7 Tips & Tricks for Using the AccuLynx Field App

Estimated reading time: 4 minutes

It’s pertinent that your roofing field apps work no matter where you are. Being a roofer in the digital age means relying on cloud-base data, and having all your tools in the palm of your hand. With so many digital options available to roofers, it can be hard to figure out the best way to use these tools. No matter what type of roofer you are, the AccuLynx Field App can help you be faster, organized and more productive in the field. We’ve compiled seven tips and tricks to be the most productive with your apps, at the times when you need it most.

Field App Tip #1: Enter Job Comments With Your Microphone

Use the microphone button on your phone’s keyboard to rapidly enter comments to a job.  You can enter longer comments as fast as you can talk…just make sure to use punctuation! ProTip: most phones will recognize punctuation if you speak it.  For instance, “I love making comments in AccuLynx exclamation point” will display “I love making comments in AccuLynx!”

Field App Tip #2: Upload Job Documents in Real Time

Get a scanning app and upload your job documents from your phone or mobile device as soon as you get them! Don’t drop a load of paperwork on someone’s desk to scan into AccuLynx or wait until days later to do it yourself.

Resource: How the Best Roofing Apps Help You Manage Your Documents

With a scanning app like CamScanner, you can scan multiple pages as fast as you can take a photo, convert them to a PDF and upload them through the mobile app

Field App Tip #3: Keep Your Records Up-to-Date

Keep your records updated with adjuster names and contact info, claim numbers, job statuses and more.  “But AccuLynx,” we hear you saying, “Doesn’t that mean I have to do MORE work?  I’m already swamped!”  Nope!  Look, your company needs this information to operate smoothly regardless of whether you enter it into AccuLynx, or not. If you proactively update this information, you’ll be amazed at how many phone calls or emails you DON’T get from the office!

Field App Tip #4: Sort Your Leads

Use the Job List Pages in the app or website to sort your leads and prospects by “Last Touched”. Rather than trying to keep every lead or job in your memory, the list pages will put all of your contacts in front of you. Sorting by Last Touched will let you see which leads may have slipped through the cracks, and prompt you to reach out and get back in front of them to close the deal!

How Salespeople Can Benefit From Roofing Field Apps by AccuLynx

While we’re talking about the List Page, don’t forget to mark your leads/prospects as “Dead” if they don’t work out for one reason, or another. AccuLynx is designed to help you keep track of all the people in your area who have the potential to make you money. If that isn’t going to happen, just swipe left on their current milestone in the app, or click on the next step box on the website to mark them as dead. Don’t worry! You aren’t deleting their file! You are simply marking them as inactive so your screens, reports, and lists aren’t taken up with people who aren’t going to help you make that sweet, sweet moolah.

Field App Tip #5: Enable SmartDocs

Use the SmartDocs feature to sign your contracts, change orders, and anything else that would normally require you to drive across town to complete!

Learn More: Using SmartDocs to Increase Efficiency

Field App Tip #6: Use Notifications

Notify users through the message board instead of calling/texting/emailing them. When you make a comment on a Job, use the “Notify” option to alert other team members about it if action is needed. This is a great way to get the word out about a change on the job, an upset customer, or a special request. Putting all the information about your job in one place saves everyone time, instead of looking in 4 different places

Field App Tip #7: Use Tasks

Have something that needs to be done 5 days from now? Create a task in AccuLynx through the app, or on the website by going to the Job and scrolling to the bottom of the overview page. If you create a task for someone else, they’ll get notified. Tasks that are due to be completed appear in the MyDay portion at the top of the screen on the website, and in the Task section of the mobile app. Check it out and get organized!

AccuLynx is the roofing industry’s #1 software. Our roofing software is designed to help contractors see their business more clearly and communicate better — there’s nothing to download or install — just login and get to work. Want to learn more? Set up a quick, custom demo today.

