5 Time Saving Sales Tools in AccuLynx

Estimated reading time: 5 minutes

With storm season approaching, you may be looking for ways to run your business more efficiently so you can handle a greater influx of work. While every roofing business is different, having a streamlined process in place can help all businesses save time.

Roofing software like AccuLynx has important tools that many contractors use to save time, grow their businesses, and expand profit margins. Here are AccuLynx’s top 5 time-saving tools that you can easily incorporate within your residential roofing business:

Using aerial measurement integrations for faster estimates

Climbing on a roof to take measurements can be time-consuming and leave room for human error. Ordering aerial measurements is an alternative to measuring by hand that will help you complete estimates more quickly and give you an accuracy rate of at least 95%.

AccuLynx integrates with two aerial measurement companies, EagleView and SkyMeasure, so you can order a report directly from AccuLynx. Once ordered, you can access it directly in your AccuLynx job file and the measurements will auto-populate into your estimate. Not only does this speed up the estimation process and allow you to measure roofs more quickly, it also helps you create more accurate estimates.

Ordering your materials directly from suppliers

Streamline your process even further by ordering your materials directly from your preferred supplier through AccuLynx. AccuLynx now integrates with ABC Supply, SRS Distribution, and Beacon Building Products. With these integrations, you no longer have to call your supplier for quotes or move between websites to order your supplies. Instead, you can use pre-built templates or type in the supplies you need right into your estimation tool and see the cost right there. Prices and material availability are updated in real-time, so you will always have the most accurate numbers on your estimate to show your homeowners and have confidence that the materials you order are in stock.

Once a customer’s estimate has been approved, you can quickly convert an estimate into a material order. This saves time and reduces delays so your teams can get out on the roof sooner. Not only that, you will receive shipping updates and photo proof of deliveries right in your AccuLynx account, so you will always know what is happening with your material orders.

Sign your documents electronically

Many customers prefer to interact with companies digitally. Roofing companies with electronic document processing capabilities are not only able to serve customers more effectively, but can also help you stay organized. This is especially true when it comes to your essential paperwork, such as contracts, estimates, change orders, and more.

With SmartDocs, the document processing feature in AccuLynx, you can accept electronic signatures from virtually anywhere on any device. Instead of driving over to a customer’s home or having them come to you, you can email the document for them to sign. All signatures are legally binding with a comprehensive log of each party’s name, email address, date, time, and IP address. After you email your customer the document for their signature, you will receive a notification once it is complete, and it will automatically save in the customer’s job file— saving you time and helping prevent lost paperwork.

Process your payments electronically

If you primarily collect checks and cash for payment, you could easily save hours by switching to electronic payment processing. Not only do most customers prefer to pay with credit cards, but online payment processing provides a way for you to process payments faster and access your funds sooner.

With AccuPay, AccuLynx’s online payment processing feature, you can easily process credit cards, debit cards, and e-checks in person, online or over the phone using AccuLynx. You can send over an invoice electronically, set up reminders for when a payment is due, and receive notifications for completed payments.

Send text messages

Picking up the phone to call a customer for reminders or quick updates is inefficient, especially when the calls go unanswered. Instead of participating in a game of phone tag, try sending a text. 83% of all customers say that they prefer a text message reminder over a phone call. In AccuLynx, setting up automatic text messages to inform customers about meetings or provide updates on their roof is easy and can be done right from your account. Automated text messages work by setting up triggers, such as job events, milestone changes, or order relation events, that activate the automation to occur. This way, instead of spending time reaching out to each customer or prospect manually, you can let the automation do the work.

With AccuLynx text messaging, all your conversations are saved right in your customer’s job file so that you have a record of every text or email exchange between your team members and homeowners. This way, you will always know what is happening and never worry about something slipping through the cracks.

Save time with AccuLynx

As the top CRM for roofers, AccuLynx will help you work more efficiently simply by incorporating the time-savers listed above. If you are a current customer, you can learn more about these time saves by viewing our last webinar in the knowledge base. If you are not a current customer, set up a custom demo with our experts to see these features and more in action.


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