Operix Reviews & Product Details

They are really attempting to connect to SM in a natural way and are consistently refining it. Customer support team is timely and willing to dig in to understand problem or issue. Once a team worked with me for several hours during the night and weekend to determine the nature of our server issue. Review collected by and hosted on G2.com.

Still looking for more features to fully take on other SM functions. Review collected by and hosted on G2.com.

I enjoy the easy and strong customer support. My team and I use it all day every day. It provides details and easy links to make the job easier and better communication Review collected by and hosted on G2.com.

The only items I would like to see is being able to set up Agreements / contracts instead of SAGE accounting. Another item would be the ability to provide a quote showing subtotal / tax / total Review collected by and hosted on G2.com.

It's many capabilities, ability to customize, translate to other modules. Review collected by and hosted on G2.com.

SSO allows the field to open work orders when customer is on Credit Hold. In Service Management, a work order CANNOT be opened with a warning box warns "This location is on credit hold. No new work orders may be entered." The field should not be able open work orders for credit hold customers. It defeats the purpose of having the customer on hold, creates added collection & legal issues. Service Reports are not always being delivered to the associates whom are listed to receive. This is causing issues with managing T&M labor hours. Review collected by and hosted on G2.com.

I like that this system is easy to train on, very user friendly, and pretty straight forward (not clunky). The support team has always been responsive when/if assistance was needed, and our rep Tiffany is AMAZING!!!!! Review collected by and hosted on G2.com.

The top 2 biggest frustrations with this system is there is not an app that is compatible for our field techs other than a quick time entry. This is not helpful when primarily we would need an app for the Work Order completions. The other annoyance is all jobs are displayed, even if they are closed or completed. Having some option for a filter with these would be beneficial so that techs aren't putting their time to a closed or old job. Review collected by and hosted on G2.com.

The customer support is a 10/10. Our contact Tiffany goes above and beyond whenever I have any issues with the program. She is quick to respond and gives great instructions when needed. Sage SFO is working as presented when we were first shown the program. Review collected by and hosted on G2.com.

We have had some growing pains when setting it up. And the program has had some issues with syncing with our Sage program but seems to work as intended most of the time. Review collected by and hosted on G2.com.

Communication prompt replies from Tiffany Review collected by and hosted on G2.com.

its not under one umbrella with our main software Review collected by and hosted on G2.com.

Operix has an amazing customer service and tech team. They are very helpful in getting you onboarded and teaching you the ins and outs of the software. Operix is receptive to suggestions for changes and actively prioritizes their rollout based upon demand. We are very happy utilizing their software extension for Sage 100 as it empowers our employees, makes hard to find data more accessible and gives us valuable data points. Review collected by and hosted on G2.com.

Nothing that hasn't already been communicated as a suggestion for changes. Minor item: Black link to work order in forms should be changed to green or blue. Also, a detailed user manual and more instructional videos would be helpful. Review collected by and hosted on G2.com.

Great customer service! (Tiffany Lennigton). Quick to reply and helps work out issues in a timely manner. Review collected by and hosted on G2.com.

We are unique in how we utilize SFO. Would love a better attachment system to allow client and location-specific information for techs in the field (not simply an attachment to a work order). Would like a better system to relay work requests to the techs in the field that are date/time stamped. Return visits on the same work order are a problem if trying to give details in the current notes fields. Currently, they all just run together and are hard to separate when a tech uses a phone to read while on the job. Review collected by and hosted on G2.com.

Getting reporting on construction site payroll, equipment usage, and field reports into our accounting system on a daily basis without having to rely on manual reports and key information into our systems. Seldom have support issues, but when we do, support assistance is fast and competent. Review collected by and hosted on G2.com.

Occasionally lose connection between Operix software and Sage Accounting software, but easy step to refresh cache and reconnect. Not a big deal. Review collected by and hosted on G2.com.

Operix and SSO Tech (Tech Tool) have been essential to the growth of our company and tremendously increased our cash flow and profitability by expediting and simplifying our processes. I could not imagine going back to the way we operated without it. In addition, it is constantly getting better via updates. Review collected by and hosted on G2.com.

The very small (expected) moments of downtime. SSO support is fantastic and is very fast to respond and provide frequent updates. This is crucial for us to handle any situation professionally with our team. Review collected by and hosted on G2.com.