Acquisition to expand, enhance and strengthen network capabilities across the insurance claims and restoration ecosystem.

Verisk (Nasdaq: VRSK), a leading global data analytics and technology provider to the global insurance industry, has entered into a definitive agreement to acquire AccuLynx for $2.35 billion in cash to augment its network capabilities across the insurance claims and restoration ecosystem. AccuLynx is the leading SaaS platform providing end-to-end business management workflow for residential property contractors with expertise in roofing.

The acquisition is expected to be additive to Verisk’s revenue growth and adjusted EBITDA margin, and accretive to adjusted EPS by year end 2026.

Strategic rationale: Delivering added value to the insurance claims and restoration ecosystem

• Expanding connectivity in the industry: Verisk and AccuLynx both play key roles within the insurance claims and restoration industry and this acquisition will streamline workflow and enhance interactions between participants, extending the benefits to all in the network.
• Mission-critical SaaS platform: AccuLynx provides a full end-to-end solution, which is highly complementary to Verisk’s Property Estimating Solutions.
• Differentiated and rich datasets: AccuLynx’s roofing materials and labor datasets will augment analytics and benchmarking for insurers and contractors.
• Enhanced value creation through synergies: The acquisition will create opportunities for cross-sell, upsell and expanded data augmentation across complementary client bases that have a high degree of overlap.

“AccuLynx is a natural fit and extension of the solutions we provide insurance carriers, adjustors and contractors through our Property Estimating Solutions business,” said Lee Shavel, president and CEO, Verisk. “Together we have an incredible opportunity to enhance the network effect of these businesses and create significant value for all parties in the insurance claims and restoration ecosystem, from insurers to contractors and policyholders.”

AccuLynx helps residential property contractors streamline operations

AccuLynx’s cloud-based software platform sits at the center of roofing contractors’ workflow, addressing each critical stage, including lead generation, sales and CRM, virtual measurements, materials ordering, labor sourcing, payment processing and job management. Most of the company’s customers perform insurance-driven repairs and restoration.

Used and trusted by 80 percent of the top property insurance carriers, Verisk Property Estimating Solutions, part of Verisk’s claims solutions business, specializes in property insurance, remodeling and restoration for the global insurance industry. More seamlessly integrating the networks will remove manual work and improve information flow between carriers and contractors, delivering cost and time savings for both constituencies. Policyholders can benefit from quicker repairs due to workflow efficiency and cost savings driven by enhanced pricing data. According to Verisk data, more than a third of property insurance claim value is related to roofing materials.

“Roofs are one of the largest and most expensive home components, contributing to the resilience of the communities our clients serve,” said Aaron Brunko, president, Verisk Property Estimating Solutions. “This acquisition enables us to further support this growing market, add value to an interconnected ecosystem and better support the active participants in the claims industry who help policyholders when they need it most.”

AccuLynx CEO Mike Stein said: “Many of our clients already know and trust Verisk to help them manage jobs efficiently and accurately. Joining Verisk enables us to drive operational efficiency for the contractor and insurance industries and expand the value we provide. We’re thrilled to join the Verisk team and look forward to advancing our shared goals of helping our clients grow their businesses by streamlining their workflows so they can better serve their customers.”

“The roofing industry needed a modern, complete business management platform designed by roofers, for roofers. With a team of incredibly loyal people, many of whom have been with us 20 years - we built something extraordinary,” said Richard Spanton, AccuLynx founder. “I’m incredibly proud of what we’ve created and excited to see AccuLynx join Verisk. The synergies are undeniable - especially between AccuLynx and Xactimate, a tool I relied on heavily from day one. I always envisioned them working together. Now they will.”

Transaction details

The transaction consideration is $2.35 billion in cash, which will be paid through fully committed debt financing in place and cash on hand. The transaction is expected to close by the end of the third quarter of 2025, subject to the satisfaction of customary closing conditions and regulatory approval.  

Goldman Sachs & Co. LLC and PJT Partners are serving as financial advisors to Verisk, and Goldman Sachs Bank USA is acting as lead arranger on bridge financing in support of the transaction. Davis Polk & Wardwell LLP is acting as legal advisor to Verisk. William Blair is serving as financial advisor, and King & Spalding LLP is acting as legal advisor to AccuLynx.

Conference call details

Verisk management will discuss the transaction and certain forward-looking information on its second quarter earnings call and webcast today at 8:30 am ET. This session and the accompanying presentation materials may be accessed on the Verisk investor website at http://investor.verisk.com.

