AccuLynx Offers SRS Ordering Tools

By Kathryn Brill, AccuLynx.  

Grow your business and focus on sales by improving your efficiency with estimating and orders with new SRS integration. 

Between placing orders and building estimates in your roofing business, it can seem like there is simply never enough time to truly get on top of things. Enter in AccuLynx’s new integration with SRS Distribution. Now AccuLynx customers who use SRS can easily access and apply their pricing estimates and contracts, in addition to submitting material orders directly to SRS.  

Streamlining the process by giving you one less system to log into and manually upload material prices to, you can see real time updates in pricing and material information directly in AccuLynx. The SRS integration in AccuLynx lets you manage every aspect of the estimating and ordering process with the roofing CRM software you use every day. 

How the SRS Distribution integration works 

AccuLynx customers can start using the new integration by selecting “SRS Distribution” from the Add-Ons page in AccuLynx and authenticating their SRS account. From there, you can select your default branch location and confirm other available branch locations. 

Here are a few things you can do with the SRS integration in AccuLynx: 

• Access SRS products in AccuLynx with the ability to view and order materials 

• See real-time pricing and available products by branch location during the estimation process 

• Create digital material orders and submit them directly to SRS for processing, as well as attach relevant order documents to the order 

• See real-time order status and delivery updates, including proof of delivery photos, in the related AccuLynx Job File 

Why use the SRS integration in AccuLynx? 

Faster, more accurate estimates 

You can now apply your specific SRS pricing automatically whenever you create an estimate. As a result, you’ll be able to pull together more accurate estimates that reflect the true cost of your materials, and you won’t get bogged down by having to look up pricing or manually upload prices into AccuLynx. The SRS integration will help you speed up the estimating process while also improving precision, especially when combined with the other powerful estimating tools in AccuLynx, such as aerial measurement integrations and digital estimate templates. 

Streamlined production process 

With the new SRS integration, every step of the production process can be completed in AccuLynx as part of the same seamless workflow. Instead of printing out, calling in, or faxing orders, you’ll be able to create digital material orders with just a few clicks and send them to SRS Distribution without leaving the AccuLynx platform. This makes the ordering process more convenient and efficient. And just like any other material order in AccuLynx, you can build SRS orders directly from the estimates you create, saving you even more time. 

Greater visibility into orders 

When you place an order with SRS through AccuLynx, you’ll be able to track that order and see the status in AccuLynx, whether you’re at the office or in the field. Once materials are delivered, you’ll get photo documentation of the delivery directly in the related job file. Your whole team will be able to stay informed about the status of your orders, reducing miscommunications and helping you keep customers and crews updated. 
Learn more about AccuLynx in their RoofersCoffeeShop® Directory or visit AccuLynx.com. 

Original article source: AccuLynx