Solid CRM

Pros

Functionality Ordering Estimates Tracking of customers

Cons

Inability to add pictures/ reports to contract worksheet

Summary of Acculynx, 1 month in

Production and work flow is becoming more fluid with Acculynx.

Pros

I like being able to view a file in its entirety. In addition, being able to upload docs, pics, etc while at the job site. I am still navigating through all of the options available. And the customer support from [SENSITIVE CONTENT HIDDEN] scheduled training's to being able to reach support from the dashboard is huge for me. I am NOT tech savvy.

Cons

A few issues I was having include: photos would rotate and condense when I attempted to draw on them, only able to create 1 estimate in the system (will be addressing with [SENSITIVE CONTENT HIDDEN] on next training) , and I would really like for the calendar / events to have the availability to scroll down (currently I have to shrink screen to 68% to see the save box) and this is also true when I submitted the idea through Acculynx, that window did not allow for scrolling.

Becoming a slick system but also is less customizable every year

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.

Great Software but Still Missing a Few Key Features

Overall, Acculynx has made a huge difference to our roofing company. We are able to more easily track our success with leads and keep everything organized. Even though there are still some features we would like to see, we are overall quite happy with it.

Pros

We love the lead pipeline and the ability to track exactly what is happening with a lead at any given point in time. It's super nice that all files and photos can be stored in Acculynx for each job. This helps us stay organized!

Cons

Acculynx is still missing a few features. For example: The calendar on Acculynx doesn't sync with the job files. You can't create an appointment w/a customer directly from the pipeline (after it's been entered as a lead--I know it can be entered when being added as a new lead). Even though the calendar does allow us to enter a job into it, the notes on the calendar don't go to the customer's file. This could cause problems if that info isn't transferred. In addition, the app doesn't give users access to the calendar. Since we use the calendar so much, this would be incredibly helpful. In addition: It would be nice if there was a dedicated field for referrals. We like to credit customers who give us referrals, and a fillable field for this would be great!

Pretty Decent Software

Good for sales, not as great for management and production. They are working hard to improve production side.

Pros

Ease of use, great customer support, tailored to my industry.

Cons

Limited custom options for production and ordering.