AccuLynx is a game changer
Use Cases and Deployment Scope
We use AccuLynx to manage our AR and to track our projects. We are still new to it but we use it to enter customers into the system, create quotes for them, and then eventually invoice them once they have been added to the books and we have completed the project. We have also been using them to track how much has been invoiced and how much we have closed. Its connected to our Quickbooks which makes it so much easier track payments when we receive them. Its also nice since it can track bigger projects with multiple invoices and track how much we have left. Our biggest issues in the past was being able to track payments and invoices. This i feel solves that problem and makes all of our quotes and invoices look so much more professional, especially since we are a smaller company. It makes us look bigger and more fine tuned.
Pros
- Track progress of a project
- Track project totals
- Track invoices
Cons
- Can't have email templates that can be altered per customer
- Getting quote templates to be more flexible has been challenging
- Running global reports have also been an issue as we are only 3 people and dont need it by sales
Return on Investment
- We have been able to do a better job of following up with our quotes and that has added more jobs to our AR then in the past
- I am able to track more accurately invoices and when they were sent out so we can follow up on late invoices
- I can add notes to jobs easier so that we can reference back on items that we did not want to forget about
Usability
Other Software Used
Microsoft Excel, Microsoft 365 Business Premium
