Mr. Roofing Grows Sales by 33% with Builder Prime
case study overview
The Company
Mr. Roofing, a family-owned company in the San Francisco Bay Area, has delivered top-notch residential roofing services for more than 30 years.
The Challenge
Mr. Roofing faced disorganized customer communication, inefficient manual outreach, and lackluster estimates. Additionally, a non-integrated CRM added complexity, hindering sales and project management for their business.
The Solution
With Builder Prime, Mr. Roofing’s operations transformed to include seamless CRM tools, professional estimate generation, and a CompanyCam integration. Their streamlined communication, polished estimates, and automated workflows boosted sales and collaboration.
The Payoff
As a result of implementing Builder Prime, Mr. Roofing boosted their efficiency and growth, leading to 33% more contracts sold, 29% sales growth, 6% higher contract value, and over 750 contracts sold in just five weeks.
The Company
Based in the San Francisco Bay Area, Mr. Roofing has been a trusted name in residential roofing for over three decades. The family-owned business built a strong reputation due to delivering high-quality work and leveraging customer reviews to fuel company growth. However, as the company expanded, so did its operational challenges. Chief Operating Officer Mark Schmidt recognized that Mr. Roofing needed modern tools to streamline processes and improve customer communication. That’s when Mr. Roofing turned to Builder Prime.
The Challenge
Mr. Roofing faced several challenges that made sustainable growth difficult. Relying on manual processes for outreach created disjointed customer communication, a major hurdle that limited customer satisfaction. Because the CRM platform they used lacked email and SMS functionality, their customer communication was difficult, if not a burden to their operations. Additionally, texting customers from the staff’s phones and tracking communication in separate systems created inefficiencies and led to missed follow-ups.
Furthermore, the team’s estimates lacked both professionalism and impact. Mark referred to their old estimates as an “underperforming silent salesperson,” as they failed to showcase the company’s value as a premium service provider. On top of that, their previous CRM could not be integrated with CompanyCam, which forced the team to use multiple platforms to manage their sales and production management. In fact, there were many integrations missing including RingCentral, email, calendars, and more, making it nearly impossible to run a seamless operation. These inefficiencies ultimately created roadblocks, especially within their high-value market in the Bay Area.
The Solution
To combat these challenges, Mr. Roofing leveraged Builder Prime as their all-in-one business management solution. Builder Prime’s features—including email and SMS communication, detailed estimate generation, and seamless integration with CompanyCam—offered a comprehensive solution that helped them overcome the challenges that once held them back.
Builder Prime streamlined Mr. Roofing’s customer communication with its email and SMS functionality, allowing the team to automate outreach and track engagement. Mark could see how often his appointments team and sales reps were communicating with customers, whether customers opened emails, and the full history of interactions—all in one place.
Builder Prime transformed Mr. Roofing’s estimates into polished, professional documents that were more than just basic, one-page estimates. These new estimates have marked-up photos from CompanyCam to specifically show areas in need of repair, detailed scopes of work, and even include financing options to deliver further value for customers through visualized payment plans.
The integration between Builder Prime and CompanyCam is a game-changer for Mr. Roofing. Photos taken on-site sync automatically between the two systems, making it easy for sales and production teams to collaborate. CompanyCam provides Mr. Roofing with professional visual documentation, while Builder Prime organizes all data and files in one place.
Unlike other CRMs, Builder Prime consolidates everything into one comprehensive platform. For Mark, this approach made sure that his team wouldn’t need to rely on multiple vendors or troubleshoot disconnected tools. Now, they had the tools they needed to stand out as a company.
The Payoff
Since adopting Builder Prime, Mr. Roofing achieved significant results, increasing their growth and allowing them to maintain a high level of customer satisfaction:
• 33% Increase in Contracts Sold: Builder Prime’s all-in-one business management solution led to Mr. Roofing winning more jobs.
• 29% Total Sales Growth: Higher-quality estimates and improved communication drove more revenue.
• 6% Increase in Average Contract Value: Polished estimates gave customers confidence in choosing Mr. Roofing over other competitors, even at a premium price.
• Improved Team Efficiency: Automated workflows saved Mr. Roofing’s team countless hours, allowing them to focus on winning jobs and delivering exceptional service.
• Substantial Year-Over-Year Growth: In a single five-week period, Mr. Roofing sold over 750 contracts.
Conclusion
For Mark, the decision to choose Builder Prime came down to its comprehensive functionality, integrations, and ease of use.
“We went through a rigorous software selection process,” he explains. “Builder Prime had the most A-to-Z functionality in-house. I also appreciated their strong integration with CompanyCam and their commitment to customer support.”
The simplicity and power of Builder Prime’s tools allowed Mr. Roofing to focus on what they do best–delivering exceptional roofing services to Bay Area homeowners.
For roofing companies and other home improvement businesses looking to scale while maintaining quality and professionalism, Builder Prime offers a proven solution. Watch our webinar to learn more about Mr. Roofing’s story.
