AccuLynx integration

AccuLynx Integration: A Roofing Website That Files Its Own Leads

The hail quit before supper. By the time the dishes were done, the website had collected a stack of inspection requests, and every one of them now waits in an inbox for a person to type it into AccuLynx. The website could have done that typing itself.

October 30, 2026 · 12 min read

A roofer kneeling on shingles with a tablet, surrounded by chalk doodles of a calendar, a speech bubble, a chart and a map pin

The short answer

An AccuLynx website integration sends what happens on a roofing site straight into AccuLynx: form leads become jobs in the Lead milestone with the right lead source, booked inspections become the job's initial appointment, texts are logged to the contact, and ad click IDs ride along for reporting. It runs on AccuLynx's V2 API, with a key your own administrator creates.

On this page
  1. Storm week, one shared inbox and a person retyping
  2. Five handoffs from a roofing site into AccuLynx
  3. Give the software its due: the AccuLynx side of the ledger
  4. A key, a contact, then a job: the mechanics in plain words
  5. Which page do you need? Match the sentence your office would say
  6. Who builds it here, and three projects that show the method
  7. Prices, payment terms and a free look at your setup

Storm week, one shared inbox and a person retyping

Here is the most common AccuLynx website integration in roofing, and it is not one. A homeowner fills in the free inspection form. The form emails a shared inbox. Someone in the office, between the ringing phones and the adjuster calls, reads the email and keys the name, address and phone number into AccuLynx. On a quiet week this holds up. In a storm week the inbox grows faster than any human types, and the homeowner who waits until Thursday may have signed with whoever answered first.

The retyping is the cheap part. The expensive parts never appear on a bill. The ad click that brought the homeowner to the site stays behind in the browser. The lead source becomes whatever the person typing remembers, usually "Website," a label with all the precision of "Earth" on a return address. The homeowner who filled in the form and then phoned gets entered twice. At season's end the report gives the website credit for everything and the yard signs credit for nothing, or the reverse, depending on who did the data entry.

A lead typed in by hand arrives with only the facts the typist had time for.

None of this is a knock on AccuLynx. It calls itself "the leading all-in-one business management software for roofing contractors," it has built roofing software since 2008, and it reports "Thousands of customers" across the U.S. and Canada. It also publishes an API with public documentation, made for exactly this handoff. The work is using that API with care, so each lead arrives once, complete, with its source attached. That is the subject of this section, written for roofing companies and the office managers who end up owning the website.

Five handoffs from a roofing site into AccuLynx

An integration is a bundle of small handoffs, each with its own landing spot in AccuLynx and its own ways to fail quietly. These are the five a roofing or exterior company asks about, roughly in the order the phone calls come in. Each has a page of its own here.

  • Lead and estimate forms. Free inspection, estimate, storm damage, commercial bid and contact forms each become a job in the Lead milestone, with lead source, job category, work type and trade type taken from your own AccuLynx lists. The field map lives on the lead forms page; storm triage lives on storm and insurance leads.
  • Inspection booking. The site reads the calendar you choose, offers only open inspection slots, creates the lead and sets the homeowner's pick as that job's initial appointment. Online inspection booking says exactly what is live and what is not.
  • Texting. A text-back the minute a web lead lands, plus booking confirmations, sent through your own messaging provider and logged to the contact in AccuLynx. Consent, opt-outs and quiet hours are on the SMS integration page.
  • Dashboards. Jobs, milestones, financials and lead sources from AccuLynx, joined with the ad, call and website data AccuLynx does not hold. See dashboards and reporting.
  • Ad attribution. The Google click ID caught on arrival, stored with the job, and matched to a signed contract that is later reported back to Google Ads. Marketing attribution traces the whole loop.
A silver laptop joined to a patch of gray roof shingles by a looping chalk cable with chalk gears, collage on green
Shingles and laptops rarely meet in person. The introduction happens on a server, using your key and your rules.

Give the software its due: the AccuLynx side of the ledger

AccuLynx ships a fair share of the lead plumbing itself. It sells two plans, Pro and Elite, plus add-ons, and publishes no price for any of them; its sales team quotes each company. The table puts AccuLynx's own tools, as its pages describe them in October 2026, beside what a custom website build adds. The right column is the part no subscription can do for you, because it happens on your pages.

