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features
design
support

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Description

CloudLink is designed to assist owners of service-oriented businesses in efficiently managing their daily operations. The challenge lies in meeting the demands of customers seeking your services. You must determine the locations and schedules of your service personnel. Additionally, how can you effectively remind and inform clients about their appointments? It’s essential to identify who will carry out the service and track their whereabouts, especially if delays occur. Once you receive orders, managing them becomes crucial, and implementing automated workflow processes will alleviate the burden of manual order processing. Furthermore, it’s vital to have an organized system for all order-related documentation while simultaneously figuring out how to relay any updates to your field staff. This comprehensive approach not only enhances efficiency but also ensures customer satisfaction remains a top priority.

Description

Plexus is an advanced, adaptable, and cloud-centric business process and field management software specifically tailored for field service organizations. This comprehensive solution integrates estimating, scheduling, and job costing functionalities with a broad array of features dedicated to field operations, facilitating immediate insights into capacity that are essential for notifying staff about scheduling modifications and recognizing staffing constraints. In addition, Plexus's invoicing and billing capabilities support a systematic and unified approach to invoicing multiple job orders, while also simplifying the process of capturing payments and signatures on-site. Moreover, its user-friendly interface enhances the overall experience for both management and field personnel, ensuring seamless operations across various tasks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace
Astro by Astronomer
IBM Cloud Direct Link
VaultCore
Web Hosting Canada

Integrations

AWS Marketplace
Astro by Astronomer
IBM Cloud Direct Link
VaultCore
Web Hosting Canada

Pricing Details

$99 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CloudLink

Founded

1999

Country

United States

Website

cloudlinkerp.com

Vendor Details

Company Name

Plexus Software

Founded

1997

Country

United States

Website

plexus.software/

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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