AccuLynx Reviews

Functionality
Ordering
Estimates
Tracking of customers

Inability to add pictures/ reports to contract worksheet

The automations and integrations are bar none.

I don't like that most admin tasks cannot be done from the app. I am always on the go and I need functionality from a mobile device.

Library, template design, communications, reduction of Paperwork

Cost of the product. Acculynx is almost double the cost of competing products. The margin is even wider when you add additional services.

Can access anywhere.
Clean and visually easy to find the information you need on a screen (compared to many other programs)
Now able to control how measurement numbers are used to generate material and labor quantities. (used to be a limited feature)
Eagle views can be imported directly into estimates and orders.
Estimates can transfer directly to orders.
Some control of file workflow
Some ability to group multiple jobs under one homeowner.
Can create estimate off of mobile device.
If you are a US company there is integration available with Major suppliers.
Support is quick to get to problems.

The longer we stay with the program the less control we have over the way estimates, orders, and jobs are handled.
New updates have made having a standard price list practically impossible within the program. By this I mean they are pushing for all quotes to be based on cost and Margin. This causes problems when there are agreed or dictated rates for work with insurance companies and contractors. Some manual over-ride of cost to state the preferred charge per unit is available but this causes job cost breakdown further down the line with the order process.
Emails directly from the program are possible but are unreliable. Easily one third of the recipients will have the acculynx email end up in a spam filter and quotes are easily missed until an owner adds us to a safe list. This problem doesn't exist when emailing from our regular gmail. Any change in email subject line while replying will cause the email to be lost by acculynx.
Despite being able to indicate who the primary owner and the sales owner are on a job, generating a sales report allocates all sales to the person listed as the sales owner. Should you have a production manager who would take on the job as primary owner the sales rep will no longer show this job as credited towards their sales. Effectively making either the sales or primary owner categories useless and sales reports inaccurate.
Recent program changes have removed the ability to have labor and material applied to one item. They must now be show separate. Their assumption is that only one or two labor items will be used for a roofing job, siding job, etc. If you have labor rates for underlayments, accessories, flashings it becomes cumbersome to always ensure these items are added to every estimate and results in an overly wordy estimate.

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.

Acculynx is by far the most comprehensive and smooth CRM for exterior contracting that I’ve seen or tried. We could not find a system that worked for us for years and Acculynx answers nearly all our issues.

Working with sub contractors is difficult with Acculynx. They have a crew app but it is very expensive. Acculynx is already quite a bit more expensive than any other system we have used so another added expense was too much. We are working around it but it’s not ideal.

There are several things I like about the product. It’s great for organizing everything and having it in one place.

The way it seems to change too often. The uploading process takes too long. Sometime it doesn’t even upload.

i like thats its set up for insurance work and that it links to our suppliers that its new and innovative

i need more customization for our use i need a line for claim numbers, i would like to tex customers,
i would like to have insurance company and adjusters infor for easier connections and calls
i also would like to be able to send tex to different team members inside of the customer contact

It is fairly intuitive for newbees and easy to follow through the job progress. All of the features are good especially in the products catalog except when we want to have options like instead of " pieces" we would like to translate to "SQ" so that we order 12 sq instead of 12 sheets of plywood. This is a huge profit and yes the sales guy needs to pay attention and do the math but the option to switch to SQ would have saves our ass.

It would be nice to have the pricing automated like it did before Allied sold out. The other desire would be to have a place in the products catalog where we could pre-determine what was coming directly from our stock in the shop so that there would be 2 orders: 1 for supplier for delivery and 1 for the shop guys to load for the job. This would eliminate a ton of time and effort by office staff and shop guys from running around the yard. I also think that when this new reports program comes out it doesn't continually increase our costs every time there is an "improvement" in the program.

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.

I like the user interface. It is very easy to navigate.

setting up the back end. Nothing wrong with the process, it is just time consuming.

It is straight forward with features packed into it, but they are simple to navigate

Writing quotes could be cleaner/easier. Using a hard list of materials to quote a job is less than ideal, however it works.

Everything related to the job is in one place, and it's easy to get to. The dashboard is useful and relevant, and the software is scalable from small to large businesses according to needs. Integrates with many other programs and everything works well.

Not as customizable as others, but works so well it doesn't need to be necessarily (apple vs android so to speak.) Dont like that you have to pay extra for features that I would consider essential, such as smart docs and the full scheduler/production mode.

The best thing about AccuLynx is that it was designed specifically for the roofing industry. Other CRMs have to be customized to meet the needs of roofers - AccuLynx, however, does not. The permit tracking feature is really helpful, especially when you have a bunch of projects going on at the same time. It helps you identify which jobs still need inspection. I also really like the ordering feature. We have ours set up to send orders directly to ABC. This integrative feature makes my life so much easier because it cuts down on the amount of administrative work.