AccuLynx's own tools beside the website work, as of October 2026
What AccuLynx providesWhat the website build adds
Web leads"Embedded web forms" on the Elite plan; a native Zapier app with a Create Lead action; AppConnections for CallRail, RoofQuote PRO by Roofle and HubSpot; lead partners including Angi Leads, SalesRabbit and SpotioForms designed into each page, checked on the server, matched against existing contacts and filed under the right lead source
Inspection bookingA shared appointment calendar on both plans, with Google Calendar, Apple Calendar and Outlook sync; a Customer Portal add-on where homeowners see upcoming appointments. We found no homeowner self-bookingOpen slots read from your chosen calendar, and the homeowner's choice set as the job's initial appointment
TextingA Text Messaging add-on: send and receive SMS from a unique local number, logged to the job file, with automated texts on job eventsA text-back the moment a web lead lands, sent through your messaging provider and logged to the contact
ReportingCustom reporting and role-based dashboards on both plans; ReportsPlus; a Custom Reporting add-on; DataMart, a Snowflake pipelineDashboards that join AccuLynx records with ad, call and website data AccuLynx does not hold
AdsNo Google Ads, Meta or GA4 integration on AccuLynx's integrations pageThe click ID captured on landing, stored with the job, and signed contracts reported back to Google Ads

One row deserves a footnote. AccuLynx lists its embedded web forms on Elite only, and the clearest public description is an announcement from 2021, so we will not guess how it embeds or what it collects. If you run Elite and that form does the job, keep it. A custom build earns its fee where the form has to carry tracking, catch duplicates or lead into a booking step, and where the page itself has to be fast enough to rank.

A key, a contact, then a job: the mechanics in plain words

The details decide what a website can honestly promise, so here they are, as of October 2026. AccuLynx's API documentation is public, and the current version is V2. To use it, the contractor enables the AppConnections add-on, and a Location or Company Administrator creates an API key in AccuLynx's account settings. Companies with several locations connect each one separately. Every request carries the key as a Bearer token, with no OAuth step, so the key is a password in all but name. It belongs on a server and never in a browser.

Creating a lead is a short sequence rather than a single call. AccuLynx's own guide sets the order: search for the contact and create one only when nothing matches; look up the IDs for lead source, job category, work type and trade type; then create the job, which starts in the Lead milestone with no rep assigned. Lead sources must already exist in AccuLynx, since the API cannot make them. Notes over 1,000 characters go into a job message. Our AccuLynx API guide walks through each step.

1

The homeowner asks

An inspection request, a storm-damage form or a booking, on the roofer's own website.

2

The site checks and sends

The server validates it, keeps the API key to itself, and sends the lead to AccuLynx.

3

AccuLynx gets a lead

Name, address, phone, the roof problem and the source, filed where the office already works.

4

The office books the inspection

No retyping, no clipboard in the truck, and the source rides along to the signed contract.

From porch to pipeline: the homeowner asks, the site checks and sends the request with the key held on the server, AccuLynx files a lead with its source, and the office books the inspection.

News also travels back out. AccuLynx publishes webhooks for events such as Job Created, a job's initial appointment being created or updated, and milestone changes. Its guidelines set a 10-second timeout, tell listeners to expect duplicate events, and warn that a subscription which errors too often gets disabled. Rate limits are published as well, in two documents that give different numbers, so a careful integration queues its writes and backs off when asked. AccuLynx documents no sandbox, so testing happens in a live location with clearly labeled test records the office knows about.

Which page do you need? Match the sentence your office would say

Nobody needs to read all eleven pages. Find the line below that sounds like your office on a Monday and start there. Each page links back to this one and across to its neighbors, so a second question is never more than a click away.

The ten other pages in the AccuLynx integration section, and when each one helps
PageStart here when
Online inspection bookingHomeowners want to pick an inspection time without three rounds of phone tag
Lead formsWeb leads land in an inbox and somebody retypes them into AccuLynx
Storm and insurance leadsHail hits, the forms flood in, and duplicate contacts pile up by Friday
SMS and text-backReps text homeowners from personal phones and the office never sees the thread
Dashboards and reportingYou want spend, response time and close rate by source on one screen
Marketing attributionEvery lead source reads Website and nobody can say which ad paid for itself
The AccuLynx APIYou or your developer want the exact list of what the API reads and writes
AccuLynx vs JobNimbus vs RoofrYou are still choosing roofing software, and the website is part of the decision
WordPress vs customA plugin or a Zapier zap handles leads today and you wonder what happens when it hiccups
Website launch checklistLaunch is weeks away and the test plan is a sticky note on a monitor

If your company runs ServiceTitan instead, or you are weighing both, the sister ServiceTitan integration section covers that platform with the same honesty about what its API allows.

Who builds it here, and three projects that show the method

We are a San Antonio, Texas web studio. Our sites are custom Next.js builds that run on Athena CMS, the content system we wrote ourselves, and we also handle SEO, ads and local marketing for clients all over the country. None of the projects below is presented as an AccuLynx integration, and we do not claim any of these clients uses AccuLynx. Each one shows a piece of what an AccuLynx build needs: a site that books inspections, a lead response that does not sleep, and a screen that pulls field data together.

