AccuLynx

By audience

Specialty Contracting

• Runs a residential roofing company end to end in one job file — lead, inspection, estimate, contract, production, invoice.
• Insurance-restoration workflow: store adjuster correspondence, scope documents and supplement paperwork against the claim job.
• Order material from ABC Supply, SRS Roof Hub or QXO at company pricing without leaving the job.
• Trade-specific reporting on job profit, crew throughput and sales-rep pipeline rather than generic project KPIs.

Business Development

• Manages the roofing sales pipeline from storm/canvassing lead through signed contract with stage-based milestones.
• Pulls leads automatically from SalesRabbit, SPOTIO, Roofle and HubSpot so canvassers and marketing don't re-key contacts.
• Builds branded homeowner proposals with good/better/best options and captures e-signature in the field.
• Triggers NiceJob review requests when a job closes, feeding reputation campaigns that generate the next referral lead.

Accounting & Finance

• Two-way sync of customers, invoices and payments to QuickBooks Online/Desktop or Sage Intacct, so the roofing job file and the ledger agree.
• Job costing per roof: contract value against material, labor and commission to show realised margin before month-end.
• Collects homeowner payments through integrated processing and posts them back to the job.
• Tracks contracts and material commitments so committed cost is visible before the invoice arrives.

Estimator

• Orders EagleView, GAF QuickMeasure, HOVER, Geospan, RoofSnap or RoofScope aerial measurements from the job and auto-populates the estimate from the returned report.
• Prices off live distributor catalogs so squares, waste factor and accessory counts cost out at the contractor's real account pricing.
• Converts an approved estimate straight into a material order to the supplying branch.
• Keeps measurement reports and imagery attached to the job as the evidence trail behind the number.

Foreman / Field Supervisor

• Drag-and-drop crew scheduling with automated notifications so roofing crews know the day's tear-off and install assignments.
• Mobile app gives the crew lead the job file, material list and homeowner contact on the roof.
• Field photos flow in from CompanyCam and attach to the job as before/during/after documentation.
• Job milestones drive the office workflow — marking install complete moves the job to invoicing without a phone call.

Project Manager

• Production board shows every roof in flight by milestone, so a production manager can see what is waiting on material, permit or crew.
• Automated text and email keep the homeowner informed through tear-off, install and cleanup.
• Order status and proof-of-delivery photos from the distributor land on the job, confirming material hit the site before the crew does.
• Document automation generates contracts, change paperwork and completion certificates from the job data.

By phase

Pre-Construction

• Roof inspection and aerial measurement report ordered, then priced into a homeowner estimate.
• Proposal presented and signed, converting the lead into a contracted roofing job.
• Material ordered to the supplying distributor branch and scheduled for delivery to the property.
• Insurance scope and supplement documentation assembled on restoration jobs before work starts.

Construction

• Crews scheduled and dispatched against the production board for tear-off and install.
• Field photos and job notes captured daily as installation-progress and condition evidence.
• Homeowner kept informed by automated milestone messaging through the install.
• Delivery confirmation and order status tracked so the crew is not idled waiting on material.

Closeout & Operations

• Final invoice raised from the job and pushed to QuickBooks or Sage Intacct.
• Homeowner payment collected and reconciled back to the job file.
• Completion documentation, warranty paperwork and photo record archived on the job.
• Review request triggered to the homeowner once the job closes.