We are the production management software that helps roofing and exterior contractors manage their sales pipeline, create roofing estimates, schedules, oversee production, order materials and better understand the performance of their business. The vendor says that their roofing CRM specifically supports working in the Insurance Restoration, Retail Roofing, Residential Roofing, and Commercial Roofing industries. AccuLynx provides integrations with the most trusted names in the industry.
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Jobber
Score 6.1 out of 10
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Jobber is field service management software from the company of the same name in Edmonton, Alberta.
If you have a home exterior company this is the best software!! Especially roof, gutters & siding. If you run a different company like you only handle decks, landscaping or maybe drywall, etc. This would not be the software for you
When you have a lot of techs out in the field, Jobber helps to keep track of who is assigned to which job. This lessens the likelihood of miscommunication or having jobs "fall through the cracks." Techs do not need to physically come to the office for their assignments each day which saves time and money since they can access their Jobber assignments through their phones.
The recurring job feature was key to our decision in selecting Jobber. There's a lot of flexibility in how you schedule recurring work. I especially like that you can select the frequency (weekly, monthly) coupled with either a specific date or day of the week/month.
Client email reminders help our clients know when we're coming and provide an important point of contact. Customizing the email was easy.
Client overview. It's extremely helpful to be able to view a client's record and see the upcoming visits along with the completed work.
Pricing in the database for each item is done manually due to the merger of two large suppliers nationally who decided to write their own database and estimating program and disconnect themselves from AccuLynx that had the ability to automatically update pricing. I feel that was a huge mistake on the part of the supplier. AccuLynx is trying to rectify that relationship.
It's unfortunate that the only calendaring option is Google Calendar. We are very tied to Outlook which we feel is more user-friendly and we know it well.
Until someone shows me something more efficient or has features that are more streamlined and time is saved by all then I am all ears and ready to listen to that presentation. I wouldn't care at this point if I had to abandon QB if the system had it's own integrated accounting system otherwise it has to be able to do all and more of the features of QB and the CRM side also has to have/do more than AccuLynx features.
It is usable in multiple settings, but in my opinion preferably for small to medium-sized organizations. It covers the process as a whole and can be used in any segment (from creating a quote to client communication). The mobile app is very usable, intuitive, and especially useful for people working in the field
They can always improve and we are very successful when calling support. I would suggest they keep their support technicians available later for the west coast contractors who need help at the end of the day. We've come to know many of the techs because we call to offer suggestions but there's a process for us to follow for that.
There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.
JobNimbus you have to customize it yourself and it's very time consuming to get it up and running efficiently and smoothly. AccuLynx is very intuitive and easy to use. This helps so much especially in the construction side. Also, AccuLynx can estimate easily which JobNimbus does not do at all. Buildertrend is good but really more for General Contractors who are builders. Not exterior remodelers.
This has helped us keep costs down by routing our jobs more efficiently. Specifically, it saves tons of time in routing the jobs, but also saves time/fuel for our drivers.
