3 Roofing Sales Software Success Stories: Using AccuLynx Integrations to Improve Operations

Estimated reading time: 5 minutes

In the competitive roofing industry, streamlining operations and enhancing efficiency is crucial for success. Embracing the power of integrations within roofing sales software can revolutionize your business, simplify processes, and help you save time by eliminating costly errors.

Integrations that seamlessly connect material suppliers, aerial measurement providers, accounting systems, and more can provide your roofing business with improved productivity, decision making, customer service, and higher overall profitability.

Discover how three real companies harnessed the power of integrations to transform their roofing businesses.

Beacon integration with roofing sales software.

Material supplier integrations

Yellowhammer Roofing needed a way to improve their estimating accuracy and save time. It was incredibly time consuming for them to pull up-to-date information from their supplier’s website and update the pricing in their CRM to put in their estimates. Often, their estimate didn’t reflect the actual cost of materials because the fluctuations in pricing and availability made it difficult to quote accurately. A lot of the time, the inaccuracies of a job’s estimate didn’t come to light until the day of the install. This led to project delays as they scrambled to fix the errors.

Yellowhammer primarily orders from Beacon Building Products, so when they started using the Beacon material supplier integration in their roofing sales software, they no longer had to manually update their pricing sheets– Beacon’s entire product catalog was available from their software and allowed them to see real-time pricing and availability, place orders, and track the status of orders, which immediately helped streamline the sales process, and improved the accuracy of their estimates.

This new way of ordering saves Yellowhammer 3.5 hours each week. Now, they have time to focus on customer service, sell more jobs, and boost their profits.

Laptop with a screen showing AccuLynx's EagleView integration

Aerial measurement integrations

Kaiser Siding and Roofing jumped at the opportunity to use the EagleView aerial measurement integration as soon as it became available in their roofing sales software.

Previously, they had to visit each job site individually, unload and load ladders, climb on the roof, manually measure it, and then input the data and notes for each job into their CRM afterward. Not only did this take up valuable time, it also made them prone to making mistakes–measuring by hand often left them short on materials and profits.

Now, they’re saving at least 2 hours per bid using aerial measurements.

The integration allows them to place orders directly to EagleView through their roofing software and has made the roof measurement process more efficient, easy, and error-free.

The integration not only saved Kaiser Siding and Roofing time on each job, but it also helped when meeting with insurance adjusters, who they learned almost always estimate low. Since they can pull accurate EagleView measurements right from the job file, they are prepared to discuss the scope of work on the spot.

Kaiser Siding and Roofing attribute switching from hand measuring to aerial measurements through the integration contributed to a 120% revenue growth for them in just one year.

Laptop with AccuLynx and QuickBooks logo to show the integration between the two.

Accounting integrations

Complete Exteriors used to switch between four different roofing sales software systems to run their business, including spreadsheets and QuickBooks. This process cost owner Joe Boyd and his teams tons of time because they were entering the same data into multiple systems.

Boyd wanted to grow his company, but knew the extra sales staff would also necessitate the need for more office staff to keep up with the accounting.

Taking advantage of a proper QuickBooks integration saved Complete Exteriors at least 20 hours per week in data input. Boyd’s team were proficient users of QuickBooks; however, their former roofing sales software solution did not have a strong integration with it, resulting in the constant need for double data entry into spreadsheets and exporting out of QuickBooks, which caused them to lose important data.

Now, their QuickBooks account is automatically synced with each job file in their CRM, eliminating the need for any double data entry. Complete Exteriors logs all of their expenses in QuickBooks and automatically sees these expenses in the job file.

Complete Exteriors also uses QuickBooks to track all of their sales team’s commissions. They can look at a job profit forecast versus what it actually paid out, and see each sales person’s commission structure. When the job is paid out, they can easily create a payroll for their team. The QuickBooks integration enables them to do this because all of their data is synced with their roofing sales software.

AccuLynx roofing sales software

AccuLynx roofing sales software has the integrations contractors need

AccuLynx has the integrations roofing contractors need to improve productivity and profitability. Through integrations with Beacon, ABC Supply, and SRS Distribution, contractors get real-time pricing and product availability that help increase efficiency on each project. AccuLynx also integrates with aerial measurement provider GAF QuickMeasure in addition to EagleView to ensure contractors have fast, accurate roof measurements. And AccuLynx’s integration with QuickBooks simplifies the entire accounting process and saves hours of unnecessary admin work.

See a demo of AccuLynx today and learn how these integrations and more can help your business.

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