About Verisk

Verisk (Nasdaq: VRSK) is a leading strategic data analytics and technology partner to the global insurance industry. It empowers clients to strengthen operating efficiency, improve underwriting and claims outcomes, combat fraud and make informed decisions about global risks, including climate change, extreme events, sustainability and political issues. Through advanced data analytics, software, scientific research and deep industry knowledge, Verisk helps build global resilience for individuals, communities and businesses. With teams across more than 20 countries, Verisk consistently earns certification by Great Place to Work and fosters an inclusive culture where all team members feel they belong. For more, visit Verisk.com and the Verisk Newsroom. 

By John Kenney, Cotney Consulting Group. 

Adopting a mindset of excellence is the baseline for staying ahead in today’s roofing industry. 

Walk onto any job site in 2025 and you’ll see more than shingles and scaffolding; you’ll see an industry full of opportunity. With smarter technology, rising customer expectations and a drive for better performance, roofing is evolving fast. Contractors who embrace this momentum aren’t just keeping up, they’re pulling ahead. Here at Cotney Consulting Group, we believe the most successful companies aren’t just building roofs, they’re building systems that run like high-performance machines. Operational excellence is no longer optional, it’s the key to staying competitive, profitable and future-ready. 

What is operational excellence in roofing? 

Operational excellence isn't a program or one-time fix. Its philosophy encourages problem-solving, leadership and constant improvement at every level of the organization. It's about building a company culture where excellence becomes a daily habit — from the estimator to the crew leader. 

For roofing businesses, this means: 

• Lower rework and callbacks 
• Faster production timelines 
• Greater customer satisfaction 
• Stronger profit margins 

According to the Harvard Business Review, companies embracing operational excellence grow 25% faster and are 75% more productive than their peers. These numbers translate directly into competitive advantages in the roofing world. 

Five roofing-specific benefits of operational excellence 

1 – Workforce empowerment 

• Encourage your crews and office staff to identify problems and suggest improvements. 
• Use morning huddles and job site checklists to build accountability and foster team communication. 

2 – Strategic leadership 

• Shift leadership focus from daily firefighting to strategic growth planning. 
• Empower field supervisors to manage quality and safety so owners and executives can pursue business development and expansion. 

3 – Agility in a changing market 

• The roofing industry is shifting rapidly with new building codes, materials and labor models. 
• Operational excellence allows you to pivot quickly — whether adapting to solar integration, changes in OSHA standards or shifting customer expectations. 

4 – Growth through repeatable systems 

• Standardizing job processes makes training new hires easier and accelerates onboarding. 
• With high turnover still impacting trades, streamlined training processes help maintain job quality. 

5 – Efficiency equals profitability 

• Value-stream mapping can identify wasted time in material deliveries, project handoffs or communication breakdowns. 
• Reducing inefficiencies boosts margins without raising prices. 

Three proven methodologies for roofing operations 

1 – Six Sigma 

• A data-driven approach focused on eliminating defects and improving consistency. 
• Example for roofing: Use Six Sigma principles to identify causes of job site delays or service callbacks. 
• Process steps: Define → Measure → Analyze → Improve → Control 

2 – Kaizen (Continuous improvement) 

• A Japanese philosophy meaning "change for the better." 
• Focuses on small, incremental changes driven by every team member. 
• Example for roofing: Implement weekly toolbox talks to collect feedback and solve field inefficiencies in real time. 

3 – Lean roofing (based on Lean Manufacturing) 

• It centers around eliminating waste while increasing value for the customer. 
• In roofing, waste includes unnecessary trips, excessive material orders and inspection waiting. 
• Focus your team on the seven deadly wastes: overproduction, waiting, transport, motion, over-processing, inventory and defects. 

2025 industry updates to integrate with operational excellence 

Digital tools and automation 

• Integrate project management software like Jobba, AccuLynx or Roofr to create standardized workflows and reduce administrative friction. 
• Use AI-powered estimating tools to reduce human error and accelerate bid turnaround. 

Labor efficiency 

• Companies are now cross-training crews to perform multiple job functions with the continued skilled labor shortage. 
• Robotics and automated equipment (like robotic seam welders) are beginning to enter commercial roofing for flat roof installations. 

Sustainability pressures 

• Municipal and federal energy codes are evolving rapidly. 
• Building owners are demanding better documentation of energy efficiency and material use. 
• Operational excellence includes meeting compliance requirements to win bids and avoid fines. 

Remote collaboration 

• Drone inspections and video conferencing with customers reduce unnecessary travel and increase project visibility. 
• Use remote communication tools to eliminate sales, production and service bottlenecks. 

Executional excellence: The final step 

Operational excellence builds the foundation, but execution excellence is where transformation becomes tangible. It's about ensuring your processes are not just well-designed but followed daily. 

