About Acculynx

AccuLynx is a roofing CRM and project management tool used by Weatherguard to manage leads, track jobs, organize documents, and streamline communication between departments. Below are frequently asked questions about how to use AccuLynx effectively.

At Weatherguard, we use Acculynx for:

Weatherguard uses AccuLynx as an all-in-one CRM and project management tool to streamline operations across departments. Below are the key functions we rely on:

  • Lead & Customer Management

  • Job Tracking & Project Management

  • Document Storage & Insurance Handling

  • Supplement Processing & Insurance Communication

  • Scheduling & Calendar Management

  • Invoicing & Payments

  • Internal Communication & Reporting

Pro Tips for AccuLynx Success

✅ Always update lead statuses after every interaction.

✅ Upload all required insurance documents before tagging the Claims Department.

✅ Use the Calendar feature to track inspections, follow-ups, and job completions.

✅ Check past notes before requesting updates to avoid duplicate follow-ups.

✅ Ensure all final paperwork is submitted for prompt insurance payouts.

Acculynx App Tour

Watch this short video (1:59) outlining how we use Acculynx at Weatherguard!


Using Acculynx

Select a stage below to learn how to leverage this app.

Leads from Spotio will automatically be added to Acculynx. If you need to manually add a lead in Acculynx, you can do that by:

  1. Select “Leads” from the main menu.
  2. Select “Add New Lead” and enter customer details.
  3. Assign the lead to a sales rep and update the status (e.g., “New,” “In Progress”).
  4. Save and track updates under the lead profile.

Go to the lead’s profile, click “Workflow”, and select the appropriate stage (e.g., “Inspection Scheduled,” “Contract Signed,” “Production”).

Leads can be assigned manually or automatically by region or performance tracking.

  1. Open the Job File for the customer.
  2. Click “Documents” and then “Upload”.
  3. Attach insurance scope, contracts, estimates, and claim supplements.
  4. Label files correctly (e.g., “Initial Insurance Scope” or “Final Invoice”).

Always upload:

✔️ Insurance Scope (Full report, repair scope, denial letter)

✔️ Measurements (EV, Hover, or Satellite)

✔️ Photos (Before, during, and after damage documentation)

✔️ Signed Contract (Customer Insurance Agreement or Rep Agreement for overturns)


💡 Tip: Missing documents delay supplement approvals—upload all files upfront!

  1. Open the Job File in AccuLynx
  2.  Navigate to the “Measurements” tab
  3. Select the preferred measurement provider (Hover, EagleView, RoofSnap, etc.)
  4. Submit the request & confirm order details

📌 Tip: Always check if measurements already exist in AccuLynx before placing a new order.

  • GAF Measurements, EagleView & Hover Reports – Satellite-based, highly accurate roof measurements
  • Field-Measured Reports – Manually measured by Project Managers, entered into AccuLynx
  •  Insurance Scope Measurements – Pulled from the adjuster’s estimate (if available)

📊 Best Practice: Compare EagleView/Hover reports with the insurance scope to identify missing coverage and potential supplement opportunities.

  • Ensure accurate dimensions for supplement requests
  • Use the data to generate precise material orders (shingles, underlayment, flashing, etc.)
  • Prevent over/under-ordering and job site delays
  • Verify insurance estimates to maximize claim approval


📌 Reminder: Missing or incorrect measurements can delay supplements and material orders—double-check all data before proceeding.


📏 Ensures correct material ordering & reduces waste

💰 Supports supplement requests for missed items

🛠 Prevents costly mistakes & job delays

📊 Improves insurance negotiations with detailed data


With AccuLynx, ordering roofing measurements is seamless and ensures every job starts with precise data! 

  1. Upload all required documents under the Job File.
  2. Tag “Claims Department” in the Notes section with a clear supplement request.
  3. Include specifics like missing line items, additional damages, or required upgrades.
  4. Monitor updates in the same thread (use “Ctrl+F” to find previous notes).

  • Check the “Notes” section under the Job File.
  • Look for updates tagged “Supp Sent” or “Approved”.
  • If no response within 5-7 business days, follow up with the Claims Department.

  1. Open the Job File and click “Calendar”.
  2. Select “New Appointment”, choose Inspection, and assign a rep.
  3. Set the date and time, and notify the homeowner.

 Each job progresses through statuses like:

📌 Inspection Scheduled → Contract Signed → Production → Completed → Paid

  • Use the Dashboard to see pending jobs.
  • Click on a job to see detailed notes, uploaded documents, and past updates.

Insurance payments are tracked through three key terms:

  • 💰 ACV (Actual Cash Value): The initial payout (depreciated value).
  • 💰 Recoverable Depreciation: The withheld portion, released after work is completed.
  • 💰 PWI (Paid When Incurred): Items insurance will only pay for after seeing an invoice.

  1. Ensure all work is completed and documents (COC, supplement approvals) are uploaded.
  2. Click “Create Invoice” in AccuLynx under the Job File.
  3. Attach supporting documents (before/after photos, insurance estimate, etc.).
  4. Submit for insurance payout processing.

Frequently Asked Questions

How do I log in to AccuLynx?

Visit www.acculynx.com or download the Acculynx App, enter your Weatherguard credentials, and log in. If you don’t have access, contact your manager or IT support.

My AccuLynx is not loading—what should I do?

Try refreshing your browser, clearing cache, or switching to a different device. If the issue persists, contact your sales manager.

How do I reset my Acculynx password?

Click on “Forgot Password” on the login screen, enter your registered email, and follow the instructions to reset it.

Why can’t I upload documents?

Ensure the file format is PDF, JPEG, or PNG and is under the size limit. If the issue continues, restart AccuLynx or check your internet connection.

Who do I contact for AccuLynx support?

For system issues, contact your sales manager.