The best tool for linking data to a customer
January 15, 2020

The best tool for linking data to a customer

Stan Robinson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with AccuLynx

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.
  • AccuLynx has been growing and improving since we started with then 6+ years ago. IT's been great to see the changes and the suggestion center where we give feedback has been listened to.
  • Negative would be the cost of course, but if I think about it, manual record-keeping would be ridiculous to try to manage outside of AccuLynx with spreadsheets and servers for pictures. One tool does it all in my mind serves us better.
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.

Do you think AccuLynx delivers good value for the price?

Yes

Are you happy with AccuLynx's feature set?

Yes

Did AccuLynx live up to sales and marketing promises?

Yes

Did implementation of AccuLynx go as expected?

Yes

Would you buy AccuLynx again?

Yes

AccuLynx is well-suited for pretty much everything we do. We can go back to scanned documents of service tickets, orders, maps, contract proposals, pictures or any other details of the job. I'm not sure where it would be less appropriate. To do accurate job costing we need to grab time on our T-Sheets program and job cost on the QuickBooks side to manage true job costing.

AccuLynx Feature Ratings

Using AccuLynx

8 - Owner, manager, and purchaser of Acculynx. I train the salespeople to use it and I build the templates for estimating as well as keep up on the pricing of the products. That's the part I wish could be done by suppliers.
2 - Owners who know technology and math enough to care about it being accurate are crucial.
  • Product DB.
  • Estimating functionality.
  • Split different companies into bidding work as different entities.
  • Use it for different trades.
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.

Evaluating AccuLynx and Competitors

  • Price
  • Product Features
  • Product Usability
I could care less about the experience with the salesperson, That relationship is temporary and usually misinforming. The greatest concern is ongoing features usability efficiency and time savings. Ongoing support is also a concern.