AccuLynx helped eliminate blindspots. Now we move a lot faster because everyone knows what to do and when to do it.
| Estimator |Options Exteriors
Case study
How AccuLynx helped Options Exteriors save time and increase employee accountability
Options Exteriors provides roofing and exterior restoration services to homeowners throughout the Midwest. While the company experienced positive growth over the years, that growth introduced new challenges. AccuLynx’s roofing software helped ease the company’s challenges, resulting in over 200% profit growth in just three years.
COMPANY
Options Exteriors
ESTABLISHED
2004
LOCATION
Eden Prairie, MN
CUSTOMER SINCE
2017
Spreadsheets create challenges as company scales
For many years, Options Exteriors relied on spreadsheets to track and manage various aspects of the business. From monitoring permit statuses, to reporting on job profits, to calculating commissions, business data was compiled and tracked manually by different people across the organization. But with so many spreadsheets floating around, it became harder to find the right information.
As the company’s Estimator, Travis Crego, put it, “Using spreadsheets was affecting our ability to move jobs forward.” According to Crego, problems would surface when spreadsheets weren’t updated with new information or when someone mistakenly referenced the wrong spreadsheet.
AccuLynx reporting features lead to major time savings
Crego was tasked with helping the company fix some of these problems, including finding better ways to access information faster and reducing production delays. He turned to AccuLynx, knowing its reporting features would be a good place to start.
“Instead of looking at outdated information in a spreadsheet, AccuLynx allows us to pull real-time data from our job files,” Crego stated.
From the very beginning, AccuLynx exceeded Boyd’s expectations. AccuLynx guided Complete Exteriors through a comprehensive onboarding program, ensuring all employees were trained on the application. Boyd said the support he received from AccuLynx allowed them to quickly cut out spend on unnecessary software programs and eliminate manual data entry.
Using AccuLynx dashboards and automations as management tools
Taking advantage of AccuLynx’s reporting features was just the beginning. Options Exteriors used department-specific dashboards to update sales and production teams on outstanding tasks, and used AccuLynx’s Automation Manager to automate steps in their processes. Together, these tools empowered more staff to move work forward without as much oversight and identify potential issues faster.
Advice for roofing companies
Crego encourages roofing contractors to consider how AccuLynx can help them eliminate bottlenecks in their processes as well as how easier access to their business data can improve their company’s bottom line. “It’s tough to see hardworking people really struggle when they are forced to work with inefficient systems or processes,” Crego said. “When you give people a really good tool, they will know what to do.”
Want to hear more?
Check out the full interview with Travis Crego of Options Exteriors.
