Elite Roofing Supply's Success with Handle

Overview

Elite Roofing Supply is a prominent roofing materials distributor headquartered in Glendale, AZ. This case study explores why Elite Roofing Supply loves using Handle, a lien management, waiver, and online payments tool, detailing its impact on their credit operations and customer service.

Background

Elite Roofing Supply serves roofing contractors with a wide array of roofing materials, emphasizing top-tier service and product quality. To enhance efficiency and streamline operations within their credit and finance departments, Elite Roofing Supply integrated Handle into their daily credit and finance workflows.

Why Elite Roofing Supply Loves Handle

• Enhanced Efficiency:
  • Streamlined Operations: Handle automates various lien management and payment tasks, reducing manual effort and freeing up time for more critical activities.
    
  • Task Management: The platform helps Elite Roofing Supply organize and prioritize tasks effectively, ensuring timely completion of projects.
    
• Improved Customer Service:
  • Faster Response Times & Quicker Payments: With Handle, Elite Roofing Supply can quickly address customer inquiries and requests, enhancing overall customer satisfaction. Their customers also pay quicker using the Handle payment and waiver portal reducing overall Days Sales Outstanding.
• Better Communication:
  • Team Collaboration: Handle facilitates seamless communication among credit and finance team members, improving coordination and collaboration.
  • Real-Time Updates: The platform provides real-time updates on deadlines and project invoice status, ensuring everyone is on the same page.
• Data-Driven Decisions:
  • Analytics and Reporting: Handle offers robust project and invoice analytics and reporting features, enabling Elite Roofing Supply to make informed decisions based on accurate data.
  • Performance Monitoring: The tool helps track performance metrics, identifying areas for improvement and driving continuous growth.

Implementation and Usage

• Onboarding Process:
  • Training and Support: Handle provides comprehensive training and support during the onboarding process, ensuring a smooth transition for Elite Roofing Supply employees.
  • User-Friendly Interface: The Handle platform’s intuitive design makes it easy for users to navigate and utilize its features effectively.
• Daily Operations:
  • Lien, Waiver & Payment Management: Elite Roofing Supply uses Handle to manage everything from notices to liens to waivers to online payments, ensuring a streamlined process.
• Customer Interaction:
  • Customer Satisfaction: Handle’s platform creates a much quicker and easier waiver and payment process for Elite Roofing Supply’s customers, allowing Elite Roofing Supply to increase overall customer satisfaction for their contractors (with a drastic decrease in support inquiries regarding payments and waivers as well).
  • Customer Communication: The platform centralizes customer communication, ensuring all interactions are logged and accessible.

Automatic Deadline Tracking & Owner Verification.

Ensures you have the exact owner information that is required for each project document - in seconds. As well as automatic deadline tracking for every project payment.

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Results and Impact

• Operational Efficiency: Elite Roofing Supply has significantly reduced administrative workload, allowing the team to focus on strategic initiatives and customer engagement.
• Customer Satisfaction: Faster payment times and easy waiver exchanges for their contractors have led to higher customer satisfaction and loyalty.
• Growth and Scalability: With streamlined operations and data-driven decision-making, Elite Roofing Supply is well-positioned for continued growth and scalability.

Enhanced team visibility.

See a detailed audit history of all users. Actions, tasks, and revisions are automatically tracked: who edited, what they edited, when they edited it.

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