Executional excellence depends on: 

• A staff that understands the company's mission and takes ownership of results 
• Systems that track job performance, safety compliance and customer feedback 
• Leaders who coach, not just command, their teams 

Final thoughts: Make operational excellence your culture 

For roofing contractors, operational excellence isn't about perfection but continuous progress. It means delivering jobs safely, profitably and on time every time. It means building a business model where crews take ownership, leaders have time to lead and customers return repeatedly. 

In 2025 and beyond, the best roofing companies won't just install roofs — they'll install systems, culture and excellence across every business layer. 

Original article source: Cotney Consulting Group

By Emma Peterson.

Learn about how Roof Hub is powering the digital job site.

The advent of the digital era has changed all parts of daily life, from how we go grocery shopping to how we buy a new car, and the roofing industry is no exception to that. While at ServiceCon 2025, Heidi J. Ellsworth had the chance to sit down with Delisa DiMercurio, the manager of digital partnerships at SRS Distribution to talk about the importance of technology in today’s roofing world.  

One of the SRS programs that Delisa works closely with is Roof Hub, which is a powerful digital platform that helps contractors scale their businesses with helpful tools like live pricing, real-time tracking and estimating assistance. Delisa shared a few more details about the platform, adding, “What Roof Hub really does is equip our contractors to have real-time access to the materials that we have at the branch, the pricing, everything, so that their scope of work is accurate. And then also at the end of the day with one click of the button, they could send that order to the branch, eliminating some human error, allocating that material instantly, and just getting what they need out the door quicker.”

Roof Hub can deliver all those tools and more because of the integrations and partnerships they have made with leading digital programs in the industry. Examples of these integrations include:

• JobNimbus: By partnering with JobNimbus, Roof Hub is able to level up contractor’s material management processes.
• Acculynx: With Acculynx, Roof Hub users can create estimates and orders with ease and automation.
• Eagleview: Roof Hub connects contractors to Eagleview measurement reports!
• Project Map It: Take your sales and marketing to the next level with an interactive map through the Roof Hub/Project Map It partnership!

This is all part of a larger initiative at SRS to help their contractors have the right tools for the job, both in the field and the office. Delisa explained, “We want to help equip our contractors with great tools to create more efficiency, and digital is a big piece in that.”

Watch the full interview to learn more about the digital tools that Roof Hub and SRS Distribution are connecting contractors to!

By Emma Peterson.

Featuring integrations with a variety of industry-leading programs and tools, Roof Hub helps simplify your ordering process.

The roofing industry is a fast-paced space with a heavy day-to-day workload for many business owners. This can make it difficult to balance the tasks of both growing your business and maintaining your active projects. But SRS Distribution’s Roof Hub aims to help resolve some of these growing pains with a variety of features that streamline the roofing project management. A few examples of Roof Hub’s features include real-time delivery tracking, automated supplier rebates, interactive maps, digital measuring and more.  

All of this allows you to run your business more efficiently and close more deals without exhausting all of your time and energy. How is Roof Hub able to do this? One key factor is their integrations with some of the best tools in the roofing industry. Eliminate the need to hop from application to application, platform to platform by subscribing to the most powerful software that gives you simplified access to it all. Here are some of the incredible integrations you get access to through the Roof Hub platform.  

CRM integrations

JobNimbus: Manage your materials better than ever with the Roof Hub – JobNimbus integration. Contractors can use their Roof Hub account to access features like live pricing and products from their local SRS branch. This makes it easier to build proposals and place material orders.  

Acculynx: With direct ordering and invoice management, the Acculynx integration allows Roof Hub users to set up automated orders and deliveries with ease. You can keep your estimates updated with live pricing and can place orders with your delivery branch and territory manager in one simple email.  

Leap: Combining the power of Roof Hub’s live pricing and direct ordering with Leap’s cloud-based business platform is a match made in heaven. It creates a flexible, easy-to-use and efficient way for contractors to meet their goals, whether they are business, strategic or personal.  

GiddyUp: This integration helps with everything from canvassing to closing. Roof Hub participants get access to GiddyUp’s live pricing, order templates, item recommendations, delivery tracking and more, making your team faster and more efficient.  

Measurement integrations

EagleView: If you’re looking for measurement technology in the industry, you’ve probably heard of EagleView. Now, Roof Hub users can order EagleView reports with ease. Not only can you view and download these reports for reference, but they can also be inputted directly into an order form to automatically generate order quantities.  

QuickMeasure: This service from GAF determines roof measurements with speed and accuracy. Using high-resolution imagery, you can get reports on single-family homes in under an hour and reports on multi-family/commercial spaces within 24-hours.

