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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Oracle Primavera
Score 7.4 out of 10
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Oracle’s Primavera is a software suite designed for construction and other asset-intensive industries. It contains a variety of project planning, management, and execution components for buyers to select from.
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
The scenarios based on my experience where Oracle Primavera Portfolio Management is well suited and the primary reason for using it is that most current decision-making processes do not effectively analyze and well use the data needed to link among the strategic objectives and the implementation plans so Primavera solutions can help on that by combining the best-practice work control processes and the suitable evaluation metrics with the possibility to store and analyze all the relevant data and information hence Primavera Portfolio Management helps to achieve the strategic goals and deliver the best value.
CAC authentication is required in my arena, and OPPM can work in conjunction with a secondary application to allow for this added layer of security.
Allows for security/permissions by customizable roles via user types and user groups. This keeps users in check with only certain abilities to edit or read, etc...
All kinds of abilities to build custom reports, as well as built in. Export formats include: CSV, Excel, PPT, Word. Customers like reports, and OPPM does a good job at its offerings.
Visual aids such as charts and graphs offer some eye appeal. This is useful for presentations, for depicting data.
Has the ability to offer document storage via attachment. Attaching supporting documents is a must with portfolio management.
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.
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.
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.
Oracle is better laid out and has more functionality as well as end-user flow. The login process, billing, and construction management features are easy to find, easy to use, and helpful. The limitations on Quickbooks restrict users from the ability to view and bill full contracts if broken down, to track and show % complete. Procore is confusing.
P6 is critical to the execution of all of our projects. Without it we would have less control of our projects.
One of our key business objectives is to deliver projects on time or ahead of schedule. P6 supports us in this goal and allows our superintendents to manage complicated construction projects.
