How to Find the Best Roofing Software

Understanding Your Particular Roofing Business Needs

Every roofing business has its own strengths, challenges, goals, and priorities. In order to find the right software solution for your business, you’ll need to focus on the unique aspects of your business. This will help you understand how roofing software can play a role in the way you already work.

What AccuLynx Offers Roofing Contractors

Our software is packed with a wide variety of useful features for every member of your roofing team, including:

Sales Tools

• CRM. Track and manage your sales process at every stage with tools to capture and store important customer information.
• Aerial measurement ordering. Order aerial measurements directly from our system and use them to seamlessly build an estimate with our Eagleview integration.
• Estimating tools. Choose from a library of estimating templates, automatically populate them with customer information stored in our digital job files, and create an accurate estimate with just a few clicks.
• Lead API. Automatically import lead information from your website, lead forms, and more.
• Photo management. Capture, edit, annotate, tag, and share photos from anywhere with our mobile apps. All your photos are saved to the corresponding job file for easy access.
• Canvassing app integrations. Automatically transfer your roofing leads from SalesRabbit, HomeAdvisor, GAF Leads, and Spotio into AccuLynx to eliminate duplicate data entry and centralize your sales activities.
• Weather app integrations. See hail activity reports, maps, and storm alerts directly in AccuLynx with our HailWatch™ and CoreLogic Hail Maps® integrations.

Project Management Tools

• Material ordering. Our integrations with material suppliers like ABC Supply, SRS Distribution, and Beacon allow you to access product catalogs, see your preferred material pricing, and place electronic orders directly to your local branch right from AccuLynx.
• Production and labor management. Manage crews and deliveries, keep track of projects, and update schedules on the fly with a shared production calendar. You and your team members can see the schedule at a glance and are automatically notified when any changes are made.
• Permits, supplements, and mortgage check tracking. Store job permits, supplements, and mortgage checks in their corresponding job files so you can easily check their status and access the information whenever you need it.
• Live activity feed. Get the latest updates on your jobs at a glance. The live activity feed eliminates the need to call or email for progress reports and keeps your teams in the loop at all times.
• Mobile Crew App. Schedule crews for jobs, upload work orders, create checklists, send messages, share photos and more with the mobile Crew App.

Customer Service Tools

• AccuPay. Collect and process electronic payments right from AccuLynx. With AccuPay, your customers can pay using credit cards, debit cards, and e-checks and make their payments online, over the phone or in person. This means you get paid on time, every time.
• AccuFi. Provide competitive roof financing options to your customers. With AccuFi, you can integrate financing throughout your sales process to reduce pricing objections and improve your close rates.
• Automations. Set up automated emails, texts and tasks that are triggered based on an event or milestone in AccuLynx, such as scheduling an appointment with a homeowner. Automated messages help you communicate more effectively with prospects, customers, and team members.
• Texting. Send and receive text messages directly from AccuLynx with our powerful SMS tools. All texts are automatically logged to the corresponding job file so you can easily access a complete record of your conversations.
• Smart(er) Docs and eSign. Use our smart templates to quickly and easily create roofing documents, send them for customer review, and receive legally binding digital signatures.

Growth Tools

• Reporting. Get insights into your key performance indicators at a glance and stay up to date on your business results with our pre-built reporting dashboards.
• Commission module. Quickly determine sales rep commissions on a job and request the amount to be paid out after the job is invoiced.
• Job costing. Track revenues and expenditures for all your jobs and see an accurate forecast of your profits and losses as they progress.
• Multiple company locations. Manage all your company locations from a single AccuLynx account and easily see how each location is performing.
• QuickBooks integration. View your QuickBooks invoices and payments in AccuLynx. Our integration seamlessly syncs your accounting data between both applications.