AccuLynx Reviews

I like the software because it’s easy to use and keep track of my jobs.

Sometimes Bugs happen that make the software hard to use but does go away pretty quickly

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

Limited custom options for production and ordering.

It allows good communication throughout the company regarding a client.

As a website developer and marketer, I rely heavily on aggregating leads from many different sources into one location. Acculynx does not allow this. We have to manually input these contacts. HubSpot communicates with almost every platform. It makes it incredibly easy to create automations as complex as your imagination will allow. If Acculynx would allow HubSpot to communicate with its platform, it could open up SO MANY possibilities. We could create automation for every single step of the process. The client would know everything going on every step of the way. We could automatically create contacts in Acculynx from contacts captured by HubSpot. The possibilities are vast. It seems it would bring so much value to Acculynx by integrating with software like HubSpot, Salesforce, and others like them.

Full management software. Follow and manage jobs from start to finish. Easy to use. One stop shopping!

Cost to add additional users additional users is high.

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.

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.

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.

Super easy to stay better organized between the office, sales team, and installation teams. Love that it integrates with QuickBooks.

Disappointed that only when you record an invoice does it import info to Quickbooks. Would like to see an option to sync client info earlier in the process and sync estimates.

Easy to use. We are still trying to figure out how to do pay apps for our subs.

I still have a lot to figure out. We have only been using for a few months. The scheduler is confusing.

I like how much faster it is than the previous software we were using.

Switching from something we had been using for so long was hard because it was like learning it all over again.

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.

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.

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.

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.

Very easy way to keep your organization organized and on task

A lot of new features are coming out but I feel it’s behind in the times with some technology that is used in other Crm’s.

Very impressed with task management, template management and ease of estimate creation.

The mobile app is pretty lousy. It’s exceedingly slow, buggy, and has a poor overall layout.

I love how integrated everything is and how much it talks with itself. There are so many great integrations with various softwares.

There seems to be a few breaks in the chain where things dont immediately update in other places, the system is very basic for the cost, and there is very little customization

I really like the field app for adding the photos, and scanning documents. That is awesome. I used to use cams canner and now I do not :) Job tracking is easy.

Not able to add additional adjuster names/numbers. We are usually dealing with a field Adjuster and a desk adjuster not to mention new adjuster on claim. I would also like to see data only need to be added once, then be able to be added in other functions such as subcontractors/vendors. They could be added in vendors, directory and contacts by adding info 1 time? Also, it would be nice to edit orders without having to clear all progress but not sure what all the other bad stuff is that could happen.

Able to keep an accurate record of communications with customers as well as supplies we have orders. We like that we can upload documents to the customer portal and share them with all staff members even when the estimator is in the field.
Acculynx also tracks the phone calls that are made to the customer from the mobile app and tracks all email communications with customers which allows to ensure our staff are providing the proper attentention to the customer and it also allows me to pull the customers portal when a customer calls and says "I never heard from your staff" I can pull it up and even share it with the customer. I can also track orders and invoicing as well as payments.

The calendar is a flaw, if you have a lot of service personal (They are coded by different colors for each employee) there is a lot of colors! I wish they had an option that would allow you to create separate calendars, example: one calendar for repair crew and a separate one for estimators and instead of colors place them side by side. It gets overwhelming with a ton of colors

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.

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.

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.

that fact that we can upload from the job site and that our reporting is included in the software

It is geared more towards sales and less towards job completion. Also, too many different calendars for any business with less than 10 employees. I really wish that the calendar to schedule sales was better. I know you didn't reinvent the wheel because it syncs to Google calendars, but the idea is to have one go to spot. We would like to be able to view the calendar in the app instead of having to log in using our web browser. Also, we are excited to see what kind of updates come with the new production additions. We hope to use this software to communicate with our crews and not have to build folders.

it is easy to use and user friendly. training videos are available to help new users.

the programmers do not understand accounting or take that into account when they make changes which have caused problems for us.
would like to be on a user committee that reviews or tests changes before they are made to ensure no accounting issues.
changes are made without notification.
permissions/restrictions are very vague so it is difficult to restrict users.

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.