Case Study: Sutter Roofing achieves real-time access to accurate data with Smartsheet

Sutter Roofing builds a business success with real-time access to accurate data

Sutter Roofing, a nearly 120‑year‑old commercial roofing leader in the Southeast, needed reliable, real‑time data to grow without overselling crews or mispricing jobs. Relying on scattered spreadsheets led to conflicting versions, inaccurate estimates of labor and materials, and limited visibility into project progress, training and certifications, and sales/admin workflows.

By adopting Smartsheet, Sutter centralized historical job data, mobile field forms, scheduling, automated approvals, dashboards and integrations with existing accounting/CRM systems. The result: earlier detection of project issues, faster sales reporting (from 4–5 hours to about 45 minutes), better crew assembly and training visibility, customer portals, and more than $200,000 saved through improved materials tracking—plus company‑wide adoption and easier day‑to‑day operations.

Sutter Roofing

John Kenney

Chief Operating Officer