How Complete Exteriors gained real-time visibility with AccuLynx

Growing frustrations with repeated data entry

Boyd explained this period of time as increasingly frustrating. “There was a lot of repeated data entry that cost my team time and created many headaches. Our systems could never sync right, so we would have to input data from spreadsheets into QuickBooks, for example, and then upload it to our CRM.” He continued, “We always encountered issues and ended up losing a lot of data.”

As time went on, it became obvious to Boyd that he would need to make a change. With multiple software programs that did not work well together, the company lacked the tools and visibility they needed to grow. Boyd had heard positive things about AccuLynx from a number of friends in the industry, so he decided to take a look. Following a demonstration, Boyd realized AccuLynx could eliminate many of the issues they were having with their current systems.

Centralized roofing job files and real-time job status updates

As an owner, Boyd likes to see their production schedule planned out a week or two in advance. Before using AccuLynx, job schedules were mostly tracked on white boards. Now, all job information is stored in AccuLynx’s digital job file with access to all associated documents, communications, and financials in one place. This has made it easier for the company to keep track of everything that is happening with a job.

Effective communication between the office and crews

Access to AccuLynx has also improved the way he and his managers collaborate with crews working at the job site. Each of the company’s crew members have an iPad at the job site and through AccuLynx crews can access important job information and communicate directly with managers through messaging and photos sharing features.

“If something comes up at the job site, my crews can tag the relevant person and get feedback quickly,” Boyd said. “Plus, we can always go back to the job file and reference the information. With AccuLynx, important information never gets lost.” In addition, field supervisors use AccuLynx to create job-specific checklists, which are updated in real time, to ensure all aspects of the job are completed. According to Boyd, “These features have saved us a lot of time and customer callbacks.”

Enhanced insight into job performance

AccuLynx has given Complete Exteriors an easy way to access sales data, which has in turn helped them increase sales. Now, Boyd can easily look into each salesperson’s job profit and their close ratio to help make better decisions on who specific leads should go to. “If we get a lead on a big project, instead of just handing it off to any sales person, we can see who has the highest close ratio and profit margin,” Boyd said.

Easier, more cost-efficient processes with AccuLynx

Today, AccuLynx is Complete Exteriors’ primary business management tool powering their entire roofing business. According to Boyd, it has not only helped the company save time, but it has also allowed them to eliminate many of the other software programs they were using. He concluded, “With AccuLynx, we are spending less money on technology per employee than before.”