Track and manage every step of your customer lifecycle within AccuLynx. Everything you need to close deals and manage jobs is at your fingertips to help you sell smarter.
See how your jobs are progressing as they move through different milestones. Track orders, crew schedules, and job costs to stay on schedule and on budget. You’ll always have a complete history of what happened with every job.
See how all of your company locations are performing. AccuLynx gives you the ability to set up different company locations and manage them all from one account.
Schedule material deliveries and labor crews based on availability and keep track of tasks using a shared production calendar.
Build customized estimates in seconds. Simply choose from a library of templates with your company's information, import roof measurements, apply taxes and profit margins, and send.
Know your costs up front with real time pricing from ABC Supply and Allied Building Products. Orders can be placed directly from AccuLynx.
Document and track all of your supplements and mortgage checks right from within a job file. Get a quick status of everything that’s outstanding so you know where you stand.
Collaborate on documents and share information with subcontractors and customers through a convenient portal.
Quickly and easily add customer information and digital signatures to the documents you use every day. Automatically customize contracts and estimates that your customers can sign online or in person—on any device.
Order fast and accurate roof measurement reports directly without having to create a separate account.
Capture, edit, annotate, and share photos right from within AccuLynx. No additional integrations or tools required.
Upload as many documents, photos and videos as you need in AccuLynx. There’s no limit on the amount of files you can have so you’ll always have enough space.
Automatically transfer Sales Rabbit lead records into AccuLynx to eliminate duplicate data entry and save time.
Capture all job-related correspondence and updates in one place. Create notes, send messages and assign tasks right in the job record. The Activity Feed lets you see everything at a glance.
Get total visibility into how your sales team is performing, stay up to date on jobs and production, and know where you stand financially with simple to use reporting tools.
Get easy access to the data that matters to you. You'll get a collection of tools to help you accelerate growth, including shareable reports and dashboards and automatic report delivery. Learn more »
View your QuickBooks invoices & payments in AccuLynx without having to double-enter any data.
Take AccuLynx on-the-go for access to your leads and job records. See which leads need immediate attention, access documents, update job files, and communicate with your team back in the office.
Quickly determine, request and track commissions for each job. Set commissions profiles for your salespeople, and see what amounts have been requested, approved and paid.