A 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 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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WinEst
Score5.7 out of 10
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With thousands of users world-wide, WinEst estimating from Trimble GC is a database-driven construction project management solutions on the market. It looks and feels just like Excel with familiar Windows navigation, including drop-down menus and ribbon bars. Behind the covers is a database with multiple work-breakdown structures (WBS) and filters that can be customized to the user's preferences so that estimating data can be sliced and diced and presented in different ways. WinEst…
When you want to track your quotes that have gone out to customers so that you can follow up on them, this system makes it way easier to do that. It also makes it way easier to track invoice dates. One area that it is less appropriate is for detailed big public bids where a traditional estimate template is not appropriate.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
WinEst is truly built for everyone. Their assemblies/database linking is perfect for self perform and subcontractors while their database management and custom reporting is perfect for GCs. While Excel set the bar, WinEst is on another planet. With the immediacy required by today's markets, WinEst allows you to deliver a superior product while being more accurate.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's very flexible when building an estimate and selecting items to include. You can either click your way to the datebase or quickly copy and paste similar items.
The numerous ways to view and estimate whether it's by CSI, Uniformat, Master Format, or any view you'd like to see. One of ours is by program area, i.e. Sitework, Tower, Parking Deck, etc. After that, you can sort by Bid Package, CSI, etc. Quick buttons can be created far all the views you'd need which allows changing between views a breeze.
The visual interface is pleasing and easy to read.
It's easy to create your own database using Excel. Once you tag an item with unit costs, sort codes, etc., Winest will import it. You can also build it manually within the program but Excel was faster.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
At times, WinEst controls feel counter intuitive. Also the tools available for actually developing the database can feel clunky. This means that if you do not take the time to create a robust import file, you will spend a serious amount of time fixing your errors.
WinEst is also an object based database which means that it is difficult to do mass dumps of information (mainly takeoff) into the program. While this is great for ensuring that everything is done purposefully, it does lead to extended hours of data entry
It takes hours upon hours of use before you begin to realize the true potential. The sheer number of tools is overwhelming and their help resources are very basic and only explain how to correctly enter the data but not the feature's best use cases.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Very versatile and allows for other people to complete things and someone else to still look at and approve if needed. Great communication ability internally and with customers and with that being the case is a tremendous asset with documentation also. Really a well rounded tool that allows you to do everything needed for a job in one place and have the records to show what was done by whom and when.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Doug Quinn was our trainer and travels all over the country. Whenever I have an issue I shoot him an email and he quickly responds as soon as his training gets a break.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
AccuLynx has met our needs more than our previous CRM program. ALX is user-friendly which is super nice when training new employees, compared to our previous program which then seemed very outdated.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
WinEst simply blows excel and Timberline out of the water. The shear depth of functionality is unparalleled. Not only does WinEst deliver a better product, it also shortens the amount of man hours required for each bid, alternate, pricing exercise, etc. On top of this, it has a number of redundant safeguards for catching errors that the others don't have.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I am have had a hard time justifying AccuLynx since I am a small business. I hate all the add ons. I do not appreciate that all the good tools cost extra money on top of my monthly payment.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
