Roofing Contractor App & Software
4.3/5 (48 reviews)Pros
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.
Cons
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.
Pros
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!
Cons
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!
Being able to integrate all our CRM and project management functions into one software that also works with our accounting and time clock programs has been invaluable.
Pros
The fact that it's industry-specific means that the software works well for us without having to adjust our business processes to suit its native workflow. But they really have shined on the customer service side of things. They have always been so friendly and responsive any time we've needed help with anything, especially during the setup phase and when we were working on a 3-way integration with two other 3rd party software programs. AccuLynx has truly streamlined our work and allows us to manage a large number of concurrent contracts with a level of detail and awareness we were unable to achieve before.
Cons
There's a definite learning curve to it. The functionality is robust - it just takes a while to learn what you need to use and what you don't and figure out where it's all located. It's not the most intuitive user interface I've ever used, but I recognize that it would also be pretty difficult to pack that much info into the more streamlined, simple UI styles that are becoming the preferred choice.
it's 85% of what we want. We want it to go to 95% so hopefully you listen to users suggestions.
Pros
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.
Cons
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.
For roofing and siding specific software this is probably the oldest one out there. Especially when you look only at the web based platforms. There are many newer companies that are looking to take them on now though.
We made the switch to Acculynx 2 years ago. From the very beginning it has greatly increased the quality of information being retained from job start to finish and the interoffice comunication. There are a lot of certain things about it that we have small annoyances with but realistically they can't make a functional software that is both easy to use and perfect for everyone.
There are many times that this has saved our behinds by being able to access a back up of the original file documents and photos. No more going to find the paper file to get an answer. Or calling the estimator or crew and ask them to remember their visit from last month.
All photos and doucments and comments and emails can be run through the program and access from virtually any device at any time.
The message board has come in hand with some small claims as each comment is permanent and has a date stamp we can prove activity, attendance, and contact attempts should someone claim lack of due dillegance on our part.
That said. We have found their email service to be unreliable, It often ends up in spam filters and if the email address is wrong we won't receive a bounce back notice. And it doesn't comply with the new Anti spam laws (for canada). Instead we use our regular email service.
As an update on the previous comment. They have changed their 1800 number so it works for Canada now.
Also the features checklist isn't accurate here.
It can handle Billing and Invoicing, though it is more functional in conjunction with Quickbooks. (will integrate with quickbooks.)
It does do job scheduling, lead management, permit management, purchase orders, supplier management, task management, client communication,
One tip though. the initial transition can be rough to start. Whatever you think you will need for training and initial setup. Double it. We got 75% ready and then started using the program and most of our frustrations have been our own fault. Take the time to get it completely set up and run everyone through exactly how you want it used.
They are constantly up dating the program and some major changes are coming in the next year that will put them out front in the roofing software game again.
Overall an effective program and now I couldn't do this without Acculynx!
Pros
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.
Cons
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
over time Acculynx was able to be configured to run the entire roofing business from start to finish. All resources for all employees to be put inside this program. Being able to see what you installed, which includes your entire bill of material, is excellent.
Pros
Templates makes providing detailed estimates to customers a lot easier than what you are probably doing now. The messages, that are updated in each customers profile, makes it easy to keep your team on the same page. If you have an issue, the tech support staff is excellent. For field user, the app is like carrying the portion office that you need in your pocket.
Cons
Improvements need to be made to reporting and the production calendar. Adding the ability to search on repairs and warranty would be a nice feature.
Pros
The thing I like best is that I have a full scope of the business at any given time that I can access from anywhere. I never have to call or question anything, all I have to do is just pull out my phone and its right there. As an owner or manager there is no excuses anymore to not have a handle on the entirity of the business when using software such as Acculynx. The vendor designed this products foundation for the industry that we specialize in, thier customer support is fantastic and they have some of the best "Techys" in the world working for them.
Cons
The thing I like least about acculynx is if your internet connection is weak such as reps using a hotels wifi sometimes it can cause glitches in the system that are annoying. Least thing I like about the vendor is that they have a cool slide in their office and we don't. I guess thats more of a jealous thing though.......
Decent software but could be much better with the right professional input. CRM side works really well, estimating is also good, project management is lacking overall. Connection issues and field app upgrades needed.
Pros
Templates for estimates, importing estimates into PO's & WO's, photo & document management. CRM is adequate for most sales force.
Cons
Scheduling calendar is very out dated, need Gantt charting without PO or WO dependencies (DHTMLX). A dash board that can filter the jobs from current to past with existing status and other filters such as names, dates, trades, sales person, project manager, etc... Field app that utilizes the calendar. Field app that can see all orders. Connection issues with good signal strength in the field.
I love the support team and software functionality. Acculynx is necessary to be successful, especially in big business. I’ve been with them for over three years and they’ve helped me reach the “next level” in the industry. I’m so thankful for all the help Acculynx has provided over the years.
Pros
Easy to use and my team’s communication has improved tremendously.
Cons
The software is expensive because as your business grows, the cost increases. My team went from 30 people to 100+ and my overhead has taken a hit. I am willing to pay because I can’t function without it.
Communication tools are top notch, layout is beautiful and intuitive. Great to be able to keep all info in order. Heavy insurance users will find that exporting documents and photos for use in xactimate is lacking, so additional file storage is necessary. Invoicing is possible, but the default font size is huge, and cannot be changed, leading to invoices which look unprofessional and take up two or three pages. Tracking payments and projecting profit is wonderful. Overall, worth the money, but improvements are needed to be the "all in one" solution we were hoping for.