Hover: Through a partnership with Hover, Roof Hub users can easily get a 3D model of their project. This helps with the ordering process as measurements and material quantities can easily be estimated using this model!  

Other integrations

Project Map It: This platform is an innovative sales and marketing tool that builds an interactive, digital map of your past projects. You can customize the map with things like photos, reviews and products used, making it a perfect way to showcase your workmanship and skill to potential clients.

Canopy Weather: Weather events like hailstorms often lead to an uptick of work for contractors. Keep an eye on the storms that are happening with Roof Hub’s integration with Canopy Weather. This allows you to know where you might be needed and reach out to homeowners in that area to help.

Billtrust: With the Roof Hub integration with Billtrust, managing your invoices and financials is easier than ever. Billtrust lets users schedule payments and easily export the data into a CSV file.

Take your business to the next level with Roof Hub and the many integrations available through the platform!

Following a robust review of supplier performance, we could not be more pleased to award the best of the best.

Beacon (Nasdaq: BECN), the leading publicly-traded specialty wholesale distributor of roofing, waterproofing and related exterior products, announced today that it has awarded five supplier partners with awards for their service commitment in 2024.

"We are proud to provide customers with the best products and service. Exceptional partnerships with all our suppliers allow us to jointly help contractors find more ways to grow and innovate their businesses," said Jake Gosa, Beacon’s chief commercial officer. "Top suppliers partner with Beacon because of our U.S. and Canada-wide footprint, scale advantage, last mile logistics and values-based culture. Following a robust review of supplier performance, we could not be more pleased to award the best of the best.”

• CertainTeed was recognized with theSupplier of the Year Award. This award goes to a supplier that stands out in every aspect of supporting our mission to help customers build more. In 2024, a company-wide survey of branches and sales leadership put CertainTeed on top. From combined marketing efforts to sharing our passion for relentless customer service, they worked tirelessly as partners with shared values and goals. CertainTeed Roofing also stood out in the challenging market to meet our inventory needs and assisting us in implementing new product management technology.
• AccuLynx was recognized with theIntegration Partner Award. This award goes to a software integration partner that collaborates to create the best experience for customers. They exceed growth objectives and look for ways to strengthen the partnership to benefit shared customers. In 2024, AccuLynx stood out with dedicated and responsive customer sales and support, new feature development and promotions featuring the integration.
• Louisiana-Pacific (“LP”) was recognized with theTrail Blazer Award. This award goes to a supplier who looks for new ways to innovate and partner, even when the path is not clear. They have the fortitude and desire to go further. In 2024, LP came to us with a comprehensive plan to grow with Beacon. Their energy in executing the plan translated to both companies realizing incremental growth.
• Owens Corning was recognized with the TRI-BUILT® Award. This award goes to a supplier who shares Beacon’s vision for building our premium-quality exclusive brand. In 2024, Owens Corning provided ways for Beacon to differentiate our value in the marketplace and outperform the competition. By delivering high-quality products and service, they helped us to achieve a record TRI-BUILT year.
• Penske was recognized with the BUILDING BETTER Award. This award goes to a supplier who shares our values and is committed to people and the planet. They not only have a sustainable mindset in their own operations, but partner with us to advance Beacon’s corporate social responsibility journey. In 2024, Penske was instrumental in helping us operate a more optimized and stronger fleet while also joining us to give back in the communities where we operate.

With the support of over 3,000 supplier partners, Beacon exceeded its Ambition 2025 revenue and shareholder return targets in 2023 and continues to unlock its long-term potential.

About Beacon

Founded in 1928, Beacon is a Fortune 500, publicly traded distributor of building products, including roofing materials and complementary products, such as siding and waterproofing. The company operates over 580 branches throughout all 50 states in the U.S. and 7 provinces in Canada. Beacon serves an extensive base of nearly 100,000 customers, utilizing its vast branch network and diverse service offerings to provide high-quality products and support throughout the entire business lifecycle. Beacon offers its own private label brand, TRI-BUILT®, and has a proprietary digital account management suite, Beacon PRO+® , which allows customers to manage their businesses online. Beacon’s stock is traded on the Nasdaq Global Select Market under the ticker symbol BECN. To learn more about Beacon, please visit www.becn.com.

Original source: Beacon Roofing Supply

New no-code integrations with Hover, Spotio and SalesRabbit accelerate sales processes for roofing contractors by consolidating workflows within AccuLynx.

AccuLynx, the leading provider of all-in-one business management software for roofing contractors, today announced the addition of three new integrations available in its AppConnections feature, which allows roofing companies to easily connect their third-party software products to AccuLynx without complex configuration or coding. New integrations with Hover, Spotio and SalesRabbit facilitate seamless data synchronization with AccuLynx, empowering customers to further streamline backend processes and accelerate sales.

