Case Study: J&B West Roofing and Construction improves communication and productivity with AccuLynx

How J&B West Roofing and Construction Eliminated Roofing Spreadsheets

J&B West Roofing and Construction, based in Michigan City, IN, was using about 50 spreadsheets to track lead generation, sales, and production before adopting AccuLynx’s roofing CRM. As the company grew, the spreadsheets became harder to keep accurate, and staff had to track down packets across departments to find job status and progress.

AccuLynx gave J&B West Roofing and Construction a centralized system with training support, dashboards, SmartDocs, and integrations such as Eagleview and SRS Distribution. The company said communication between sales and production improved, the owner gained better visibility into the business, and SmartDocs reduced return trips for signatures, while the estimate-to-order process through SRS Distribution became one of the biggest time-savers.

J&B West Roofing and Construction

Tasia Stockstill

General Manager