At AccuLynx, we’re dedicated to helping your roofing business thrive by continually enhancing our software. Based on your feedback, we’ve introduced new features and updates designed to boost efficiency and productivity. These enhancements include seamless lead management integrations, improved communication tools, and streamlined document and estimation processes—ensuring your business stays ahead of the competition.
We’re excited to introduce three new AccuLynx integrations available through our AppConnections add-on. These connections allow you to seamlessly sync your data between AccuLynx and your favorite third-party applications, helping you operate more efficiently.
SalesRabbit
You can now connect SalesRabbit with AccuLynx to simplify your field sales and lead management. This integration allows for seamless syncing of lead data between both software platforms, making it easier to track progress and enhance your workflow.
With the AccuLynx and SalesRabbit integration, you get:
Seamless data sync: Automatically transfer leads, documents, photos, and videos from SalesRabbit to AccuLynx for a smoother, more efficient workflow.
Custom lead syncing: Set up automation triggers for lead status changes or submissions, with team-specific options to improve responsiveness.
Lead assignment: Automatically assign SalesRabbit leads in AccuLynx, saving time and reducing errors.
Consistent tracking: Sync milestone progress and job values to keep your lead management current.
Spotio
You can now integrate Spotio with AccuLynx to improve your canvassing processes. This connection allows for the automatic transfer of lead information, eliminating manual data entry and keeping your workflow uninterrupted.
With the AccuLynx and Spotio integration, you get:
Effortless data sync: Automatically transfer lead information, documents, and photos from Spotio to AccuLynx, saving time and reducing errors.
Custom lead automation: Control when and how lead data is shared between Spotio and AccuLynx, using triggers based on lead activity or status changes for faster responses.
Lead assignment: Assign Spotio leads directly in AccuLynx, minimizing assignment errors.
Real-time updates: Track AccuLynx job milestones in Spotio for more precise lead management.
Hover
You can now connect Hover with AccuLynx to streamline your project workflows. This integration automatically syncs roof measurements and reports from Hover with your AccuLynx jobs, enhancing both your estimating accuracy and efficiency.
With the AccuLynx and Hover integration, you get:
Milestone-triggered workflows: Set job milestones in AccuLynx to automatically trigger photo capture requests in Hover, ensuring timely project updates.
Seamless data transfer: Instantly send completed Hover measurements and reports to the corresponding AccuLynx job file for easy access and management.
Faster estimating: Automatically populate roof measurement data from Hover into your job estimates, eliminating manual data entry.
Accessible 3D renderings: Share 3D project renderings via a public-facing link in AccuLynx, improving presentations and project visibility.
A new Job Communications page
We’re upgrading our current Job Messages page to a more modern, inbox-style interface. This improved layout makes it easier to manage job-related conversations and keep track of important details.
What’s new:
@Mentions: Tag specific team members to send them a direct notification, ensuring important messages aren’t missed.
Categorized messages: Create custom message tags, improving organization and allowing for easier search.
Notification control: You can mute notifications to manage your alerts and focus on what’s important.
Emoji reactions: Use emoji reactions to acknowledge messages without needing to type a response.
Edit/delete messages: Edit or delete messages easily, with AccuLynx marking changes to keep everyone informed.
Share conversations: Quickly and easily share important conversations. This feature makes collaboration effortless.
Pinned messages: Pin important messages for quick access; they’ll stay at the top of your list for easy reference.
Create tasks from messages: Assign tasks directly from messages, including due dates, priority levels, and job associations, to streamline project management.
Enhanced search and filtering: Find messages faster with improved search options, including filters for attachments, images, and tags.
A redesigned Supplements page
We’ve revamped our Supplements page to simplify managing insurance jobs, making it easier to organize, communicate, and track claim details. With these changes, you’ll have improved control over supplements, task follow-ups, and reporting.
What’s new:
An updated layout: We’ve improved the Supplements page, giving you a clear view of requested, approved, and added claim amounts—no manual calculations needed.
Financial Worksheet integration: Now, you can create a Supplements section in your Financial Worksheet and apply claim updates directly to ensure accuracy.
Easier communication: Assign team members as supplementers, send supplements directly to adjusters, carriers, or homeowners using customizable email templates, and easily attach documents or photos to clarify claim details.
Task creation from supplements: Generate tasks directly from supplement entries to ensure timely follow-ups on outstanding items.
New features for Smart(er) Docs
Our latest update to Smart(er) Docs brings advanced design tools, custom email templates, and more communication options—giving you greater control over how you create and share professional documents in AccuLynx.
What’s new:
Custom document design: Build documents from scratch with drag-and-drop elements like shapes, images, and text fields, or edit prebuilt templates to fit your needs. You can also add Smart Fields to auto-fill job-specific info.
Custom email templates: Create your own email templates for presentations and signature requests, ensuring consistent communication with homeowners.
More ways to send signatures: Now, you can send signature requests and presentations via text, offering homeowners a more convenient way to respond.
More Field App capabilities
The latest AccuLynx Field App update is packed with features to boost job communication, manage contracts more easily, and ensure important calls are logged—all designed to keep your field teams connected and improve workflow efficiency.
What’s new:
Updated job communications: Now, you can manage all job-related messages—texts, emails, customer portal, and crew messages—right from the app. With features like tags, threads, reactions, editing, and message muting, staying organized and connected has never been easier.
Packet management on the go: Sales teams can now track and manage contract packets, including statuses and signatures, directly from the Field App. This update mirrors the web version, making it easier to move from inspection to signed contract seamlessly.
Call logging: The app now prompts you to log calls, capturing key details like date, time, contact info, and notes. Logged calls are automatically added to your Job Messages (now Job Communications) page, ensuring all communication is recorded and accessible to your team.
An enhanced Sage data sync
We’ve updated our Sage Intacct integration to give AccuLynx customers improved data syncing, accounting accuracy, and reporting capabilities. It allows for detailed financial analysis and customizable data sync settings tailored to business needs.
What’s new:
Sync and search customer records between AccuLynx and Sage Intacct.
Track company and job details, including timeframes and errors.
Sync AccuLynx jobs with Sage Intacct as A/R customers or projects, with data updates tied to job milestones.
Map AccuLynx line items to Sage Intacct GL account numbers, reducing manual data entry.
Start taking advantage of these updates in AccuLynx today
SalesRabbit
SalesRabbit
