Plexus

I am a plexpert.

Commentaires : Having quotes centralized. Having the quotes be the orders and having the material usage and even pictures of the installed product all on the same order is really nice. So just having so much on one software is great. We havent even used introduced a lot of the features yet. Like we still havent started tracking payments in plexus.

Avantages :

I like that it is intended to be used for the whole company. Salesman, managers, installers. I like the dashboards . The to-do lists on the dashboards that you can put on peoples screens are great. I've noticed a lot LESS bugs in the last year or so. When we started it seemed like they were more common.

Inconvénients :

I still feel like there is room for improvement for the installers to use on their mobile devices. I also sometimes get frustrated on how connected everything is. Its a good thing but also a bad thing. Like sometimes you can't delete an order because there is an invoice and you cant delete the invoice because there is a ticket and you cant delete the ticket because there is a movement etc... you get the point. I understand why its connected but its still frustrating sometimes.

Plexus Review

Avantages :

The ability to track the information (inventory, hrs, job costs, etc)

Inconvénients :

Schedule: -The scheduling module is VERY difficult and time consuming when changes need to be made. -A geofence by zip codes would be FANTASTIC to have. Make scheduling easier and give us the ability to narrow down KCMO as NE/N/NW/E/SE. General Usage: -Complexity behind lets say - adding a "kit." If you forget to click the drop down for where a product should be attached to you have to go in, delete it, search it again, add it.... -The specificity that is needed to look up information. 816-456-7890 can not be found when you type in 816.456.7890 or 8164567890. -Now that we are in the order numbers of 10000+ if you search by ascending/descending the order numbers are not in any order that makes sense. -My techs often get kicked out of jobs, have issues clocking in or out -Compatibility to Apple is an issue. -Mobile site does not have the same functionality as desktop for simple items.

Plexus review for The Hayes Company - Brandy Eckert

Avantages :

Everything is able to be done in one program, from time and material tracking, to invoicing and payroll.

Inconvénients :

The views get changed way to much and it affects my permissions. But that may be something that the company does itself and not plexus. I don't know.

Plexus and why you need it too!

Commentaires : Plexus has made running our business and working with our customers such a breeze. I look forward to many successful years using Plexus, Quickbooks and growing together!

Avantages :

Plexus is user friendly and makes it easy to jump from one screen to the next. I am able to keep track of all of my ongoing projects, all of the companies we work with as well as which of our sales reps are working with said companies. I am also able to keep track of our sales with Intuit with the ease of which it links to Plexus.

Inconvénients :

There are very few things that I do not like about Plexus, and saying "I do not like" seems very harsh. It is more that there are small jumps to QuickBooks that I wish were a bit easier, including some deposits that cannot be drawn back once posted. Also, I think the home screen could give better notifications when something goes wrong with a bank transfer.

Plexus helped a lot of our systems.

Commentaires : It was good. The software works well for us.

Avantages :

Tied together front end and back end operations. From pricing to job costing to invoicing.

Inconvénients :

It requires users to be fairly tech savy.