AccuLynx Reviews - Page 3

The software as a whole has a pretty user-friendly set up. I think the dashboard is probably my favorite part personally because it just gives you a great snapshot of everything that is going on in real time. Any tab or screen you go to is very easy to figure out with just a few clicks.

So far, I think the thing I least like about this software is the way you handle a change order. I think a change order should have an extra tab on the Contract page within the job and there should be a way to track them and submit within the job. Also, the permit tracking I would say leaves a little to be desired. I think it should be a little more customizable, especially in regards to municipalities. For example, there could be a drop down to select where the permit is being pulled so that you can run reports and be able to plan your runs accordingly.

Hi Sam - Thanks for being an AccuLynx customer! We also love the "birds eye view" that the dashboard offers. We hear your concerns regarding change orders and permit tracking, and are sharing your feedback with our product team. Thanks again!

Acculynx is very user-friendly and customizable. We are able to edit and update the workflow to fit our needs, and Acculynx is always updating/upgrading and adding new features to make the workflow easier and accessible.

Smartdocs take a while to load and edit and when emails are sent from Acculynx they sometimes get missed or sent to the clients' junk or spam folder.

Hi Lauren - We're glad that you've found our software to be user-friendly and customizable. Like you've said, AccuLynx is always working to make its product better for the roofing industry. We also hear your feedback regarding missed emails. Often this is due to the recipient's settings which is something we can't control. Thanks for taking the time to leave a review and for being an AccuLynx customer!

After Acculynx overhauled their reporting feature at the end of 2017 (I think?) everything changed for me. Their custom reporting was incredible. The amount of programs they could integrate with was incredible. Acculynx was a complete 10/10 for me.

When using Acculynx, there were a few features I wish were a little more customize-able as far as field within a contract/registrant/lead. I also think the addition of a mass mail/CRM feature would truly set them over the edge to excellence.

Thank you so much for sharing your review Haley. We appreciate you being a customer!

Best CRM program for contractors by far, but it's much more than that! It's all at your fingers. Access from anywhere in the county where you can have a computer connected to the web. Love the integration with QuickBooks, which eliminated the multiple entries. Managing multiple locations all fluidly from Acculynx. All your reports and numbers are right there. Honestly, we operate everything through Acculynx and QB, and it's so smooth. Very easy to use. Department capabilities so office staff and sales reps view what you determine necessary. Our new hire got on for 5 min and messaged me to say, "Wow this program seems really user-friendly" if that says anything!

There is nothing I that least like! I think the program is awesome and a giant leap in the industry. We started with Acculynx back when it was still its first version. I can tell you that they are always trying to improve and make advancements anywhere they can. So be understanding if something in the system changes. I promise it's for the better! We all get used to using something one way and people seem to resist change. These improvements come from our feedback like this, and they are hearing it and implementing. Previously, the reps would push back if there was a software update, but then the "awwww" moment comes later in the day and they love the improvements. So definitely appreciate it!

i really like that the messages can be sent in-system or externally as email. The reporting feature has been very useful to our lead tracking and overall closure rates.

The emails we send to clients from in-system ALWAYS wind up in their junk mail because of that crazy extension on the email addresses. Also - when entering lead notes, the calendar and appointment features Auto-populate the customer info unnecessarily - when our field reps look at each appointment, they have to scroll and scroll past the customer info to get to the lead notes. We are now going back into appointments and having to alter to get the lead notes above the client info. It is double work.

extremely user friendly and is set up to follow operating procedures within any company in a consistent and accurate work flow

there have been some problems in the software which have been written off by support as "Glitches" and I had one help desk ticket out which was never resolved. I was not with this company at inception of Acculynx but my experience with the staff and Acculynx after they have used it for 2 years is the training (or lack thereof) from acculynx was sub-par. The staff in our company had zero work flow with the software. I know that aspect is the job of the company super users but apparently there were none in our business as operating procedures of our CRM did not exist and there was zero consistency with our users.

