Add-Ons & Integrations

2024 Fall Releases

• Job Communications
• Mobile Call Logging
• Mobile Communications
• Sage Intacct Enhancements
• Smart(er) Docs Management and Packet Details (Mobile)
• Smart(er)Docs Updates

See all 7 articles

AppConnections

• HubSpot Connection
• Angi Connection
• CompanyCam Connection
• Hatch Connection
• Hover Connection
• Sales Rabbit Connection

See all 8 articles

3rd Party Integrations

• GAF® QuickMeasure Measurements
• Measurement Providers - EagleView
• Storm Analysis Providers

AccuFI

• AccuFi FAQ & Overview
• AccuFi Overview - How to Enable
• How to Offer AccuFi Financing

AccuPay

• How to Apply for AccuPay
• AccuPay Refund Process
• AccuPay Application - What to Expect
• AccuPay for Admins
• AccuPay Payment Dispute Tracking Page
• AccuPay Track Payment Dispute Permissions

See all 7 articles

Commissions

• Commissions Tutorial
• Creating a Pre-Commission/Commission
• Commissions Setup

Customer Portal

• How to Enable the Customer Portal
• Configuring your Customer Portal
• Inviting Customers to the Customer Portal
• Inviting Others & Resending Portal Invites
• Job Data in the Customer Portal: Automatic vs Manual
• A Customers Portal Experience

EagleView

• How to Order an EagleView Report in AccuLynx

Mobile Crew App

• Mobile Crew App Basic Tutorial (SPANISH)
• Mobile Crew App Basic Tutorial (English Version)
• Inviting a Subcontractor to the Mobile Crew App

Mortgage Checks

• Mortgage Checks
• Entering Mortgage Checks

Sage Intacct

• Sage Intacct Enhancements 2024
• Sage Intacct Introduction
• Sage Intacct: Integration Settings
• Sage Intacct: Syncing Data from AccuLynx to Sage Intacct
• Sage Intacct: Syncing Data from Sage Intacct to AccuLynx

Smart(er) Docs

• Smart(er) Docs Enhancements 2024
• Using Smart(er) Docs/E-Sign in a Job
• Smart Docs - Customer Experience

Supplements

• Supplement Settings
• Creating Supplements

Text Messaging

• Create Automated Text Messages
• Text Registration Requirements
• Creating Reminders