AccuLynx

Solid CRM

Pros:

Functionality Ordering Estimates Tracking of customers

Cons:

Inability to add pictures/ reports to contract worksheet

Alternatives Considered: JobNimbus

Reasons for Switching to AccuLynx: Comfort and Familiarity

Worth the price!

Comments: Wonderful! Customer service is top notch and everyone I’ve dealt with has been super helpful.

Pros:

File management. Estimating is a breeze. Invoicing and inputting payments are user friendly. Customizable dashboard and files.

Cons:

Mainly the mobile app. I’d like to be able to download documents that are already on the file to my device.

Alternatives Considered: JobNimbus and Jobber

Reasons for Choosing AccuLynx: Easier to use and make sense of different job stages.

Switched From: JobNimbus

Reasons for Switching to AccuLynx: Ease of use.

Great CRM for Construction Management

Comments: Love it! Great match for our company.

Pros:

The robust capability of the software and the ease of use. Mobile ability is great.

Cons:

Nothing at the moment. They are making changes all the time based off feedback.

Becoming a slick system but also is less customizable every year

Comments: 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.

Pros:

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.

Cons:

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.

Premium product

Comments: Acculynx is allowing us to scale and to take care of customers at a high level even as business increases.

Pros:

The automations and integrations are bar none.

Cons:

I don't like that most admin tasks cannot be done from the app. I am always on the go and I need functionality from a mobile device.

Alternatives Considered: JobNimbus, Roofr and RoofSnap

Reasons for Choosing AccuLynx: I outgrew Roofsnap. It does not have any true CRM functionality and it is not scalable.

Switched From: RoofSnap

Reasons for Switching to AccuLynx: So I am able implement my processes and my software will be able to grow with me.