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.
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
Sage Estimating was initially created for the construction industry and many of its current users use it to estimate buildings, but it has adapted quite well for the oil and gas industry. If the user is willing to invest the time and energy to develop and maintain their database, I can see it working for any industry. It is very easy to adjust and adapt the database as estimating methods and project designs change. As an example, our accounting department sometimes changes the way projects are reporting in our accounting software. Because I can go through our 9000 line item database in a couple of days, I am always ahead of the curve and can report my estimates in the format they require.
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.
The program has a fairly antiquated user interface such that someone working in it may not feel like they are working with advanced software.
Sage Estimating has absolutely no remote access capability outside running it in a Citrix/RDP environment so users have to be using a fat/full client vs. any hopes of access on a mobile device.
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.
Sage's support of Estimating is adequate though frankly we rarely need it. Outside of more complex operations such as upgrades and installation problems the program itself is so straightforward that we do not usually have any "issues" and questions that are more about usability can easily be answered in online forums. We trust Sage's capability to answer these questions if needed but rarely use it.
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.
