AccuLynx Erfahrungen

Solid CRM

Vorteile:

Functionality Ordering Estimates Tracking of customers

Nachteile:

Inability to add pictures/ reports to contract worksheet

Awesome all around system

Kommentare: I've used this software at a large company, used several other systems since then. Started a company about a year ago and needed software to help keep things organized as we grow. Demo'd every software I could find and ultimately Acculynx was still the best option.

Vorteile:

Everything related to the job is in one place, and it's easy to get to. The dashboard is useful and relevant, and the software is scalable from small to large businesses according to needs. Integrates with many other programs and everything works well.

Nachteile:

Not as customizable as others, but works so well it doesn't need to be necessarily (apple vs android so to speak.) Dont like that you have to pay extra for features that I would consider essential, such as smart docs and the full scheduler/production mode.

Becoming a slick system but also is less customizable every year

Kommentare: It's a good program if you only price on a markup basis and if you have very little labor line items and are in the US.

Vorteile:

Can access anywhere. Clean and visually easy to find the information you need on a screen (compared to many other programs) Now able to control how measurement numbers are used to generate material and labor quantities. (used to be a limited feature) Eagle views can be imported directly into estimates and orders. Estimates can transfer directly to orders. Some control of file workflow Some ability to group multiple jobs under one homeowner. Can create estimate off of mobile device. If you are a US company there is integration available with Major suppliers. Support is quick to get to problems.

Nachteile:

The longer we stay with the program the less control we have over the way estimates, orders, and jobs are handled. New updates have made having a standard price list practically impossible within the program. By this I mean they are pushing for all quotes to be based on cost and Margin. This causes problems when there are agreed or dictated rates for work with insurance companies and contractors. Some manual over-ride of cost to state the preferred charge per unit is available but this causes job cost breakdown further down the line with the order process. Emails directly from the program are possible but are unreliable. Easily one third of the recipients will have the acculynx email end up in a spam filter and quotes are easily missed until an owner adds us to a safe list. This problem doesn't exist when emailing from our regular gmail. Any change in email subject line while replying will cause the email to be lost by acculynx. Despite being able to indicate who the primary owner and the sales owner are on a job, generating a sales report allocates all sales to the person listed as the sales owner. Should you have a production manager who would take on the job as primary owner the sales rep will no longer show this job as credited towards their sales. Effectively making either the sales or primary owner categories useless and sales reports inaccurate. Recent program changes have removed the ability to have labor and material applied to one item. They must now be show separate. Their assumption is that only one or two labor items will be used for a roofing job, siding job, etc. If you have labor rates for underlayments, accessories, flashings it becomes cumbersome to always ensure these items are added to every estimate and results in an overly wordy estimate.

Almost Perfect

Kommentare: Overall I am very pleased with AccuLynx. I do with that the Quickbook integration worked both ways. As in, if we enter an invoice or job in Quickbooks it synced over to AccuLynx. Right now it's the other way around and that really doesn't work for us.

Vorteile:

I'm still learning all the features, but so far it has been extremely easy to pick up. I absolutely love the dashboard, especially the sales leaderboard. I've gotten into many arguments with our sales reps just trying to get them those numbers and now they can just look at them themselves.

Nachteile:

I don't like that we can't import data from Quickbooks. We enter all of our jobs in quickbooks first so it would be nice if it was a two way street on that. In order to use this feature we would have to completely change how we do jobs/invoices and right now that just isn't an option. Another problem I've had is that we do a lot of work with property managements, HOAs, and contractors. Most of whom we have multiple jobs assigned to. Right now it is extremely difficult to setup a contact that has multiple jobs in it. I believe that a fix for this is in the works from what I saw in the suggestions & feedback section. This is just a feature I'd like, but it would be really nice if AccuLynx integrated with CompanyCam. We switched over from Job Nimbus and it was really nice that any pictures our guys took out in the field using CompanyCam, automatically uploaded to Job Nimbus. Now I have to go to the project in CompanyCam and download the pictures, then upload them to AccuLynx. I know our crew can just take pictures using AccuLynx, but our guys are special and we barely have gotten them to use CompanyCam.

Long Term Success and Scaleability

Kommentare: takes quite a bit of time to setup. but once you have it setup, it makes every task more efficient and accurate.

Vorteile:

Once it is set up correctly the sky is the limit. It saves so much time when it is setup right that as one person i can turn out the work of four easily. it has checks and balances. every feature i was asking about has now been created, and implemented.

Nachteile:

I wish there was a way to remove OR EDIT the standard AccuLynx material and labor items. They cause a lot of issues. They are not useful or helpful. If they were removed from my library and system the templates and estimates would be flawless. if i am searching for an item and it finds the AccuLynx item then it is not linked to anything it doesn't have a price and it has to be changed. it is frustrating. there needs to be a way to forward an email from AccuLynx that was sent thru AccuLynx.