This program is the absolute easiest to use in the industry today. It can be customized to fit your companies specific needs. The training for new users could not be easier. The reports are helpful and easy to understand and customize. I love the new automation features, it makes it seamless for staff and ensures follow up and consistent communication with homeowners.

The one feature I'd like to see available and made to be easier for us users, being able to build templates for the material order forms. With that said, when sending the order off, not need to save first, then send.

Hi Kevin! Thank you for your review and for being a great AccuLynx customer. Your business means the world to us! We're continuously updating the product to better fit our customers needs, so we'll be sure to share your feedback with the correct teams. Thanks again!

it is very user friendly, being able to sync with Quickbooks

sometimes everything doesn't transfer over from Quickbooks?

Hi Sherri - We're glad you enjoy the AccuLynx and QuickBooks integration. We also hear your feedback regarding data transferring and have shared your review with our product team. Thanks for being an AccuLynx customer!

It’s simple and easy to use. Interface is great and not confusing

I cannot or am unaware of a feature that would allow me to draw roofs for measurements

Hello Casey - Thanks for leaving a review of AccuLynx. We are happy to hear that AccuLynx has been an easy-to-use software that has helped you organize your business flow.

The ease of uploading clients and tracking them through the process. You can also add custom fields that have to be completed frome lead status, prospect, approved, completed, invoiced, closed

The Acculynx photo app. I feel like it is not that great. Also uploading the photos to a file is sometime a pain.

Hi Cj - Thanks for sharing a review! We're glad that you've been able to easily track your jobs within AccuLynx. We also hear your feedback regarding photos and have shared that with our product team. Thanks again!

Supply house integration, template management.

Field app does not have an inspection report.

Hi Dillon - Thanks for leaving a review of AccuLynx and for being a customer! We're glad that you enjoy the seamless integrations and templates available in AccuLynx. Thanks again!

We just signed up from Acculynx at the beginning of this year and are in the process of transferring CRM's from Job Nimbus. Acculynx is significantly more user friendly and has vastly higher intuitive paths in the system. My favorite part so far is that the visibility of estimates, orders, and job progress is outstanding.

Our guided training so far has been fine, but the instructor seems very concerned about staying on script. Also, a few suggestions we have made as new users have been brushed aside as we were directed to the "idea page" or some such automated landing spot. Shouldn't Acculynx actively encourage feedback from new users with fresh sets of eyes who might see things they don't in house (along with promoting customer satisfaction)?

Hi Jon - Thanks for leaving a review! We're glad that you've been able to get started with AccuLynx. We do actively seek out feedback from our customers. The "I Have an Idea" page is a way for us to really track these ideas from our users so that we can see what features or changes are the most requested. On that page, you can also see what features have been requested by other customers and can vote on those that are most important to you. Thanks for sharing your feedback and for being an Acculynx customer!

File management. Estimating is a breeze. Invoicing and inputting payments are user friendly. Customizable dashboard and files.

Mainly the mobile app. I’d like to be able to download documents that are already on the file to my device.

Hi Carol Anne - Thanks for leaving a review of AccuLynx. We are happy to hear that our software helps you stay organized and aware of different job stages. We appreciate you being an AccuLynx customer!

I love the ability to put everything into this. One place to look for everything and see its status.

This app is great but things need to be expanded on. Templates are not provided for things like quotes, estimates and invoices.They should be provided as an option to use unless hey want to import their own. It’s hard enough learning new software and trying to fight a new template on top of it.Also, the tasks aren’t very clear on how they are set up. I have tasks being emailed to the wrong people.

Hi Christina - Thanks for leaving a review of AccuLynx. We are happy to hear that you have been taking advantage of the software's tools and integrations. Learning new software can be tough so don't forget whether you'd like to learn how to use a particular feature or have a question about your account, we're just a phone call or email away. We appreciate you being an AccuLynx customer!

