Trusted by Top-Performing Roofing Sales Teams
Eliminate the Street-to-Office Disconnect
Your canvassers are winning on the street, but your office is drowning in admin time. When field data doesn’t make it into AccuLynx immediately, you lose speed—and in storm restoration, speed is everything.
- Lost Leads: Canvassers turn in incomplete lead sheets, meaning potential jobs vanish.
- Missing Photos: Critical damage photos live on reps’ personal phones, not in the job file where adjusters need them.
- Blind Canvassing: Your crews don’t know which neighbors are already “Under Contract” because they can’t see AccuLynx job statuses in the field.
Get a Direct Pipeline from Canvassing to Production
The SPOTIO + AccuLynx integration bridges the gap between your door-knocking app and your job management system. It’s not just a sync—it’s a project accelerator.
- Instant Lead Creation: When a rep logs a “Lead” or “Appointment” in SPOTIO, a new Contact Record appears in AccuLynx.
- Photo & Document Sync: Damage photos and signed documents captured in SPOTIO attach directly to the AccuLynx job file—no manual uploads.
- Milestone Visibility: When the office updates a job to “Materials Ordered” or “Approved” in AccuLynx, that status updates in SPOTIO. Your reps see exactly where every job stands, right on the map.
How it Works: Set It and Forget It
SPOTIO uses the AccuLynx AppConnections platform to ensure a secure, reliable connection.
- Enable AppConnections: Turn on the integration inside the AccuLynx Market.
- Map Your Triggers: Tell the system when to sync—for example, “Only sync when Stage = Appointment Set”.
- Map Your Fields: Connect SPOTIO data points (Trade Type, Insurance Carrier, Rep Name) to your AccuLynx file.
- Go Knock: Your reps keep working in SPOTIO, but their results build your business in AccuLynx.
Built for the Speed of Storm Season
Storm restoration runs on speed. SPOTIO was built to handle the chaos of post-storm canvassing while keeping your AccuLynx data clean and current.
Drop pins on hail-damaged properties and route your crews to the hottest neighborhoods first. Every knock is tracked; every lead is logged.
Adjusters demand proof. SPOTIO’s built-in camera timestamps and geo-tags every damage photo, then syncs it to the AccuLynx job file automatically.
Assign canvassing zones by crew, track daily knock counts, and see who’s hitting quota—all from the map view. No more group texts asking “Who knocked this street?”
Customer Success Stories
FAQs
Find answers to common questions about the SPOTIO integration with Acculynx.
Yes, but specialized.
- SPOTIO → AccuLynx: Pushes leads, contacts, appointments, photos, and documents.
- AccuLynx → SPOTIO: Pushes job milestones. As a job progresses in AccuLynx (e.g., “Materials Ordered”), the pin color and status in SPOTIO update to match.
Yes. Photos or videos attached to the SPOTIO record at the moment of the sync trigger automatically upload to the AccuLynx job file.
Note: Photos added after the initial sync may need manual upload.
No. This is a direct integration using the AccuLynx AppConnections add-on. Pre-built and requires no third-party middleware or coding.
Yes. Map the “Assigned User” in SPOTIO to the “Sales Representative” in AccuLynx, ensuring the right salesperson gets credit and visibility for the job.
