AccuLynx

What is AccuLynx?

AccuLynx is the ultimate roofing software solution for contractors looking to streamline their business operations. With a wide range of features including sales CRM, finance management, production tracking, and business collaboration tools, AccuLynx is truly an all-in-one platform. The platform offers a mobile app for on-the-go access, making it easy for users to stay connected and productive. Integrations with top suppliers like Beacon, ABC Supply, and SRS Distribution ensure that users have real-time access to product availability and pricing. The user-friendly interface and intuitive design of AccuLynx make it easy for anyone in the roofing industry to learn and utilize the software effectively.

AccuLynx is a game-changer in the roofing industry, helping companies save time, increase productivity, and ultimately grow their businesses. With features like SmartDocs, AccuPay, and the Mobile Crew App, AccuLynx provides users with the tools they need to streamline their processes and improve collaboration within their teams. The platform's customer portal and text messaging capabilities enhance communication with clients, while the ReportsPlus feature offers valuable insights and analytics to help businesses make informed decisions. AccuLynx's seamless integrations with popular tools like QuickBooks and EagleView further enhance its functionality and make it a must-have for roofing contractors.

AccuLynx is the leading roofing software on the market for a reason. With an average time savings of 9 hours per user per week and a 32% increase in total job profits after just one year of use, AccuLynx delivers measurable results that can transform a roofing business. The platform's focus on simplifying sales processes, improving productivity, and providing data-driven insights sets it apart from the competition. By connecting teams, unifying projects, and driving business growth, AccuLynx empowers roofing companies to operate more efficiently and effectively. For contractors looking to take their business to the next level, AccuLynx is the tool they need.

How to Use AccuLynx?

Step 1: Sign Up and Set Up Your Account

• Visit AccuLynx.com.
• Click on the 'See Demo' or 'Get Pricing' button to start the sign-up process.
• Fill in your details and submit the form to create your account.
• Once your account is created, log in using your credentials.

Step 2: Setup Sales/CRM

• Navigate to the 'Sales/CRM' section from the AccuLynx dashboard.
• Set up your sales pipeline by adding stages that represent your sales process.
• Add your contacts, either manually or by importing them from a spreadsheet.
• Create tasks and reminders to follow up with leads and move them through the pipeline.

Step 3: Handle Finance

• Go to the 'Finance' section within AccuLynx.
• Link your QuickBooks account for synchronized accounting data.
• Set up your pricing lists and payment options for easy invoicing.
• Generate and send invoices directly from AccuLynx.

Step 4: Manage Production

• Access the 'Production' tab in AccuLynx.
• Create and assign tasks to your team members.
• Track the progress of each job by updating the task status.
• Use the Mobile Crew App to update job status on the go.

Step 5: Enhance Business Management

• Click on 'Business Management' in AccuLynx.
• Upload and manage documents using Smart(er) Docs for easy access and sharing.
• Monitor key metrics and performance indicators through built-in reports.
• Use the Customer Portal to keep clients informed about their project status.

Step 6: Utilize Field App

• Download the AccuLynx Field App from the App Store or Google Play.
• Log in using your AccuLynx credentials.
• Access job details, documents, and schedules while on-site.
• Communicate with your team using the in-app messaging features.

Step 7: Use AppConnections

• Navigate to 'AppConnections' in AccuLynx.
• Choose the integrations you need, such as Beacon Building Products or SRS Distribution.
• Set up the integrations by following the on-screen prompts.
• Use these integrations to streamline ordering and inventory management.

Step 8: Generate Reports with ReportsPlus

• Go to 'ReportsPlus' in AccuLynx.
• Select the type of report you want to generate, such as sales performance or job cost.
• Customize the report parameters to fit your needs.
• Generate and export the report for further analysis.

Step 9: Optimize Communication with Texting

• Visit the 'Texting' section in AccuLynx.
• Set up your texting preferences and templates.
• Send texts directly to clients and team members for quick updates and reminders.
• Track and manage all communications from the same interface.

Step 10: Continuous Learning and Support

• Access the 'Resources' section in AccuLynx for blogs, FAQs, and webinars.
• Watch demo videos to learn how to use different features effectively.
• Utilize the AccuLynx support team for any questions or issues you encounter.
• Stay updated with the latest product updates and enhancements.

AccuLynx Features

Feature 1: Sales/CRM

The Sales/CRM feature in AccuLynx is designed to help roofing contractors stay on top of their sales pipeline and win more jobs. It simplifies the sales process and provides the necessary tools to generate more opportunities and close deals effectively.

Function Detail

• AccuLynx equips users with roofing CRM features that streamline the sales process.
• Users can manage leads, track interactions, and follow up with potential customers seamlessly.
• The feature allows for personalized communication with clients and the creation of detailed roofing sales presentations.
• Integration with QuickBooks enables users to sync accounting data for a comprehensive view of sales and financials.

Feature 2: Finance

The Finance feature in AccuLynx is designed to handle the financial side of a roofing business with ease. It provides tools for invoicing, billing, and tracking expenses to maintain financial health and transparency.

Function Detail

• AccuLynx Finance enables users to create and send invoices, track payments, and manage billing cycles.
• Users can input expenses, monitor cash flow, and generate financial reports for better financial management.
• Integration with QuickBooks facilitates seamless synchronization of financial data for comprehensive analysis and reporting.

Feature 3: Production

The Production feature in AccuLynx is designed to manage and streamline every aspect of the production process for roofing contractors. It helps users optimize project workflows, track job progress, and ensure efficient project completion.

Function Detail

• AccuLynx Production allows users to schedule jobs, assign tasks, and monitor project timelines.
• Users can track materials, labor, and project expenses to ensure projects stay within budget and schedule.
• The feature enables efficient communication among team members and subcontractors for seamless project coordination.

AccuLynx Frequently Asked Questions