Summary of Acculynx, 1 month in

Kommentare: Production and work flow is becoming more fluid with Acculynx.

Vorteile:

I like being able to view a file in its entirety. In addition, being able to upload docs, pics, etc while at the job site. I am still navigating through all of the options available. And the customer support from [SENSITIVE CONTENT HIDDEN] scheduled training's to being able to reach support from the dashboard is huge for me. I am NOT tech savvy.

Nachteile:

A few issues I was having include: photos would rotate and condense when I attempted to draw on them, only able to create 1 estimate in the system (will be addressing with [SENSITIVE CONTENT HIDDEN] on next training) , and I would really like for the calendar / events to have the availability to scroll down (currently I have to shrink screen to 68% to see the save box) and this is also true when I submitted the idea through Acculynx, that window did not allow for scrolling.

Great Software but Still Missing a Few Key Features

Kommentare: Overall, Acculynx has made a huge difference to our roofing company. We are able to more easily track our success with leads and keep everything organized. Even though there are still some features we would like to see, we are overall quite happy with it.

Vorteile:

We love the lead pipeline and the ability to track exactly what is happening with a lead at any given point in time. It's super nice that all files and photos can be stored in Acculynx for each job. This helps us stay organized!

Nachteile:

Acculynx is still missing a few features. For example: The calendar on Acculynx doesn't sync with the job files. You can't create an appointment w/a customer directly from the pipeline (after it's been entered as a lead--I know it can be entered when being added as a new lead). Even though the calendar does allow us to enter a job into it, the notes on the calendar don't go to the customer's file. This could cause problems if that info isn't transferred. In addition, the app doesn't give users access to the calendar. Since we use the calendar so much, this would be incredibly helpful. In addition: It would be nice if there was a dedicated field for referrals. We like to credit customers who give us referrals, and a fillable field for this would be great!

Integrations that ACTUALLY work

Kommentare: I enjoy it. No CRM will ever be perfect for an organization unless you have a clear vision and 1-2 mil to drop on sales force enterprise/proprietary software. The opensource, integrative platform paired with a simplistic setup makes it hard to beat.

Vorteile:

The biggest difference relative to the competitors we have used in the past is the ease of integration. JobNimbus was the software we used before, and almost every promised integration could not be implemented or required significant back-end work to do so. AccuLynx makes it very easy to integrate other systems into itself. You can genuinely use AccuLynx for damn near everything. Books will still need to be fully reconciled in QuickBooks, and last-minute changes to orders still require a phone call. But otherwise, this thing hits the nail on the head. For leaner companies, its simple open-source concept allows us to adjust and maneuver quickly.

Nachteile:

The only cons are the field app and the cost (relative to some competitors). It is definitely a premium product, and the price reflects that. To our company, that cost is offset by the software's efficiency and its ability to cross-communicate throughout the organization. The field app needs to be remade in its entirety. It's glitchy and inconsistent. Not ideal when you're in a pinch.

Pretty Decent Software

Kommentare: Good for sales, not as great for management and production. They are working hard to improve production side.

Vorteile:

Ease of use, great customer support, tailored to my industry.

Nachteile:

Limited custom options for production and ordering.

Review of Acculynx.

Kommentare: it's 85% of what we want. We want it to go to 95% so hopefully you listen to users suggestions.

Vorteile:

It is fairly intuitive for newbees and easy to follow through the job progress. All of the features are good especially in the products catalog except when we want to have options like instead of " pieces" we would like to translate to "SQ" so that we order 12 sq instead of 12 sheets of plywood. This is a huge profit and yes the sales guy needs to pay attention and do the math but the option to switch to SQ would have saves our ass.

Nachteile:

It would be nice to have the pricing automated like it did before Allied sold out. The other desire would be to have a place in the products catalog where we could pre-determine what was coming directly from our stock in the shop so that there would be 2 orders: 1 for supplier for delivery and 1 for the shop guys to load for the job. This would eliminate a ton of time and effort by office staff and shop guys from running around the yard. I also think that when this new reports program comes out it doesn't continually increase our costs every time there is an "improvement" in the program.

This CRM has more potential than any other that I have worked with and it is on the path to realize

Kommentare: Really great. Tons of opportunity for improvement but I have seen many things change in just the few months we have been on Acculynx so I fully expect it to keep getting better by the day. thx

Vorteile:

We are a full service GC with a large roofing division. We are one of those companies that has morphed a roofing CRM to facilitate all of our product lines (bathrooms, kitchen, windows, entry doors etc) and it takes a lot of work on the front side but it has been worth it so far.

Nachteile:

I wish you guys would work to make this CRM encompass more than just Roofing. You have so much more to offer if you would try to make the platform complicit with other product lines. I could go on with a million things for a wish list but at the end of the day I absolutely love the software and I expect it to get only better as the days pass. For reporting and tracking money it has no parallel.

