All Unanet ERP AE Reviews

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Lauren

Verified reviewer

Environmental Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2018

Clearview Software Review - Infocus

I am extremely happy with Clearview Infocus. They have been amazing in their customer service department and help when I need it with trouble shooting. They have gotten better about adding tutorials and training modules, and even adding in person workshops to help expand my knowledge and learn more about the software. They are always listening to their customers and adding updates to include features their clients want to see.

PROS

I like that the software is able to integrate all aspects of our business, from timesheets to expense reports, invoicing, and bill payment, etc. It is a one stop shop kind of software.

CONS

The hardest part of the software is getting it to generate the reports you want if they are not already built into the system, if you want a custom report do you do need to know some sequel background to run a report. I have also found that it is an extremely powerful tool but I am only scrapping the surface, and if I knew more information it could be even more useful. Adding custom boxes to applets to make it more specific to our business.

Anonymous

11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2019

Good for our industry

Huge time savings getting through invoicing. All information input into one system. Ability to have projects and invoicing tied together.

PROS

I like that we can build estimates and track a project from beginning to end. All costs go in and are automatically available for invoicing at markup rates. Flexible and able to have multiple price sheets. Integrated with project scheduled, resource planning, time sheet and expenses.

CONS

Interface is a little outdated. Some standard reports you get in products like Quickbooks are not present. Mobile timesheet is a little outdated but works.

Reason for choosing Unanet ERP AE

Price and we used Ajera at another company and it was good but I didn't like some of the planning features.

Reasons for switching to Unanet ERP AE

Product was slow on desktop, slower on web. had to build every invoice, every time. Too much effort to bring in timesheet data.

Madeline

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

2

FUNCTIONALITY

2

Reviewed May 2017

I find the program difficult to maneuver when trying to set up projects and invoice

PROS

I like that each PM has the means to review and prepare their own invoice. I would like to know more on how to set up a template style that can be imported for each project and then alter from there.

CONS

I wish it were easier to move time tickets around. It takes many clicks to get to move a time ticket to where it needs to be when entered in the wrong location. I wish uploading documents was easier and that I did not have to put on my desk top to move. To edit fees you need to be in one place, to add tasks you need to be in another. The program is not intuitive.

Teresa

Civil Engineering, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2019

Great software for small to medium size firms

Timesheets are in on time due to the capability to use app on cell phones. Can close the books in a day versus 3-5 days as in the past. Invoices are sent faster than before.

PROS

Easy to use, very intuitive, software is always available and have never had any issues with connectivity

CONS

Would love more canned reports to choose from

Reasons for switching to Unanet ERP AE

Looking for software that was a better fit for small to medium size consulting business.

Rhonda

Civil Engineering, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Clearview InFocus

Positive

PROS

Ease of daily use and streamlining of all of my tasks.

CONS

there is nothing that I dislike about this software.

Reason for choosing Unanet ERP AE

price and recommendation from (architectural) clients.

Reasons for switching to Unanet ERP AE

The version of software we were using was being replaced.

Chuck

Environmental Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2018

InFocus A Great System

With hundreds of projects and five offices our managers need to stay current on the status of their work and have the tools to develop new proposals. InFocus is indispensable for personnel management and project performance. Plus it provides financial statement and accounting data that is crucial for senior management and independent accountants. The data available and the variety of the reports are limitless. Also, our clients want their invoices and reports in a wide variety of styles. The open structure and adaptability of the InFocus system is a constant marvel at design and intuition.

PROS

Its flexibility, power and data retrieval ability. We have forty-five people in our company, with five office locations and six profit centers (disciplines). Of these forty-five people, more than two thirds are field personnel that are often asked to work in various disciplines or support the work in our other offices. At any one time we have a couple hundred projects open for scores of clients. Keeping track of this is incredibly difficult. We worked with Clearview for a couple of months in order to transfer our existing clients, projects, time records and accounting records to our new system. With over 16,000 historical projects and a current work in process in the hundreds of thousands of dollars, we matched to the penny. Working with them is a pleasure. Not only is the InFocus package all that it claims to be, the folks at Clearview are great to work with. Sure there is a bit of a learning curve, but the answers are so intuitive you can’t believe you did not think of it yourself. Their support literature, training videos, white papers and support site are extremely helpful. There may be comparable products out there, but I seriously doubt there is anything better. If there was a better product or solution, these folks would match or exceed it. We all have competition; we need competition to push us to do a better job.

CONS

Getting others in our organization to appreciate and better use this management too.

Erica

Civil Engineering, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2017

Functionality at its Finest

Being a newer accountant in the engineering industry, I had a bit to learn about how jobs are billed, tracked, etc. It is definitely a different process than accounting for goods being sold! I came into my job as the implementer of InFocus and learned A LOT simply by learning the system. InFocus is so easy to use and straight forward. If there is something that I don't catch onto right away, the Clearview support team is always ready to help and quickly help resolve the issue. As the years have gone on they have updated the system based on feedback from their clients, which is amazing! The changes they have made make things run more smoothly and it is great to know that they are listening to the needs and desires of their clients. InFocus also has a built-in reports, but also its own report builder tool if the report you need isn't automatically there you can create it yourself! Overall, I would definitely recommend InFocus to anyone looking for new engineering software. The program is easy to learn, easy to maneuver in and provides everything you would need. Even your specific need isn't met you can simply reach out to their support staff and be taken care of. It is a great software, but even better customer service - thank you Clearview team!

