Ditch the paper, go digital

By Dani Sheehan.

See how Leap transforms your workflow efficiency with seamless digital material ordering.

Too often, contractors still find themselves battling outdated price sheets, inventory errors and time-consuming manual ordering processes. A single miscalculation on materials can derail a project, leading to delays, increased costs and frustrated homeowners. Fortunately, Leap provides a seamless, integrated solution that transforms your material ordering into a streamlined, hassle-free process.

A smarter way to order

Leap CRM eliminates the inefficiencies of traditional methods for ordering materials. By integrating directly with leading suppliers like Beacon Building Products, SRS Roof Hub and ABC Supply, Leap provides live pricing, real-time inventory updates and an automated ordering process – all in one digital platform. Here’s how it works:

1 – Streamlined ordering process

• Order materials directly from integrated suppliers without needing to call the branch.
• Transform a project estimate into an order form within Leap CRM and submit it in seconds.
• Say goodbye to manual re-entry and paper order forms – every order is processed digitally with real-time product availability.

2 – Real-time pricing and inventory updates

• No more outdated price sheets – access live pricing from suppliers and ensure accurate cost projections.
• Check branch availability instantly, avoiding the frustration of ordering discontinued or out-of-stock materials.

3 – Accurate estimates and material planning

• Use measurement tools like EagleView alongside Leap CRM’s macros to generate precise estimates.
• Apply margins and overhead directly within the estimate tool worksheetsto maintain profitability.
• Convert estimates into professional digital proposals that homeowners can review and approve on the spot.

4 – Enhanced project management

• Track every job stage within Leap CRM, from lead generation to project completion.
• Schedule material pickups or deliveries in coordination with job timelines.
• Assign employees and subcontractors, attach work orders and share job details digitally.
• Offer homeowners a custom webpage where they can access project updates, contracts, photos and payment options.

5 – Seamless payment collection

• With Leap Pay, contractors can accept credit, debit or ACH payments., with funds deposited at the end of the day.
• Homeowners can pay in full or set up partial payments directly through the Leap platform.

6 – Post-project financial insights

• Gain a clear financial summary of each job, including profit/loss analysis.
• Improve spending habits and identify areas for increased profitability with data-driven insights.

Why contractors are making the Leap

Leap CRM eliminates the headaches of traditional material ordering, bringing efficiency, accuracy and convenience to every project. With supplier integration, automated ordering and seamless project management, you can focus less on logistics and more on growing your business.

Start using Leap CRM today and experience the future of roofing efficiency.