Integrating NiceJob with AccuLynx means you can automate the sending of review invites to your customers shortly after a job is completed, invoiced, or closed.
What is AccuLynx?
AccuLynx is the #1 roofing software that helps contractors grow. Thousands of roofing companies—from small start-ups to multi-location operations—choose AccuLynx to streamline their processes and grow their business. Work smarter and take your business to the next level with the leading CRM & project management software for roofing contractors. 🏡
How to connect AccuLynx to NiceJob?
Go to the Apps page in NiceJob's Product Settings: https://app.nicejob.com/settings/product/apps
Click "Connect" on the AccuLynx App listing
Enter your AccuLynx API key when prompted. This will authorize NiceJob to access your AccuLynx data. It can be found and generated via this page here
You are connected! 😃
What does the AccuLynx connection do?
NiceJob will automatically import your list of people, employees, and jobs. This can be expected to occur within 24 hours of connecting Acculynx to NiceJob.
By default, upon connection any jobs completed, invoiced, or closed in the last 14 days will trigger a review request to that customer 🤸
By default, every night NiceJob imports all customer and job data, and will trigger review invites the next day 😎
NiceJob will sync all future people, employee, and job events from AccuLynx into NiceJob
Data we'll send or receive
Frequently Asked Questions
Does AccuLynx send employee data to NiceJob so my reviews can get automatically attributed to the right employee?
Not at this time.
What happens when there are multiple contacts on a job?
If multiple contacts exist on a job, the primary contact will be used as the customer.
What do I do if I think the connection is not working?
Just email us at firstname.lastname@example.org or click the blue chat icon in the NiceJob app and let us know! We'll test it and make sure you're up and running.
How do I prevent invites from being sent to certain customers?
At any point before you close a job you can prevent that customer from being automatically enrolled in a review campaign by going to their profile within NiceJob, clicking the ellipsis symbol (...) next to their name and clicking the “Block” button. This will prevent this client from being enrolled in any review campaign until they are unblocked. You can also visit the full Help Article on Removing a Customer from a Campaign.
How do I remove the connection?
Simply click the “Manage” button next to the AccuLynx icon on the “Apps” page under “Product Settings” in the NiceJob App and select “Disconnect” from the pop-up screen that appears. NiceJob retains previously imported information but will no longer import contact information from AccuLynx. No more automated review request campaigns will be sent.
Does AccuLynx send booking events to the Engage Widget?
Yes! Your booking events will appear on the Engage Widget on your website. You can set up your Engage Widget here.
Is there a limit to the amount of contacts NiceJob can import from AccuLynx upon connection?
No, there is no limit.