At AccuLynx, we’re dedicated to serving the roofing industry with excellence. Our commitment to continually improving our product stems directly from the valuable feedback of our customers, enabling them to perform at their peak.
Here’s an overview of the latest enhancements to AccuLynx, designed to empower your roofing business and ensure you stand out in a competitive market.
A completely redesigned Smart(er) Docs
Initially launched in 2017, SmartDocs has been one of our most popular features—and today, we’re rebranding it as Smart(er) Docs to reflect the substantial improvements we’ve made to our roofing document creation features.
In addition to the ability to create and manage your company’s roofing documents, Smart(er) Docs introduces new proposal-building tools that allow you to quickly set-up, design, customize, and present professional sales proposals that stand out to homeowners and help you win more jobs.
- Build smart(er) templates: Create branded templates at both the company and job level to ensure document consistency. These templates can include cover pages, divider pages, about us pages, and estimate placeholder pages that can be customized in just a few clicks, saving time and effort, while reinforcing your professionalism.
- Bring in supporting roofing documents & photos: Import your job photos and aerial measurement reports directly into your presentation to provide transparency and build trust with the homeowner. You can also merge multiple documents into one presentation to create more comprehensive proposal packets.
- Preview your proposals: Before sending a packet to be signed, you can view your presentation and share it with the homeowner through a weblink. This helps streamline the estimate process and reduces the need for back-and-forth communication.
- Track the status of your documents: To reduce administrative burdens and eliminate the need to request updates, you can now see the status of each of your Smart(er) Docs labeled with color-coded statuses right in the job file.
- Control your signatures: New Smart(er) Doc options allow you to set a signature reminder on a document that will prompt auto-reminders to the homeowner. You can also set a signature expiration date on a document to help create a sense of urgency for the homeowner to sign.
Introducing the new AccuLynx Market and AppConnections
A new AccuLynx marketplace
The AccuLynx Add-On page has been revamped and renamed as the Market, a one-stop-shop where you can explore categorized AccuLynx integrations like material suppliers, aerial measurement providers, and accounting platforms, as well as add-on tools like AccuPay, Text Messaging, Customer Portal, and more, all in one location. This new organization allows you to easily tailor your AccuLynx account to suit your business’ needs.
New add-on feature: AppConnections
AppConnections is a collection of pre-configured connections and advanced APIs that work to automatically transfer data like leads and project information from your favorite third-party roofing apps into AccuLynx. With no coding required, these connections eliminate manual data entry and give you a powerful, centralized view of all your projects in AccuLynx, helping you manage your roofing business more efficiently.
CompanyCam
This powerful new connection keeps your projects in AccuLynx and CompanyCam automatically in sync, saving you valuable time and effort.
With the CompanyCam connection you get:
- Effortless project sharing: The connection will automatically link your jobs between AccuLynx and CompanyCam once a lead is assigned to a salesperson. This ensures everyone on your team has the latest project information at their fingertips.
- Real-time milestone tracking: CompanyCam will reflect the current milestone of your AccuLynx job so you always know the status of your project.
- Automatic photo upload: Photos captured in CompanyCam automatically sync to the corresponding AccuLynx job file. Each photo retains their tags and the name of the CompanyCam user who took the photo, even if they are not an AccuLynx-user, to aid in tracking and communication.
- Enhanced collaboration: All documents created in CompanyCam are synced to your AccuLynx account for easy access from the job file.
Hatch
Now you can connect key customer data points in AccuLynx to your Hatch account to run automated, personalized messaging campaigns to your customers. By using your AccuLynx data, Hatch can help you segment and target the right people to receive your messages. And, any message replies you receive from Hatch campaigns are automatically added to the message tab in that job so you can follow-up quickly.
Angi Leads
The connection with Angi Leads (formerly HomeAdvisor) makes it easy to automatically transfer quality leads to AccuLynx without manual entry. This allows you to immediately review the lead and assign it to a salesperson so they can begin pursuing the opportunity.
Angi Ads
By connecting your Angi Ads (formerly Angie’s List) account, you’ll eliminate double data entry as leads in Angi Ads automatically transfer to your AccuLynx account. Syncing Angi Ads to AccuLynx is a great way for you to get the most out of your advertising efforts.
Enhanced APIs
As part of the new AppConnections, we’ve also expanded our API offerings. Now, with the AccuLynx API key or Zapier, you can establish even more unique connections that enhance your efficiency and productivity by automating data transfer between AccuLynx and third-party applications. New data endpoints include jobs, documents, payments, invoices, and job finances, empowering your business to seamlessly integrate with the data that matters most to you.
To enable AppConnections, visit the “Market” drop down from the main navigation.
New Field App capabilities and enhancements
Updates to the AccuLynx mobile Field App enhance mobility, empowering contractors to work efficiently from any location.
Updates to the Field App include:
- Improved document management capabilities
- Alerts when entering a duplicate lead
- Calendar filters for streamlined team scheduling
- Default chronological viewing of photos
- Access to convenient widgets on your phone home screen for quick camera access, watchlist monitoring, and lead addition
Make sure all of your team members have access to the latest version of the Field App to leverage these new capabilities.
Download the Field App on iOS | Download the Field App on Android
Updates to the Financial and Invoice Worksheets
The latest enhancements to Financial and Invoice Worksheets offer a streamlined experience with reorganized page layouts and improved drag-and-drop capabilities. Editable sections and dropdown options make it intuitive to discern what has been invoiced and what remains outstanding, facilitating smoother financial management for businesses. Moreover, new financial displays, such as the amount left to be invoiced on a job, provide enhanced clarity. Customers benefit from added flexibility in their approval process, with the ability to display negative job values and make changes to approved amendments, further optimizing the invoicing workflow.
Start taking advantage of these updates in AccuLynx today
If you want to see these updates and much more, schedule a demo of AccuLynx today.
