Reference

Add job appointment

Schedule the initial appointment or site visit for a construction project in AccuLynx, setting the specific date and time for the first client meeting or job walkthrough.

Job appointment summary

Retrieves all scheduled appointments and events for a specific construction or roofing job, including site visits, inspections, and project milestones. Use this to view and track the complete timeline of activities tied to a particular project.

List of calendars for the location

Retrieves all calendars available at a specific location in AccuLynx, allowing you to see which calendars are set up for scheduling and project management. Use this to identify calendar IDs needed for booking appointments, assigning tasks, or syncing with your team's schedule.

Create a contact

Add a new contact to your AccuLynx system with customer, vendor, or lead information for roofing and construction projects. Store comprehensive details like names, phone numbers, emails, and addresses to organize your business relationships in one place.

List of contact types related to the company

Retrieves all available contact type categories in your AccuLynx system, such as residential, commercial, or repair clients, so you can properly classify and organize your business contacts.

Update company representative

Associate a company representative with a specific job in AccuLynx to track who is responsible for each project. This helps you maintain clear accountability and ensure the right team members are assigned to the work.

Create a job

Initializes a new job in AccuLynx with essential project details like customer contact information, location, and work type, enabling you to quickly set up construction or roofing projects from external systems or automation workflows.

Create a lead

Adds a new potential customer to your AccuLynx system with their contact information so you can track and manage roofing inquiries. Use this to capture leads from various sources and begin your sales process.