Plexus

Business process & field management for service companies

5 /5 (4 reviews) Write a Review!

Plexus Overview

What is Plexus?

Built to cater to the needs of virtually any field service providing company, Plexus is a cloud-based business process and field management solution. Flexible and customizable enough to meet the needs of almost any service company. The software provides end-to-end features within a single centralized hub. Users can track sales opportunities and leads with CRM capabilities complete with forecasting tools based on the latest estimates and work orders. Automated estimating and scheduling tools provide real time capacity overviews, crucial to understanding staffing limits and communicating scheduling changes to employees. Their time and location out in the field can then be captured accurately via the mobile interface, calculating pay, collecting driver mileage and photographing receipts for expense documentation and submission.

Similarly, Plexus includes issue tracking and the leveraging of the smartphone camera to snap pictorial evidence of job site problems or areas of required work. These, combined with notes and punch lists can not only then be reviewed but also arranged into summaries using the built-in reporting options. Invoicing and billing capabilities allow for the progressive or collective invoicing of larger job orders while facilitating easy onsite signature and payment capture. Integration with QuickBooks goes on to ensure that wider accounting systems are updated with the latest financial data.

Plexus Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Pricing is fair and formulaic, with no contracts, contact directly for a full quote.


Plexus Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Personalized dashboards illustrate how Plexus and its features can be customized to suit the needs of individual businesses
Offering centralized management in the office and GPS-equipped monitoring in the field, Plexus runs on multiple web-enabled platforms
The dashboard-based hub immediately provides an overview of company operations and job data at a glance
Plexus video Plexus video Plexus screenshot: Personalized dashboards illustrate how Plexus and its features can be customized to suit the needs of individual businesses Plexus screenshot: Offering centralized management in the office and GPS-equipped monitoring in the field, Plexus runs on multiple web-enabled platforms Plexus screenshot: The dashboard-based hub immediately provides an overview of company operations and job data at a glance

Plexus Reviews

Plexus Reviews

Overall rating
5
/
5
Excellent
4

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
4,3
Customer Support
5
100% recommended this app
Sandy C.

Five Stars- Great Company

We cant say enough about the excellent service provided by Plexus and their team. They actually custom fit a computer software to meet our small plumbing business. They are always available to help with problems. This software has improved our systems throughout our business. We are extremely happy with Plexus and their team!!


Jessica S.

Great Field Service Management Software

We have had a great experience with Plexus. Plexus has allowed our business to effectively manage all jobs from anywhere or any device that has internet access. All our information is stored securely on a cloud-based system. The features of the program have helped us streamline our practices and have added functionality to our in-place practices. The Plexus team has been amazing to work with. Their customer support is always available to answer questions we may have, especially for those employees that struggle with being technologically savvy. All of our employees have found the system to be helpful in making our business run more effectively and efficiently. Our business went from entering data three to four times, with data often being lost, to entering data once. Plexus has added many features to our business and eased many of our daily tasks. Scheduling jobs is no longer a hassle and we can easily see the schedule for the day, week, and even month. I would recommend Plexus to help improve processes for any field service business.


Timothy W.

Great Product for Project Managers

I am a project manager for my company, and Plexus has been a great tool to help manage my projects from beginning to end.


Sari G.

Rating only

Reviewed on 2018/05/15
Review Source: GetApp
Sandy C.

Five Stars- Great Company

Reviewed on 2017/03/07
Review Source: Capterra

We cant say enough about the excellent service provided by Plexus and their team. They actually custom fit a computer software to meet our small plumbing business. They are always available to help with problems. This software has improved our systems throughout our business. We are extremely happy with Plexus and their team!!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Jessica S.
Industry: Construction
Company size: 2-10 Employees

Great Field Service Management Software

Used Daily for 1-5 months
Reviewed on 2017/03/06
Review Source: Capterra

We have had a great experience with Plexus. Plexus has allowed our business to effectively manage all jobs from anywhere or any device that has internet access. All our information is stored securely on a cloud-based system. The features of the program have helped us streamline our practices and have added functionality to our in-place practices. The Plexus team has been amazing to work with. Their customer support is always available to answer questions we may have, especially for those employees that struggle with being technologically savvy. All of our employees have found the system to be helpful in making our business run more effectively and efficiently. Our business went from entering data three to four times, with data often being lost, to entering data once. Plexus has added many features to our business and eased many of our daily tasks. Scheduling jobs is no longer a hassle and we can easily see the schedule for the day, week, and even month. I would recommend Plexus to help improve processes for any field service business.

