Find stalled AccuLynx jobs in Prospect or Completed

1. Open the Jobs/Leads list page in AccuLynx and filter to the Prospect milestone; with Lead Intelligence, sort by Lead Rank to see which homeowners are most likely to buy.
2. Open the AccuLynx Job Progress tracking page to see each job's ID, name, balance due, age and assigned sales rep at a glance.
3. Choose Progress from the Job Menu; the Quick Progress Filters drop-down shows each Milestone and Status, including when the job was entered.
4. Open the Financial Worksheet and its Invoices tab to read the amount left to invoice on a finished job.
5. Every check is one more job file, so the weekly review becomes a row of browser tabs, and a finished roof with a balance waits until someone happens to open it.

Every Monday, list Prospect jobs that have sat there more than 21 days with their estimate totals and the last job message, plus Completed jobs older than 7 days that still have money owed.

1. 01

   Read both milestones to the end

   Your agent calls list_jobs once for Prospect and once for Completed, sorted by milestone_date, and follows next_cursor until the last page. Only jobs that reached the milestone before your cutoff stay on the list.

2. 02

   Check the job is really quiet

   For each old Prospect job, list_job_messages shows the newest message. A rep or office message from the last 7 days moves the job to an active group, so the meeting spends its time on jobs nobody is touching.

3. 03

   Put a number on each one

   list_estimates adds the newest estimate name and total, and get_job adds the sales owner. A Prospect job with no estimate at all is listed on its own, because the gap there is a missed inspection or measurement, not a follow-up call.

4. 04

   Catch finished roofs that still owe

   For Completed jobs, get_job compares the contract total with what was received. A balance goes on the billing list with the amount. A job paid in full is listed as ready for someone to move on, since this run changes nothing.

5. 05

   Group it for the people who act

   Prospect jobs are grouped by sales owner and Completed jobs by amount owed, oldest first. Moving a job to another milestone stays a separate step that you approve.

Prospect over 21 days: 7 jobs, $96,420 in estimates
Dana Whitfield: Miller, 48 Pine Ridge Rd, 40 days, $14,850, last message Sep 4
Dana Whitfield: Ortiz, 9 Quail Run, 27 days, no estimate yet
Kevin Shaw: 5 jobs, oldest Hart, 1102 Main St, 34 days, $11,200
Active, left out: 3 Prospect jobs with a message this week
Completed over 7 days with a balance: Garcia, 310 Elm Ct, completed Oct 5, $7,425 owed
Completed and paid in full: Nguyen, 77 Ridge Ave, ready to move on

• AccuLynx Lead Intelligence shows a Lead Rank on Lead and Prospect records, predicted from third-party demographic, financial and property data, at no additional cost.
• The AccuLynx Progress view tracks the completion of each Milestone, Status and Checklist Item, and shows who completed each item and when.
• AccuLynx Workflow Manager lets a company add Statuses with their own checklist items under each milestone, so a job can stay in Prospect for weeks while its status still moves.
• An AccuLynx invoice sequence splits the approved job value into equal invoices, so a Completed job can be partly invoiced and still carry an amount left to invoice.
• The AccuLynx Financial Worksheet tracks accounts receivable aging, and the aging stops only when an invoice is marked paid.

Every tool here only reads, so it can run weekly from n8n, Make, Zapier or cron without waiting for your OK.

Sources: AccuLynx: Workflow Manager and new Financial Worksheets · AccuLynx: The top 14 things contractors can track using AccuLynx · AccuLynx: Lead Intelligence · AccuLynx: The ultimate guide to Invoice Worksheets

curl https://cotlet.dev/api/v1/acculynx/list_jobs \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"milestone":"Prospect","sort_by":"milestone_date","limit":100}'

{
  "jobs": [
    {
      "job_id": "b3f1c2a4-7d2e-4f0a-9c51-2e8a4d6f1b90",
      "job_name": "Miller - 48 Pine Ridge Rd",
      "address": "48 Pine Ridge Rd, Plano, TX 75074",
      "milestone": "Prospect",
      "priority": "Normal",
      "milestone_date": "2026-09-02T10:20:00-05:00",
      "modified_at": "2026-10-08T15:41:00-05:00"
    },
    {
      "job_id": "e91a47d3-5c60-4b2f-8d1e-0a7f3c9b5e24",
      "job_name": "Garcia - 310 Elm Ct",
      "address": "310 Elm Ct, Frisco, TX 75034",
      "milestone": "Prospect",
      "priority": "High",
      "milestone_date": "2026-09-11T08:05:00-05:00",
      "modified_at": "2026-10-06T09:12:00-05:00"
    }
  ],
  "next_cursor": null
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is acculynx_list_jobs. Example data.

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