Each connection offers a unique set of capabilities that optimize key aspects of the user workflow, including configurable triggers that can be tailored during the integration's setup process.

• AccuLynx's integration with Hover: Allows customers to automatically trigger and assign measurement requests in Hover, sync Hover roof measurements and 3D renderings to the AccuLynx job record and populate measurement data into the AccuLynx job estimate.
• AccuLynx's integration with Spotio: Allows customers to automatically sync Spotio records to AccuLynx and map AccuLynx status information back to the Spotio record.
• AccuLynx's integration with SalesRabbit: Allows customers to automatically sync SalesRabbit records to AccuLynx and map AccuLynx status and financial information back to the SalesRabbit record.

"These new integrations represent another significant advancement in AccuLynx's technology, offering our customers more opportunities to customize and centralize their tech stack," says AccuLynx CEO, Mike Stein. "We're excited to provide seamless data flow between these applications and the AccuLynx platform, helping contractors work more efficiently so they can focus on growth." Alongside new integrations, AccuLynx has also released a series of improvements to its messaging, document automation, mobile and supplement tracking features. This includes:

• A brand new communications tab in the AccuLynx job record that organizes messages into threads and introduces enhanced management tools and time-saving shortcuts.
• More document features that make it easier for roofing contractors to design and share custom sales proposals with homeowners.
• New mobile app capabilities, including call logging and document status tracking.

About AccuLynx

AccuLynx is the leading provider of cloud-based business management software for roofing contractors. Recognized as a pioneer in the industry, AccuLynx has helped thousands of companies — from rapidly growing start-ups to multi-location operations — streamline their processes and grow their business. Used by more contractors than any other roofing software, AccuLynx's simple business management tools include CRM, estimating, proposals, production scheduling, project management, aerial measurements, material ordering, photo sharing, payment processing, custom reporting, homeowner financing and more. AccuLynx directly integrates with Beacon Building Products, SRS Distribution, ABC Supply, QuickBooks, Sage Intacct, Angi, Spotio, SalesRabbit, CompanyCam, Hatch, GAF, GreenSky, EagleView Technologies, Hover and others. For more information, visit acculynx.com.

By JP McAllister, AccuLynx. 

Transform your operations and boost efficiency with the right software. 

From sales to project management, the right software can be a game-changer. Explore our comprehensive guide on the essential features of roofing software here at AccuLynx and find out how to choose the best tools to meet your needs. Whether it's enhancing customer relationships, optimizing estimates or ensuring seamless integration with existing systems, we've got you covered. Read on to learn more about these considerations and get answers to common questions contractors ask when evaluating roofing software. 

1 - Features for roofing contractors 

Determine what specific problems you’d like your software to help you solve. For example, is your sales team struggling with creating accurate estimates resulting in lower job profitability? To combat this, you’ll want to make sure your roofing software integrates with your preferred material suppliers. This way, you have easy access to material pricing as you build your estimates. Or maybe you want to automate manual administrative tasks to ensure important processes are followed and prevent job delays. In this case, you’ll want roofing software with automation tools. 

Once you’ve identified what problems you need to solve, you can create a list of must-have roofing software features. This may include: 

• Customer Relationship Management (CRM) 
• Estimating/quoting, & proposal building 
• eSignatures 
• Labor scheduling 
• Production and job management 
• Material ordering & aerial measurement ordering 
• Payment processing and financing 
• Invoicing & job costing 
• Communication tools like texting 
• Reporting & dashboards 
• Mobile application 

Many roofing contractors use a number of software applications to get the features they need. However, this may not be cost effective in the long run. It also makes it harder to keep track of data when it lives in multiple locations. 

An all-in-one business management system like AccuLynx has features designed specifically for roofing contractors. It keeps all of your company’s information easily accessible and eliminates the need to enter it in multiple places. 

 2 - Who will use the software 

When evaluating roofing software, you should consider which employees and/or departments will need access. Sales reps, production managers, office admins and owners will have different needs for software. 

For example: software that enables a salesperson to create an estimate on the fly may be crucial. Or scheduling tools might be a “must-have” for a project manager so they can seamlessly schedule projects and notify crews. Office admins benefit from having financial features so they can accurately track project costs and commissions. Therefore, it’s important to understand what capabilities will make everyone’s job easier. 

Roofing software needs to be functional across the organization so it can improve the way your entire company works. Discussing these benefits with your team and getting their buy-in on business goals are important components of encouraging software adoption. Switching to new technology takes time and effort, and understanding how the software will help them work more effectively will motivate team members to put in that effort. When you set goals for software usage and create a vision for how your business will grow as a result, using roofing software becomes a shared project that helps everyone at your business reap the rewards. 

