Plexus
About Plexus
If you have a simple business, this is not the software for you. But if your service business is complex, has unique structure, or multiple lines of business, Plexus Software is your best choice. For 20+ years, many of our clients came from software not up to the challenge of making complicated businesses efficient and sustainable.
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 almost any service company. 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.
Pricing starting from:
US$500.00
- Free Version
- Free Trial
- Subscription
Key benefits of Plexus
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Markets
Canada, United States
Supported Languages
English
Pricing starting from:
US$500.00
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of Plexus: 39
Alternatives
FieldGroove
Sage CRM
Epicor Industry ERP Cloud
Simpro
Reviews
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- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
I am a plexpert.
Reviewed on 2021-01-18
Having quotes centralized. Having the quotes be the orders and having the material usage and even...
Having quotes centralized. Having the quotes be the orders and having the material usage and even pictures of the installed product all on the same order is really nice. So just having so much on one software is great. We havent even used introduced a lot of the features yet. Like we still havent started tracking payments in plexus.
Pros
I like that it is intended to be used for the whole company. Salesman, managers, installers. I like the dashboards . The to-do lists on the dashboards that you can put on peoples screens are great.
I've noticed a lot LESS bugs in the last year or so. When we started it seemed like they were more common.
Cons
I still feel like there is room for improvement for the installers to use on their mobile devices.
I also sometimes get frustrated on how connected everything is. Its a good thing but also a bad thing. 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. I understand why its connected but its still frustrating sometimes.
Alternatives Considered
FieldGrooveReasons for Choosing Plexus
CRM was just old.Reasons for Switching to Plexus
[SENSITIVE CONTENT HIDDEN] is a good salesman :)- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Plexus Review
Reviewed on 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.
-A geofence by zip codes would be FANTASTIC to have. Make scheduling easier and give us the ability to narrow down KCMO as NE/N/NW/E/SE.
General Usage:
-Complexity behind lets say - adding a "kit." If you forget to click the drop down for where a product should be attached to you have to go in, delete it, search it again, add it....
-The specificity that is needed to look up information. 816-456-7890 can not be found when you type in 816.456.7890 or 8164567890.
-Now that we are in the order numbers of 10000+ if you search by ascending/descending the order numbers are not in any order that makes sense.
-My techs often get kicked out of jobs, have issues clocking in or out
-Compatibility to Apple is an issue.
-Mobile site does not have the same functionality as desktop for simple items.
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support Software
- Likelihood to recommend 5.0 /10
Plexus review for The Hayes Company - Brandy Eckert
Reviewed on 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. I don't know.
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!
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Plexus and why you need it too!
Reviewed on 2021-01-29
Plexus has made running our business and working with our customers such a breeze. I look forward...
Plexus has made running our business and working with our customers such a breeze. I look forward to many successful years using Plexus, Quickbooks and growing together!
Pros
Plexus is user friendly and makes it easy to jump from one screen to the next. 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. I am also able to keep track of our sales with Intuit with the ease of which it links to Plexus.
Cons
There are very few things that I do not like about Plexus, and saying "I do not like" seems very harsh. It is more that there are small jumps to QuickBooks that I wish were a bit easier, including some deposits that cannot be drawn back once posted. Also, I think the home screen could give better notifications when something goes wrong with a bank transfer.
Response from Plexus Software
Thank you so much for your review!
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Plexus helped a lot of our systems.
Reviewed on 2021-01-20
It was good. The software works well for us.
It was good. The software works well for us.
Pros
Tied together front end and back end operations. From pricing to job costing to invoicing.
Cons
It requires users to be fairly tech savy.
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!
Plexus FAQs
Below are some frequently asked questions for Plexus.Q. What type of pricing plans does Plexus offer?
Plexus offers the following pricing plans:
- Starting from: US$500.00 View Pricing Plans
- Free Trial: Not Available
Pricing is fair and formulaic, with no contracts, contact directly for a full quote.
Q. Who are the typical users of Plexus?
Plexus has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000
Q. What languages does Plexus support?
Plexus supports the following languages:
English
Q. Does Plexus support mobile devices?
Plexus supports the following devices:
Q. What other apps does Plexus integrate with?
Plexus integrates with the following applications:
QuickBooks Online, QuickBooks Online Advanced
Q. What level of support does Plexus offer?
Plexus offers the following support options:
Email/Help Desk, Phone Support
Related categories
See all software categories found for Plexus.
