“With other software providers, I’ve been left out to the wolves. Our previous onboarding experiences had mostly consisted of putting in a support ticket and getting an answer after 24 hours — that doesn’t happen with AccuLynx.”
How Complete Exteriors used AccuLynx to gain real-time visibility into roofing jobs
Before Joe Boyd, owner of Complete Exteriors Roofing and Gutters, turned to AccuLynx, his company was using a combination of spreadsheets and four different software products to manage different aspects of the business. This included a CRM/project management system, a photo app, QuickBooks, and an app for estimates and contracts.
While each software application served its purpose, the company struggled with getting the different systems to work together. According to Boyd, “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, the inefficiencies of their processes and lack of customer support from his software providers became increasingly frustrating to Boyd. With multiple software programs that did not work well together, the company lacked the tools and visibility they needed to grow. “When we would set our growth goals each year, I saw a lot of limitations with how we were doing things,” Boyd said.