PROS

Ease of use, availability of support staff, resolution of issues, suggestion forum Clearview provides

CONS

Export to excel needs manipulated often, if modified the journals will show both versions

Gregg

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed February 2018

Great SAAS accounting solution for an ACEC firm

All accounting software and data is offsite, no servers or data to worry about locally! :)

PROS

* No need to keep software on servers on site. Everything is in the cloud. * Local client install. * Easy to use trouble ticket system when there is an issue. * Since it is cloud based, it is always up to date.

CONS

* Occasional data slow downs which we have no control over because the software is running on Clearview's servers. * The Microsoft ClickOnce technology used for the local client requires web browser ClickOnce integration which is built into Internet Explorer and Edge web browsers, but doesn't always work well with edge. You can get a ClickOnce plugin for Google Chrome, but it's not a transparent "click the icon on the desktop" scenario there either. * No hosted SMTP server. If you want to send email, you'll have to utilize your own SMTP server, at an additional cost and there is also a charge if you want Clearview to help you set it up. This is my only real "gripe" about the service. It should come with it's own email capability for the cost and to truly be a service. * I think it is a great Software As A Service overall, but you should know about the weaknesses going in.

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2018

Project Management software

We have greatly enhanced and automated the project cost management using InFocus.

PROS

*Tracks project costs easily *Many options for project set up *Allows users to enter time and expenses from anywhere *Electronic file attachments allowed throughout the software

CONS

*Cumbersome or lacking drill down capabilities in multiple modules *Missing a few warning messages in critical areas such as the ability to post AP/AR to closed periods

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Clearview InFocus gets the job done.

PROS

What I like the most about this software is the fact that it is very versatile and can be customized to suit your company's needs.

CONS

What I like least about this software is that when the product needs an update the users who are in the field and do not have access to good internet are left unable to do their time sheets because they cannot get into the screens without the update being done.

Filmore

Civil Engineering, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2019

review

PROS

ease of use, cost efficiencies, reduced staff and operating costs

CONS

export to excel, formatting before downloading could improve

Reasons for switching to Unanet ERP AE

aged product, poor service

brian

Architecture & Planning, 51-200 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed December 2019

A Must-Have!

Our employees pick up time entry very easily with InFocus. Its also great that employees can monitor their own PTO accruals, seeing all that they've accrued and used throughout the year. Employees can also generate their own reports to see how many hours they've worked on a specific project. Its great!

PROS

It is so user friendly, if you are familiar with excel, many of InFocus's features are created the same way. Very low training time!

CONS

Copying entries on time sheets or AP's could be a little better, but it isn't that bad.

Deborah

Used free trial

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2012

As a mid-sized architectural design firm, we have found Clearview InFocus to be the best integrated accounting and project management software on the market. We migrated to InFocus in May 2010 after using two previous industry specific applications, which never performed as promised. The transition to InFocus was well managed and painless. InFocus is highly flexible and easy to learn and use. It is especially forgiving of input errors, with mistakes easily reversed or voided. As designers of large and highly complex institutional projects, we have sophisticated client invoicing needs. InFocus offers every conceivable billing scenario and allows for multiple billing types on the same project. Likewise, the project management modules are flexible, user friendly, and cover all facets of project documentation. The default and custom reports are extensive and easily changed and manipulated. It is easy to pull data out of InFocus in a myriad of formats and easy to customize reports. Clearview's client support is also great - easily accessible with a highly responsive support team. They provide excellent software support as well as accounting solutions. The integration between the project management and accounting functions is seamless. InFocus has allowed us to streamline our finance and project management functions and provided real savings in accounting consultant and in-house staff costs. InFocus is the best performing software I have ever had the pleasure to purchase. It exceeds expectations and has more than met every promise of the developer. This is top-notch software with top-notch support. Any size firm in the design industry would be well advised to adopt InFocus for their accounting and project management software.

Lucinda

Architecture & Planning, 11-50 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed December 2019

Overall product it good

PROS

What I like the most about this software is the ease of exporting reports to excel

CONS

What I like the least about this software is the billing of reimbursable expenses. When part of a fixed dollar amount it does not break out the time from expense.

Reasons for switching to Unanet ERP AE

Price

Kevin

Civil Engineering, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2019

InFocus

It has been an easy day-to-day experience for me

PROS

Quick and easy interface for daily accounting

CONS

Could use a more robust interface and better cross-product compatibility

Tian You

Mechanical or Industrial Engineering, 51-200 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed December 2019

Benefit of using Clearview Infocus

PROS

Clearview Infocus offers a lot of nice features to improve the project workflow, and save you a lot of time.

CONS

It is hard to learn at the beginning. you either need to have training by your own team or third party consultant.

Marilyn

Construction, 51-200 employees

Used more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2018

Accessibility

PROS

Customer Service is top notch. Very helpful in tweaking the program to my business. Fast response.

CONS

Learning curve - just because I still had to do my job while learning a new software. So I had to do everything twice.

Chad

Civil Engineering, 201-500 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2019

Review

I mainly use it to submit time for my timesheets.

PROS

I like how easy the software is to use. Very straight forward.

CONS

I don't have any grievances with the product at this point.

Leah

Used free trial

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2017

Luxury Hotel at motel price

InFocus is simple to use while compiling and organizing complex data. Constantly improving on an already comprehensive and component program.

Lucas

Civil Engineering, 11-50 employees

Used less than 6 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2019

Efficient

Project management

PROS

It makes it easy to manage and organize projects

CONS

It takes a little time to get use to the features.

Reasons for switching to Unanet ERP AE

Not a real management software

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