Plexus Pricing, Features, Reviews & Comparison of Alternatives

Plexus

Business process & field management for service companies

5.0/5 (4 reviews)

Plexus overview

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 plumbers, electricians, HVAC and more, 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.
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Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

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

Plexus reviews

Excellent
4

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  4.3
  5.0
Jessica Schultz

Great Field Service Management Software

Used daily for less than 6 months
Reviewed 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.Personalization Schedule Ease of Use Data/Reports Functions and Features All Information Stored in One Place

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Sandy Crosby

Five Stars- Great Company

Reviewed 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!!

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Timothy Wilson

Great Product for Project Managers

Reviewed 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.

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Plexus pricing

Pricing options
Subscription
View Pricing Plans

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

Plexus features

Accounting Integration
Billing & Invoicing
Electronic Payments
Inventory Management

API (107 other apps)
Activity Dashboard (85 other apps)
Activity Tracking (52 other apps)
Automatic Notifications (72 other apps)
Automatic Reminders (68 other apps)
Calendar Management (71 other apps)
Client Portal (53 other apps)
Customizable Reporting (62 other apps)
Data Import/Export (52 other apps)
Document Storage (52 other apps)
Inventory Tracking (56 other apps)
Invoice Management (87 other apps)
Quote Management (54 other apps)
Reporting & Statistics (95 other apps)
Search Functionality (59 other apps)
Third Party Integration (69 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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Additional information for Plexus

Key features of Plexus

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

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 over 1000 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.