Whether you’re meeting with a homeowner about a potential job, or at an existing job site, you can take AccuLynx with you wherever you go. The mobile roofing app has everything you need to do your job from the field – giving you the power to stay organized, close the deal, and ensure that work is being done right.
To help you be even more productive while using our roofing app, we’ve compiled some tips and tricks to help you.
Use the features built into your smartphone
When you’re in a rush, it can be hard to type up all of your notes in a roofing app. Instead, you can 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!
Pro Tip: 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!”
Swipe left to eliminate extra steps
The AccuLynx field app gives roofers the ability to view the jobs they have assigned to them within the pipeline. When you’re in the field, you can move that job through the milestones quickly – just swipe left on the pipeline stage in a job to open the menu.
Pro Tip: Don’t forget to mark your leads/prospects as “Dead” if they don’t work out. 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 cash.
Sync your calendar
Automatically get notified when you are assigned to a new lead or job by syncing your Google calendar with AccuLynx. You’ll receive notifications from the roofing app when you are assigned a new job, so your schedule is always up-to-date.
Sort your jobs by priority or last touched date
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 High Priority or Last Touched will let you see which ones may have slipped through the cracks, and prompt you to reach out and get back in front of them to close the deal!
You don’t need other photo apps
Roofers have lots of photo and video capabilities right in the AccuLynx mobile app. Teams in the field can take, annotate, share, and tag photos from the job site right from the AccuLynx roofing app. Those photos are automatically stored in the job file, so you don’t need to save and upload them to another system. Best of all, your teams in the office stay updated on your progress!
Use the Quick Tools to Communicate with Your Customers
From inside a job file, you can automatically call your customer, send them an email, or get directions to their location, just by tapping on the corresponding icons under their name. No copy and paste needed!
Access All Your Paperwork in the Roofing App
All of the documents you need to complete a job can be accessed in a job file. Orders, insurance paperwork, permits, measurement reports, certificates – you name it, you can store it in the roofing app. By keeping all of your most up-to-date paperwork in AccuLynx, you know you’re always working off the latest information, and nothing slips through the cracks.
Pro Tip: Roofers can use the Smart Docs feature to e-sign your contracts, change orders, and anything else that would normally require you to drive across town to complete! eSignatures are legally binding, and homeowners can sign right from your mobile device or email.
Use the @ME function to alert other team members
Notify users through the message board or @ME function 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. You can also keep an eye on the Activity Feed to see what’s going on back at the office, or with other jobs. 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 different roofing apps or messaging platforms.
Pro Tip: Use tasks! Have something that needs to be done 5 days from now? Create a task in AccuLynx through the roofing 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!