Plexus

Avantages

I like that it is intended to be used for the whole company. Salesman, managers, installers. I like the dashboards . The to-do lists on the dashboards that you can put on peoples screens are great.

I've noticed a lot LESS bugs in the last year or so. When we started it seemed like they were more common.

Inconvénients

I still feel like there is room for improvement for the installers to use on their mobile devices.

I also sometimes get frustrated on how connected everything is. Its a good thing but also a bad thing. Like sometimes you can't delete an order because there is an invoice and you cant delete the invoice because there is a ticket and you cant delete the ticket because there is a movement etc... you get the point. I understand why its connected but its still frustrating sometimes.

Avantages

The ability to track the information (inventory, hrs, job costs, etc)

Inconvénients

Schedule:
-The scheduling module is VERY difficult and time consuming when changes need to be made.
-A geofence by zip codes would be FANTASTIC to have. Make scheduling easier and give us the ability to narrow down KCMO as NE/N/NW/E/SE.

General Usage:
-Complexity behind lets say - adding a "kit." If you forget to click the drop down for where a product should be attached to you have to go in, delete it, search it again, add it....
-The specificity that is needed to look up information. 816-456-7890 can not be found when you type in 816.456.7890 or 8164567890.
-Now that we are in the order numbers of 10000+ if you search by ascending/descending the order numbers are not in any order that makes sense.
-My techs often get kicked out of jobs, have issues clocking in or out
-Compatibility to Apple is an issue.
-Mobile site does not have the same functionality as desktop for simple items.

Avantages

Everything is able to be done in one program, from time and material tracking, to invoicing and payroll.

Inconvénients

The views get changed way to much and it affects my permissions. But that may be something that the company does itself and not plexus. I don't know.

Avantages

Plexus is user friendly and makes it easy to jump from one screen to the next. I am able to keep track of all of my ongoing projects, all of the companies we work with as well as which of our sales reps are working with said companies. I am also able to keep track of our sales with Intuit with the ease of which it links to Plexus.

Inconvénients

There are very few things that I do not like about Plexus, and saying "I do not like" seems very harsh. It is more that there are small jumps to QuickBooks that I wish were a bit easier, including some deposits that cannot be drawn back once posted. Also, I think the home screen could give better notifications when something goes wrong with a bank transfer.

Avantages

Tied together front end and back end operations. From pricing to job costing to invoicing.

Inconvénients

It requires users to be fairly tech savy.

Avantages

Have all orders at your disposal with the stroke of a few keys is really nice! Particularly the ones bid months ago!

Inconvénients

We do so many products in so many ways it is often difficult to digitize it.

Avantages

I use this software daily. Even though I've been using for a little over a year I am still learning things daily on the software. I love that it's a complex in depth system. I still struggle with making things easier on myself in the system but with more time I will perfect its use

Inconvénients

My only negative on the software is the scheduling calendar. I still use google calendar for my scheduling needs.

Avantages

Personalization
Schedule
Ease of Use
Data/Reports
Functions and Features
All Information Stored in One Place

Inconvénients

It can take a little longer for those that struggle with technology to learn what they need to know.

Avantages

The product is very easy to use and I really like how it is able to adapt to ever changing business practices.

Inconvénients

I love everything about Plexus, it is overall a great product.

Avantages

I like the intelligence for setting up our pricing models on quotes

I like the flexibility of adding certain selections to our quotes

I like the flexibility of Work Orders displaying what our team needs to see

Inconvénients

There is nothing about this software that I do not like

Avantages

The features of Plexus are user friendly and the bids and proposals we put together for our potential clients appear very professional.

Inconvénients

From my perspective it provides what we need.

Avantages

Building Bids on site and sending to customer immediately

Inconvénients

e-mails being sent from program are not always making it to their destination.

Avantages

I enjoy how user friendly it is and how there are different views available

Inconvénients

There isn't anything that I don't like, the ease of invoices, everything is really impressive

Avantages

Helps with pricing. Easy to go back and find projects quoted or already sold. I am not really a computer person but now feel comfortable with pricing and entering projects

Inconvénients

Not being a computer person did not like to have to use it

Avantages

I love the range of functions in which the software provides.

Inconvénients

It requires you to have an in-depth knowledge of technology to navigate the software.