As the owner of Three Amigos Roofing, Inc. I use BuilderTrend to streamline processes and maximize revenue. The first part of my process is creating an estimate and submitting it to my customers. I save time by automating the following processes: creating estimates, using digital signatures, and collecting down payments electronically once the homeowner has approved the contract. When building an estimate, the first step is using proper cost codes and line item descriptions. This sets me up for a successful transition when the job is won. Next, I will mark the lead opportunity as sold. All of my files, pictures, communication, and estimate will then push over to the job site dashboard. This allows me to keep my leads organized and my ongoing and previous jobs separate. Once the lead becomes a job, I then import a job site template. This job site is customized for the project. In this example, the project is a roof replacement. Once the job site template is selected, my entire job is built out with the proper documents and photos in the right place and the proper subcontractors and vendors assigned to their role in the build. I use the approved estimate to create my material work order that will be sent over to my supplier. I then go back to the approved estimate and create my roofers work order that will be sent over to my subcontractor to sign off on prior to the job starting. All of these documents and tasks are linked to my calendar so everyone knows their role, date, and time each phase will start and end. In the event there is a shift in the schedule, I will update the calendar and all other phases will be updated simultaneously. We’ve tried many different CRM and Project Management tools. We still do every day. We found it was always the processes and workflows that we put together outside of that tool and then implemented in that tool that helped us grow. Processes and workflows are the things that help you move a project from point A to point B. The tool is there to support and execute that process. We fit our business into the tool (BuilderTrend). We found BuilderTrend to be the best software to manage our roofing business. In fact, in our first year in business, we generated $250k in revenue by using a simple process that we repeated over and over the same way every day.