Plexus Software is a cloud-based service that offers organizations a unified platform to streamline operations for project management, bidding, sales monitoring, and inventory optimization.
Table of Contents
What do we like?
- Setting up pricing models on your own
- User-friendly and professional
- Personalized training and support
- Cross team functionality
- Can track information
What to improve?
- Scheduling mode
- Small details
- Compatibility to apple
Plexus Overview
Plexus is a cloud-based service that offers organizations a unified platform to streamline operations for project management, bidding, sales monitoring, and inventory optimization. Managers can use it to process invoices, give tasks to team members, track employee time and leave, and track difficulties with work orders.
Employees may collect and save information on projects, orders, tasks, customers, and more in a centralized repository thanks to the integrated document management module. Among Plexus’s features are cost estimation, enterprise resource planning, reporting, archiving, and other features. Supervisors can also analyze the manpower requirements for jobs, assign assignments, and send automated notifications to staff using the built-in scheduling system.
For service providers, Plexus is a business process management system. We help you run your business from estimates to bookkeeping so you can provide better customer service. Our sophisticated work costing and estimating ensure that you are aware of how profitable your jobs are. We’ve learned too much over 19 years of careful development to share it all with you here. So come to an exploration meeting with us now to find out more.
Provider of electronic manufacturing services is Plexus Corp (Plexus). The business assists businesses with mid-to-low volume, more sophisticated products in the areas of design and development, supply chain, product launch, production, and aftermarket. Incorporating product conceptualization, design, commercialization, manufacturing, fulfilment, and sustaining solutions, it provides customer-focused solutions models. Original equipment manufacturers and other technological firms in the networking, healthcare, life sciences, communications, commercial, industrial, and aerospace industries rely on Plexus. Across the Americas, Europe, the Middle East, Africa, and Asia-Pacific, the company has commercial presence. Neenah, Wisconsin, in the US, serves as the headquarters of Plexus.
Features of Plexus
Standard Module
- Schedule
Because scheduling ensures the optimum use of your most valuable assets—your employees—it increases the effectiveness of your service business. The Schedule module in Plexus notifies your team of the number of people required for each job, makes it simple to allocate employees to tasks, notifies them automatically, and makes your team aware of its capacity.
- Expenses
It might be challenging to keep track of unplanned costs, such as when an employee purchases an extra part that is required. The Expenses module from Plexus makes sure you have the right data to properly bill a client, pay an employee back, and estimate task costs. It also assists you in keeping track of the little things that have an impact on profit.
- Quotes and orders
The foundation of any service business is proposals and job orders. Making a positive initial impression is frequently demonstrated by your company’s capacity to submit and distribute written proposals effectively and timely. Orders not only aid in process organization, but they also control agreed-upon best practices for more seamless execution. The Orders module gives all team members access to job information as needed, ensuring that it is finished on time and to the highest standard.
- Time
For service businesses, time collection is a crucial but tiresome duty. The Time module from Plexus gathers data for payroll, offers task costing statistics, and streamlines time tracking for workers who can clock in from their computers or mobile devices. When combined with Plexus’ comprehensive reporting system, simplified time monitoring provides higher accuracy, allowing you to make more knowledgeable business decisions.
- Documents
It might be time-consuming and annoying to not be able to find the appropriate files. To keep all related information organized and connected, Plexus’ Documents module provides online storing and sharing of electronic documents linked to the appropriate project, order, task, issue, and firm. Additionally, Plexus offers version control and simple access to the most recent documents with check-in/check-out features and historical tracking.
- Invoices
Every service organization needs to ensure that payments are made accurately and promptly, which is why invoicing is so essential to daily operations. You can create invoices using Plexus’ Invoices module in a way that benefits both your clients and your company. The Invoices module lets you customize invoices to match the business demands of your organization and your clients, whether it be through batch invoices, partial invoices, or progressive invoices.
Advanced Module
- Opportunities
You may evaluate your firm’s profitability from various perspectives by collecting data during your whole sales process. The Opportunities module of Plexus maintains all sales data and forecasting to aid management in decision-making and long-term planning. Additionally, Plexus reduces data re-entry by enabling you to turn an opportunity into order as the opportunity arises quickly.
- Issues
It’s essential to make sure you recognize and resolve job-related difficulties in a timely manner if you want to maintain an effective workflow and keep your clients pleased. For accurate reporting and prompt resolving, Plexus’ Issues module logs and tracks issues and links them to orders and projects. Your customer experience will stand out from that of your rivals if you can identify and fix problems quickly.
- Assets
Service providers must always keep an eye on equipment rentals, maintenance requirements, and history. It’s critical to understand precisely what maintenance is needed and when it has to be done while managing different assets. Link your assets to service requests, locations, and specific clients to keep track of them. Plexus’ comprehensive reporting also allows you to view any item’s service or rental history.
- Inventory
Keeping track of inventory counts might be difficult, but it’s necessary for providing top-notch customer service and cutting waste, both of which improve your bottom line. With the help of the inventory module in Plexus, you can use stock and pull tickets to link your order processing to your warehouse, streamlining the entire sales-to-invoicing process.
- Projects
Large projects are challenging to manage. Businesses can assemble their multi-phase jobs with intricate contingencies using the Projects module. The fact that all project-related data is kept in one place facilitates team communication and allows for ongoing status and financial monitoring.
- Tickets
Even though it is expensive and time-consuming to track every item that enters your warehouse, it is crucial to know when products are received so that the administrative team is aware for billing purposes. The Tickets module keeps a high-level track of what enters the warehouse and reports which items are required for forthcoming projects when thorough inventory counts are not required.
- Vendor Purchase Orders
For many organizations, ordering specialized products from the manufacturer or using outside labor is essential. When you integrate vendor purchase orders (PO), acknowledgments, and bills into your buying process, everything remains linked to the sales order, and the vendor’s charges are taken into account when calculating the final project cost.
Additional Add-on
- QuickBooks Online integration
With the use of our QuickBooks-Plexus interface, data entry between systems can be avoided. Transfer pertinent data directly from Plexus to QuickBooks without hassle or human error.
Plexus Pricing
Their average client pays $30-$65 per employee.
- Base price
Avoid paying for unnecessary items.
Your chosen features help them determine your basic price.
- Implementation
Using the Plexus Platform, they assist in designing, implementing, and training your staff on your optimized business processes.
- Unlimited users
Don’t be concerned about your overall user count.
They only charge you each month for the users who actually log in.
Plexus Integrations
Plexus provides a supported interaction with Quickbooks Online, Quickbooks Online Advanced, and Astro.
Plexus FAQs
What are the best Plexus alternatives?
The best alternatives for Thrive, Jobber, FieldPulse, Housecall Pro, and ServiceM8.
What is the purpose of Plexus?
Plexus is software for managing field services. The following functions are available through Plexus:
- Reporting
- Route Optimization
- Real-time Job Tracking
- Job Scheduling
- Digital Signature
- Inventory Management
- Document Management
- Billing and Invoicing
Is Plexus an API provider?
No, Plexus doesn’t offer an API.
