PLATFORM SPOKE · ROOFING & STORM RESTORATION
AccuLynx virtual assistant for job-file hygiene and supplement follow-up.
One bilingual operator inside your AccuLynx, running the cadence: carrier status calls, the endorsement chase, homeowner updates in English and Spanish, and a pipeline that tells the truth.
Built for insurance restoration roofers. AccuLynx holds the deepest insurance tooling of any roofing CRM, but the platform only works if somebody feeds it: statuses advanced, supplements chased, documents attached, homeowners called. That somebody is usually an office manager who already has three jobs. The operator takes that communication layer, works it daily, and leaves the judgment calls where they belong, with your estimator and your production manager.
ICP · INSURANCE RESTORATION ROOFERS RUNNING ACCULYNX, FL/TX STORM MARKETS
Inside your AccuLynx, six lanes the operator runs.
The communication layer of an insurance restoration job, executed bilingually and documented in the job file. Each lane has a hard boundary: the operator runs the cadence and the communication, and your estimator owns every number, every line item, and every scope decision. This page is the platform-deep cut of our broader roofing virtual assistant workflow, framed by AccuLynx specifically instead of by vertical.
Every job in the stage it is actually in
The operator works your AccuLynx pipeline daily: advancing job-file statuses when reality advances, logging every carrier call and homeowner touch as a note on the file, flagging jobs that have not moved past your stall threshold, and keeping build dates current. Monday production meetings run on the pipeline view instead of memory.
The open-supplement list, called on schedule
After your estimator submits the supplement, the operator runs the follow-up cadence: status calls to the carrier and the desk adjuster queue on every open supplement, each touch documented in the AccuLynx job file, internal escalation to your supplement lead when carrier silence passes your day threshold. The operator chases status. Your estimator owns the numbers.
Two-party checks worked until funds release
When the carrier check names the mortgage company as co-payee, the operator runs the mortgage company endorsement chase: calls to the lender loss-draft department, document requirements confirmed with the homeowner, the endorsement package tracked end to end, and every step logged in the job file until the funds release and the build can be scheduled.
Milestone calls in the homeowner’s language
Restoration jobs run for weeks and silence is what loses referrals. The operator calls homeowners at the milestones you define, in English or Spanish: claim filed, adjuster inspection scheduled, supplement submitted, materials ordered, build day confirmed, final invoice sent. Each call is logged on the AccuLynx job file so your team sees what was said.
Orders staged against the job file
AccuLynx is the CRM with ABC Supply ordering built in, and the operator keeps the ordering layer coordinated: material orders cross-checked against the job file before the supplier cutoff, delivery windows confirmed for the build day, discrepancies flagged to your production manager, and order status reflected in the file so nobody calls the supplier twice.
Photos and paperwork land on the file
Signed contingency agreements, the scope of loss, adjuster reports, supplement cover letters, inspection photos from the field crew. The operator chases the documents the file is waiting on, from homeowners and field staff alike, and attaches photos and documents to the AccuLynx job file the day they arrive. A stranger could pick up any job and know where it stands.
Your AccuLynx speaks one language. Your storm market speaks two.
44.9 million people in the US speak Spanish at home (US Census Bureau, 2024 ACS), and they are concentrated in the same Florida and Texas markets where insurance restoration volume concentrates. A meaningful share of the homeowners in your AccuLynx pipeline prefer Spanish. So do most of the crews and sub crews on your build schedule. The standard restoration office routes all of that through one overloaded bilingual employee, and the job file shows it: updates skipped, callbacks missed, a homeowner who has not heard from anyone since the adjuster inspection.
A native Spanish-speaking operator collapses that relay. The milestone update lands in the homeowner’s first language and gets logged on the job file in the language your team reads. The crew lead gets the build-day confirmation in Spanish the first time, with no relay through a foreman who has a roof to run. The document chase that stalls when a Spanish-first homeowner does not understand what the lender needs gets unstuck in one call. Same AccuLynx workflow, different completion rate.
This is the operating discipline behind our broader bilingual virtual assistant service. The AccuLynx page is the platform-deep cut.
Nobody arrives knowing your AccuLynx. Here is what actually happens.
Vendors in this category like to claim their assistants show up already fluent in your CRM. Treat that claim with suspicion. Your AccuLynx is configured around your pipeline stages, your supplement tracking conventions, and your suppliers, and an operator fitted to a generic template would run a generic version of your workflow instead of yours. Our model is the opposite: your team teaches your AccuLynx once, during a structured 7-day onboarding, and our supervisor turns that knowledge into written SOPs that outlast any individual operator.
Your team adds the operator to your AccuLynx and walks through your pipeline stages, your job-file conventions, your supplement tracking process, your material-order workflow, and your homeowner update milestones. Our supervisor sits in and documents every workflow into written SOPs for your account. End of Day 3, the operator can explain your AccuLynx setup back to you.
