Reporting & Analytics

Roofing Reporting & Business Insights Software

Make Smarter Decisions, Optimize Costs & Increase Profits

Track Job Performance, Sales Metrics & Financial Insights to Grow Your Business
✅ Track job costs, profitability & revenue trends

✅ Monitor sales performance & lead conversion rates

✅ Analyze team productivity & job efficiency metrics

✅ Generate automated reports for accounting, payroll & financial planning

Roofing CRM

Real-Time Roofing Job Cost & Profit Tracking

Ensure Every Roofing Project Stays Profitable
 Roofing contractors often underestimate project costs, leading to reduced profit margins. Rooferbase:

  • Tracks material, labor & overhead costs in real-time
  • Compares estimated vs. actual job costs
  • Identifies unprofitable projects & cost-saving opportunities
Sunbase Roofing CRM

Sales & Lead Conversion Analytics

Optimize Roofing Sales Strategy with Data-Driven Insights
Many roofing companies struggle to track lead sources, sales rep performance, and closing rates. Rooferbase:

  • Monitors lead-to-sale conversion rates & top-performing channels
  • Tracks sales rep performance & revenue contribution
  • Identifies the most profitable lead sources
Roofing CRM

Crew Performance & Productivity Reports

Monitor Employee Productivity & Workforce Efficiency
Tracking crew performance manually is inefficient and prone to errors. Rooferbase:

  • Tracks work hours, job completion rates & efficiency
  • Monitors individual crew member productivity
  • Provides automated performance reports
Roofing CRM Software

Financial Reporting & Cash Flow Management

Stay on Top of Your Roofing Business Finances
 Managing income, expenses, and accounts receivables manually slows down financial planning. Rooferbase:

  • Tracks revenue trends & job profitability reports
  • Generates automated invoices & payment reports
  • Syncs with accounting tools like QuickBooks & Xero
Sunbase Roofing CRM Software

Job Performance & Timeline Tracking

Ensure Roofing Projects Are Completed On Time
 Roofing contractors need to track job timelines, detect delays, and improve scheduling. Rooferbase:

  • Tracks job completion progress & milestones
  • Identifies potential project delays & bottlenecks
  • Provides insights for improving scheduling efficiency
Roofing CRM 1

Marketing & Advertising ROI Tracking

Maximize Roofing Marketing Investments
 Roofing businesses spend money on ads, canvassing, and digital campaigns, but tracking ROI manually is difficult. Rooferbase:

  • Monitors lead sources & cost-per-lead (CPL)
  • Tracks which marketing channels generate the most revenue
  • Provides ad performance insights to scale high-ROI campaigns
Sunbase Roofing CRM Software

Automated Custom Reports & Dashboards

Generate Roofing Business Reports with One Click
 Manually creating reports wastes time and increases human errors. Rooferbase:

  • Generates real-time reports on job costs, sales, and crew performance
  • Customizable dashboards for tracking key performance indicators
  • Exports reports for accounting, payroll, and client updates
Roofing CRM 1

Ready to Take Control of Your Roofing Business?

Make Data-Driven Decisions, Optimize Operations & Increase Profitability

SCHEDULE A CALL
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