8 Tips & Tricks for Using the AccuLynx Field App

It’s pertinent that your roofing field apps work no matter where you are. Being a roofer in the digital age means rely 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 eight 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 Smart Documents

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

Learn More: Using Smart Docs 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 log in and get to work. Want to learn more? Set up a quick, custom demo today.

, , , , , , , , , , , ,

13 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

    Reply
    • 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

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

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

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

    Reply
  • 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

    Reply
  • Albert Benjohar
    June 18, 2020 7:03 pm

    Can you locate customer by their phone number ?

    Reply
    • 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/.

      Reply
  • 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?

    Reply
  • 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?

    Reply
    • 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/.

      Reply

Leave a Reply

Your email address will not be published. Required fields are marked *

Fill out this field
Fill out this field
Please enter a valid email address.

Previous Post
3 Ways a CRM Can Help You During Storm Season
Next Post
4 Reasons Why Should You Trust the Cloud with Your Business Data

Get roofing industry resources to your email

Menu