Pros
Intuitive. Excellent tracking for financials and communication.
Cons
Billing function is wonderful as far as clarity and the ability to separate initial contract/supplements/permit fees etc., but we find it unusable for printed invoices due to gigantic font size which causes our invoices to be 3 pages long with an unprofessional look.
As a heavy insurance user, we still need to use other software to export files and photos to xactimate.
Very user friendly and intuitive for basic non-insurance work. Very nice employees. Ultimately, we decided not to use Acculynx anymore because we needed the ability to export our files to Xactimate. Nice program for roofing companies who don't need that function.
Pros
VERY user friendly, nice design. Payment tracking and production tracking are great. Love the date stamped communication with internal team members.
Cons
Unable to export photos and documents to Xactimate for insurance jobs. Invoicing within the program is possible but not practical for printing and sending to clients.
Other than that it's great!
Pros
I love the new @Me feature - I can easly look at items that apply to my position and job duties; especially if someone has specifically called me out to complete something.
Cons
I'm not a fan of the new Documents section - I want to have all the folders available on the dashboard of the documents section for easy uploading access.
I have had this product for over two years now and when I really started to experience the impact the software had on my company was during a huge hailstorm down here in Farmington Missouri.
My old system I never would have been able to keep up with the amount of calls and the call volume and the amount of projects we have going at one time without a software like this.
Pros
My favorite part about this software is you can get as in-depth as you want to you can go absolutely it's deep into it as profit loss is ordering exact materials through ABC am scheduling appointments you can have it linked to your calendar you can go as deep as you want to go or you can just simply use it as a call monitoring system and you know just profit loss like we do
It's as complex or as simple as you want it to be
They do a good job of customer support.
Pros
Has the ability to keep track of everything you will do in regards to a CRM. Lots of insight from users to constantly adjust to needs
Cons
Does not use Outlook for calendaring. Had to switch back to Google to accommodate this. Other than that it is a great program
nope
Pros
It has been a solid program with few issues. Customer service guys are really responsive and they will find out answers to issues that they do not know.
Cons
Changes to program with little or no heads up with whats going to happen. It seems to cater to larger companies who need less individual functionality
Pros
Easy to use and self explanatory. It is r ally quick to write a estimat. I like it that is 100% web base
Cons
The cost alittle too much I think. Sometimes our emails don’t get through. Also it not user friendly outside of roofing Siding and gutters
I utilized acculynx for a year and it is superior for accounting and tie into quickbooks, invoicing and management of projects.
Pros
Easy tie into QuickBooks and superior billing, invoicing and receivables. Excellent project management and job costing.
Cons
did not like the cumbersome estimating program and it does not tie into Xactimate which is a far superior estimating system
Pros
The software is designed specifically for what we do.
Cons
It takes a while for improvements to be made. They are working on a lot of great things, and I think they have to prioritize what they spend their time on, which is only normal.
Pros
They have been in the space for a long time, the platform has evolved to better support the company's that use it.
Cons
They are way over priced for an automated CRM. If they don't adjust pricing to be more in line with competitors they will continue to lose market share to competitors who are much more reasonable and have comparable/better services.
We like Acculynx but it was made for production, not sales. Although it does show the amounts that each salesman has in "approved jobs" which does promote some healthy competition. Training and customer service is excellent.
Pros
Acculynx Pros:
Can pin jobs on a map and lay purchased hail "swaths" as overlays to see affected past clients
Has an app to use on phone & tablet
Is embedded with national supplier materials lists for easy ordering
Everyone has easy access to job information and updates
Cons
Acculynx Cons:
App has no calendar feature
No front end follow up programs to utilize in maximizing sales
No way to customize notification preferences (IE: which emails to receive or not to receive that is the question)
I utilized this for a mid size restoration and remodeling company. It is a full service management program for construction, remodeling and roofing companies
Pros
Excellent project management, billing (easy tie into Quickbooks), invoicing modules
Cons
Estimating program is burdensome and difficult. It is not intuitive, would benefit with a tie into a standalone estimating program such as Xactimate.
Over all, very good software, keeps you organized and very easy to use.
Pros
Very accessible! Computer at the office, at home, from your phone! You can even request the desktop sit on your phone to utilize all functions from your phone.
Cons
Have to be careful with estimates.... You can play with the profitability percentage but ensure its high enough to account for for all taxes in your area because it does not account for it when calculating the net profit at the end so it looks like you made more than you did.
Pros
Its hard to narrow it down to one thing but some of the things I like best are: ease of tracking everything, user friendly, easy to navigate, tech support is friendly, knowledgeable, and reliable.
Cons
The app sends notifications directly without the job number or name of the homeowner so I don't know who its referring to. I have to wait for the emailed notification to see that info. So I get 2 notifications for each comment, gets to be a bit much. Other than the app issue, no issues with the product itself.
I love that you it has an app and easy to access from your phone
Pros
What I like most about this product is how you can upload and store all your photos for all your jobs. Never lose a photo again!
Cons
It is kinda pricey, having to pay per user. The other thing I don’t care for is that you can not have a picture of an invoice from your phone and add it as a document in the app. I think You have to have a scan app or something.
It's a good program if you only price on a markup basis and if you have very little labor line items and are in the US.