AccuLynx
Your AI agent captures homeowner inquiries, creates leads in AccuLynx, and schedules inspection appointments automatically. Roofing contractors using Tars respond to storm damage leads in seconds, not hours, converting more estimates into signed contracts without adding office staff.
From first contact to scheduled appointment, your AI agent handles the repetitive tasks that slow down your sales team so they can focus on closing deals and managing crews.
AccuLynx
See how roofing companies use Tars AI agents to respond faster to storm leads, reduce phone calls to the office, and keep their production schedule running smoothly.
A hailstorm hits your service area overnight. Homeowners start searching for roofers and find your website. Your AI agent engages each visitor, asking about damage type, property address, and insurance status. It creates leads in AccuLynx with all details captured. When your sales team arrives Monday morning, they have a prioritized list of qualified leads with contact info and property details ready for outreach. You closed three jobs before your competitors returned their first phone call.
A property owner asks whether you handle insurance claims. Your AI agent explains your insurance restoration process, collects their claim number and adjuster contact information, then creates a contact record in AccuLynx with the insurance details. The lead is tagged as insurance restoration so your team knows the sales process before making first contact. Your close rate on insurance jobs improves because every lead arrives with the information your sales rep needs.
A homeowner wants a free roof inspection after seeing your truck in their neighborhood. Your AI agent confirms their address, asks about convenient times, and schedules the inspection appointment directly in AccuLynx. The salesperson receives a notification with the job details and property location. The homeowner gets a confirmation with what to expect during the inspection. No phone tag, no missed opportunities, and your calendar stays full.
AccuLynx
FAQs
When a website visitor provides their contact information, your AI agent calls the AccuLynx Create Lead API with their first name, last name, and email address. The lead appears in your AccuLynx pipeline immediately, tagged with the source so you can track which channels produce the best roofing leads.
Yes. Once a job record exists in AccuLynx, your AI agent can add appointments using the Add Job Appointment endpoint. The agent sends the job ID, start time, and end time to create the inspection slot. Your field team sees the appointment on their mobile app with all property details included.
The integration uses your AccuLynx API key, which you generate in your account settings. The key needs access to create leads, contacts, jobs, and appointments. Your Location or Company Administrator can create a dedicated API key for the Tars integration with appropriate permissions.
Tars does not store your AccuLynx data. The AI agent writes information to AccuLynx through the API and may temporarily cache job IDs during a conversation to schedule appointments. Your customer records, job details, and contact information remain exclusively in your AccuLynx account.
Your AI agent can be trained to ask qualifying questions about property type, square footage, and building use. Based on the answers, it applies the appropriate job category and work type when creating records in AccuLynx. Commercial leads get routed differently than residential retail or insurance restoration leads.
Currently, the integration supports creating new leads, contacts, and jobs. For existing job inquiries, your AI agent can look up appointment summaries by job ID if you provide a way for customers to reference their job number. The agent retrieves scheduled appointments and can confirm inspection times.
The AccuLynx customer portal lets existing customers view their job status. Tars AI agents engage new prospects before they become customers, qualifying leads and creating records through natural conversation. The AI handles lead capture and appointment scheduling at scale, working 24/7 without requiring staff to monitor incoming inquiries.
Each AccuLynx location has its own API key. You can configure multiple AccuLynx connections in Tars and have your AI agent route leads to the appropriate location based on the property address or zip code. Multi-location roofing companies can centralize lead capture while maintaining separate AccuLynx databases.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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