Account Settings-Brief Descriptions

Account Settings

Company Location Settings

• Logo: Add or update your company’s logo
• Email Settings: Set up your email header/footer
• Name, Address & Phone: Update your company name, address & phone number. Update how it displays when used within AccuLynx
• Localization: Set up company’s timezone, business hours & work days
• Permission Settings: Set up permissions based on user roles within your company
• Account Type: Enable account types, allowing you to enter expenses and tell AccuLynx what type of expense they are. Default account types are Commission, Labor, Materials, & Other. You can also add your own account types. 
• States or Provinces: Tell AccuLynx whether you are operating in a state or a Province? 
• Local tax Rates: Pre-enter your local tax rates. When creating an estimate you will be able to select the appropriate  tax rate from a drop down menu
• Add/Edit Vendors: Add people & their contact information here, and their information will be available from the emailing and texting screens
• General Job Costs/Expenses: Job costs & expenses that are entered here are automatically applied to every job
• Customer Portal: AccuLynx users with Customer Portal as an Add-On can set up their Portal settings here. AccuLynx users that do not currently have the Customer Portal as an Add-On can also go here to see a sample portal.
• Dashboard Controls: AccuLynx users can inactivate/activate sections of their Dashboard like the Sales Leaderboard, AccuPay & AccuFi
• Field App Dashboard: Configure AccuLynx Field App widgets here & determine whether other Field App users are able to configure the Dashboard

Manage Contacts

• Required & Custom Fields:Specify which fields are required on the contact form & create custom fields
• Contact Types: Create custom contact types to organize your contacts. Ex: Property Managers, Contractors, Real Estate Managers

Manage Leads

• Dead Lead Settings: If necessary,  you can add custom reasons why you may be marking jobs as dead in the system. 
• Lead source: Track how you are getting your leads. If it is from a specific person, add their name! If it is from another company, add them too! You can run a report on this, & track where your company is getting their jobs from
• Required Lead Form Fields: This is where you set up which fields are required when Leads are entered into AccuLynx for your company
• Import Contacts & Leads: Import current or past jobs into AccuLynx. Let us know if you need help with this
• Export Contacts & Leads: Pull information out of AccuLynx

Job file Settings

• Workflow Manager: (Elite feature) Add statuses between the main Milestones
• Job Numbering: Set up your job numbering. Add a prefix & customize
• Document Folders: Create document folders that will be available when you upload documents into a job
• Communication Tags: Create the tags to be used within Job Communications (the Job Message Board)
• Photo & Video Tags: Add Photo & Video Tags which allow you to search for photos & videos
• Photo & Video Albums: Add custom Photo & Video albums
• Work Type: Add & remove custom Work Types
• Job Category: Add & remove custom Job Categories
• Trade Manager: Add & edit your company’s trades 
• Track Insurance Companies: Enable if your company does Insurance work. Add insurance companies, so you can track the companies you are working with 

Estimate Settings

Settings:

• Use Order Unit of Measure: If this is enabled, the cost of material will be rounded up to the full order quantity on the estimate. *Note: the quantity of material shown on the estimate will not change. and will show the actual quantities needed.
• Profit Margin: Users can set a minimum and maximum profit margin. When users other than those in the Administrator role create an estimate, they will not be able to set a profit margin that falls outside of the pre-determined range.
• Discounts: Pre-populate discounts you would like to choose from, and apply to your estimates.
• Taxes: Set up how taxes are applied on your estimates

Disclaimer:

• Add your disclaimer which will automatically populate at the end of your estimate

Worksheets

• Worksheet Default: Set your default Worksheet as either Financial or Insurance
• Create a Financial Worksheet: Set up how you’d like to start each Financial Worksheet.
  1. Add all details from the primary estimate & the details (default)
  2. Add only the section details from the primary estimate
  3. Start with a blank worksheet (more typical with insurance work & brings no items from the estimate)
• Disclaimer: Pre-populate a disclaimer that will be viewable on worksheets/invoices
• Invoice Numbering: Customize your invoice numbering

Supplements

• Statuses: Create and manage statuses that will appear on your Supplements
• Applying to Worksheets: Determine how your Supplement should be applied to your Worksheet

1. 1. Create a Worksheet Section (default) - Creates a new supplement section within the original Insurance Claim
   2. Add the Supplement items to a new Supplement amendment- Adds the Supplement as it's own amendment, and leaves the insurance Claim worksheet in its original condition
   3. Update items on the original Insurance Claim- If you have an updated item, it will replace the original. If you have a completely new item it will be added to the Insurance Claim Worksheet. (changes can be viewed in the "See What Changed" Modal)

Labor Orders & Tickets

• Labor Contacts: Select team members that manage production & labor. Team members added here can be assigned as the Labor Contact on the Labor Ticket   
• Disclaimer: Pre-populate a disclaimer that will appear on labor orders/tickets
• Combined Materials & Labor: This allows you to lock material only, allowing you to make changes to labor orders even after material has been ordered

Purchase Orders

• Order Documents
• Header: This is where you enter the contact person or people you'd like listed on material orders, along with their contact information.
• Disclaimer: Pre-populate a disclaimer that will appear on printed purchase orders

Add-On Features & Integrations

• Add-Ons: This is where all of the available Add-ons and Integrations live. Such as EagleView & GAF Quick Measure, QuickBooks, and our supplier integrations with ABC, Beacon & SRS!
• At the top of the screen, view all of your company’s current add-on features
• Select “Learn More” to read about any of the Add-On features, such as pricing & functionality. Some Add-ons even have a video to walk you through the process. 
• Selecting “Enable” will enable that Add-on & if there is a charge associated with it, you will begin being charged. 

*Some Add-Ons are free and some have a charge, so please read about the Add-on before selecting the “Enable” box.

• API Keys: Allow you to connect external applications with AccuLynx 

Administrative Settings (only Company Administrators have access to these settings)

• Parent Company Information: Elite users have the ability to create multiple locations. The Parent Company Information screen  is where the main location information is set up
• Manage All Locations:This is where additional locations are set up, Inactivated & edited
• User Analytics: View users and analytics
• Billing History: View billing information
• Payment Information: View & change payment information, and see next scheduled payment date