Pro tip: Roofing software like AccuLynx includes all of the CRM/sales, production, financial and business management features roofing companies need so everyone in the business has tools to help them work smarter. 

3 - Ease of use and implementation 

A common concern roofing contractors have is whether their employees will use the software they invest in. Unless the software you choose to manage your business is easy to use and implement, your teams may struggle to incorporate it into their day-to-day work. Even the tech-savviest employee can waste valuable time figuring out how to use a cumbersome or outdated platform. Selecting an intuitive system means that your teams will require less training in order to use it, and you’ll be able to start benefiting from roofing software more quickly. The easier the software you select is to use, the more likely your teams will be to use it. 

One of the most challenging parts of using a new tool or system for your roofing business is transitioning away from old habits. Your current processes and technology usage are familiar and automatic to your teams, and it will take some time for them to adjust to new ways of doing things. By being an early, enthusiastic adopter of the software, you can help it become second nature to the rest of the business. Modeling the software usage you want to see will provide clarity to your teams about how to make the software part of their everyday work. When teams see you using the software in a consistent way, it gives them an example that’s easy to follow as they start using the software themselves. 

To make your software investment worth it, find one that is intuitive and fits seamlessly with the way you already work. A platform that is easier to use, like AccuLynx, will encourage your team to approach it with an open mind. 

4 - Roofing software integrations 

The best roofing software solutions integrate with the industry’s top players. Look for specific integrations with: 

• Material suppliers like Beacon, SRS and ABC where you’ll get real-time pricing, product availability and the ability to place orders right from your software 
• Aerial measurement providers like EagleView and GAF QuickMeasure where you can order accurate roof measurements that automatically appear in your software job file within minutes 
• Lead applications like Angi, Spotio and Sales Rabbit that automatically sync your qualified leads to your roofing software 
• Accounting platforms like QuickBooks and Sage Intacct that automatically sync financial data with your software so you can easily track your revenue and expenses 
• Photo software like CompanyCam to take pictures and share documents that automatically sync to your job file 
• And more! 

Integrations streamline processes, eliminate double-data entry and keep everything in one, easily accessible place in your roofing software. 

Pro tip: Choose roofing software like AccuLynx that easily connects with popular roofing apps if you don’t want to hire a developer to help with the setup. 

5 - Reliable customer support 

Incorporating new job management software or switching services can be burdensome. Making sure the software company you choose has onboarding training and ongoing support will set you up for success. 

Many solutions charge for support or only offer ticket-based customer service that can leave you waiting days for help you need right away. Be sure to choose roofing software that offers live phone, email and webinar support. 

And even if you don’t have time to sit through full-length training sessions, software that offers support in other ways with instructional videos, articles or step-by-step guides could be beneficial. Selecting a software with excellent customer support will help get your teams trained and working right away and prevent gaps in work if problems arise. 

 6 - Mobile app access 

Since you and your teams may be spending a majority of your time in the field, roofing software that has a mobile app should be another factor to consider when evaluating your options. 

Look for software that is readily available whether you’re in the truck, on a job site, or canvassing areas so you remain productive and efficient. If you have your software in the palm of your hand, you can: 

• Capture, edit, upload and share unlimited photos 
• Add leads 
• Review job activity, tasks and notifications 
• Access documents and job files 

Pro tip: Be sure the software you choose is reliable and compatible with multiple devices. AccuLynx provides 24/7 access to your job information and allows you to take your office with you to any location. 

Common questions roofers ask before choosing roofing software 

If you’re thinking about implementing roofing software, you probably have a lot of questions. It’s important to get these CRM answers before you make a purchasing decision and implement roofing software. At AccuLynx, we talk to many roofers as they explore our software and evaluate whether it would work for their business. During this process, we often hear similar questions about the software. Here are just a few of the questions that roofers are asking—and our answers. 

Why do I need roofing software when I already have other tools? 

Roofing software isn’t just another tool—think of it as the ultimate tool that puts the rest into context. With roofing software like AccuLynx, all the information about your business is centralized, organized, and stored in one place to make it easily accessible. You don’t have to switch between multiple programs to do things like place orders, schedule material deliveries, and create invoices when you use an all-in-one software. 

Can small businesses use roofing software? 

Yes! Roofing software is for businesses of all sizes. Companies with as few as 3 employees can find as much benefit in roofing software as a company with over 100 employees. With software like AccuLynx, the tools in the platform are adaptable, helping all businesses get the most out of their investment. 

