling decisions can cost your roofing business up to 50-60% of your revenue!

Scheduling Conflicts:

On the other hand, you can also run into issues if your Sales Reps’ schedules are too tightly packed. Overbooking results in issues like the Sale Rep showing up late to appointments and creating a negative customer experience right from the start!

Lost Business and Revenue:

As a local roofing business, you cannot afford to have your Sales Reps wasting time and gas driving back and forth between roof inspections. Or to have gaps in your schedule, no-shows at the time of inspection or reps showing up late to appointments. All of these create a negative customer experience, and potentially will cost your company tons of missed revenue.

So, How Can You Do It Better? Let’s Take A Look!

The following is our approach to create a streamlined system in booking roof inspections & organizing your Sale’s Reps calendars to create an awesome customer experience.

1) Phone Calls Are Always Answered Immediately By A Live Person!

Your potential customer’s call MUST always be answered by a live person.

This person calling will either be a “NEW CUSTOMER” needing services OR a “EXISITING CUSTOMER” needing support.

We have partnered with an industry leader in phone answering services for roofing business to where they follow a very simple script to determine if this person calling needs services or needs support.

If the person needs roofing services, they extract the information needed to determine if the potential customer is a GOOD FIT for your company & submits a form to capture this lead.

2) Roof Inspections Are Immediately BOOKED!

It is no longer acceptable for a person to call your roofing business, have their contact information take down and then be told a roof inspection will be booked in the future.

We create a sense of commitment to your roofing business by then having the potential customer booked in one of two 4 hour time-blocks. (8:00 AM – 12:00 PM OR 1:00 PM – 5:00 PM)

After the lead form is submitted, the live agent is then taken to a booking calendar that is synced with your CRM to select the best date & time interval for the potential customer.

This sets the expectation that the next thing they are going to experience with your company is having a Sales Rep come to their property for a roof inspection.

(We currently provide this service specifically for Roof.Link & Acculynx CRM users.)

3) Sales Reps’ Calendars Are Synced With Booking System For Maximum Roof Inspections

By having your sales reps’ calendars synced, we aim to have your Sale Rep Calendar’s booked with (1) Inspection every (2) hours.

This effectively books each one of your Sales Reps at 86 Roof Inspections per month, totaling the potential of 1,032 Roof Inspections per year. 

4) Sales Reps Are Assigned By Admin Or Inside Sales Reps

To eliminate the issue of overbooking, your “Admin Staff” or “Inside Sales Rep” will be notified of the booking, and will be able to assign the best Sales Rep directly within your CRM!