AccuLynx

Solid CRM

Avantages :

Functionality Ordering Estimates Tracking of customers

Inconvénients :

Inability to add pictures/ reports to contract worksheet

Bringing my team up to speed with AccuLynx

Avantages :

The app has boatloads of features. I have been using it for years and I'm still finding more features that make my job easier!

Inconvénients :

The mobile apps could use a little bit of a tune-up.

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.

New Company - learning how to use it

Commentaires : It’s a good system that I must have. I’m a little more critical as I’m still a small company so the little hiccups take a lot of my time away from generating leads

Avantages :

Once I can get all of my AccuField issues resolved I think it will be much better. Again the organization is great. Pricing from ABC and Beacon is not 100% complete and I cannot find a lot of things from their catalogue

Inconvénients :

My accufield is hard to use. I also with CompanyCam could get set up to have my reports saved in the project folders. It’s a manual process right now. Using the documents for signatures is expensive. If it were not as much I’d love to consider it.I also don’t get notifications from the texts I get from my customers through the texting feature. I need help with get that figured out.

AccuLynx Review

Commentaires : It has been a challenge to say the least. The transfer of data did not happen as smoothly as anticipated, documents and pictures had to be manually entered for each lead once transferred. We are slowly working on entering the information we need.

Avantages :

I do like the ease of entering leads, ability to order materials and that you can see where the crew is at.

Inconvénients :

I don't like that messages are not removable. Sometimes notes in the system need to be changed and messages is the only place to create notes. I don't like that I am not able to see if the email recipient has opened the email or not, with our last crm we were able to see if the email was opened, clicked etc. I don't like that if I have a task/event/calendar meeting that I have attached multiple people to, I have to edit each individual task if something changes, it doesn't allow me to edit all events at one time.