AccuLynx

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.

New User

Kommentare: Still a new user. Not implemented as of yet (scheduled for June 1). Designing templates at this time and assigning job roles

Vorteile:

Library, template design, communications, reduction of Paperwork

Nachteile:

Cost of the product. Acculynx is almost double the cost of competing products. The margin is even wider when you add additional services.

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.

Highly recommend

Kommentare: Very happy, more organized, proposals are easier to make having the templates there. We really enjoy the program.

Vorteile:

It's hard to choose just one thing, every feature is very helpful. The calendar and the notes are nice to have to remember who is needing what and when we last spoke with the client. The invoice process is easy and the option to import from the worksheet is a big time saver! Having the "paid" mark is a nice way to give the client a receipt. We highly recommend Acculynx and are glad we chose to go with it!

Nachteile:

At first it was a little challenging added the crews to the mobile app, and figuring that out but we re-scheduled a short training and was able to get the help we needed.