What Can HubSpot Really Do for a Small Construction/Roofing Company Like Ours in Stafford, VA?

[EHomenick]

Hi everyone. I’m the owner of a small but growing roofing contractor in Stafford, VA  (we also handle general construction). We’ve been in business about 5 years, and I signed up for HubSpot to help us organize and grow. Right now, we’re paying quite a lot per month (Sales, Marketing, and Content Hub Pro), but I honestly feel lost on how to use it properly.

Our goals:

1. Track all our insurance claim jobs from start to finish (adjuster meetings, scope approvals, payments, etc.)

2. Monitor job profit/expenses (especially for roofing replacements and repairs in Stafford, VA)

3. Organize leads (retail + insurance-based)

4. Build automations to reduce manual work for my team

5. Eventually run email campaigns/ads to attract new homeowners and commercial clients

But truthfully… we’ve barely scratched the surface. HubSpot feels overwhelming, and we’re worried we’re wasting money on features we don’t understand.

If you’ve set up HubSpot for a roofing, construction, or insurance restoration business:

• What’s step one to get real value from this?

• Are there contractor-specific templates or playbooks?

• Do you know any HubSpot experts familiar with roofing contractors in Stafford, VA who could help?

• Is our plan even right for a business like ours?

We’d hugely appreciate any advice or resources. Thanks in advance!

[Jigar_Thakker · Accepted solution]

Hi @EHomenick, Welcome to the Community!

I can completely understand why you're feeling overwhelmed with the HubSpot features. As HubSpot has enterprise-level CRM competence, the initial stages of onboarding feel like getting lost in features and capabilities.

We often onboard construction clients and provide them with a personalized roadmap, so they have a quick idea of where to start.

Regarding your queries:

• Step one would be to set up initial pipeline stages (lifecycle for contacts and companies). Like you mentioned about the sales (deal) pipeline stages: adjuster meetings, scope approvals, and payments. These stages help you to bifurcate every record before importing the data. For your reference, here’s Lifecycle Stage Set-up for Contacts and Pipeline for other objects.
• You can monitor profit and expenses through line items in deals; these line items represent replacements, repairs, etc.
• There are many ways to divide your leads based on certain specifications. This can be done through a custom property (radio select); if a single lead can be both retail or insurance based on time/job, this can be achieved through association labeling with the sales pipeline. 
• Basic automation for construction companies: call booking with form fills, automated emails confirming date and time for the job, quotation sends, and invoice acceptance (these all move lead status, lifecycle stages, as well as pipeline movement).

Resources that might help:

Estimate templates for contractors by HubSpot

Lead generation and project handling with HubSpot

Specifics of HubSpot for construction companies

We can get on a quick call to understand your specific requirement. I’m sure our experience with construction contractors can help you get the best out of HubSpot. Book Here.

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

[KGrandy765]

HubSpot can definitely feel overwhelming at first, especially with all its tools and features. For a small roofing or construction business, the best first step is to focus on organizing your core processes: tracking insurance claim jobs, managing leads, and monitoring job costs. Start simple, set up pipelines for insurance and retail jobs, and use task automation to reduce manual work. You can gradually explore email campaigns and reporting once the basics are running smoothly. Additionally, connecting with experts who have experience with roofing contractors can save a lot of trial and error.

[Jigar_Thakker · Accepted solution]

Hi @EHomenick, Welcome to the Community!

I can completely understand why you're feeling overwhelmed with the HubSpot features. As HubSpot has enterprise-level CRM competence, the initial stages of onboarding feel like getting lost in features and capabilities.

We often onboard construction clients and provide them with a personalized roadmap, so they have a quick idea of where to start.

Regarding your queries:

• Step one would be to set up initial pipeline stages (lifecycle for contacts and companies). Like you mentioned about the sales (deal) pipeline stages: adjuster meetings, scope approvals, and payments. These stages help you to bifurcate every record before importing the data. For your reference, here’s Lifecycle Stage Set-up for Contacts and Pipeline for other objects.
• You can monitor profit and expenses through line items in deals; these line items represent replacements, repairs, etc.
• There are many ways to divide your leads based on certain specifications. This can be done through a custom property (radio select); if a single lead can be both retail or insurance based on time/job, this can be achieved through association labeling with the sales pipeline. 
• Basic automation for construction companies: call booking with form fills, automated emails confirming date and time for the job, quotation sends, and invoice acceptance (these all move lead status, lifecycle stages, as well as pipeline movement).

Resources that might help:

Estimate templates for contractors by HubSpot

Lead generation and project handling with HubSpot

Specifics of HubSpot for construction companies

We can get on a quick call to understand your specific requirement. I’m sure our experience with construction contractors can help you get the best out of HubSpot. Book Here.

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

[BérangèreL · Accepted solution]

Hi @EHomenick and welcome, we are delighted to have you here!

Great question, thanks for asking the HubSpot Community and thanks @Jigar_Thakker for your help!

I've picked some resources that might be helpful!

- Scale Your Construction Business with HubSpot Marketing Hub
- Transform Your Construction Business with HubSpot's CRM
- The solutions from @JessicaBaskey, @karstenkoehler, @MHerron and @Anton on this post "What Can HubSpot Really Do for a Small Construction Company Like Mine?"
- The solution from @Shadab_Khan on this post "Seeking Feedback: HubSpot Implementation for Construction Engineering"
- The solutions from @Gilempert, @Lucila-Andimol and @GTucker on this post "What is the best way to sort companies out? (Filters in construction business)"

Please let us know if you need additional information or if you have more specific questions, we'd love to help! ❤️

Have a wonderful weekend!

Bérangère, HubSpot Community Manager