How Stay Dry Roofing used AccuLynx to expand operations in under 1 year

What challenges did you experience prior to using AccuLynx?

Josh Lyon: “With the previous CRM we used, there were some things that really weren’t working. We were having some trouble estimating and had to use generalized pricing on a per-square basis. We didn’t have an efficient way to upload photos from the job site, which was wasting a ton of administrative time. We had to do tons of work to set up a production schedule.”

How did AccuLynx help solve these challenges?

Josh Lyon: “AccuLynx changed all of this for us. First off, it really simplified the estimating process for our roofing company. We integrate our EagleView measurements with our templates, and out pops an estimate with our material and labor pricing quote. This process helps us to be really competitive. The AccuLynx mobile Crew App has also been amazing for us. With this app, we empower our crews to manage their own photos directly and give them checklists of what we need. It saves us a phone call every time and allows my production team to know exactly what’s going on in real time. My production team has a calendar that they can look at every day, broken down by trade. I can see how many roofs we’re doing in a day, how many gutters, how many repairs, siding, and what crews are working.”

What made you choose AccuLynx?

Josh Lyon: “We’ve always been technology-based. I don’t even know what the alternative is. Where would we store pictures? How would you save everything? Where do you centralize that? Not having software like AccuLynx is not an option.”

How do you use AccuLynx?

Josh Lyon: “A joke we say is, ‘if it’s not in AccuLynx, it doesn’t exist’. As soon as we get a lead, it goes into AccuLynx. If we need to follow up, we put a task into AccuLynx. If we sign a contract with a homeowner, we update that job in AccuLynx. Really, no matter what we’re doing, the first thing we do is put it into AccuLynx. Using the two-way texting feature in AccuLynx has really helped us with communication. The great thing about texting in AccuLynx is that it records every message to that job file. You never know when you’re going to need to reference what you talked about with a customer, and it’s really helped us to have a centralized place for communication.”

How has AccuLynx changed reporting processes?

Josh Lyon: “Before using AccuLynx, our commission reporting was very limited. We had to go through a tedious process to set up a lot of filters. AccuLynx has significantly improved this process. The cool thing about AccuLynx is that it has the reports that are important for a roofing business. There are pre-set reports for just about everything. We can pull a report and instantly know exactly what’s going on. With this increased visibility into our data, we can identify and triple down on what’s actually working.”