AccuLynx

I'm still learning all the features, but so far it has been extremely easy to pick up. I absolutely love the dashboard, especially the sales leaderboard. I've gotten into many arguments with our sales reps just trying to get them those numbers and now they can just look at them themselves.

I don't like that we can't import data from Quickbooks. We enter all of our jobs in quickbooks first so it would be nice if it was a two way street on that. In order to use this feature we would have to completely change how we do jobs/invoices and right now that just isn't an option.

Another problem I've had is that we do a lot of work with property managements, HOAs, and contractors. Most of whom we have multiple jobs assigned to. Right now it is extremely difficult to setup a contact that has multiple jobs in it. I believe that a fix for this is in the works from what I saw in the suggestions & feedback section.

This is just a feature I'd like, but it would be really nice if AccuLynx integrated with CompanyCam. We switched over from Job Nimbus and it was really nice that any pictures our guys took out in the field using CompanyCam, automatically uploaded to Job Nimbus. Now I have to go to the project in CompanyCam and download the pictures, then upload them to AccuLynx. I know our crew can just take pictures using AccuLynx, but our guys are special and we barely have gotten them to use CompanyCam.

We love the lead pipeline and the ability to track exactly what is happening with a lead at any given point in time. It's super nice that all files and photos can be stored in Acculynx for each job. This helps us stay organized!

Acculynx is still missing a few features. For example: The calendar on Acculynx doesn't sync with the job files. You can't create an appointment w/a customer directly from the pipeline (after it's been entered as a lead--I know it can be entered when being added as a new lead). Even though the calendar does allow us to enter a job into it, the notes on the calendar don't go to the customer's file. This could cause problems if that info isn't transferred. In addition, the app doesn't give users access to the calendar. Since we use the calendar so much, this would be incredibly helpful. In addition: It would be nice if there was a dedicated field for referrals. We like to credit customers who give us referrals, and a fillable field for this would be great!