Digital Transformation in Roofing Excellence

Case Study: Roofing Company, Bathgate
Solution: Big Change Mobile Workforce Implementation
Timeline: Jan 2023
The Challenge: Before 2023, this company faced the growing pains common to successful trades businesses: fragmented communication and manual processes. With a growing team of roofers across the field, the reliance on paper-based systems or disconnected apps led to:
– Scheduling Bottlenecks: Difficulty in optimizing routes and technician specialized skills.
– Estimating Delays: Slow turnaround between site visits and professional quote delivery.
– Data Silos: Lack of real-time visibility between the field teams and the back office.

The Solution: “Big Change Mobile Workforce solution”
RPFM led a comprehensive digital overhaul, implementing Big Change as the central nervous system for their mobile workforce.
The rollout was designed to digitize the entire lifecycle of a roofing job.
1. Integrated CRM & Lead Management
We moved all customer interactions into a unified CRM. This ensured that from the moment a homeowner called about a leak, every note, photo, and historical repair record was accessible to both the office and the onsite roofer.
2. Dynamic Scheduling
The implementation introduced an intelligent scheduling board. RPFM configured the system to allow dispatchers to:
– Assign jobs based on proximity and specific roofing expertise.
– Provide live eta’s to customers when engineers are enroute.
– Provide real-time updates to the mobile workforce, reducing “dead time” between sites.
3. On-Site Estimating & Repair Documentation
Using the Big Change mobile interface, the team could now:
– Generate professional estimates instantly while still on the roof.
– Request Subcontractor quotes onsite