AccuLynx

Solid CRM

Avantages :

Functionality Ordering Estimates Tracking of customers

Inconvénients :

Inability to add pictures/ reports to contract worksheet

Awesome all around system

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Well Worth the Investment for Roofing

Avantages :

We like the fact that Acculynx makes it easy to consolidate client emails and inter-office messaging in one place. Getting to upload photos and track the status of the job is also extremely helpful and ensures that everyone is on the same page at all times.

Inconvénients :

The pricing is a bit high in my opinion.

Becoming a slick system but also is less customizable every year

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Great Software Program but Huge Learning Curve

Commentaires : Acculynx helps streamline our business operations and creates a unified platform to manage our company.

Avantages :

Acculynx has a ton of features and offers our business the tools needed to shift us into a digital age. The software is still in the early phase of deployment, but we are able to easily track and manage our job prospects and ensure that no possible lead falls through the cracks.

Inconvénients :

Generally speaking there needs to be more of a structured and hands-on approach for the implementation of the software. The one-on-one training sessions were a good base for gaining general knowledge of the software, but actually setting up the software to match the needs of our company was difficult and time consuming. The other problem with the software we ran into was the lacking of customizable options within integral parts of the program, like the estimate.