Solid CRM

Pros

Functionality Ordering Estimates Tracking of customers

Cons

Inability to add pictures/ reports to contract worksheet

Almost Perfect

Overall I am very pleased with AccuLynx. I do with that the Quickbook integration worked both ways. As in, if we enter an invoice or job in Quickbooks it synced over to AccuLynx. Right now it's the other way around and that really doesn't work for us.

Pros

I'm still learning all the features, but so far it has been extremely easy to pick up. I absolutely love the dashboard, especially the sales leaderboard. I've gotten into many arguments with our sales reps just trying to get them those numbers and now they can just look at them themselves.

Cons

I don't like that we can't import data from Quickbooks. We enter all of our jobs in quickbooks first so it would be nice if it was a two way street on that. In order to use this feature we would have to completely change how we do jobs/invoices and right now that just isn't an option. Another problem I've had is that we do a lot of work with property managements, HOAs, and contractors. Most of whom we have multiple jobs assigned to. Right now it is extremely difficult to setup a contact that has multiple jobs in it. I believe that a fix for this is in the works from what I saw in the suggestions & feedback section. This is just a feature I'd like, but it would be really nice if AccuLynx integrated with CompanyCam. We switched over from Job Nimbus and it was really nice that any pictures our guys took out in the field using CompanyCam, automatically uploaded to Job Nimbus. Now I have to go to the project in CompanyCam and download the pictures, then upload them to AccuLynx. I know our crew can just take pictures using AccuLynx, but our guys are special and we barely have gotten them to use CompanyCam.

Attention Roofers - This CRM was Made for You!

Overall, I am pretty happy with AccuLynx. The support team is responsive. I like the chat feature for questions. AccuLynx is constantly coming out with new features/integrations, so I am hopeful that some of our issues with the software will be addressed in the future.

Pros

The best thing about AccuLynx is that it was designed specifically for the roofing industry. Other CRMs have to be customized to meet the needs of roofers - AccuLynx, however, does not. The permit tracking feature is really helpful, especially when you have a bunch of projects going on at the same time. It helps you identify which jobs still need inspection. I also really like the ordering feature. We have ours set up to send orders directly to ABC. This integrative feature makes my life so much easier because it cuts down on the amount of administrative work.

Cons

It would be nice if there was an area in the permit tracking feature to track mid-roof inspections. It could be an optional field (since mid-roofs are not required everywhere/on every project). It would also be nice to have the option to delete notes in the file. At the moment, once the note is in there, you can't delete it. This can create some confusion if someone accidentally puts a note in the wrong file. One other thing is that the integrations with accounting software are limited. Our new accounting software won't integrate with AccuLynx, so that is going to create a problem of double-entry for us in the future.

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.

Honest Review

I have been using AL since 2012 and have greatly enjoyed the customer support and developments that have happened. The support department is really great at their jobs. The development team listens tot he users and reaches out to discuss recommendations that have been requested.

Pros

I really like the tracking that AL provides. From the production scheduler to the payments tab and syncing with QB.

Cons

I wish the mobile app was a little more fully functional as compared to the web version.