#1 most frequent
United States of America
96.3%233 installations of 242
What is AccuLynx?
A production management software that helps roofing and exterior contractors manage their sales pipeline, create roofing estimates, schedules, oversee production, order materials and better understand the performance of their business. The roofing CRM specifically supports working in the Insurance Restoration, Retail Roofing, Residential Roofing, and Commercial Roofing industries. AccuLynx provides integrations with the most trusted names in the industry.
Categories & Use Cases
Media
1 / 3
Top Performing Features
Plan distribution & viewing
Users can compare different versions of plans, and view live updates/revisions to plans (usually from a mobile device in the field).
Category average: 8.5
Plan markups & sharing
Users can annotate plans from the field and easily share plans/markups with other project stakeholders.
Category average: 8.2
Photo documentation
Users can document construction progress and/or issues by uploading photos from the field.
Category average: 8.4
Areas for Improvement
Takeoff tools
Allow users to list the materials and quantities they will need for the project either manually from hardcopy blueprints or electronically from digital blueprints.
Category average: 7.4
Job costing
Tracking and monitoring of the costs of all materials, labor, subcontractors, & equipment required for a given construction project. Allows users to compare actual costs to estimated costs, see how the job is progressing, identify which parts of the job are using the largest parts of the budget.
Category average: 7.3
Cost calculator
Application that calculates cost of estimated quantities and materials, typically within spreadsheets.
Category average: 7.7
Who Buys & Uses AccuLynx
#1 most frequent
Construction
72.0%175 installations of 243
“Very positive as we can put in what we anticipate needing and cost and see what margins the job is landing at based on what was purchased and needed.”
#2 most frequent
Professional, Scientific, and Technical Services
4.9%12 installations of 243
#3 most frequent
Manufacturing
3.7%9 installations of 243
#2 most frequent
Canada
1.2%3 installations of 242
#3 most frequent
Australia
0.4%1 installation of 242
Pros
- Comprehensive project progress and total management
- Streamlined financial administration, including invoicing and record-keeping
- Effective customer and lead management capabilities
AccuLynx is a game changer
Use Cases and Deployment Scope
We use AccuLynx to manage our AR and to track our projects. We are still new to it but we use it to enter customers into the system, create quotes for them, and then eventually invoice them once they have been added to the books and we have completed the project. We have also been using them to track how much has been invoiced and how much we have closed. Its connected to our Quickbooks which makes it so much easier track payments when we receive them. Its also nice since it can track bigger projects with multiple invoices and track how much we have left. Our biggest issues in the past was being able to track payments and invoices. This i feel solves that problem and makes all of our quotes and invoices look so much more professional, especially since we are a smaller company. It makes us look bigger and more fine tuned.
Pros
- Track progress of a project
- Track project totals
- Track invoices
Cons
- Can't have email templates that can be altered per customer
- Getting quote templates to be more flexible has been challenging
- Running global reports have also been an issue as we are only 3 people and dont need it by sales
Return on Investment
- We have been able to do a better job of following up with our quotes and that has added more jobs to our AR then in the past
- I am able to track more accurately invoices and when they were sent out so we can follow up on late invoices
- I can add notes to jobs easier so that we can reference back on items that we did not want to forget about
Usability
Other Software Used
Microsoft Excel, Microsoft 365 Business Premium
Great Product
Use Cases and Deployment Scope
AccuLynx is the CRM of choice at our roofing company. We use it full circle from housing all information for customers to putting together and sending the estimates to customers to project management and invoicing.
It is an excellent tool for communication as well as documentation. After using it for 11 yrs at the company I previously worked with I decided to use it at my roofing company and have not looked back.
It is an excellent tool for communication as well as documentation. After using it for 11 yrs at the company I previously worked with I decided to use it at my roofing company and have not looked back.
Pros
- Project Management
- Communication
- Documentation
Cons
- I am not as fond of the new setup for the communications area. Might just take some getting used to.
- Would like to see the mobile app have more versatility and ability. I do a lot on my phone as well so this would be helpful.
Return on Investment
- Very positive as we can put in what we anticipate needing and cost and see what margins the job is landing at based on what was purchased and needed.
Usability
AccuLynx Review
Use Cases and Deployment Scope
I use AccuLynx for my roofing company. I deal with estimates and invoices and AccuLynx helps me keep everything organized.
Pros
- Record keeping
- Estimate Templates
- Training
Cons
- add a bcc for all cards so I can send a normal email and it would get sent to the communications tap of my AccuLynx files.
Return on Investment
- I am have had a hard time justifying AccuLynx since I am a small business. I hate all the add ons. I do not appreciate that all the good tools cost extra money on top of my monthly payment.
Usability
Alternatives Considered
Jobber
AccuLynx is a solid app to use
Use Cases and Deployment Scope
I use AccuLynx weekly as a project manager for a roofing company. It helps me keep jobs organized and on track to be completed!
Pros
- Easy to use
- Organized
- Transparent
Cons
- I wish I could use the app to fill out financial worksheets vs going online
- Logging myself out when I try to open up multiple windows
Return on Investment
- Easy to keep up
- Organized
- Easy to see payouts on jobs
Usability
AccuLynx is great
Use Cases and Deployment Scope
We use AccuLynx for all of our open roofing projects and it includes all of the features to track all work that is done and all invoices and photos we need to capture to accurately bill for each project and assess our own costs and profit. We also use it to communicate with all of our team.
Pros
- invoice and order recording
- messages and communications
- quickbooks integration
Return on Investment
- Helps us analyze profit margin on projects
Usability
Alternatives Considered
ADP Workforce Now and QuickBooks Online
Other Software Used
ADP Global Payroll, QuickBooks Online, OnPay