Is roofing software really worth the money? 

The right roofing software will set you up for success to grow your business. Roofers find that the higher profit potential and the time they save by streamlining their processes makes the cost of software more than worth it. While some software options are more expensive than others, you’ll get what you pay for. AccuLynx users, on average, increase total job profits by 32% after one year and save 9 hours per user each week. 

Will this software help achieve my business goals? 

Whether your goal is to expand your business or just to keep your company more organized, you want a program that will help you achieve your goals in a more efficient manner. In your first year using the software, be sure to report if you’re meeting your goals so you can confirm that your software is contributing. 

See why AccuLynx is the #1 all-in-one software for roofing companies 

AccuLynx stands out as the industry’s #1 all-in-one roofing software. Thousands of contractors rely on AccuLynx’s user-friendly interface and comprehensive features to efficiently manage their businesses. When comparing software options, AccuLynx offers everything you need in a single, convenient platform. 

Original article source: AccuLynx 

By Kathryn Brill, AccuLynx. 

Level the playing field with top roofing CRM software that boosts small business’ efficiency and competitiveness 

Limited time, resources and staff are the realities of a small residential roofing business. You’re forced to accept that you don’t have the same capacity as large organizations. Finding sustainable business tools to help growyour business  can be daunting. That is where CRM software like AccuLynx can help bridge the gap between your small business and larger competitors.  

Read: How Roofing Software Can Help Grow Small to Medium Roofing Businesses 

Take the burden off your employees 

You and your staff wear many hats, because staff is limited. Everyone has to pitch in on projects, and there are busy times when your staff has to take on different roles to keep jobs running smoothly. Anything you can do to reduce the burden on your staff can go a long way towards making your roofing business more productive . 

AccuLynx is the leading roofing CRM software; it can help streamline many of the job tasks that your employees are currently doing, freeing up their time to focus on growing the business, instead of just maintaining it. For instance, with AccuLynx you can: 

• Use our AI tool, Lead Intelligence, to qualify the best leads in your sales pipeline based on their likelihood to convert . 
• Populate an estimate with real-time pricing, adjust your profit margin, and send it to the customer to be electronically signed in just a few clicks. 
• Order materials directly from ABC Supply, SRS Distribution and Beacon instead of having to call the branch to ask for pricing or log into another system. 
• Store all your job information in the cloud, eliminating the need for keeping track of documents . 

All of these more efficient ways to complete common business tasks  save time and effort. On average, AccuLynx customers save nine hours per week. And when your employees aren’t tied up in taking care of these tasks, they have more can focus on their day-to-day tasks. 

Be proactive, not reactive 

Sometimes, lots of work comes in, and everyone is scrambling. Other times, you hit an unexpected lull and you can’t figure out why. If you had more people, you might be able to stay on top of trends more easily and make business adjustments. But with the resources you have, it feels like all you can do is react to what happens rather than analyze what might happen. AccuLynx has the tools to give your small team a head start when work starts to pile up. 

Improve overall visibility with a company dashboard 

AccuLynx offers a dashboard to help you visualize how all your jobs are progressing. You can easily track jobs from the first time you get a call to the arrival of the final invoice. At a glance, you're able to tell which jobs need follow-up, whether you have enough work in the pipeline, and whether any invoices are outstanding. You’ll see a full picture of everything going on in your business, in one easily accessible place. 

Access your business from anywhere 

With the AccuLynx mobile Field App, you can reclaim valuable time in your day by identifying your daily tasks, taking and annotating photos, and collecting eSignatures right from your phone, all of which will help you spend less time on the job site. AccuLynx even offers a mobile Crew App that keeps you connected to your subcontractors and crews as they work. With enhanced communication and better organization, your business has the capability to work quickly without sacrificing quality. 

Manage changes to production from one dynamic calendar 

With the Production Calendar in AccuLynx, you have access to many tools that will help you make changes quickly when something unexpected happens. From one calendar, you can easily view all of your different jobs organized by trade or crew, labor schedules, and material deliveries. So when weather strikes, you can reschedule all of your jobs with the click of a button, and everyone is automatically notified of the change – instead of spending hours on the phone calling. 

Keep your customers in the loop 

It is also important to communicate with your customer as well. Using the Customer Portal in AccuLynx, homeowners can visit a custom web page to keep track of their project in real-time, helping you organize communication and increase satisfaction. Instead of making constant calls or sending multiple messages, you can use the portal to: 

• Share project details, photos and documents 
• Request and process payments 
• Exchange messages 
• Offer access to financing 
• And more! 

