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I will be your acculynx and contractor cloud expert
Automation Specialist
CRM & Business Automation Expert | JobNimbus | Mindbody | Housecall Pro | Practice Better
I help businesses streamline operations, automate workflows, and improve client management using JobNimbus, M...
About this Gig
AccuLynx and Contractors Cloud not working the way it should? I'll fix that.
I specialize in these two roofing CRMs not five, not ten. That means when you tell me what's broken or missing, I already know where to look.
I help roofing, exteriors, and solar contractors set up a CRM that actually matches how their business runs, or clean up an account that's been half-configured for months.
What I set up for you:
- Sales pipeline stages built around your real process (lead estimate contract production invoice)
- Estimate and proposal templates
- Customer portal setup
- Automated follow-ups, alerts, and status notifications
- Data migration from your old CRM or spreadsheets
- Integrations QuickBooks, Zapier, CompanyCam, EagleView, Google Workspace
- Team training so your crew actually adopts the system
Why work with me:
I've built full CRM systems for roofing and fence companies from scratch dual pipelines, estimate templates, crew document workflows so I know the difference between a CRM that looks set up and one that's actually driving sales.
Message me before ordering with which platform you're on and what's not working, and I'll tell you exactly what package fits.
Software:
GoHighLevel
Industry:
Construction
•
Marketing & advertising
•
Real estate
My Portfolio
FAQ
My CRM is set up, but my sales team still isn't using it. what's wrong?
This almost always comes down to the pipeline not matching how your reps actually sell. If the stages feel like extra data entry instead of helping them close, they'll go back to their own spreadsheets or memory.
We're switching from [old CRM/spreadsheets] and I'm worried about losing years of customer history.
That's the #1 fear I hear, and it's fair messy migrations are how businesses lose contact history, project notes, and photos permanently. I map your old data field-by-field before touching anything, so nothing gets flattened or lost in the move.
Estimates and proposals take too long to put together and it's costing us jobs.
Slow estimates lose deals to faster competitors, especially in storm/insurance work where speed matters. I build templates pre-loaded with your pricing, materials, and branding so a rep can turn a measurement into a sent proposal in minutes, not hours.
We keep missing follow-ups and leads are going cold.
This is usually a workflow gap, not a people problem, if follow-ups depend on someone remembering, they'll get missed. I set up automated reminders and status-based alerts so a lead can't sit untouched without someone getting flagged.
My office and field crews aren't seeing the same information.
That disconnect usually means the customer portal or mobile access wasn't configured, so the field is working off outdated info while the office updates the system. I set up shared visibility so job status, photos, and notes update in real time for both sides.
I paid for AccuLynx/Contractors Cloud but I'm not using half the features. is it worth keeping?
Often yes, most contractors are only using 20-30% of what they're paying for because the rest was never configured. Before you consider switching platforms (which means another migration headache), let's talk about what's actually unused and whether it solves your problem.
How much back and forth will this take? I don't have a lot of time to explain everything.
I ask the right questions upfront in one intake conversation, then work independently and send progress updates not a long list of daily questions. You'll review a working system, not a pile of decisions.
