Requirements checklist
What to ask for when choosing software for gutter contractors.
A checklist built from how gutter contractors work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Property visits and measured runs
- Quotations by run and downpipe
- Installation jobs and crews
- Material and van stock
- Cleaning rounds and recurring visits
- Invoices, receipts and photographs
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For estimators
- For the office
- For crews
Reports to ask for
Ask to see each one with your own sample data.
- Quotations split into accepted, declined and still waiting
- Crew visits grouped by area and status
- Clean-outs falling due and reminders sent
- Stock issued to every job
- Billed against collected
- Customer balances with the longest-waiting bill on top
- Repair calls traced to install date
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Online payment gateway
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for installs, cleans or both?
- Can recurring cleans be scheduled for each property?
- Can crews attach before and after photographs?
- Does it plan driving routes?
- Will quotes use our own prices per run?
- Does it track material on the van?
- Can our existing customers and open jobs come across?
- Can it export invoices to our accounting software?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Measurements are noted on a clipboard
- Recurring cleans depend on memory
- Routes are planned by hand
- Photographs are not tied to the job
- Material is cut and used without a count
Prefer to talk it through? See the gutter contractors page.