A system that organized their entire residential roofing division
Jaynes found that with AccuLynx, he could track and manage every aspect of KPost’s residential business from one system. This gave him clear visibility into where his projects stood so he could accurately predict their pipeline.
“As the general manager, I can track sales activities, including all of the leads in our pipeline, so we can anticipate how many roofs we are inspecting each week,” shared Jaynes. “With AccuLynx, I am able to oversee all my sales and production activity in one centralized location.”
“With the mobile Crew App, I can see when my subcontractors complete checklist items and add photos.” Jaynes continued, “And right from the AccuLynx job file, I can monitor all the communication like emails and text messages between teams and homeowners.”
Features for management
As the general manager, Jaynes relies on the 20+ customizable report types in AccuLynx to gain valuable insight into his business. “AccuLynx’s reporting helps us stay on top of our team’s performance, and by customizing our reports we can make sure all our lead sources are tracked and our collections are completed on time.”
With the help of AccuLynx, Jaynes spends less time pulling data. AccuLynx automatically sends the sales team a weekly lead and prospect report email to ensure that jobs are touched. Regularly, Jaynes also runs reports to ensure that jobs only begin following a deposit, track cash flow, review communication with insurance companies, and oversee job progress.
