If your team runs jobs in AccuLynx, Brelly Co-Pilot can help you pull the right job, customer, estimate, and financial details into the conversation faster.

That can make it easier to answer claim questions, check progress, and understand what is already in AccuLynx before you take the next step.

Before You Start

Before using AccuLynx in Brelly:

Make Sure AccuLynx Is Enabled For Your Workspace
Make Sure Your AccuLynx Account Is Connected In Settings → Integrations
Start With The Job You Want To Review, Since Most AccuLynx Data Connects Back To A Job

If you do not see AccuLynx in Integrations, ask your workspace admin for help.

Everything AccuLynx Can Help You Do

Jobs And Job Context

With AccuLynx enabled, Co-Pilot can help you:

Search For A Job By Name, Address, Contact, Or Job Number
Browse Jobs Across Your Company
Filter Jobs By Milestone
Open A Specific Job To Review Full Details
See The Contacts Linked To A Job
See The Job History And Activity Trail
See Which Representatives Are Assigned To The Job
Create A New Job After You Confirm The Details

Contacts

Co-Pilot can also help you work with AccuLynx contacts:

Browse Company Contacts
Search Contacts By Name Or Keyword
Open A Specific Contact
Create A New Contact After You Confirm The Details
Review The Contact Types Available In Your Account

Estimates And Supplements

AccuLynx integration can also help you review scope and pricing details:

List The Estimates Attached To A Job
Review The Sections Inside An Estimate
Review The Line Items Inside A Section
Browse Supplements Across Jobs
Review Supplement Items And Notes

Financial, Insurance, And Milestone Data

Co-Pilot can also help you understand where a job stands:

Review A Job Financial Summary
Review Worksheet Entries Tied To The Financial Summary
Review Insurance Details For A Job
Review Adjuster Contact Details
Review A Job's Full Milestone History
Review The Current Milestone And Sub-Status

Payments, Invoices, Messages, Calendar, And Team Data

AccuLynx can also help you pull supporting operational details:

Review Payments Connected To A Job
Review Payment And Collection Summaries
Review Job Invoices
Open A Full Invoice With Its Line Items
Post A Message Or Note On A Job After You Confirm The Content
List Available Calendars
Review Appointments In A Date Range
List Team Members
Review Company Document Folder Structure
Review Company Settings
Review Milestone Settings
Review Trade Types, Work Types, And Job Categories

Start With The Job First

AccuLynx works best when Co-Pilot starts from the right job.

That is because estimates, supplements, insurance details, financial summaries, invoices, payments, and milestones usually make the most sense once the correct job is open first.

Some AccuLynx Data Is Read-Only In Brelly

Co-Pilot can help you review a wide range of AccuLynx data, but some categories are read-only through the current integration.

That includes:

Estimates
Supplements
Financial Summaries
Insurance Details
Invoices
Payments

If you need to change those records, you may still need to finish that action directly in AccuLynx.

Actions That Should Be Reviewed Carefully

Some AccuLynx write actions should be reviewed before you confirm them.

That includes:

Creating A New Job
Creating A New Contact
Posting A Message Or Note On A Job

This is especially important because job messages are visible to the team members who can access that job.

How To Use AccuLynx With Co-Pilot

To use AccuLynx in Brelly:

Open Co-Pilot
Ask Co-Pilot To Find The Job Or Contact You Need
Review The Job Details It Pulls In
Ask Follow-Up Questions About Estimates, Insurance, Invoices, Payments, Or Milestones
Confirm Any Write Action Before It Is Completed

For example, you might ask Co-Pilot to: