AccuLynx Reviews

Functionality
Ordering
Estimates
Tracking of customers

Inability to add pictures/ reports to contract worksheet

AccuLynx has mastered the process from tracking a lead from initial phone call to final photos. The software allows systems to be put into place so that no steps are missed within the sales to production process.

When you download photos they are in a very large format and hard to work with. Also the photo editing is sub-par.

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.

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.

I liked how user friendly it is. We can easily put customers in and keep them organized as we move them through the process.

The thing I like the least is how few categories are in our pipeline. I wish we could break down and customize our pipeline to our needs.

Once I can get all of my AccuField issues resolved I think it will be much better. Again the organization is great. Pricing from ABC and Beacon is not 100% complete and I cannot find a lot of things from their catalogue

My accufield is hard to use. I also with CompanyCam could get set up to have my reports saved in the project folders. It’s a manual process right now. Using the documents for signatures is expensive. If it were not as much I’d love to consider it.I also don’t get notifications from the texts I get from my customers through the texting feature. I need help with get that figured out.

I love the new communications tabs and all the new features. As well as all the new features of the supplements tabs, makes everything so much easier.

The new communications tab, even though the new features are awesome, the new look is kind of overwhelming.

The app has boatloads of features. I have been using it for years and I'm still finding more features that make my job easier!

The mobile apps could use a little bit of a tune-up.

Makes it easy to keep everything organized and everyone on the same page about what is going on with each client.

That the payment and financial work sheet and two separate things and not one

Great desktop platform and it very good to use when in have two screens.

The mobile and iPad app are very buggy and not enough options

It does everything I need from initial contact to final invoicing, finance, credit or ACH.

Since it does so much, it’s a lot to learn.

Helps me stay organized with all my builds!

I would love full functionality on the app but I’m sure that’s coming soon!

I am able to seamlessly work multiple jobs in multiple locations! It tracks customer interactions and I’m able to leave a good paper trail. I have even spoke to reps about issues they are helpful to get a quick resolve

No complaints really it is a helpful tool!

"The tracking is great, and it's so simple to find what I need. I enjoy how quickly I can produce an estimate."I enjoy that there are no glitches. It's convenient to have software that can do everything.

It hasn't been with me long enough for me to become irritated by any aspect.In the event that a note is inadvertently placed in the incorrect file, this may cause some confusion.

I like the notes and dashboard. Very easy layout and functional use. Easy to navigate.

Some features that could be added to improve the design is a draft mode that automatically saves for notes. Occasionally when you are typing a note and try to see another profile, when you return all your typing you did is gone. It would be SO helpful if this was an option eventually. Also, the design of not being able to edit or delete notes and the fact if you are a sister-company who was multiple companies tied in with one, the layout is the same. I wish there was an option to customize different layouts to realize when you switch, there have ben so many times when I will add a profile and it's in the wrong side. I also wish you could unmark dead leads, and also be able to transfer profiles

I like the fact so far that everything is in one place.

A couple aspects about the project step-by-step. Advancement and de terminologies take a little to get used to.

Ease of use and customer service is excellent

Nothing, i am very pleased with everything

I like how I can see the dashboard of all projects and where in the process they are of being completed. I also like how I am able to see everyone's schedules which makes it easy for communication throughout the day.

I have yet to find something about AccuLynx that I do not enjoy so far.

I like the quote/ estimates in the system and that we can setup QuickBooks through the system and send customers an invoice.

I think that when do doing an estimate one thing that needs to be looked into is when given total square footage. Instead of all materials list what it needs it needs to break it down from the biggest to smallest. So, for example, I have a 55 Gal and a 5 gal. If the total square foot is 110 then automatically it should calculate 2 55 gal drums. But instead, the system puts 2 55 gal drums and then it says I need 22 5 Gal buckets. so, I have to erase the 5-gal ones. Need to change the algorithm to caluate it better.

I like that AccuLynx is relatively easy to use.

Selfishly, I do wish that some of the features/GUI was more tailored towards the roofing industry.

How easy it is to use and customize to what we need it to be.

Initial setup was a pain. Getting information in and out in bulk is miserable...

It wasn't easy to learn. Once I got it, I'm doing well.

Each job is a number. I don't know what number 27 is. Then I have to look up the name and job to find out what it is.

I love that there is a help desk I can call for help and charts for tracking sales

I do not like the apps for the subcontractors needs more work and needs more work

I absolutely love Acculynx. It is so easy to use and has everything we need in one place. I have been using Acculynx for 5+ years and it has eliminated pretty much every system that we used in the past. I can see information from every job we have ever done whether I’m in the office or in the field. It is our all in one solution.

The mobile app could be more powerful. For example, sending PDFs or photos from the mobile app would be very helpful. Along with updating contract worksheets.