As Cardinal Contractors has expanded, they’ve faced a growing need to efficiently manage their projects, track sales, and reduce administrative overhead.
Growing Pains
With a team of 32 sales professionals, Cardinal Contractors needed a solution that could keep pace with their growing operations and streamline their processes, and they turned to Pro Services for help.
Their manual processes were time-consuming, leading to high administrative costs and slowed growth. “I knew that the more of JobNimbus I used, it would actually decrease my administrative costs,” Alan Peele, owner of Cardinal Contractors, admitted. “We had administrators doing everything manually, and I knew that automating those tasks would save us time and money.”
While the company was using JobNimbus, it wasn’t fully integrated into their day-to-day operations. “We wanted to use more of it,” Alan said, “but it took time and the right person to help us push forward.” The real turning point came when they recognized the need for additional support to unlock JobNimbus’s full potential.
“Everyone’s using JobNimbus now. It’s the lifeblood of our business.”
-Alan
Peele, Owner
The Journey Begins
Cardinal Contractors decided to use Pro Services, a personalized JobNimbus account add-on experience. Pro Services offered the company a hands-on approach to fully optimizing their processes and training their teams. “We had [Pro Services] fly out to our location and set us up with everything we wanted to do,” shared Jeff Ferguson, Director of Operations.
Pro Services helped Cardinal Contractors streamline their processes, making sure they were utilizing all the advanced features of JobNimbus, including the SumoQuote estimating tool. This tool empowered their sales team to offer customers a “good, better, best” proposal system.
“SumoQuote has given us the ability to take insurance claims, match them to our services, and upsell things like bigger gutters and downspouts,” Jeff explained. This New Sales Experience allowed the team to provide a superior customer experience while increasing their revenue opportunities.
Hero Status Achieved
With the guidance of Pro Services, Cardinal Contractors saw immediate improvements across the board. “Everyone’s using JobNimbus now. It’s the lifeblood of our business,” Alan emphasized. From sales tracking to scheduling and communication, JobNimbus became essential to their operations.
“We
ordered 100 roofs last week.
Without a CRM dedicated to roofing, that would have been impossible.”
-Alan Peele, Owner
The improvements weren’t just about internal efficiency— Cardinal Contractors saw a tangible impact on their customer experience as well. “It’s really helped us retain customers,” Jeff noted. “Now, customers know exactly what’s going on and when things are going to happen.”
The company’s operational efficiency skyrocketed, with Alan highlighting their ability to handle more projects: “We ordered 100 roofs last week. Without a CRM dedicated to roofing, that would have been impossible.”
The Bottom Line
For Cardinal Contractors, the combination of JobNimbus and its Pro Services add-on was a game-changer. By fully integrating the platform into their workflow, they saved time, reduced administrative costs, and provided a better customer experience. As Alan put it, “If you’re doing roofing, you better be using JobNimbus.” Sign
Cardinal Contractors, led by owner Alan Peele, has been a key player in the roofing industry for over 13 years. Based in St. Louis, Missouri, the company is also licensed in five other states. Specializing in both residential and commercial roofing, they also manage insurance and retail work.