You’ve worked with a prospect for weeks and finally have a signed quote! Woohoo! But now that you’ve sold the job, what’s next? While it’s a moment worth celebrating, the work is far from over, as you know.
Now comes ordering the materials, scheduling the job, and finishing the roof work! So, how do you stay organized throughout this entire process? That’s where roofing work orders come in.
In this blog post, we’ll delve into what roofing work orders are and when contractors should use them. Let’s get started.
What Are Roofing Work Orders?
A roofing work order is an outline that covers what’s required for a specific roofing project. It details the scope of work, materials needed, timelines, and any other relevant information. It covers responsibilities across teams and ensures everything is communicated effectively.
How many shingles do you need to order? What type? Is metal flashing needed? What kind of roof valley does the customer want? What materials are required? You should cover these topics in a roofing work order.
Roofing work orders help keep everything you’ll need for a roofing project organized and in one place. They’re essential for communication, coordination, and management within a roofing company.
Essentially, a roofing work order helps ensure that all parties internally know their assigned duties and the scope of the work.
Why You Should Use Work Orders
Knowing when to use roofing work orders can streamline your workflow and boost efficiency. Here’s why you should consider using them.
Stay Organized
A roofing project involves numerous details, from materials to labor requirements. It’s easy for a small detail to slip through the cracks. A work order consolidates this information into a single outline, making managing the project easier.
Create Accurate Material Orders
Roofing work orders ensure the correct materials get ordered in the right amounts. A work order lists all the necessary items you’ll need, which prevents a shortage or surplus of materials. Instead, you’ll have precisely what you need to finish the job.
When to Use Work Orders
A work order is a helpful bridge when transitioning from a signed quote to the job's execution. It provides clear instructions to the team responsible for fulfillment.
Work orders also ensure everyone is on the same page regarding project requirements. Once a quote is finalized and signed, you should create a work order to proceed to the next step in the process.
How to Create Roofing Work Orders
If you’re a SumoQuote user, creating roofing work orders is a seamless process. Once a quote is signed, you can make an order to go along with it. This step helps you keep the entire project organized.
SumoQuote’s robust integration with Beacon Pro+ makes your life even easier. Once your accounts are connected, you can place material orders to Beacon natively within SumoQuote.
That’s right—you can order materials for a project without leaving SumoQuote. This saves you valuable time and helps keep you on track.
What to Include in a Roofing Work Order
Key components of a roofing work order include the following items.
- Customer information: Name, address, and customer contact details.
- Project description: Overview of the project type and other details.
- Scope of work: Responsibilities required for the project and an in-depth look at the tasks needed.
- Material line items: List of needed materials, including quantities and prices.
- Labor details: The types and number of workers needed to complete the project.
- Equipment required: The tools and machinery needed to finish the job.
- Specifications or authorizations: Any specifications needed for the project or required authorizations needed to begin work.
- Schedule: Timelines for the start and completion of the job.
- Cost estimates: A breakdown of the material and labor costs and any additional charges necessary to complete the project.
Roofing Work Order Template
Work orders can be fairly standard. You can create your own or use a template. SumoQuote within JobNimbus has a roofing work order template available to make the process as streamlined as possible.
If you don’t use JobNimbus, you can find a few roofing work order templates for free online. Here’s a free roofing work order template for contractors from Invoice Makers.
Manage the Entire Sales Process Seamlessly with SumoQuote
Work orders ensure that all parties clearly understand the scope of work, costs, timelines, and materials. You can elevate your business by incorporating roofing work orders into your workflow. You’ll be able to deliver projects on time, stay within budget, and keep projects running smoothly.
SumoQuote can help you manage the entire job process, from sending out a quote to ordering materials. See how SumoQuote can help you improve workflows and stay organized by booking a demo today.
.svg)
