Converting Quotes to Contracts: Why Speed Matters for Contractors

No matter the industry, when it comes to sales, speed is of the essence.  While contractors may know this truth in theory, sometimes there’s a disconnect between theory and practice.  Nowhere is this disconnect more potentially dangerous than during that perilous phase between the moment the customer has approved a quote and when they’ve actually […]

Integrating Financing into Your Contractor Quotes, Contracts, and Invoices

Everyone could use more time and money—contractors especially.  By streamlining your sales process, moving your customers from quote to contract to invoice to payment more quickly and efficiently, you can increase your bottom line while simultaneously freeing up more time to build your business.  A great way to get started streamlining your sales process is […]

How Real-Time Quote Tracking Helps Contractors Stay on Top of Leads

Few things in life are worse than losing track of an important document. Anyone who has ever shown up at the airport only to realize they have left their passport home on their nightstand can attest to this. Yet, for construction professionals, there is an even worse feeling—that of realizing they have dropped the ball in […]

8 Strategies to Market Financing Options to Home Improvement Clients

Contractors and small business owners in the home improvement industry who offer their customers financing options consistently win more clients and close bigger deals than those who do not.  However, the draw only works when customers are fully aware of their financing options.  If you have struggled to effectively raise awareness and market financing options, […]

When to Offer Financing: A Decision Guide for Contractors

Most consumers will need to seek the support of a contractor at some point in their lives.  Whether they’re looking to upgrade their HVAC systems, repair or replace a roof, or even build a new extension, relationships with contractors are crucial.  But not every consumer has the budget required to initiate these projects on a […]

Choosing a Digital Contract Solution for Contractors: Boosting Legal Protection and Efficiency

Contract compliance for contractors, construction teams, and builders, isn’t easy to navigate. Relying on old-fashioned paper contracts and manual processes can expose your team to countless risks.  Not only could you end up with documents missing crucial signatures or packed with ambiguous terms, but you may find it harder to enforce agreements and collect payments. […]

How to Streamline Your Contract Process for Complex Projects

Effective contract management is crucial for contractors. Contracts bind, guide, and set the foundations for every transaction, agreement and partnership in the business world. In the contractor landscape, however, multi-phase projects can complicate contract management.  Construction projects generally involve a number of stakeholders, and tight deadlines. Without an effective contract management process, enhanced by the […]

How Client Management Systems for Contractors Help Prevent Project Delays

Delays and disruptions throughout project life cycles create significant issues for contractors. Even the smallest delay can lead to a range of issues.  When projects are delayed, contractors may even need to navigate penalties, or additional costs, which can harm profit margins, they can also find themselves waiting longer for payments, leading to issues with […]

How to Improve the Billing Process for Home Improvement Contractors

Optimizing billing for contractors can be more complicated than it seems. Contractors need to navigate a complex process that involves everything from bidding on projects, to managing purchase orders, dealing with change requests, and issuing invoices. Often, it’s easy for issues connected to billing accuracy and timely payouts to occur, leading to significant problems with […]

Selecting the Best Customer Financing Options for Your Home Improvement Business

In a competitive landscape like the home improvement sector, customer financing for contractors can be a game-changer for contractors and buyers alike. For contractors, giving customers the option to spread the costs of projects with payment plans and competitive rates can significantly increase sales.  You can boost your chances of winning contracts, differentiate yourself from […]