AI TOOL PROFILE
AccuLynx: Roofing Contractor CRM and Management Software
- Construction
- CRM
- Residential roofing contractors
- Insurance restoration specialists
- Multi-location roofing operations
- Roofing startups
Pricing
Pricing is based on the number of users and features, with an Essential plan starting at $250/month. No long-term contracts are required.
At a glance
- Best for
- Residential roofing contractors, Insurance restoration specialists, Multi-location roofing operations, Roofing startups
- Key use cases
- Sales Pipeline Management, Production Coordination, Material Procurement, Bid Preparation
- Integrations
- QuickBooks, Sage Intacct, EagleView, CompanyCam, Hover
- Official website
- Visit AccuLynx official website
How AI is used
AccuLynx is a business management tool created for the roofing industry. It combines CRM, project management, and financial tools to help contractors manage the lifecycle of a job from the initial lead to final payment.
The software is designed for residential roofing companies of various sizes, from small startups to multi-location operations. It supports workflows such as ordering aerial measurements, managing crew schedules, and coordinating material deliveries.
Buyers can use the platform to centralize job files, including photos and documents. The system also includes a customer portal for self-service access and payments.
Before choosing this software, buyers should confirm if their specific material suppliers have direct integrations and determine which plan level aligns with their required feature set.
Key Features
Roofing CRM
Tracks the sales process from initial lead to signed contract, capturing activities and correspondence.
Aerial Measurement Ordering
Orders reports from providers like EagleView and Hover, with measurements that populate estimates.
Material Ordering
Provides access to product catalogs and pricing from suppliers such as ABC Supply, SRS Distribution, and QXO.
Project Management
Tracks job progress through milestones and uses a shared calendar for scheduling crews and deliveries.
Lead Intelligence
Uses built-in AI to rank lead records based on their likelihood to buy.
Financial Management
Includes tools for job costing, invoicing, and tracking mortgage checks and supplements.
Customer Portal
Allows customers to access project details, exchange messages, and process payments.
Use Cases
Sales Pipeline Management
Using the CRM to track leads and manage the transition from a prospect to a signed contract.
Production Coordination
Scheduling labor crews and tracking the progress of roofing jobs through various milestones.
Material Procurement
Ordering materials directly from integrated suppliers using catalog pricing.
Bid Preparation
Using aerial measurements and templates to build and send job estimates to customers.
Integrations
- QuickBooks
- Sage Intacct
- EagleView
- CompanyCam
- Hover
- ABC Supply
- SRS Distribution
- QXO
- HubSpot
- Zapier
- Google Calendar
- Microsoft Outlook
- Apple Calendar
FAQ
Who is AccuLynx designed for?
- It is designed for roofing contractors, specifically those focusing on residential retail and insurance restoration work.
How much does AccuLynx cost?
- An Essential plan starts at $250/month, with final pricing depending on the number of users and the specific features selected.
Does AccuLynx offer training for new users?
- Yes, new customers receive personalized 1:1 training from industry professionals for free with their account.
Can AccuLynx be used for trades other than roofing?
- While purpose-built for roofing, it can also be used to manage related trades such as gutters, siding, windows, and solar.
Source category: Construction
Source subcategory: CRM
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