Plexus Features

Plexus

ERP & Field Management for complex service companies.

4.72/5 (18 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Trail
Automated Scheduling
Billing & Invoicing
Bills of Material
Budget Tracking/Job Costing
Budgeting/Forecasting
CRM
Calendar Management
Campaign Management
Cataloging/Categorization
Change Order Management
Client Portal
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Estimating
Cost-to-Completion Tracking
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Digital Signature
Discount Management
Dispatch Management
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Enterprise Asset Management
Equipment Tracking
Estimating
File Storage
Financial Management
Forecasting
GPS
Historical Reporting
Income & Balance Sheet
Integrated Business Operations
Inventory Management
Invoice Management
Issue Management
Issue Tracking
Job Management
Job Scheduling
Location Tracking
Maintenance Management
Maintenance Scheduling
Mobile Access
Mobile Workforce Control
Monitoring
Multiple Projects
Online Time Clock
Order Management
Payment Collection in the Field
Permit Management
Planning Tools
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Quality Control
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Risk Management
Role-Based Permissions
Routing
Sales Reports
Scheduling
Search/Filter
Service History
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
User Management
Work Order Management
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Trail
Automated Scheduling
Billing & Invoicing
Bills of Material
Budget Tracking/Job Costing
Budgeting/Forecasting
CRM
Calendar Management
Campaign Management
Cataloging/Categorization
Change Order Management
Client Portal
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Estimating
Cost-to-Completion Tracking
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Digital Signature
Discount Management
Dispatch Management
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Enterprise Asset Management
Equipment Tracking
Estimating
File Storage
Financial Management
Forecasting
GPS
Historical Reporting
Income & Balance Sheet
Integrated Business Operations
Inventory Management
Invoice Management
Issue Management
Issue Tracking
Job Management
Job Scheduling
Location Tracking
Maintenance Management
Maintenance Scheduling
Mobile Access
Mobile Workforce Control
Monitoring
Multiple Projects
Online Time Clock
Order Management
Payment Collection in the Field
Permit Management
Planning Tools
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Quality Control
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Risk Management
Role-Based Permissions
Routing
Sales Reports
Scheduling
Search/Filter
Service History
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
User Management
Work Order Management
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Trail
Automated Scheduling
Billing & Invoicing
Bills of Material
Budget Tracking/Job Costing
Budgeting/Forecasting
CRM
Calendar Management
Campaign Management
Cataloging/Categorization
Change Order Management
Client Portal
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Estimating
Cost-to-Completion Tracking
Customer Database
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Digital Signature
Discount Management
Dispatch Management
Document Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Enterprise Asset Management
Equipment Tracking
Estimating
File Storage
Financial Management
Forecasting
GPS
Historical Reporting
Income & Balance Sheet
Integrated Business Operations
Inventory Management
Invoice Management
Issue Management
Issue Tracking
Job Management
Job Scheduling
Location Tracking
Maintenance Management
Maintenance Scheduling
Mobile Access
Mobile Workforce Control
Monitoring
Multiple Projects
Online Time Clock
Order Management
Payment Collection in the Field
Permit Management
Planning Tools
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Quality Control
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Reminders
Reporting & Statistics
Reporting/Analytics
Resource Management
Risk Management
Role-Based Permissions
Routing
Sales Reports
Scheduling
Search/Filter
Service History
Status Tracking
Subcontractor Management
Supplier Management
Task Management
Task Progress Tracking
Task Scheduling
Third Party Integrations
Time & Expense Tracking
Timesheet Management
User Management
Work Order Management
Workflow Management
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Plexus Feature Reviews

13 reviewers had the following to say about Plexus's features:

Philip H.

I am a plexpert.

2021-01-18

Having quotes centralized.

Pros

I like the dashboards . The to-do lists on the dashboards that you can put on peoples screens are great.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Jessica S.

Great Field Service Management Software

2017-03-06

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.

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
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Tucker B.

Plexus Review

2021-02-04

Pros

The ability to track the information (inventory, hrs, job costs, etc)

Cons

Schedule: -The scheduling module is VERY difficult and time consuming when changes need to be made.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Brandy E.

Plexus review for The Hayes Company - Brandy Eckert

2021-01-25

Pros

Everything is able to be done in one program, from time and material tracking, to invoicing and payroll.

Cons

The views get changed way to much and it affects my permissions. But that may be something that the company does itself and not plexus.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Plexus Software


Thank you Brandy for your review! The reviews are set by each company. Feel free to reach out to Plexus Support if you need help with your views. Thanks again!

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Jacquelyn K.

Plexus

2021-01-21

Using companies to manage the different companies we work with, the link to QBO to manage our accounting

Pros

I enjoy how user friendly it is and how there are different views available

Cons

There isn't anything that I don't like, the ease of invoices, everything is really impressive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Plexus Software


Thank you so much Jacquelyn for your review!

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Zac H.

Plexus helped a lot of our systems.

2021-01-20

It was good. The software works well for us.

Pros

From pricing to job costing to invoicing.

Cons

It requires users to be fairly tech savy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Plexus Software


Thank you Zac for your review! We are constantly working to make Plexus more user friendly. Your feedback helps with that. Thanks!

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Jackie K.

Plexus and why you need it too!

2021-01-29

Plexus has made running our business and working with our customers such a breeze.

Pros

I am able to keep track of all of my ongoing projects, all of the companies we work with as well as which of our sales reps are working with said companies.

Cons

Also, I think the home screen could give better notifications when something goes wrong with a bank transfer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Plexus Software


Thank you so much for your review!

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Robert T.

Plexus user

2021-01-16

For me mostly pricing and distribution of quotes,

Pros

Easy to go back and find projects quoted or already sold.

Cons

Not being a computer person did not like to have to use it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Pete H.

Flexible Tool for Job Management

2021-01-15

Pros

I like the intelligence for setting up our pricing models on quotes I like the flexibility of adding certain selections to our quotes I like the flexibility of Work Orders displaying what our team needs to see

Cons

There is nothing about this software that I do not like

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Plexus Software


Thank you Pete for your review!

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Thomas H.

From old school to 21st Century

2021-01-20

I can crank out proposals in a third of the time.

Pros

Have all orders at your disposal with the stroke of a few keys is really nice! Particularly the ones bid months ago!

Cons

We do so many products in so many ways it is often difficult to digitize it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Plexus Software


Thank you Thomas for your review! Glad we were able to make proposals so much easier for you.

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Jason H.

Well done Plexus

2021-01-15

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

Pros

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.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Jeff C.

Easy and fast.

2021-01-18

Pros

Building Bids on site and sending to customer immediately

Cons

e-mails being sent from program are not always making it to their destination.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Matt Y.

Matt Hayes Co Review

2021-01-25

Pros

The product is very easy to use and I really like how it is able to adapt to ever changing business practices.

Cons

I love everything about Plexus, it is overall a great product.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Plexus Software


Thank you Matt for your review! The Hayes Company has been so great to work with. Let us know if there is anything else we can do to make your work on Plexus Software better.

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