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The Importance of Automations


Automation is a popular buzzword in the modern business world. But it’s more than just a trend—automation is a fundamental tool for businesses across multiple industries.

Research has found that 88% of small business owners use automation to compete with larger companies. With automation, you can improve efficiency, strengthen business performance, and reduce manual tasks.

In this blog post, we’ll cover the importance of automation for contractors.

What Is Automation?

Simply put, automation offloads manual tasks from humans to technology. In business management, automation is typically used to handle repetitive tasks such as:

  • Data entry
  • Task management
  • Inventory
  • Lead management

For example, once you’ve completed a roofing contract, it needs to be sent to the customer for a signature. Rather than manually sending the contract, you can create an automation to send it to the customer when it’s ready.

Why Is Automation Important?

Automation is essential for companies to maintain their competitive edge and avoid falling behind.

You can leave the menial tasks to technology and free up your time to work on more creative tasks. This shift can help boost productivity at your business. When your staff are no longer bogged down with mundane tasks, they can focus on more important work.

How Is Automation Useful?

Automation can streamline operations across various business functions. Here are a few areas where you can implement it in your company.

Task Management

Automating task assignments and follow-ups ensures nothing falls through the cracks.

Customer Relationship Management (CRM)

Automated updates and reminders help you build and maintain positive customer relationships.

Billing and Invoicing

Automating certain parts of your billing process can help reduce errors and speed up cash flow.

Marketing Campaigns 

Some parts of email campaigns and social media posts can easily be automated—like scheduling emails and social posts. With automation, you can communicate consistently with your audience.

Benefits of Automation

The benefits of automation are extensive and impactful. Let’s examine some of the benefits of automation.

Increased Efficiency

Automation speeds up entire processes and reduces the time it takes to complete tasks. By eliminating manual interventions, tasks that once took your employees’ hours can now be completed in minutes by technology.

For example, automated scheduling and reminders ensure your projects stay on track. With automation, your team can work more efficiently.


When processes are automated, you ensure consistent quality across all projects. Data entry mistakes are common when humans complete tasks. Technology helps decrease errors. Leveraging automation can eliminate overlooked steps and other small mistakes.

Cost Savings

Reducing manual labor and errors in your workflow can lead to significant cost savings over time. Mistakes cost money to fix. Automated systems can perform some tasks quicker and more accurately than humans.

With fewer errors and a workforce dedicated to higher-value work, automation can save your company money.


Automation helps your business take on more work than it could handle without it. When automation is used correctly, you don’t need extra resources to complete more work.

Instead, automation completes tasks for you and frees up your time to land more deals. You can easily adapt automation systems to meet your changing business needs. As your business grows or evolves, you can adjust automated processes to accommodate new requirements or goals.

This flexibility ensures that your operations remain efficient and effective. Your business doesn't have to fall behind as market conditions or strategies evolve.

What Automation Can Do for You 

Automation takes repetitive tasks off your plate and completes them for you—usually quicker and more efficiently than you’d be able to do yourself. Contractors can use software like SumoQuote to automate their workflow. You can automate processes to streamline the efficiency of your business.  

SumoQuote Automation Examples  

Here are some ways you can automate your workflow with SumoQuote. 

  • When a report is signed in SumoQuote, you can automatically send a message in Slack.
  • When a new lead is entered in SumoQuote, you can automatically create a customer in QuickBooks Online.
  • When a quote is signed in SumoQuote, you can automatically send an email to the customer.

While automation can’t complete a construction job for you, it can help you tighten up your business operations. By automating routine tasks, your team can focus on more complex and strategic initiatives.

Learn more about how SumoQuote helps contractors improve their business today! Book a SumoQuote demo to get started.

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