It would be nice if there was an area in the permit tracking feature to track mid-roof inspections. It could be an optional field (since mid-roofs are not required everywhere/on every project). It would also be nice to have the option to delete notes in the file. At the moment, once the note is in there, you can't delete it. This can create some confusion if someone accidentally puts a note in the wrong file. One other thing is that the integrations with accounting software are limited. Our new accounting software won't integrate with AccuLynx, so that is going to create a problem of double-entry for us in the future.

I'm still learning all the features, but so far it has been extremely easy to pick up. I absolutely love the dashboard, especially the sales leaderboard. I've gotten into many arguments with our sales reps just trying to get them those numbers and now they can just look at them themselves.

I don't like that we can't import data from Quickbooks. We enter all of our jobs in quickbooks first so it would be nice if it was a two way street on that. In order to use this feature we would have to completely change how we do jobs/invoices and right now that just isn't an option.

Another problem I've had is that we do a lot of work with property managements, HOAs, and contractors. Most of whom we have multiple jobs assigned to. Right now it is extremely difficult to setup a contact that has multiple jobs in it. I believe that a fix for this is in the works from what I saw in the suggestions & feedback section.

This is just a feature I'd like, but it would be really nice if AccuLynx integrated with CompanyCam. We switched over from Job Nimbus and it was really nice that any pictures our guys took out in the field using CompanyCam, automatically uploaded to Job Nimbus. Now I have to go to the project in CompanyCam and download the pictures, then upload them to AccuLynx. I know our crew can just take pictures using AccuLynx, but our guys are special and we barely have gotten them to use CompanyCam.

Once it is set up correctly the sky is the limit. It saves so much time when it is setup right that as one person i can turn out the work of four easily. it has checks and balances. every feature i was asking about has now been created, and implemented.

I wish there was a way to remove OR EDIT the standard AccuLynx material and labor items. They cause a lot of issues. They are not useful or helpful. If they were removed from my library and system the templates and estimates would be flawless. if i am searching for an item and it finds the AccuLynx item then it is not linked to anything it doesn't have a price and it has to be changed. it is frustrating.

there needs to be a way to forward an email from AccuLynx that was sent thru AccuLynx.

I like being able to view a file in its entirety. In addition, being able to upload docs, pics, etc while at the job site. I am still navigating through all of the options available. And the customer support from [SENSITIVE CONTENT HIDDEN] scheduled training's to being able to reach support from the dashboard is huge for me. I am NOT tech savvy.

A few issues I was having include: photos would rotate and condense when I attempted to draw on them, only able to create 1 estimate in the system (will be addressing with [SENSITIVE CONTENT HIDDEN] on next training) , and I would really like for the calendar / events to have the availability to scroll down (currently I have to shrink screen to 68% to see the save box) and this is also true when I submitted the idea through Acculynx, that window did not allow for scrolling.

We love the lead pipeline and the ability to track exactly what is happening with a lead at any given point in time. It's super nice that all files and photos can be stored in Acculynx for each job. This helps us stay organized!

Acculynx is still missing a few features. For example: The calendar on Acculynx doesn't sync with the job files. You can't create an appointment w/a customer directly from the pipeline (after it's been entered as a lead--I know it can be entered when being added as a new lead). Even though the calendar does allow us to enter a job into it, the notes on the calendar don't go to the customer's file. This could cause problems if that info isn't transferred. In addition, the app doesn't give users access to the calendar. Since we use the calendar so much, this would be incredibly helpful. In addition: It would be nice if there was a dedicated field for referrals. We like to credit customers who give us referrals, and a fillable field for this would be great!

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!

It is a very intuitive and easy to navigate product. It is easy to learn and very professional looking. The estimate templates really make things easier and faster. I like the price integration with ABC.

The lack of company cam integration is so frustrating. The photo app in acculynx is not even close to as useful, and I just wish it would let me integrate. The email system is also clunky and not very professional. I don't really like sending emails through acculynx because it is so hard to use. I end up downloading documents to my computer and emailing them with gmail. Basically when I am inside acculynx I love it, but when it has to interact with something else, I find myself frustrated.

This is by far the best and easiest to use software for running a roofing company. It really helps you keep everything so organized and on schedule and with the ability to always quickly have everything you need. It has been critical to take business to the next level.

Really no complaints with this, some things may take longer to figure out how to fully take maximum advantage of but it really can do everything I need it to.

Ease of use, great customer support, tailored to my industry.

Limited custom options for production and ordering.

I liked that for the most part, this software is intuitive.

There are so many bells and whitles that you can get lost in the minutiae of the program

I really like the tracking that AL provides. From the production scheduler to the payments tab and syncing with QB.

I wish the mobile app was a little more fully functional as compared to the web version.

Easy to use and very user friendly. I like how the system looks and puts everything in front of you to see on a daily basis. It makes it easier to plan my day.

At first they did not have the ability to do automated tasks. They have since implemented that which has made our jobs easier.