within AccuLynx. Upload required documents and ensure all job files are clean, complete, and ready for handoff to production. Tag... a plus. Proficiency with CRM systems (AccuLynx preferred), project tracking, and digital communication tools. Must be comfortable walking...
bookkeeping. Utilize or learn systems such as QuickBooks, Acculynx, and Sage Intacct (preferred but not required). Identify... (Word, Excel, Outlook). Familiarity with QuickBooks, Sage Intacct, and Acculynx is a plus. Knowledge of accounting...
independently and as part of a team. Preferred: Certifications (preferred, not required). Experience with Acculynx...
independently and as part of a team. Preferred: Certifications (preferred, not required). Experience with Acculynx...
conditions using AccuLynx CRM. Prepare accurate estimates and present solutions. Educate customers on materials, warranties..., construction, or home improvement Experience with AccuLynx or similar CRM platforms Valid driver's license and reliable...
to assess conditions. *Take detailed photos and notes to document roof damage. *Enter inspection data into AccuLynx CRM...;knowledge of AccuLynx or other CRM platforms is preferred. Preferred Qualifications: *Experience in roofing, construction...
in construction/home remodeling (materials, methods, timelines). Comfortable using CRM tools (experience with systems like AccuLynx...
(e.g., Acculynx). Complete and manage paperwork related to contracts, repairs, ITEL sample collection, and production...
and production. Administrative & CRM Management Enter all customer and prospect information accurately into CRM (e.g., Acculynx...
(e.g., Acculynx). Complete and manage paperwork related to contracts, repairs, ITEL sample collection, and production...