How AccuLynx helped KPost Roofing expand operations

Identifying the right technology to support the residential roofing division

As KPost Roofing’s general manager, Jaynes was tasked with overseeing all aspects of its new residential roofing division. Knowing how critical technology would be to the residential division’s success, Jaynes’ first major initiative was to identify a business management platform that would support their processes and facilitate efficient collaboration across departments.

After evaluating four different types of CRM software, Jaynes decided to implement AccuLynx for their residential roofing division. “I like the way AccuLynx is set up,” said Jaynes. With clear project milestones and a host of time-saving features, he determined that AccuLynx would not only be favored by his staff, but also provide him with sales and production management tools he needed to run the business.

Features for sales, production, crews, and management

Tracking sales activities would be critical for managers, so Jaynes was especially pleased with how AccuLynx simplified this process. “I can easily track sales activities, including all of the leads in our pipeline, so we can anticipate how many roofs we are inspecting each week,” he shared. Post-sale, AccuLynx offered staff easier ways to schedule and manage roofing jobs, while providing enhanced visibility into work on the actual job site.

Jaynes noted AccuLynx’s production calendar as one of the features that stood out during the evaluation process since it provides access to important information like scheduled crews, appointments, and material deliveries in a single view. Additionally, AccuLynx’s mobile Crew App offered production managers a faster way to exchange information with subcontractors.