WebFor a list of the options, please visit Get Items into SmartDoc - FAQ 10161. Create a New Document while in the SmartDoc Screen. Click on File New. Create a new document in either Word, Excel or PowerPoint format. When you save the new document, you will be prompted with the Document Information window where you can assign the proper … WebStart using the new Lead Intelligence feature today. By leveraging data-driven insights, you can equip your roofing sales teams with the tools and resources they need to sell more roofing jobs. The Lead Intelligence feature is now available for all AccuLynx customers and can be utilized immediately. You can contact our sales or customer support ...
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WebThe mobile Crew App by AccuLynx is a user-friendly mobile application that reduces work planning overhead and helps make your subcontractors and labor crews more productive on the job. By connecting your back office with your labor teams in the field, it’s the easiest, most convenient way to coordinate work, communicate with crews and ensure ... WebSep 7, 2024 · About this app. AccuLynx was created with specialty trade contractors in mind; it was built to help run their business more efficiently and connect their people. The AccuLynx Field App will give you real-time access to your leads, jobs, photos, documents and comments. AccuLynx is designed for any Specialty Trade Contractor. btsnavi
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WebGoogle Docs + AccuLynx. Create AccuLynx leads from new or updated responses in Google Forms spreadsheets. by Zapier. Zapier. Try it. Google Forms, AccuLynx. Google Forms + AccuLynx. More details. When this happens. Step 1: New or Updated Form Response. Then do this. Step 2: Create Lead. Web• Optimized AccuLynx construction management process integration for General Contractor. • Eliminated excessive face-to-face sales time by creating digital tablet-ready “Smart Docs” for ... WebMar 10, 2024 · Its Smart Docs tool auto-fills proposals and quotes using stored CRM data for quick document generation and deployment. You want a simple way to manage leads and bids: ... AccuLynx markets itself as a roofing CRM and has niche capabilities for roofing businesses. Since it's narrowly focused, you can use the modules to manage an entire … bt snaptravel