Ridgeline Roofing & Restoration’s 3X Growth with AccuLynx

Accurate reporting and multi-location management with AccuLynx

That’s when Ridgeline set out to find a solution that could meet both the data requirements of their new investors and the operational needs of a fast-growing business. After evaluating several options, AccuLynx stood out as the best CRM for private equity-backed roofing companies—offering the robust reporting capabilities Bertram Capital required and the multi-location functionality Ridgeline needed to scale.

From day one, AccuLynx made an impact by simplifying reporting, improving data accuracy, and enabling Ridgeline to standardize processes across offices while preserving each location’s independence. These capabilities were especially important as Ridgeline prepared to pursue roofing company acquisitions and needed a system that could onboard new businesses quickly and efficiently.

From blind spots to business intelligence

Today, the Ridgeline team uses AccuLynx to drill into specific data points for each location and for the overall business. “With AccuLynx, it’s very easy to see what’s going on with each individual location, as well as all the locations as a whole. Everyone has access to the data they need, without seeing the data that isn’t relevant to their role,” Chris said.

The AccuLynx reporting tools also help Ridgeline hold team members accountable when it comes to lead follow-up. By looking at reports like “Age of Job Estimates” and “Estimates by Sales Rep,” leaders can identify potential areas of underperformance, take steps to keep jobs moving forward, and eliminate bottlenecks in the sales pipeline. “You’re not just tracking status—you’re tracking behavior. That’s what I love,” Chris explained.

Creating standard processes through integrations and automation

Ridgeline was also able to use AccuLynx to build consistent, repeatable processes across every location. They were able to automate tasks, streamline communication, and reduce manual work—freeing up time to focus on leadership rather than oversight. “We’ve really trimmed down our workflow,” said Chris. “We’re not managing 75 steps—we’re focusing on what matters.”

Key features in AccuLynx helped make that possible:

• AppConnections, which syncs data between AccuLynx and third-party tools, eliminated the need for double data entry and ensured consistent, accurate information across all of their locations.
• The AccuLynx and QXO integration, which provides real-time pricing and product availability directly within AccuLynx, gave Ridgeline greater accuracy and confidence when placing material orders. “The integration has probably saved us tens of thousands of dollars at this point just from reducing mistakes,” Chris stated.

3X growth, 13 locations, and still expanding

With backing from Bertram Capital, Ridgeline launched RoofLab as the parent company for its growing portfolio of roofing company acquisitions. Now, as new businesses join the RoofLab brand, each one is onboarded into AccuLynx, ensuring standardized workflows and access to the same tools for success.

This unified setup gives Ridgeline clear visibility into performance across its portfolio, simplifies reporting to investors, and enables strategic decisions based on real-time data. As RoofLab continues to grow through acquisition, AccuLynx provides the infrastructure to scale efficiently—every step of the way.