Levelset, a Procore company, helps contractors and suppliers get payment under control. Contractors and suppliers can connect on Levelset’s cloud-based platform to improve payment processes.
$19
per send (free for the first three)
Microsoft Dynamics SL
Score 5.4 out of 10
N/A
Microsoft Dynamics SL is one of the ERP products in the Dynamics family.
This product was acquired from Solomon 2000.
The product is typically used by SMBs, particularly in project-based businesses (e.g. construction). It has strong accounting and project management capabilities.
N/A
Vista
Score 8.2 out of 10
N/A
Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.
N/A
Pricing
Levelset
Microsoft Dynamics SL
Viewpoint Vista
Editions & Modules
Send a Notice
$19
per send (free for the first three)
Send a Warning
$49
per send (free for the first three)
Lien Cancellation
$149
single document
File a Lien
$349
single document
Send a Lien Waiver
Free
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Levelset
Microsoft Dynamics SL
Vista
Free Trial
No
No
No
Free/Freemium Version
Yes
No
No
Premium Consulting/Integration Services
No
No
No
Entry-level Setup Fee
No setup fee
No setup fee
No setup fee
Additional Details
—
—
Prospective buyers may contact Viewpoint directly for a price quote.
I haven't used any other products for Construction Accounting Software. I've heard of many but don't have any experience reviewing Construction Accounting Software.
For a small to mid-size business, MS Dynamics SL is effective. We are capable of managing our finances with a very low risk of error. We have worked with MS Dynamics for almost 15 years and have more than doubled the size of our business in that time with very few issues from the program. We have exponentially increased our revenue and reporting demands and have found SL to be very dependable and stable. The program does have the occasional glitch and those are sometimes outside of the realm of expertise of our IT department. SL support is excellent, but their timeliness is not as urgent as ours.
The company has made a commitment to the use of the Vista products and continue to move forward trying to implement more with the Vista HR Management. From timekeeping to onboarding in the near future we strive to look for better ways to utilize the products for our accounting and payroll purposes.
Provides flexibility for complex project based cost accounting
Strong and flexible allocation processer for cost allocations, markups, and pricing
A "Flexible Billing" module under the project controller series that allows for multiple billing formats ranging from fixed price schedule of values, T&M or Cost Plus, and scheduled billing.
Flexible reporting with options using Crystal Reports, SSRS, a Quick Query tool, and ability to tie into MS Office tools such as MS Access and MS Excel
Tight integration with Financials, but also the ability to integrate with modules such as Sales Order, Inventory, and Field Service
Customization abilities ranging from a VBA (visual basic for application) foundation to allow customizing existing forms to the ability to use the SDK (Software Development Kit) to build more complex customizations that integrate with Dynamics SL.
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.
Reporting in the Project module is lacking functionality. I understand that most companies have specific needs when it comes to tracking project information but the standard reports are not good.
I would recommend a product like Management Reporter that is for Projects only. Project Reporter should allow users to pull in all Project related data into reports.
Fixing suspended batches. Obviously all of us users have experienced this mess. SL knows what needs to be corrected and there could be some step by step fixes in a separate repair module to do the steps we do in Query Analyzer.
Their payroll module is terribly slow and very clunky.
Job costing parameters are very strict and limited.
Each module interface has too many forms and screens.
There is too much flexibility regarding where to put information into the system. There isn't one place to do anything, which creates confusion for staff.
Unfortunately, Dynamics' lack of ability to smoothly integrate with our CRM system is causing us to look at other solutions. The efficiencies that we gain by using Dynamics for our day to day accounting are lost in the constant headaches of getting sales quotes to import properly into the system for invoicing. Another major issue for us has been budgeting and reporting. We currently do all of our budgeting and board reporting in Excel, which is too time consuming and inefficient, especially when a system as robust as Dynamics should easily be able to handle this relatively simple task.
It is extremely customizable and tracks so many complicated costs very well, more-so than other construction software programs out there that we've used in the past. It is also not an easy program to use for those even slightly not comfortable with a computer. The help sections/knowledge base could be better organized and updated more. It is a very powerful software program for our business and we rely on it hugely to see how our projects are running in real-time.
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.
I rate it a 10 because we have removed the fields we don't need so users can really crank the data into the system. The software was designed for the professional services firm in mind but does a tremendous job for construction firms and "blended" companies that are both distribution firms but project centric as well. Perhaps they drop ship inventory to a project where their employees or subs need to work on a project for example.
I think that Vista's is an easy program to use very user friendly with lots of help features to allow the user to fix an issue without having to put a support call into Vista. The reporting and exporting capability's are strong.
We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.
Only issue is when there is an upgrade - it takes several times to get back logged in. Otherwise no issues with getting on to the program. We are set up on lap top or on the remote desk top. Works 90% of the time
No issue downloading the reports - I do find sometimes it is easier to export and save than it is to print to a pdf. Options on the different reports not consistent. You can print a couple projects on the JC Contract Status Report - but you have to do each project for the JC Cost by contract item - when neither one is a drill down - not a big deal
Support is only used when needed, so unfortunately ,they get all the odd issues. It's a difficult business, but Microsoft and our firm do a great job of meeting customer needs. We get routine feedback that our support services are very good.
When privately owned, it was very good, then dropped when owned by Bane Capital Investments. Now that it has been bought by Trimble and has a home, support is back up again. Response time is better than most software companies, and the information provided is good. They have Chat support for quick answers, and a good Knowledge Base and video libraries.
Excellent training! They keep you on track to insure your implementation is going as planned. There are ample ways to receive additional training and training can be provided by position type. If you put on the effort, the training is there.
Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!
The trainer Viewpoint sent did not understand the processes, he only knew where the modules were located. He had no understanding of the actual process itself.
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.
Of the comparable mid-range ERP systems, Dynamics SL competes at the lower end based on price, but also above the high-end based on flexibility, data, and reporting. Being able to stay with the same core accounting from a $100 million dollar company to a $3 billion dollar company shows the range of capabilities.
I personally have not used another ERP system other than Viewpoint Vista. I am sure there are others out there, but from listening to my managers experiences before Great Basin Industrial implemented Viewpoint, the other options were less superior to what Viewpoint offers. I think if you are looking for an ERP system in the construction industry, then Viewpoint is the way to go
For a small business - this program is well used in the accounting and operations. The two different work plans are set up for success. Alot of the programs we do not use - but like the reports that are generated - one disadvantage if you do not know crystal reports you cannot edit your form to meet your needs so there is a lot of printing different several forms to get all the information you need.
Not sure I can speak to this as the company moved to Viewpoint before I began here. I think it is helpful for the Project Management and Superintendent staff to easily review how specific job items went, which we do in the PM contract drilldown analysis
