Levelset vs. Maxio vs. Trimble GC WinEst

Levelset has completely revolutionized our lien process and protecting our rights.

Incentivized

In my opinion, Maxio is well suited for a large company with simple products/billing scenarios and 10s of thousands of dollars available to waste on implementation, learning curve, and mistakes. For any other company, I do not advise purchasing Maxio.

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.

Incentivized

• Digital signing process is very easy
• Ability to collect waivers from vendors
• Scout research for specific areas and locations
• Fantastic resources for particular laws relating to lien waivers

Incentivized

• Managing deferred revenue.
• Contract management is flexible and allows us to see data that we never had before.
• Billing is painless and is now done within a couple hours. Previously it would take at least 1-2 days.
• Business Metrics and Reporting.

Incentivized

• 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.

Incentivized

• We had a lot of issues with the customer set up. With the way the integration worked, we had 3-4 owners on a job, when it should have just been one. We were paying a large amount on postage. We sent one GC 9 monthly notices, in one month.
• I've been trying to get an understanding of what areas in Levelset we AREN'T using and it's been difficult to get an answer. I know we are missing projected revenue and that is a pretty big piece.

Incentivized

• Options for Cash-based businesses. While it's not GAAP compliant and most users are accrual, many SaaS start ups are still small and operating on a cash basis.
• Commissions Module since SO already has all our data intergrations
• So many different features and data entry points that manual data entry errors are common

Incentivized

• 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.

Incentivized

They are a crucial piece of what we do. We hope to have them as a vendor for a long time to come.

All of the information is there at your fingertips. If I think it's odd that we are submitting a lien on a job, there is an information button that will tell me exactly why and 99.9% of the time, I was misunderstanding something and Levelset was right.

Incentivized

There is definitely a learning curve - to me the UI for reporting was not intuitive and often required me to ask our RevOps to pull data for me

Incentivized

They are willing to help with most challenges and are pretty easy to get ahold of by phone. They are limited in their reach, when it comes to bulk cancellations, along with some other bulk edits. It is no fault to them, Chargify is just a system that hasn’t been upgraded much over the years.

Incentivized

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.

Incentivized

Levelset is a Procore software, but we did consider it AFTER we got Levelset. We implemented Procore on our project side and chose to stay with Levelset. It's easy to set up, make changes, and understand.

Incentivized

I inherited SaaSOptics from several predecessors that worked on it before me. I believe they used Chargebee or Chargify before SaaSOptics, but I haven't used them. I pray that the market comes up with a better product for subscription revenue management, SaaS metric reporting, and financial projections. Unfortunately, I don't have the time or the team to be able to successfully complete the transition to new software at this time, so I feel like I'm stuck with SaaSOptics at this point

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.

Incentivized

• Faster collection times
• Reduced risk
• Better organization

Incentivized

• Limitations in Chargify's invoicing capability has resulted in our finance team having to manually send invoices from our accounting system. This has resulted in 10-15 hours a week of resource wasted on something that Chargify should automatically do. If this isn't addressed, then the wasted time will increase as we scale.

Incentivized

• We've not measured the rate of return but WinEst has made us much more efficient and organized.

Incentivized