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Products

Online Scheduling 24/7 CSR Web Chat Speed to Lead Outbound Call Coach

Trades

HVAC Plumbing Electrical Roofing More trades

Customers Integrations

IntegrationsAccuLynx

Native integration

Convert more leads
into AccuLynx job files.

ScheduleBot captures leads, qualifies homeowners, and creates job files directly in AccuLynx with zero manual work.

Book a Demo Already a customer? Get setup help

New job file in AccuLynxCreated by ScheduleBot

HomeownerRachel P. (new lead)

TradeRoofing

MilestoneLead: inspection scheduled

InspectionWed, 2–4 PM

Lead sourceGoogle LSA

Booked byScheduleBot 24/7 CSR, 7:31 PM

Job notesLeak over the garage after heavy rain. Asphalt shingle roof, about 15 years old. Homeowner asked about financing. Call transcript attached.

Illustrative example

Secondsfrom booked to on your AccuLynx schedule

0manual data entry for your CSRs

Real timeavailability and service area sync

Mappedto your job types and setup

What syncs

Exactly what moves between ScheduleBot and AccuLynx.

ScheduleBot writes to AccuLynx

Customer recordsCreates or updates homeowners with complete contact and property information.

Job filesCreates job files with all lead details, ready for your production workflow.

Production milestonesLeads enter your AccuLynx milestones automatically, so nothing stalls.

Estimate-ready leadsCreates leads ready for estimating, or starts your estimate workflow.

Lead sourceSee which channels drive the most roofing projects and revenue.

ScheduleBot reads from AccuLynx

Inspection availabilityBooks only into times your reps can make.

Service areasChecks coverage before booking.

Trades and job typesMaps each lead to the trades you sell.

Business rulesYour hours and booking rules.

Existing customersRecognizes returning homeowners to prevent duplicates.

Works across every product

One connection. Every channel books into AccuLynx.

Online SchedulingWebsite and Google bookings land in AccuLynx with a confirmed time.24/7 CSRAfter-hours and overflow calls booked into AccuLynx, with the transcript on the job.Speed to LeadLSA, Yelp, Angi, and Thumbtack leads answered and booked in seconds.OutboundTexts and calls to your existing customers that book back into AccuLynx.Web ChatWebsite chats that end in a booked job in AccuLynx, not just a lead.

Setup

We set it up. You approve it.

1Connect AccuLynxWe connect ScheduleBot to your AccuLynx account with your approval.

2Map your setupJob types, business units, campaigns, and service areas, matched to how you book today.

3Set your rulesCapacity, priorities, fees, and memberships, configured with your team.

4Test and go liveWe run test bookings with you before real customers see it. Most teams are live in days.

AccuLynx FAQ

Does ScheduleBot replace my CSRs in AccuLynx?

No. It books jobs into the same system your team uses, covers after-hours and overflow, and hands off calls that need a person.

Will it double-book my techs?

No. It reads availability and service areas before offering a time, so it only books slots you can run.

Can I see which campaigns book jobs?

Yes. Lead source and campaign are written to every job, so you can report on them in AccuLynx.

What does my team see on the job?

The job type, customer details, and notes, including the conversation transcript.