Feature rich CRM software that addresses every aspect from lead to final invoicing and closure. I liked the quote/estimate feature the most because you can set up an estimate template and link it to your SRS (supplier) account so it automatically populates with your current pricing. I also liked the billing and invoicing. This allows the option to provide financing for your clients and record/track payments.

The only con isn’t really a con but more of a learning curve so it’s on the individual’s ability to understand, not the software’s ability to provide what is needed.

Hi Robert - Thanks for leaving a review of AccuLynx. We are happy to hear that our software has helped you manage and streamline so many aspects of your roofing business. We appreciate you being an AccuLynx customer!

The ease of the whole software and simple, very easy to upload pics, docs, etc.

Would like this to change or add on: 1-Job number - you should be able to change yourself and not being able to change starting job number. Ours starts with the year 19-9001 would like to see 19-0001 2-Customer in record you should be able to add another contract to their record. Can't do it. Say further down the road they want basement waterproofing, have to add another record, same but different job. 3-Need to cater to basement waterproofing and crawlspace encapsulation, [SENSITIVE CONTENT HIDDEN] could tell you what see needs or would like added. 4-The reports can be more flexible (I called in on that one) they couldn't do anything.

The automation of this product now makes this product exceptional.

The ability to add custom fields to forms would be helpful.

Hi Matthew - Thanks for leaving a review! We're glad that you enjoy the automation features. Many of our customers find that automations prevent errors and give them more time back in their days!

The reports and software are easy to understand and use.

Commercial jobs show up under the employee's/owner's name instead of the company name. The cost is high compared to other software and charged more for the Elite. I have used other software such as Dash and Chronicle that does not charge for additional perks in the software.

I like being able to run basically my whole company out of one software and I think that is why this was originally created.

I hate the mobile version of the app. I am not able to do nearly as much on the mobile app and I wish that was possible. Just wish the mobile interface was much more user friendly.

Hi Addisen - Thanks for sharing a review! We love hearing how you're able to run your entire company with AccuLynx. We also hear your feedback regarding the Field App and urge you to stay tuned for some exciting product updates. In the meantime, we'll pass your review onto our product team.

I really appreciate the real time pricing, the cataloging of clients, and the ease of searching information.

The calendar isn't the best, it will allow you to over lap crews and appointments. The templates can be frustrating to organize. And you have to pay more to build a sale report the fits you.

Cloud base, and easy to use. Like the ability to e-sign contracts.

Writing estimates is not the easiest. Would like to see estimate writing redone.

Hi Thomas - We're glad you enjoy the e-sign and cloud features offered in AccuLynx. We hear your feedback regarding estimates and are passing that onto our product team. Thanks for being an AccuLynx customer and for leaving a review!

It's hard to choose just one thing, every feature is very helpful. The calendar and the notes are nice to have to remember who is needing what and when we last spoke with the client. The invoice process is easy and the option to import from the worksheet is a big time saver! Having the "paid" mark is a nice way to give the client a receipt. We highly recommend Acculynx and are glad we chose to go with it!

At first it was a little challenging added the crews to the mobile app, and figuring that out but we re-scheduled a short training and was able to get the help we needed.

Hi Austin - Thanks for sharing a review of AccuLynx! We're glad that you've been able to take advantage of the features designed for roofing contractors. Thanks for being an AccuLynx customer!

I love the Action Items it has helped my staff stay on track of our Pipeline. Also, the job costing on the reports tab has never been so easy!

We do feel we should have been offered more extensive training sessions to understand more in depth on the Tools and Production tabs. We do experience issues with quickbooks about every 3rd customer we transfer in our pipeline.

Hi Luke - We're glad that AccuLynx has helped your team stay on track! It sounds like you've been in touch with our support team, but if you ever need a training refresher or have a specific question, definitely reach out to them via email or phone! Thanks for being an AccuLynx customer and for leaving a review.