AccuLynx + JobProgress
Create new JobProgress customers from updated job milestones list in AccuLynx
Keep your job management in sync with this seamless workflow. As soon as your AccuLynx app identifies a new list of jobs by Milestone, the same details are concurrently populated into the JobProgress app. This automation enhances consistency across your platforms and boosts productivity by ensuring that your job Milestones in AccuLynx and Customer creation in JobProgress share the same information. No more time lost in manual entries or discrepancies between your job tracking applications.
Keep your job management in sync with this seamless workflow. As soon as your AccuLynx app identifies a new list of jobs by Milestone, the same details are concurrently populated into the JobProgress app. This automation enhances consistency across your platforms and boosts productivity by ensuring that your job Milestones in AccuLynx and Customer creation in JobProgress share the same information. No more time lost in manual entries or discrepancies between your job tracking applications.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Create Customer
Create a Customer in jobprogress
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- 14 day trial for premium features & apps
Standard MilestonesRequired
Try ItNew Customer
New Customer from jobprogress
Try ItLead Id
Job Id / Job Number (8888-9999-01)
Documents ListRequired
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
Salesman / Customer Rep
Job Rep / Estimator
Job Description
Referral
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extention 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
New Lead
New Lead from JobProgress
Try ItIDRequired
First NameRequired
Last Name
PhoneRequired
EmailRequired
Company Name
Address
City
State
Zip Code
Country
Lead IdRequired
Value
Latitude
Longitude
Address
City
House Number
Street
Zip Code
State
Country
Company
Documents List
First NameRequired
Last Name
EmailRequired
Phone
