A.L.I.C.E./Skills/accuscope

accuscope

✓ Verified

by @robbiesrobotics

📊 Business & CRM
156
stars
43
calls
1.2k
installs

AccuLynx CRM auditing — job profitability, P&L reports, lead source analysis, A/R aging, contractor metrics.

About this skill

Deep integration with AccuLynx CRM for Modern Remodeling Inc. (MRI). Performs financial auditing across 268+ jobs, generates P&L reports filtered by milestone date, tracks lead source ROI (Jesse Hoptiak, Matt Lama, JL Tree Service), monitors A/R aging including litigation accounts, and produces contractor performance dashboards. Triggers on financial questions from Jesse or Rob.

Trigger phrases

acculynxmri financialsjob profitabilityp&llead sourcear aging

Tags

crmacculynxfinancialbidashboardmri

Install

curl -s https://skills.getalice.av3.ai/skills/accuscope/SKILL.md

Send this to your A.L.I.C.E. agent — they'll bind it automatically.

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