GiddyUp

GiddyUp is a cloud-based CRM and workflow management platform built specifically for the construction industry and primarily used by roofing professionals and specialty contractors. It combines project management, crew scheduling, material ordering, and client communication – all on a single platform. The software also provides lead management, automated task management, production dashboards, and mobile functionality. It helps organizations with sales pipeline management, and job coordination. 

Managing Roofing Leads From Canvassing And Other Sources 

Roofing companies often generate leads by means of canvassing through the mobile app, trade shows, websites, or events, and end up tracking prospects across multiple spreadsheets and communication channels. With GiddyUp’s Lead Management capabilities, teams can capture and track leads through the sales process instead of treating each lead as a different workflow. This allows sales teams to manage follow-ups, appointments, estimates, and proposals within the same procedure. This is especially useful for contractors handling a high volume of residential roofing leads from separate acquisition channels. 

Building Estimates With Current Material Pricing 

Verifying supplier pricing before finalizing a quote is often difficult for sales teams – the process creates opportunities for manual data re-entry and outdated costs. GiddyUp tackles this with its QXO integration. It provides live QXO supplier pricing as estimates are being built. This allows contractors to use current material pricing when calculating bids. Upon approval of an estimation, the team can send the material order directly to QXO from GiddyUp rather than retyping the order or communicating it separately. This creates a standardized procedure for estimating through material ordering instead of requiring the contractor to switch systems for each step. 

Keeping Job Documentation Together During Installation 

Construction and roofing projects can involve inspection information provided through photos, forms, proposals, and other documents. When sales and installation teams can't access them throughout the job, companies can face delays, miscommunication, and costly mistakes. GiddyUp’s solution to this is allowing teams to attach and compile job-related files and photos into one place and generate and complete the forms required for the workflow. This enables installation staff and office personnel to work from the same job record instead of reconstructing project information from different files. 

Giving Homeowners Direct Access To Project Information 

When dealing with multiple active roofing projects, contractors might spend significant time answering homeowner queries about job status, documents, photos, and how to contact the project team. Through GiddyUp’s Customer Connect module, homeowners get a portal through which they can view project status, job-progress photos, and documents. They can also reach the project team by phone or email. This functionality lets customers follow project progress without the office manually sending each update. It also enables teams to collect customer feedback during the project and request referrals through the portal. 

Coordinating Installation, Repair, And Warranty Work 

Managing new installation and post-installation services can make it difficult for contractors to keep scheduled work and service requests within the same operational workflow. GiddyUp supports appointment and schedule management alongside installation jobs, repair/service work, and warranty calls. This lets contractors to track various job types within the same interface. Through the scheduling capability, teams can coordinate appointments while maintaining the associated work as part of the job record. 

Is GiddyUp Right For You? 

For specialty trade businesses and roofing contractors, GiddyUp may be the right choice to manage leads, projects, scheduling, documentation, and customer communication in one platform. With mobile access, a canvassing app, digital forms, and job documentation capabilities, teams can coordinate field and office work effectively.  

It can particularly suit organizations that handle multiple roofing projects and workflows, including new installations, repairs, and warranty work. Through functionalities like scheduling, centralized job records, Customer Connect, and material ordering integrations, teams can remain connected on sales, production, and customer-facing activities.  

While the software may not be the best fit for smaller businesses with simple operational needs, its configurable workflows allow a broad range of operational functionalities for teams that require more than just basic CRM or project management functionality.  

Still unsure about GiddyUp? Reach out to our customer support team at (661) 384-7070 so that we can help you make the right choice.