Spot business trends with advanced reporting capabilities 

The best roofing CRM software also offers reporting tools to help you look at the bigger picture. With the reporting features in AccuLynx, you can customize reports on key performance indicators (KPIs) and have them automatically sent to you on a recurring basis. With customizable reporting dashboards, it’s easy to visualize trends in your business performance. The more data you have at your disposal, the more informed decisions you can make to keep your business growing sustainably. You’ll also have a greater capacity to anticipate the ebbs and flows of your business and put plans in place to deal with them. 

Eliminate double data entry and extra admin work 

The best roofing CRM software enables you to significantly reduce the amount of extra work on your plate. Tasks such as sending follow-up emails, texting crews and managing your finances, are time-consuming. AccuLynx streamlines these processes and ensures that nothing falls through the cracks. 

With the AccuLynx Automation Manager, you have the power to set up automated emails, texts, and tasks that are triggered by specific events in AccuLynx. For example, you can schedule an email to remind your homeowners of upcoming appointments or remind your accounting team to send a final invoice once a job is marked as completed. The system’s flexibility allows you to customize these automations, tailoring them to your unique business needs. 

Additionally, AccuLynx integrates directly with QuickBooks simplifying your roofing company’s accounting processes, reducing errors and automatically syncing customer information between the two programs. This allows you to accurately track your spending, profits and more. 

Grow your roofing business with AccuLynx 

As a smallerresidential contractor, you might feel like you’re at a disadvantage when it comes to growing yourbusiness. But tools in AccuLynx provide the power you need to increase productivity. By reducing the time spent on administrative tasks, giving business owners an easy way to see the big picture, and helping employees work more efficiently, roofing CRMs give you an advantage that helps you compete with bigger roofing companies. 

Original article source: AccuLynx 

AccuLynx meets high demand with enhanced document management tools.

AccuLynx, the leading provider of all-in-one business management software for roofing contractors, today announced they were recognized by Capterra as the highest-rated software product in the Construction Document Management category. AccuLynx received a rating of 4.9 out of 5 stars based on user reviews collected from 2022 to 2024. This rating places AccuLynx ahead of over 940 other software providers in its category. AccuLynx was the only roofing-specific software mentioned in the report.

This recognition comes as more roofing companies rely on software for document management. In fact, a 2024 Capterra survey of verified software users revealed that 81 percent of respondents identified document management as a highly important feature for their business. Acknowledging this critical need, AccuLynx recently expanded its document automation and management tools. The company's Smart(er) Docs features have been enhanced with new capabilities that streamline proposal creation, presentation delivery, signature collection, and status tracking.

In addition to excelling in the area of document management, AccuLynx has earned a number of other accolades this year. The company was named to Capterra's Shortlist in Construction Estimating, as a FrontRunner by Software Advice, and as a Category Leader by GetApp for 2024.

"The recent recognition from Capterra sets us apart from other roofing software providers by highlighting our superior features," says Mike Stein, CEO of AccuLynx. "Our comprehensive document management and estimating tools empower roofing contractors to streamline their operations, increase efficiency, and ultimately grow their business."

By Jonny Suchor. 

A discussion about multilingual software solutions and AI's role in advancing the roofing industry. 

In a recent "AccuLynx on the Roof" podcast episode dedicated to assisting roofing contractors in their business operations, a panel of tech experts from AccuLynx joined the host, JP, to discuss the three biggest roofing trends for 2024 that contractors can’t afford to miss. 

Mark Rutan, vice president of product at AccuLynx, shared his extensive experience in software development, emphasizing the importance of product design that meets customer needs. "Specifically, my role here at AccuLynx is to kind of stand at the crossroads of business, customer experience and design," Mark explained. He highlighted the firm's commitment to building the right tools for customers, making their products functional and user-friendly. 

The company’s director of operations Lynn Foster, with over two decades in the construction industry, outlined the company's focus on navigating industry partnerships and business development within AccuLynx. Lynn pointed out the role of software in streamlining communication, especially in a workforce as diverse as construction. "The ability to actually send over a document on their phone and have them look at that and be able to read it and understand it can help clear things up," Lynn shared. 

Both Mark and Lynn emphasized the role of roofing professionals in shaping the future of the industry. They touched on the significance of adapting to current trends, such as the use of artificial intelligence (AI) to predict roofing maintenance schedules and enhance the sales process. Mark stated, "AI can take some of the data and be able to predict potentially replacing those products. Your input and adoption of these technologies are crucial in driving the industry forward." 

AccuLynx’s innovative software solutions represent a leap forward for the roofing industry, offering tools for intelligent lead management and multilingual communication that bridge language gaps on the job site. 

Listen to the full episode of the AccuLynx on the Roof podcast to learn more.