Administrative Settings & Tools
Account Settings, Job File Settings, Email Templates, User Profile Settings
Administrative Setup
Admins of an AccuLynx instance can find helpful support articles here
- Managing and Inviting Your AccuLynx Users
- Account Settings-Brief Descriptions
- Dead Lead Settings
- Import Contacts and Leads
- Permission Settings
- Export Contacts and Leads
AccuLynx User Profile Setup
- Change Password
- Clearing Browser Cache and Cookies
- Default Location
- Email Signatures
- Google Calendar Sync
- How to Add AccuLynx as a Shortcut on Your Mobile Device or Tablet
Report Menu
- Job Payments Received Report
- 5 Reports Roofing Contractors Need (And How to Use Them)
- Job Expenses Report
- AccuLynx ReportsPlus Overview
- Payroll Report
- Commissions Report
ReportsPlus
Track Screens
- Enabling & Using the Mortgage Check Tracker
- Track - Work Schedule
- Track - Commissions
- Track - Supplements
- Track - Submitted Orders
- Track - Submitted Leads and Jobs