American Roofing & Waterproofing

A Phoenix roofing site we built "around a custom instant-quote tool that turns visitors into booked inspections," with a multi-step estimate form, a free 21-point inspection offer and landing pages for monsoon, wind damage and commercial roofing.

LeadBolt

Our own speed-to-lead software for contractors. It "answers every Yelp, Google, Meta, Angi, website and phone lead in under a minute, screens out the spam, and follows up until the appointment is on the calendar."

HomeService WebApp

The contractor command center we redesigned gathers open estimates, customer records and late follow-ups into a single view, backed by Stripe subscription billing and an automated follow-up engine.

All three are in our work. On an AccuLynx project the method is the one our API integrations service uses between any two systems, adjusted for AccuLynx's quirks:

  1. 1

    Write the field map before the code

    We agree on paper which form field fills which AccuLynx field, which lead source each page and campaign maps to, and what goes in the notes.

  2. 2

    Check every lead on the server

    Required fields, the 10-digit phone number AccuLynx expects, the service area and spam checks all run before anything is sent. The key never reaches the browser.

  3. 3

    Search before creating

    Each lead looks for an existing contact first, as AccuLynx's guide advises, so a homeowner who fills in two forms stays one person.

  4. 4

    Queue it, retry it, never drop it

    A failed send waits in a queue and tries again with backoff. Writes are idempotent, so a retry does not create a second job.

  5. 5

    Keep a log the office can read

    The office sees what was sent, when, and what AccuLynx answered, written as sentences rather than error codes.

After launch, the Athena CMS agent called Argus keeps watch over the live site and raises a flag when a form stops submitting or a page turns sluggish. A broken inspection button gets noticed by us on the day it breaks, not by a homeowner who gave up and called the next roofer.

Prices, payment terms and a free look at your setup

A new or rebuilt site carries a fixed price, beginning at $1,500, and online booking comes with every package. A store begins at $2,500, a portal or web app at $575 depending on complexity, and the recommended 51 to 70 page package is $5,750, as our web design pricing shows. Wiring the site you already own to AccuLynx gets a written quote once we have reviewed it, free; linking two systems usually takes one to three weeks. Care after launch comes from our hosting and maintenance plans, none of which locks you into a long contract. Whatever AccuLynx charges for your plan and add-ons stays between you and AccuLynx.

Pay 25% down and spread the rest at 0% over as many as 12 months with website financing. On a $5,750 build that is $1,437.50 up front, then twelve payments of $359.38. Tracking work belongs to conversion tracking setup and PPC advertising, and local marketing plans begin at $575 a month, depending on complexity, setup and budget. For the bigger picture, see roofing website design, roofing marketing, GEO for roofers and our roofing website marketing ideas.

The cheapest first move is to look. Click through our demonstration roofing site and its inspection booking page, request a free mockup of a new home page, or put your current site through a free audit. Or phone (210) 346-0848 and describe how a web lead travels from your site to AccuLynx today. Most owners have never followed one from end to end, and the trip is usually instructive.

Questions roofers ask about AccuLynx integration

Yes. As of October 2026, AccuLynx publishes public documentation for its V2 API at apidocs.acculynx.com. Access requires the AppConnections add-on, which the contractor enables, and an API key created by a Location or Company Administrator. Each location connects separately. AccuLynx publishes no price for the add-on, so ask your AccuLynx contact what it costs on your account.

No. AccuLynx has not certified us, we hold no partner status, and no AccuLynx marketplace lists us. Our job is the website, wired to AccuLynx's published API with a key that you generate inside your own account. AccuLynx's developer docs point contractors toward qualified developers for API work, and that is the role we fill.

Through a custom site, yes, within limits. The API can read your calendars and set a job's initial appointment, so the site offers open slots, creates the lead and sets the chosen time. It cannot create other calendar events. We found no homeowner self-booking inside AccuLynx itself. The online booking page covers the design.

AccuLynx's pages do not settle it. Elite is where its own embedded web forms live. A custom connection uses the API instead, and API keys need the AppConnections add-on; AccuLynx does not publish which plans can add it or at what price. Ask AccuLynx before you budget, then see the lead forms page for how a form maps.

Not if it follows AccuLynx's own order. The guide says to search for the contact first and create one only when there is no match. We do that on every lead, store the AccuLynx contact and job IDs, and make writes idempotent so a retry never files the same homeowner twice.

Connecting an existing site is quoted after a free review, and a two-system connection typically takes one to three weeks. A new site starts at $1,500 with online booking included, per our web design pricing, with 0% financing available. Your AccuLynx subscription is separate.

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