Great platform, mobile app needs work.

Kommentare: For better or for worse, our company is built around Acculynx and we we rely on it for everything we do. Gradual improvements have been very welcome.

Vorteile:

Very impressed with task management, template management and ease of estimate creation.

Nachteile:

The mobile app is pretty lousy. It’s exceedingly slow, buggy, and has a poor overall layout.

AccuRATE

Kommentare: Overall the Customer Support has been great to us. Although, our Quickbooks integration is still an issue.

Vorteile:

I love the Action Items it has helped my staff stay on track of our Pipeline. Also, the job costing on the reports tab has never been so easy!

Nachteile:

We do feel we should have been offered more extensive training sessions to understand more in depth on the Tools and Production tabs. We do experience issues with quickbooks about every 3rd customer we transfer in our pipeline.

Attention Roofers - This CRM was Made for You!

Kommentare: Overall, I am pretty happy with AccuLynx. The support team is responsive. I like the chat feature for questions. AccuLynx is constantly coming out with new features/integrations, so I am hopeful that some of our issues with the software will be addressed in the future.

Vorteile:

The best thing about AccuLynx is that it was designed specifically for the roofing industry. Other CRMs have to be customized to meet the needs of roofers - AccuLynx, however, does not. The permit tracking feature is really helpful, especially when you have a bunch of projects going on at the same time. It helps you identify which jobs still need inspection. I also really like the ordering feature. We have ours set up to send orders directly to ABC. This integrative feature makes my life so much easier because it cuts down on the amount of administrative work.

Nachteile:

It would be nice if there was an area in the permit tracking feature to track mid-roof inspections. It could be an optional field (since mid-roofs are not required everywhere/on every project). It would also be nice to have the option to delete notes in the file. At the moment, once the note is in there, you can't delete it. This can create some confusion if someone accidentally puts a note in the wrong file. One other thing is that the integrations with accounting software are limited. Our new accounting software won't integrate with AccuLynx, so that is going to create a problem of double-entry for us in the future.

Honest Review

Kommentare: I have been using AL since 2012 and have greatly enjoyed the customer support and developments that have happened. The support department is really great at their jobs. The development team listens tot he users and reaches out to discuss recommendations that have been requested.

Vorteile:

I really like the tracking that AL provides. From the production scheduler to the payments tab and syncing with QB.

Nachteile:

I wish the mobile app was a little more fully functional as compared to the web version.

Always Improving

Kommentare: Overall, I really like to program as it is set up well for the roofing industry. I have been using for close to 10 years now and have enjoyed the majority of the upgrades. Mostly just me getting used to them (lol)

Vorteile:

I really like the field app for adding the photos, and scanning documents. That is awesome. I used to use cams canner and now I do not :) Job tracking is easy.

Nachteile:

Not able to add additional adjuster names/numbers. We are usually dealing with a field Adjuster and a desk adjuster not to mention new adjuster on claim. I would also like to see data only need to be added once, then be able to be added in other functions such as subcontractors/vendors. They could be added in vendors, directory and contacts by adding info 1 time? Also, it would be nice to edit orders without having to clear all progress but not sure what all the other bad stuff is that could happen.

Established and Adapting

Kommentare: For roofing and siding specific software this is probably the oldest one out there. Especially when you look only at the web based platforms. There are many newer companies that are looking to take them on now though. We made the switch to Acculynx 2 years ago. From the very beginning it has greatly increased the quality of information being retained from job start to finish and the interoffice comunication. There are a lot of certain things about it that we have small annoyances with but realistically they can't make a functional software that is both easy to use and perfect for everyone. There are many times that this has saved our behinds by being able to access a back up of the original file documents and photos. No more going to find the paper file to get an answer. Or calling the estimator or crew and ask them to remember their visit from last month. All photos and doucments and comments and emails can be run through the program and access from virtually any device at any time.
The message board has come in hand with some small claims as each comment is permanent and has a date stamp we can prove activity, attendance, and contact attempts should someone claim lack of due dillegance on our part. That said. We have found their email service to be unreliable, It often ends up in spam filters and if the email address is wrong we won't receive a bounce back notice. And it doesn't comply with the new Anti spam laws (for canada). Instead we use our regular email service. As an update on the previous comment. They have changed their 1800 number so it works for Canada now. Also the features checklist isn't accurate here.
It can handle Billing and Invoicing, though it is more functional in conjunction with Quickbooks. (will integrate with quickbooks.)
It does do job scheduling, lead management, permit management, purchase orders, supplier management, task management, client communication, One tip though. the initial transition can be rough to start. Whatever you think you will need for training and initial setup. Double it. We got 75% ready and then started using the program and most of our frustrations have been our own fault. Take the time to get it completely set up and run everyone through exactly how you want it used. They are constantly up dating the program and some major changes are coming in the next year that will put them out front in the roofing software game again.

