Know Where Your Money Is: How AccuLynx Features Help You Manage Your Finances

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A roofing business’ success relies on having an accurate picture of a company’s finances at any given time to properly manage income, overhead and expenses to determine profitability. Having a skilled office staff who manage the books is essential, but as an owner or manager, the ability to see a clear overview of your company’s finances at a glance is an important tool for running an effective business.

AccuLynx provides this functionality through many features to help you manage your revenue flow.

Using Your Sales Pipeline as a Revenue Snapshot

As manager, the health of your business is always a top of mind priority. When you think of your sales process, and the finances associated with each stage, the breakdown of the numbers often needs to be scaleable in terms of how and when you view it. The ability to see your current sales pipeline at a glance – from potential lead revenue, to prospects, invoices issued and collected revenue streams – is a tool that allows you to view the overall status of all your jobs and how much revenue is located at each milestone.

Monitoring in real-time how much potential revenue your salesmen are working on selling, the value of jobs you’re currently working on, as well as the total of all invoiced jobs on a dashboard helps you easily forecast upcoming revenue and view the health of your company. You can also track the movement of jobs through the different milestones, enabling you to make sure jobs are getting completed and collected on time.

It’s Time to Get Paid: Tracking Your Accounts Receivable

There should be no such thing as “set it and forget it” when it comes to invoicing completed jobs. Keeping tabs on your Accounts Receivables from the dashboard gives you a breakdown of all invoiced jobs that have yet to be collected. Sorting them by time since job completion, you can check up on the last time the customer was contacted or any notes your salesmen may have put on the job. Your team has already done the work, now it’s time to get paid; the Accounts Receivable dashboard tool makes that process easy.

Create Healthy Competition with Sales Leader Board

Using the Sales Leader Board can add some healthy competition to the dashboard, letting you and your sales reps see the number of sales by each member of your team that month. The concept of gamification is not new, but it’s important to remember that the tool should be used to foster motivation and increase productivity, and not call out reps that are potentially under-performing.

“Gamification designed for sales teams should focus on encouraging behaviors that generate more sales, such as making more calls or improving the qualification process.” [source]

It also makes sales numbers easily visible for you and your management team, allowing you to check up on salesmen’s progress towards their goals throughout the month. It also tells you exactly how much revenue your company has brought in over the month, giving you another snapshot of the activity within your company.

Saving Time While Tracking Your Job Costs

Creating estimates is time consuming. Your sales reps know blanket numbers, such as how many nails or shingles they need based on measurements, but double checking pricing of specific materials from your local branch can add hours to your paperwork.

Acculynx has a built-in ordering tool that allows you to view all of the materials you need for a job in one menu. First, you can load measurements into the ordering tool and Acculynx will automatically tell you how many packages of shingles, drip edge, or hip and ridge you need. You can also create custom templates that will pick preset materials automatically, such as an all Owens Corning or GAF materials. The ordering tool allows you to select your desired supply warehouse and then pulls pricing directly from that warehouse’s data, meaning your costs are always accurate and up to date. Labor is also included in the ordering tool, so you can get a complete estimate of your costs for both materials and labor in one place.

Eliminate Double Data Entry with the QuickBooks Sync

The AccuLynx integration with QuickBooks is a powerful tool that can save time and prevent human error that can occur when switching between two systems. Any customer information, including invoices, that are stored in AccuLynx automatically push the information into QuickBooks, and vice versa, which means your office teams don’t need to log in and out of separate systems. Having accurate, real time data in your QuickBooks makes your accountant’s job easier and more efficient and results in you having more up to date information on your company’s finances. 

Ultimately, it’s important to find a method of managing your finances that works for you. Using the built-in tools that AccuLynx offers can help you streamline your processes, and give owners and managers a better view of the health of the company.

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AccuLynx is the most powerful tool for your roofing business. Simple to use software, industry-leading tools and the best customer support — AccuLynx makes it easy to grow faster than your competition. 

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