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23 Comments. Leave new

  • Stacey Elders
    March 18, 2019 3:20 am

    Is there a way to run a report using customer zip codes. Im trying to list all the jobs across all salesman in one community/town

    • Matthew Morrisson
      March 19, 2019 5:38 pm

      Sure! To do this, run a sales report, click the Actions button in the upper right corner of the screen , and then select “edit columns”. Add the zip code field to the data shown in the report.

      Then, set your filter to only show entries in the zip codes you care about.

      I realize that this is a lot to go over by text, so if you need anything else, hit me up at mmorrison@acculynx.com, and I’ll get more in depth there.

      Have a great one!

      -Matt in Training

  • Is there a way we can create a receipt on acculynx?

  • Is there a way to customize estimates so that they round up to the nearest whole $5 without over riding the price?

  • Say no more, Fixing roofs problems are easy because of your blog. I really like the way you explain it. This helps a lot.

  • Need to change wrong email on app? Its using my old G drive email and I have tried every setting to use my NEW email when I send an email from App

  • Albert Benjohar
    June 18, 2020 7:03 pm

    Can you locate customer by their phone number ?

    • Hannah Henkel
      August 21, 2020 9:16 am

      Hi Albert – For questions like these, please reach out to our amazing support team! They offer live phone and email assistance. Plus, they can provide guided training for more in-depth questions. You can contact them here: https://acculynx.com/support/.

  • I uploaded 40 photos to acculynx and they are not appearing correctly. I don’t see an option to delete them? Can you advise? Do I need admin controls to delete?

  • I’m trying to login the app on my iPhone with my email and password but the application is making me use a username. Where can I find my username?

    • Hannah Henkel
      August 21, 2020 9:18 am

      Hi Miguel – For questions about your account, please reach out to our support team. They’re available live by phone and email. Plus, they can offer guided trainings for more in-depth questions. This is all included as part of your AccuLynx account! You can reach our support specialists here: https://acculynx.com/support/.

  • David Chandler
    March 7, 2021 9:58 am

    How to import acculynx calendar into outlook

  • The back button does not work well on my iPhone 11 when I’m in Acculynx. It does perfectly fine in all of my other apps, please advise.

    • Hi Tony – This sounds like it might be an issue with your device. Our support team will want to take a look at this case and may need screenshots or a description of what’s happening. You can reach them by email at support@acculynx.com or by phone at 608-473-3800.

  • How can I take a large list of people to tag in comments, and sort those tagged names by groups and each group in alphabetical order, and then each member in alphabetical order? Here is an example:

    I want to take THIS:

    Stevie Nicks
    Mick Fleetwood
    Lindsey Buckingham
    John McVie
    Christine McVie
    Madonna Ciccione
    Dave Stewart
    Annie Lennox

    And turn it into THIS:

    Field Reps
    __ Lindsey Buckingham
    __ Stevie Nicks
    __Madonna Ciccione
    __ Mick Fleetwood
    Office Support Staff
    __ Annie Lennox
    __ Christine McVie
    __ Dave Stewart
    __ John McVie

    Thank you so much!

    • Hannah Henkel
      August 15, 2022 9:47 am

      Hi Matthew – I’m not quite sure I understand what you’re trying to accomplish. I’d recommend that you reach out to our support team so that you can walk them through exactly what you’re looking for and can show them an example in your account. You can get more details on how to contact them here: https://acculynx.com/support/

  • With the old field app I was able to receive push notifications to stay on top of @me notifications. I am not getting those notifications with the new app. Is there a way, inside the app, to enable push notifications?

    • Hannah Henkel
      October 3, 2022 12:43 pm

      Hi Ryan – @me notifications will appear when you open the app, but we don’t currently have a way to receive push notifications to tell you to go look in the app. We are actively working on this release and hope to have more info about this update as we get closer to a go live date.

  • How do I send out multiple estimates in the same email? 3+?

    • Hannah Henkel
      January 23, 2023 1:32 pm

      Hi Camden – Are you referring to sending out a roofing, siding, and gutters estimate to the same homeowner or something like a good, better, best estimate? Either way, our support team can walk you through how to send packets in AccuLynx. You can contact them here: https://acculynx.com/support/


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