Built to cater to the needs of virtually any field service providing company, Plexus is a cloud-based business process and field management solution. Flexible and customizable enough to meet the needs of plumbers, electricians, HVAC and more, the software boasts end-to-end features within a single centralized hub. Users can track sales opportunities and leads with CRM capabilities complete with forecasting tools based on the latest estimates and work orders. Automated estimating and scheduling tools provide real time capacity overviews, crucial to understanding staffing limits and communicating scheduling changes to employees. Their time and location out in the field can then be captured accurately via the mobile interface, calculating pay, collecting driver mileage and photographing receipts for expense documentation and submission.
Similarly, Plexus includes issue tracking and the leveraging of the smartphone camera to snap pictorial evidence of job site problems or areas of required work. These, combined with notes and punch lists can not only then be reviewed but also arranged into summaries using the built-in reporting options. Invoicing and billing capabilities allow for the progressive or collective invoicing of larger job orders while facilitating easy onsite signature and payment capture. Integration with QuickBooks goes on to ensure that wider accounting systems are updated with the latest financial data.
We have had a great experience with Plexus. Plexus has allowed our business to effectively manage all jobs from anywhere or any device that has internet access. All our information is stored securely on a cloud-based system. The features of the program have helped us streamline our practices and have added functionality to our in-place practices. The Plexus team has been amazing to work with. Their customer support is always available to answer questions we may have, especially for those employees that struggle with being technologically savvy. All of our employees have found the system to be helpful in making our business run more effectively and efficiently. Our business went from entering data three to four times, with data often being lost, to entering data once. Plexus has added many features to our business and eased many of our daily tasks. Scheduling jobs is no longer a hassle and we can easily see the schedule for the day, week, and even month. I would recommend Plexus to help improve processes for any field service business.
Ease of Use
Functions and Features
All Information Stored in One Place
It can take a little longer for those that struggle with technology to learn what they need to know.
Likelihood to recommend
We cant say enough about the excellent service provided by Plexus and their team. They actually custom fit a computer software to meet our small plumbing business. They are always available to help with problems. This software has improved our systems throughout our business. We are extremely happy with Plexus and their team!!
I am a project manager for my company, and Plexus has been a great tool to help manage my projects from beginning to end.
Below are some frequently asked questions for Plexus.
Plexus offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Pricing is fair and formulaic, with no contracts, contact directly for a full quote.
Plexus offers the following features:
Plexus has the following typical customers:
Mid Size Business, Small Business
Plexus supports the following languages:
Plexus has the following pricing plans:
We do not have any information about what devices Plexus supports
Plexus integrates with the following applications:
QuickBooks, QuickBooks Online
Plexus offers the following support options:
Online Support, Phone Support