Plexus

ERP & Field Management for complex service companies.

4,8 /5 (13 reviews) Write a Review!

Plexus Overview

What is Plexus?

If you have a simple business, this is not the software for you. But if your service business is complex, has unique structure, or multiple lines of business, Plexus Software is your best choice. For 20+ years, many of our clients came from software not up to the challenge of making complicated businesses efficient and sustainable.

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
4,8
/
5
Excellent
10

Very good
3

Average
0

Poor
0

Terrible
0

Value for Money
4,5
Features
4,8
Ease of Use
4,4
Customer Support
4,9
100% recommended this app
Philip H.

I am a plexpert.

Having quotes centralized. Having the quotes be the orders and having the material usage and even pictures of the installed product all on the same order is really nice. So just having so much on one software is great. We havent even used introduced a lot of the features yet. Like we still havent started tracking payments in plexus.


Zac H.

Plexus helped a lot of our systems.

It was good. The software works well for us.


Jason H.

Well done Plexus

I have really enjoyed it. Plexus has taken my division to the next level for organization


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.


Sari G.

Rating only

Reviewed on 2018/05/15
Review Source: GetApp
Philip H.
Industry: Construction
Company size: 51-200 Employees

I am a plexpert.

Used Daily for 2+ years
Reviewed on 2021/01/18
Review Source: Capterra

Having quotes centralized. Having the quotes be the orders and having the material usage and even pictures of the installed product all on the same order is really nice. So just having so much on one software is great. We havent even used introduced a lot of the features yet. Like we still havent started tracking payments in plexus.

Pros

I like that it is intended to be used for the whole company. Salesman, managers, installers. I like the dashboards . The to-do lists on the dashboards that you can put on peoples screens are great.

I've noticed a lot LESS bugs in the last year or so. When we started it seemed like they were more common.

Cons

I still feel like there is room for improvement for the installers to use on their mobile devices.

I also sometimes get frustrated on how connected everything is. Its a good thing but also a bad thing. Like sometimes you can't delete an order because there is an invoice and you cant delete the invoice because there is a ticket and you cant delete the ticket because there is a movement etc... you get the point. I understand why its connected but its still frustrating sometimes.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Zac H.
Industry: Construction
Company size: 51-200 Employees

Plexus helped a lot of our systems.

Used Daily for 1+ year
Reviewed on 2021/01/20
Review Source: Capterra

It was good. The software works well for us.

Pros

Tied together front end and back end operations. From pricing to job costing to invoicing.

Cons

It requires users to be fairly tech savy.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Jason H.
Industry: Construction
Company size: 51-200 Employees

Well done Plexus

Used Daily for 1+ year
Reviewed on 2021/01/15
Review Source: Capterra

I have really enjoyed it. Plexus has taken my division to the next level for organization

Pros

I use this software daily. Even though I've been using for a little over a year I am still learning things daily on the software. I love that it's a complex in depth system. I still struggle with making things easier on myself in the system but with more time I will perfect its use

Cons

My only negative on the software is the scheduling calendar. I still use google calendar for my scheduling needs.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

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

User recommendation
8,6/10
Based on 13 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
4,5/5
Based on 13 user ratings
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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
4,8/5
Based on 13 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. 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