The operator shadows your office manager or production coordinator on live work: listens on carrier status calls, watches job files advance through your pipeline in real time, and runs role-plays on homeowner update calls in English and Spanish under supervisor review until your escalation rules are automatic.
The operator takes first live carrier follow-up calls and homeowner update calls with the supervisor on the line. Anything ambiguous gets flagged, answered by your team, and written into the SOP the same day.
The operator runs the full cadence on their own: the open-supplement list, the endorsement chase, job-file hygiene, document chase, homeowner updates, material-order coordination. The supervisor stays in the background with daily check-ins and weekly call review.
The operator extends your office team rather than standing in for it. Your estimator still writes every Xactimate line item, your production manager still owns the schedule, and your salespeople still close. What changes is that the carrier gets called on schedule, the homeowner hears from you in their language, and the job file tells the truth.
The supplement was written in an afternoon. It was approved because somebody called the carrier eleven times and wrote each call into the job file.
FROM THE CLAIMS-CADENCE NOTEBOOK
Three lines the operator never crosses.
The industry math explains the division of labor. Initial carrier scopes are commonly written at 50 to 65 percent of true value, per claimsupplementpro.com, and the average residential supplement recovers $7,000 to $8,000 per claim, per iasolutions.claims. Recovering that money takes two different kinds of work: the judgment work of writing and arguing the estimate, and the persistence work of chasing it through the carrier’s queue. The operator does the second and never touches the first.
No Xactimate line items, ever
The operator tracks that the supplement packet went out, confirms carrier receipt, and chases missing documents. The operator does not write or modify Xactimate estimates, does not build supplement line items or code items, and does not draft the O&P justification or the supplement cover letter argument. That is your estimator’s skilled work, and it stays in house.
Status calls, not scope arguments
The operator calls the carrier for status and documents the answer. If a desk adjuster wants to argue line items, dispute the scope of loss, or talk numbers on ACV/RCV or recoverable depreciation, the operator documents the request and hands the call to your estimator or supplement lead the same business day. Any conversation that argues the numbers stays with your team.
Coverage and claim strategy stay with you
The operator is not an adjuster and does not act like one. No coverage conversations with homeowners, no claim-strategy advice, no interpreting the carrier’s position on depreciation or O&P. The operator’s lane is cadence and communication: who was called, what was said, what the file is waiting on, and when to escalate to your team.
Flat monthly, priced for storm season math.
Operator, the tier most restoration roofers start on, is $1,497 per month: one full-time bilingual operator at 40 hours per week, working from our managed office on company equipment, with an embedded supervisor, a 3-operator warm bench behind them, and a 5-business-day replacement SLA. Starter at $897 per month covers smaller shops testing the model with a part-time operator at 20 hours per week.
Team at $3,497 per month gives you two bilingual operators with a stepped-up shared supervisor on a 6-month minimum, which is the configuration for staffing more than one shift at a time during storm season. Custom is quote-based for five or more operators with bespoke SLAs. No annual contract, cancel any month after the first, and Starter and Operator carry a 7-day money-back guarantee.
For the market-rate breakdown across the bilingual VA category, see the Spanish-speaking VA cost guide. For the full tier table, see the pricing page.
THE JOB-FILE DISCIPLINE
AccuLynx was built to hold the answer to every question your production meeting asks. Somebody has to feed it, in both languages your pipeline speaks.
Not a gig listing. Not an answering service.
Search this category today and the alternatives are a gig marketplace listing promising AccuLynx data entry by the hour, or an answering service that takes the storm call and transfers the message. The gig freelancer works alone, unsupervised, with no bench behind them when they disappear in the middle of your storm season. The answering service agent has never seen your pipeline and will never touch it. The message gets taken. The supplement does not get chased.
The operator model is a different job. One dedicated person who works inside your AccuLynx daily, carries context across weeks, and is managed by an embedded supervisor against the SOPs your team helped write. The person who logs the homeowner call on Tuesday is the same person calling the carrier about the supplement on Thursday and confirming the material order before the supplier cutoff on Friday. If reception-only coverage is genuinely all you need, an answering service is cheaper, and we will tell you that on the fit call. The structural comparison with the honest math is on our answering service vs bilingual VA page.
Common questions from AccuLynx-running roofers.
01Do your virtual assistants already know AccuLynx?
02Can a virtual assistant run supplement follow-up in AccuLynx?
03What AccuLynx tasks can a virtual assistant handle?
04How much does an AccuLynx virtual assistant cost?
05Do you also work in JobNimbus?
06Can you update homeowners in Spanish?
Talk through your AccuLynx pipeline. 30 minutes, no slides, no pitch.
Bring your open-supplement list and your stalled job files. We will walk through which lanes an operator takes over, where the boundaries sit, and you will know within the call whether we are a fit.
Or reach us directly at hello@assistiq.io.