Pros

Personalization
Schedule
Ease of Use
Data/Reports
Functions and Features
All Information Stored in One Place

Cons

It can take a little longer for those that struggle with technology to learn what they need to know.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Timothy W.

Great Product for Project Managers

Reviewed on 2017/03/08
Review Source: Capterra

I am a project manager for my company, and Plexus has been a great tool to help manage my projects from beginning to end.

Rating breakdown

Value for Money
Ease of Use
Customer Support

User recommendation
10/10
Based on 4 user ratings
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Plexus Pricing

Plexus Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Pricing is fair and formulaic, with no contracts, contact directly for a full quote.

Pricing is fair and formulaic, with no contracts, contact directly for a full quote.

Value for Money
5/5
Based on 4 user ratings
Compare value for money rating with alternatives
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Plexus Features

Plexus Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
5/5
Based on 4 user ratings
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Categories

Additional information for Plexus

Additional information for Plexus

Key features of Plexus

  • B2B web functionality
  • Billing & invoicing
  • Business process management
  • CRM
  • Contract management
  • Cost estimation
  • Customer database
  • Dispatch management
  • Electronic signature
  • Electronic signature capture
  • Estimating
  • GPS-based tracking
  • Inventory control
  • Issue recording
  • Job management
  • Location tracking
  • Mobile interface
  • Mobile workforce control
  • Payment capture
  • Personalized dashboards
  • Problem monitoring
  • QuickBooks integration
  • Quotes / estimates
  • Real time reporting
  • Receipt capture
  • Routing
  • Scheduling
  • Service history tracking
  • Service level management
  • Technician management
  • Time & expense tracking
  • Work order management

Benefits

  • Plexus is a web-based process and field management solution that claims a robustness attained over 19 years of development, highly customizable to meet the requirements of most service-based companies.
  • Choose from 100s features: Plexus spans CRM capabilities for tracking sales leads and real time forecasting along with QuickBooks-integrated accounting.
  • Estimate labor requirements more effectively with intelligent automation and get an accurate handle on manpower availability, while tracking hours worked, employee location within the field with GPS-enabled features.
  • Safely record and recoup travel expenses with the ability to photograph receipts with a mobile device camera and attach to work orders, all the time tracking actual costs against those estimated.
  • Plexus's invoicing module allows bigger jobs to be billed progressively or multiple orders bundled into one, while invoicing is simplified by electronic signature and payment capture within the field.
  • Plexus FAQs

    Plexus FAQs

    Below are some frequently asked questions for Plexus.

    Q. What type of pricing plans does Plexus offer?

    Plexus offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Pricing is fair and formulaic, with no contracts, contact directly for a full quote.

    Q. What are the main features of Plexus?

    Plexus offers the following features:

    • B2B web functionality
    • Billing & invoicing
    • Business process management
    • CRM
    • Contract management
    • Cost estimation
    • Customer database
    • Dispatch management
    • Electronic signature
    • Electronic signature capture
    • Estimating
    • GPS-based tracking
    • Inventory control
    • Issue recording
    • Job management
    • Location tracking
    • Mobile interface
    • Mobile workforce control
    • Payment capture
    • Personalized dashboards
    • Problem monitoring
    • QuickBooks integration
    • Quotes / estimates
    • Real time reporting
    • Receipt capture
    • Routing
    • Scheduling
    • Service history tracking
    • Service level management
    • Technician management
    • Time & expense tracking
    • Work order management

    Q. Who are the typical users of Plexus?

    Plexus has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does Plexus support?

    Plexus supports the following languages:

    English

    Q. What type of pricing plans does Plexus offer?

    Plexus has the following pricing plans:

    Subscription

    Q. Does Plexus support mobile devices?

    We do not have any information about what devices Plexus supports

    Q. What other apps does Plexus integrate with?

    Plexus integrates with the following applications:

    OpenTempo, QuickBooks Online, QuickBooks Online Advanced

    Q. What level of support does Plexus offer?

    Plexus offers the following support options:

    Online Support, Phone Support