Switching from AccuLynx to BuildX, in a weekend.
Self-serve import steps for contacts, jobs, and history from AccuLynx. No sales calls, no migration fees, no downtime mid-season.
Step 1: Export what you own
Export contacts, jobs, insurance claim files, material orders, and production records from AccuLynx to CSV. Save aerial reports, supplement stages, and crew assignments per address.
Save plan sets, contracts, and closeout documents to a folder per job. You will reattach the live ones in step 3.
Step 2: Import in this order
Contacts first with claim histories, then cost database and roofing assemblies, then open storm and retail jobs with current production status so crews stay coordinated.
Open jobs next with current budget and schedule status, not full history. History follows once the crew trusts the new numbers.
Step 3: Cut over one job
Keep AccuLynx as the record on open storm jobs while BuildX pilots new roofs: takeoff, daily logs with photos, portal updates, and invoice from one budget. Prove it where the stakes are real but contained.
Then move the rest. Most shops finish the overlap in two to four weeks and wonder why they waited.
Questions shops ask
Do I need to talk to sales to migrate?
No. Every step above is self-serve. If you want help, the help center and contact page reach working humans.
What happens to my history?
Closed-job records import as reference files attached to customers, so the story stays searchable without polluting live budgets.
What happens to claim and supplement history?
Claim files and supplement stages export per job and attach as reference records in BuildX, keeping adjuster history searchable. New supplements document through BuildX logs and change orders, so recovery ties directly to budget lines on the pilot before migrating the pipeline.
How long does the switch take?
One weekend for setup and the pilot job, then two to four weeks of overlap while remaining jobs move. Most shops cut over fully once the pilot invoice reconciles.
Keep reading
Put it to work on your next job.
Start free with your Contractor ID, or open Studio and review your first takeoff today.