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:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Plexus

  • 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 100s 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.
  • 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:

    Not provided by vendor

    • Free Version
    • Free Trial
    • Subscription

    Images

    Plexus Software - Personalized dashboards illustrate how Plexus and its features can be customized to suit the needs of individual businesses
    Plexus Software - Offering centralized management in the office and GPS-equipped monitoring in the field, Plexus runs on multiple web-enabled platforms
    Plexus Software - The dashboard-based hub immediately provides an overview of company operations and job data at a glance
    View 5 more
    Plexus video
    Plexus video
    Plexus Software - Personalized dashboards illustrate how Plexus and its features can be customized to suit the needs of individual businesses
    Plexus Software - Offering centralized management in the office and GPS-equipped monitoring in the field, Plexus runs on multiple web-enabled platforms
    Plexus Software - The dashboard-based hub immediately provides an overview of company operations and job data at a glance

    Features

    Total features of Plexus: 39

    • Accounting Integration
    • Alerts/Notifications
    • Billing & Invoicing
    • Bills of Material
    • CRM Software
    • Contact Database
    • Contract/License Management
    • Customer Database
    • Customizable Branding
    • Customizable Forms
    • Dispatch Management
    • Electronic Signature
    • Enterprise Asset Management
    • Estimating
    • File Storage
    • Financial Management Software
    • Forecasting
    • GPS
    • Integrated Business Operations
    • Inventory Management Software
    • Invoice Management
    • Job Management
    • Location Tracking
    • Maintenance Scheduling
    • Mobile Access
    • Online Time Clock
    • Order Management Software
    • Payment Collection in the Field
    • Project Management Software
    • Purchase Order Management
    • QuickBooks Integration
    • Quotes/Estimates
    • Real Time Reporting
    • Reporting/Analytics
    • Routing
    • Scheduling Software
    • Service History
    • Time & Expense Tracking
    • Work Order Management

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    Reviews

    Overall rating

    4.7 /5
    (18)
    Value for Money
    4.6/5
    Features
    4.6/5
    Ease of Use
    4.4/5
    Customer Support Software
    4.8/5

    Already have Plexus?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 18
    Sari
    Overall rating
    • Review Source

    Overall rating

    Reviewed on 2018-05-15

    Philip
    Overall rating
    • 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

    FieldGroove

    Reasons for Choosing Plexus

    CRM was just old.

    Reasons for Switching to Plexus

    [SENSITIVE CONTENT HIDDEN] is a good salesman :)
    Brandy
    Overall rating
    • 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!

    Tucker
    Overall rating
    • 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.

    Zac
    Overall rating
    • 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!

    Showing 5 reviews of 18 Read all reviews

    Plexus FAQs

    Below are some frequently asked questions for Plexus.

    Plexus offers the following pricing plans:

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

    Plexus has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1,000

    Plexus supports the following languages:

    English

    Plexus supports the following devices:

    Plexus integrates with the following applications:

    QuickBooks Online Advanced, Quickbooks Online

    Plexus offers the following support options:

    Email/Help Desk, Phone Support

    Related categories

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