January 15, 2020
The best tool for linking data to a customer
AccuLynx is the database for our company's performance. We use this tool from the phone call to the invoicing including estimating, job, scheduling, job orders, proposals, contracts, and photographs of jobs before and after.
- AccuLynx has an unending back end database that can be customized for every item that you put into an estimate. We can make proposals extremely detailed and perform tasks was in the estimate to limit information or expand all information.
- AccuLynx transfers all the estimated material to the order then within the order process you can alter, add, or delete any item with a few clicks.
- 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.
