AccuLynx Integration

We Work Inside Your AccuLynx.
Not Around It.

Most supplement companies ask you to export files, send emails, and wait. We log directly into your AccuLynx account and work the job like a member of your team — using your templates, your structure, your workflow.

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How It Works

From invite to approved supplement in 24 hours

01

You add us as a team member

We request a standard team member invite to your AccuLynx account. No special permissions needed beyond what your project managers already have.

02

We work inside your existing workflow

We use your templates, your job structure, your naming conventions. We don't ask you to change how you work — we adapt to it.

03

Supplement documents built and ready

Xactimate supplement estimates are generated, attached to the job, and ready for carrier submission — directly inside AccuLynx where your team can see them in real time.

04

Carrier follow-up tracked in your system

Notes, status updates, and carrier communications are logged directly in the job so nothing falls through the cracks. Your team stays in the loop without a separate system.

Why It Matters

The difference between a supplement company and a team member

No file exports or email chains

Traditional supplement companies require PDFs, spreadsheets, and back-and-forth emails. We work where the job already lives.

Your templates, your brand

Every document stays consistent with your existing AccuLynx templates. No reformatting, no brand drift.

Faster turnaround

Because we're already in your system, documents go from scope to ready-to-send in under 24 hours — no upload/download cycles.

Real-time visibility

Your project managers and sales team can see exactly where every claim stands, anytime, without asking us.

Used daily by roofing contractors across the Southeast

We currently manage AccuLynx supplement workflows for active roofing contractors — including some of the largest residential roofing operations in the region. We know the platform, we know how claims flow through it, and we know how to get approvals without disrupting your team.

We work in AccuLynx, Xactimate (XM8), and Symbility.

Ready to have a supplement team inside your AccuLynx?

Reach out and we'll set up access, review your current job structure, and have your first supplement in progress within 24 hours.

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