Production for Roofers in SSA

Today we're going to talk about production, what all SSA can do to help.

Make that a whole lot better organized, organized in the the job that you're working. Make it easy to send the order to your distributor. It's going to keep up with everything. So let me, let me just walk you through some of the some of the cool things. So first in production, you're going to have a job, obviously, and then we're going to start with this.

So you can do a bid inside of SSA, send it to the client. They can e-sign that. Uh, you can put whatever terms of use and an agreement that you want on there. So it kind of mirrors your contract a little bit. Cause I know some people strictly use the bid form. They do a bid all the time and they get the client to sign that and they're not really even using a contract.

So you can either back that up with the contract after they sign the bid, because it's kind of like, uh, the, the price and then you're going to be signing the contract and that's, that's all good. But outside of the bed, Then we got to do a work order. So at that point, you can do your work order and SSA, and you can care if, if you do that, use the products, worksheet that isn't there for vacant ProPlus, or either SRS.

Then that's going to carry over from the bid to the work order. To the horror. So now we're from the bed, we've got our bid, we got signed, we've got our work order from our salesman or project manager. And now we're going to slide that over to the order for whoever is in the production workflow to get that done.

And again, you can use the product worksheet that is in there for SRS and bacon. And not necessarily, even if you're not used, if you're not even going to send it to them, you still work. Use the worksheets for all the products that they've got. Or you can just use the plain or form if you know what you got.

So say you've got certain Tate and you're going to order landmark, and then you're going to order a shatter raise. And then you're going to order the starters from certainty. You can just type that in. And then of course, from there on out, the browser is going to remember the things that you're using and you just put your, the number of products that you put in there.

So let me just make one thing, uh, just say this. So if you're in, if you're already in SSA and you're, uh, Listening to this as, as a, maybe some kind of training or whatever, uh, got to make sure that you put how many, if you're just using a product worksheet from Beacon, you need to make sure that you put how many bundles in there, like 99 or whatever, because we don't put a value in that.

Then it's not going to save it for you. So now we've got our order and if you use a vacant pro plus the cool thing about that is it's going to go straight to their server. You're not emailing it. To anybody anymore, SRS will still go on by email to whatever the distributor is. And SSA is going to reach out electronically.

And it's going to find the branch that's closest to you. You can switch that branch if you want to. And the thing is the products are going to update every Sunday morning. So you're only going to get the current products that they have. So if you need something that's not in there, you're going to have to add that manually and then you can send it over and then they'll, of course, call you and they'll, you can make your adjustments for, if you don't, if it says you won't landmark and they don't have it, so you can do your switch in there.

So we've got our bed, we've got our work order. We've got our order. We can have whatever trays. So say you've got a scope. And, and you've, you've got one house, but you've had a little storm. So you've got a roof, you've got a little siding. You've got, you need to come out. The condenser fans, you have some windscreens and you've even got some things out in the yard that is going to have to get worked on whatever, you know, mailboxes, fencing, whatever that is just a repair.

So you might have five different trades on that house. So you can set up all your different trades and they run independently of each other. And it's tied back to just one accounting on that main job. So that'll help you keep all of those things organized. And then let's get to our material drops in our material returns.

And this is, this is one place I'm not sure that. Everybody really puts a lot of thought into there's a whole lot of money left in return. So you need to ask yourself, what is your process for checking the material? And because an SSA, you can do that with your iPhone or your Joel, a device, and you can take the pictures and it's going to put that into SSA, and the material drops.

Then the same thing with the material returns when you make your order. And when that job is complete and you go in to do your material returns, the order is going to actually copy over to the material returns. And then all you have to do is put how much of something is left. So that whole order is going to be there.

If you got three bundles left, one bundle of. Help. And you've got, say a few, a handful of sticks of drip left and L down to some pipe jacks or whatever. Then all you have to do is put those numbers in and it's going to automatically send that to the distributor to pick up or whoever you sent the order to.

So that way you can also take pictures of it. And it's going to list those products that were left there. So you have proof that you can give to ABC, SRS, or Beacon, whoever you sent the order to that. Hey, I had, this was left on one pallet out there and I need credit for it. Then on the flip side of that, You can jump back into the calendar in SSA and at the end of the calendar, it's going to have a no CR, and that means that you have not put your credit into accounting yet.

So as you're getting your month overview there, or week overview, whatever you're looking at, that'll quickly tell you how many jobs that you've got out, that you have not had your credit given to you yet. So if you put your credit in SSA, into accounting, into the credit section, Then just going to put it, it's going to remove that.

So, you know, you've got your money back on your material, and on the job drop, it'll put a yes and a no. So you can have yes. The material has been dropped. No, that it has, um, it's not on the ground or yes, it's been ordered and no, uh, yes, it's been dropped and then you've got you to see that there is no, no CR so, you know, you've got your credit back.

So now we know that in this process, We're managing our money because at the end of the year, and you've got to remember, you can have anywhere from $15 worth of products left on the ground to hundreds of dollars. So depending on what your volume is, how many jobs you're doing a week in a month and a year that could add up to tens of thousands of dollars.

So, you know, in the past we always had the distributor pick those up and we negotiated it down to where there was no fee there. Uh, it just depends on how you're handling that with your distributor, but you need to manage those returns. There is a lot of money there and that's all always such, an overlooked thing that we're not managing that well.

And so if we're making money on the front end, we don't want to see any of it going out the back end. So. That was one of the things that I wanted to talk about today in the production and the production value and how SSA can help make that smooth for you and manage the money and manage the returns, which is a lot of money.

So give us a call. We'd love to do a demo with you and show you some of the other features and functions of SSA.