We use AccuLynx as our CRM software along with organizing and handling all of our production i.e. material orders, labor orders, communication with labor crews, tracking job profitability, and invoicing. This software allows us to handle all aspects of our company, and it syncs with QuickBooks. The whole organization is able to use the software, and it allows us to communicate with each other as well. If you are a home exterior company, this is the best software to use! All your outside sales representatives can access everything via an app, subcontractors, vendors, accounting/finance, reception, etc. It brings everyone together and basically everything can be done on this, except for your accounting reports so you do need an accounting software. If you use QuickBooks it does integrate with this, which is amazing.

Pros and Cons

Estimating.
Customer Management.
Scheduling Material Delivery/Orders & Labor.
Tracking job profitability.
Invoicing.
Reporting.
Access everything from anywhere via app, etc. in real time.
Entire company can communicate with each other.

Entering new leads - it would be nice if you could tab through the entire form, so you don't have to waste time using the mouse. Makes data entry so much faster.
More production reports.
Place to track material brands and colors of the different trades you complete, so you can run a report later and find all the jobs you installed Black shingles, etc.
More options to adjust user permissions.

Likelihood to Recommend

If you have a home exterior company this is the best software!! Especially roof, gutters & siding. If you run a different company like you only handle decks, landscaping or maybe drywall, etc. This would not be the software for you.

January 15, 2020

The best tool for linking data to a customer

Stan Robinson

Owner member

Pacific West Roofing (Construction, 11-50 employees)

Score 9 out of 10

Vetted Review

Verified User

Review Source

Use Cases and Deployment Scope

AccuLynx is the database for our company's performance. We use this tool from the phone call to the invoicing including estimating, job, scheduling, job orders, proposals, contracts, and photographs of jobs before and after.

Pros and Cons

AccuLynx has an unending back end database that can be customized for every item that you put into an estimate. We can make proposals extremely detailed and perform tasks was in the estimate to limit information or expand all information.
AccuLynx transfers all the estimated material to the order then within the order process you can alter, add, or delete any item with a few clicks.

Pricing in the database for each item is done manually due to the merger of two large suppliers nationally who decided to write their own database and estimating program and disconnect themselves from AccuLynx that had the ability to automatically update pricing. I feel that was a huge mistake on the part of the supplier. AccuLynx is trying to rectify that relationship.
It's unfortunate that the only calendaring option is Google Calendar. We are very tied to Outlook which we feel is more user-friendly and we know it well.

Likelihood to Recommend

AccuLynx is well-suited for pretty much everything we do. We can go back to scanned documents of service tickets, orders, maps, contract proposals, pictures or any other details of the job. I'm not sure where it would be less appropriate. To do accurate job costing we need to grab time on our T-Sheets program and job cost on the QuickBooks side to manage true job costing.

Support Rating

They can always improve and we are very successful when calling support. I would suggest they keep their support technicians available later for the west coast contractors who need help at the end of the day. We've come to know many of the techs because we call to offer suggestions but there's a process for us to follow for that.

AccuLynx Scorecard Summary

Likelihood to Recommend (2): 98%
9.8
Likelihood to Renew (1): 90%
9.0
Support Rating (1): 90%
9.0

Feature Scorecard Summary

Construction Project & Field Management (6): 99%
9.9
Estimating (3): 98%
9.8

What is AccuLynx?

We are the 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 vendor says that their 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.

AccuLynx Features

Show Unsupported Features

Construction Project & Field Management Features

Supported: Plan distribution & viewing
Supported: Plan markups & sharing
Supported: Document sharing
Supported: Photo documentation
Supported: Collaboration & approvals
Supported: Mobile app

Estimating Features

Supported: Takeoff tools
Supported: Job costing
Supported: Cost calculator

AccuLynx Screenshots

AccuLynx Integrations

ABC Supply
QuickBooks
EagleView
SkyMeasure by CoreLogic
Google Calendar
Google Maps
SalesRabbit
HomeAdvisor
Spotio
HailWatch
CoreLogic Hail Maps

AccuLynx Competitors

AccuLynx Pricing

More Pricing Information

AccuLynx Technical Details

Deployment Types	SaaS
Operating Systems	Unspecified
Mobile Application	Apple iOS, Android, Mobile Web