Great program for Roofing Contractors

Kommentare: Overall an effective program and now I couldn't do this without Acculynx!

Vorteile:

Able to keep an accurate record of communications with customers as well as supplies we have orders. We like that we can upload documents to the customer portal and share them with all staff members even when the estimator is in the field. Acculynx also tracks the phone calls that are made to the customer from the mobile app and tracks all email communications with customers which allows to ensure our staff are providing the proper attentention to the customer and it also allows me to pull the customers portal when a customer calls and says "I never heard from your staff" I can pull it up and even share it with the customer. I can also track orders and invoicing as well as payments.

Nachteile:

The calendar is a flaw, if you have a lot of service personal (They are coded by different colors for each employee) there is a lot of colors! I wish they had an option that would allow you to create separate calendars, example: one calendar for repair crew and a separate one for estimators and instead of colors place them side by side. It gets overwhelming with a ton of colors

My priceless

Kommentare: As with any program it takes time to learn to use any good program, especially as you feel your being left behind as you grow older. I currently use Acculynx in roofing sales & have kept records a few other technological ways for past roofing companies. Nothing works as well as Acculynx! Since joining the sales team here & learning to use Acculynx., I’m excited to see the move forward to constantly better themselves through technological improvements. Thank you for such a great product! The best is yet to come!

Vorteile:

I absolutely love knowing my clients information is totally accessible in such an immediate cellular format as simple as my cellphone. I do most of my infield work at a moment’s notice, set an appointment, update files, send an email or text spontaneously. It’s an on-the-go priceless tool to have on my side! Our statewide office staff, managers, supervisors, owners & entire sales staff utilize Acculynx in such a way that makes us feel that we are all located in the same small town USA office! My jobs get done timely & flawlessly thanks to you Acculynx!

Nachteile:

I’m hoping to upload docs in .PDF format in the future! 👍

Basically everything you need in one place

Kommentare: Overall Acculynx is a necessity for our company. It is a little pricey per user account, it would be nice if there was a bulk option vs. priced per individual.

Vorteile:

Acculynx is very user-friendly and customizable. We are able to edit and update the workflow to fit our needs, and Acculynx is always updating/upgrading and adding new features to make the workflow easier and accessible.

Nachteile:

Smartdocs take a while to load and edit and when emails are sent from Acculynx they sometimes get missed or sent to the clients' junk or spam folder.

Good product for new companies

Kommentare: Although it is pricey the best part about the software is the customer service. Any time I have a question or issue I can reach a rep quickly and they are very helpful.

Vorteile:

Supply house integration, template management.

Nachteile:

Field app does not have an inspection report.

Acculynx Review

Kommentare: Excellent and very useful.

Vorteile:

This program is the absolute easiest to use in the industry today. It can be customized to fit your companies specific needs. The training for new users could not be easier. The reports are helpful and easy to understand and customize. I love the new automation features, it makes it seamless for staff and ensures follow up and consistent communication with homeowners.

Nachteile:

The one feature I'd like to see available and made to be easier for us users, being able to build templates for the material order forms. With that said, when sending the order off, not need to save first, then send.

Great product but needs to be tailored better…

Kommentare: We are still new to this, but we thoroughly love what we can do so far. Frustrated at some things that feel like they should be simple.

Vorteile:

I love the ability to put everything into this. One place to look for everything and see its status.

Nachteile:

This app is great but things need to be expanded on. Templates are not provided for things like quotes, estimates and invoices.They should be provided as an option to use unless hey want to import their own. It’s hard enough learning new software and trying to fight a new template on top of it.Also, the tasks aren’t very clear on how they are set up. I have tasks being emailed to the wrong people.

Need other options

Kommentare: A lot!! Just using messages and tagging employees, workers we can get the little things done to make our customers happy and a happy customer is what EVERYONE wants!!!!

Vorteile:

The ease of the whole software and simple, very easy to upload pics, docs, etc.

Nachteile:

Would like this to change or add on: 1-Job number - you should be able to change yourself and not being able to change starting job number. Ours starts with the year 19-9001 would like to see 19-0001 2-Customer in record you should be able to add another contract to their record. Can't do it. Say further down the road they want basement waterproofing, have to add another record, same but different job. 3-Need to cater to basement waterproofing and crawlspace encapsulation, [SENSITIVE CONTENT HIDDEN] could tell you what see needs or would like added. 4-The reports can be more flexible (I called in on that one) they couldn't do anything.

AccuLunx is a MUST for Roofing Companies

Kommentare: AccuLynx is a great product for your money!

Vorteile:

Very user friendly, robust, and intuitive.

Nachteile:

The commissions part is a little clunky.