# AccuLynx and Volty > Homeowners ask Volty on WhatsApp for their roof install date from the AccuLynx job, and storm-damage reports in web chat become draft leads for inspection. Roofing contractors on AccuLynx let homeowners ask Volty for their install date from the job's milestone, and turn storm-damage messages into leads for the inspection team. Talk to Volty · Free trial Updated 2 Nov 2026 ## Signed two weeks ago Linda wants her install date. Volty reads the Kowalski job in AccuLynx. LK Linda Kowalski WhatsApp · Homeowner Hi, do you have a date yet for our new roof? We signed two weeks ago. Checked AccuLynx · Kowalski reroof · Materials ordered · Install Thu Nov 12 Volty Hi Linda, your install is scheduled for Thursday, November 12. The shingles are ordered and should be delivered the day before. Your project manager, Omar, will call you the evening before. Thank you, that works AccuLynx job Kowalski reroof Materials ordered Address 2217 Birchwood Dr Install Thu Nov 12 Project manager Omar Haddad Matched by Verified phone number Job fields from one AccuLynx location ## What Volty does with AccuLynx AccuLynx is the CRM and production system many residential roofing contractors run their jobs in, from lead to final invoice. Volty reads a homeowner's AccuLynx job, its milestone and its scheduled install, and answers on WhatsApp or web chat. After a storm, Volty takes the address and damage from a new homeowner and drafts the lead for your inspection team. - Milestone-aware answers · Materials ordered, install scheduled, or complete, read from the job. - Storm leads drafted · Address and damage described become a lead your team approves. - Their job, not the street's · Volty matches the homeowner to their AccuLynx contact before reading a job. - Key per location · AccuLynx keys belong to one location, so Volty only sees the branch you connect. Connects with AccuLynx API v2 with a location API key Volty reads Contacts, jobs, milestones, appointments Volty can change Leads and job notes, Off until enabled Setup The Volty team with your AccuLynx administrator Category Field service & construction The Kowalski install date comes straight from the job's milestone. ### Hail on Ridge Road Robert reports missing shingles. Volty drafts a lead for the inspection team. RJ Robert Jenkins Web chat · Homeowner Hail last night took off some shingles. Can someone come look? 54 Ridge Road. Volty Sorry to hear that, Robert. I've passed this to our inspection team and someone will call you today to set a time. Waiting for approval AccuLynx lead: Robert Jenkins, 54 Ridge Road, hail damage, inspection requested Approve · Edit · Decline ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Night-before install reminders - When · Every afternoon · On a schedule - Step 1 · Finds tomorrow's installs · By job milestone - Step 2 · Reminds each homeowner · Approved template: move cars, pets inside - Step 3 · Fields the replies · Loops in the project manager Hail damage reported in web chat goes to the inspection team as a lead. ## How Volty connects to AccuLynx AccuLynx has a REST API with webhooks for contact and job events. An AccuLynx Location or Company Administrator creates the API key in account settings, and the Volty team sets Volty up with it as a custom connection. - 01 · Create a named key in AccuLynx · An administrator creates it under App Connections in account settings. AccuLynx suggests one key per integration, so name it Volty. - 02 · Share it with the Volty team · The key covers one location. Multi-branch roofers send one per branch. - 03 · Approve in Volty · One admin approval before Volty reads a job. - 04 · Set the switches · Lead creation and job notes start Off, and can run as Check with staff. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Find contact · Reads - Read job milestone and install date · Reads - Create lead · Changes - Add job note · Changes Reading tools can be turned on straight away. Anything that changes AccuLynx starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### Who in our company can create the AccuLynx key Volty uses? A Location or Company Administrator creates API keys in AccuLynx account settings, under App Connections. A key belongs to one location, and AccuLynx suggests a separate named key per integration, so you can revoke Volty's without touching anything else. ### We run several branches in AccuLynx. Does Volty see all of them? Only the locations you connect. Each AccuLynx key is tied to one location, so a contractor with three branches gives three keys, and Volty only reads jobs at the branches you choose. ### Can Volty create a lead in AccuLynx after a storm? Yes, once you turn the tool on. Volty takes the homeowner's name, address and the damage they describe and drafts the lead. Most roofers run it as Check with staff during storm season, so a coordinator approves each one. ### How much does it cost to connect AccuLynx with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - JobNimbus Field service & construction - CompanyCam Field service & construction - LeadPerfection Field service & construction - WhatsApp Business API Messaging channels - Web chat Messaging channels All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Field service & construction](https://voltade.com/integrations?category=field-service) - [JobNimbusField service & construction](https://voltade.com/integrations/jobnimbus) - [CompanyCamField service & construction](https://voltade.com/integrations/companycam) - [LeadPerfectionField service & construction](https://voltade.com/integrations/leadperfection) - [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp) - [Web chatMessaging channels](https://voltade.com/integrations/web-chat) - [All integrations](https://voltade.com/integrations)