Vista by Viewpoint Reviews

“advanced job cost reporting system”

Pros

Switching from Sage 100 to Viewpoint felt like moving light years ahead for me. I now have excellent visibility into job costs even down to invoice attachments. Reporting stands out as a major strength since I can pull data on nearly every part of a job even at a detailed level. The AP automation with AI has significantly accelerated our entry process and I appreciate how the built-in approval workflows allow invoices to be reviewed instantly. This has helped me close month-end much faster. I also value how customizable the system is, with options to add fields buttons and reports that better fit our needs.

Cons

One drawback is that the software does not come with enough built-in financial statement reports. We were able to address that by using Insight Software's Spreadsheet Server but that comes with an added cost. On top of that, you also have to buy a license for consultants if they need access to the system in order to create custom reports.

“tough configuration usability issues”

Pros

There is a lot of flexibility in this ERP and I find it offers plenty of options to adapt the system to specific business needs. The customization capabilities are definitely one of the stronger points in my experience.

Cons

The way employee roles, security, jobs and similar settings are configured is confusing. Several modules could be redesigned to work more efficiently because there are far too many clicks involved. Support is also extremely slow and when replies do come by email, the explanations can be cryptic and written more for technical staff than actual users. Pricing is very high for the different role levels we need and when we moved to the cloud, the cost doubled despite it being called an upgrade. Creating custom reports is very difficult and the reporting UI in TC1 feels underwhelming. AP Automation also does not function like true AI as promised, we were told it would learn invoice details but after more than a year, it still has not learned much, if anything. Another major gap is that there is no place to enter a job number during the initial entry which is a significant oversight.

“Controlled batch approval reporting system”

Pros

Being able to customize reports, tailor programs and build dashboards is a big plus for me. I also appreciate that all data moves through a batch process with approvals before posting which gives me a strong sense of control.

Cons

Ever since Trimble acquired this tool, the user management and login process has become much more complicated. Then in March 2026, they forced everyone onto a named-user system. Our company had been using shared logins and we were basically left to figure it out on our own without enough time to prepare or make the transition properly.

“Declining support response experience”

Pros

It ties in well with operations and I find the range of features especially useful, particularly the equipment module and fixed asset functionality.

Cons

Support has been a real disappointment. When we first rolled the software out, it provided much better service but that has noticeably declined over the past year. Every time a ticket is submitted, there's an email warning about longer-than-usual wait times and that has been happening for months. Even when someone finally responds, they often still can't resolve the issue.

“poor customer support experience”

Pros

Once I became familiar with how the system works, I found it quite easy to use. Overall I see that it runs well and includes all the features we need.

Cons

Customer support is seriously lacking. It often feels impossible to get real assistance and most of the time I end up researching and fixing issues on my own instead of getting help from a representative.

“outdated unreliable system”

Pros

We chose this software mainly for its job costing features and I was particularly interested in how it integrates with Procore.

Cons

Unfortunately, the interface feels buggy and outdated and the reporting tools are pretty limited. There also seem to be plenty of glitches throughout the system. On top of that, whenever we reach out by phone or chat for support, the response time averages around 30 days which is unacceptable. The Procore integration is inconsistent as well so we're always dealing with problems. I honestly would not recommend this product to anyone I care about.

“efficient accounting invoice tool”

Pros

It works well for both first-time users and experienced users and I have found that once accounting and reporting are properly set up, I can enter and retrieve information very efficiently. I also appreciate how easy it is to send invoices directly to customers.

Cons

Customer support can sometimes leave a case sitting in the queue for quite a while before responding and when they do, it may feel like they just point you to a knowledge base article even though you already checked it and needed more direct assistance.

“Fast module navigation”

Pros

Getting around the modules is easy for me and I find there are plenty of reporting options available. Reports generate quickly and I can export them without much effort.

Cons

Users can't customize reports on their own since any changes have to be handled on the back end. Also, when reports are exported to Excel, the formatting comes out messy.

“feature rich system”

Pros

Plenty of features are included and I find the overall setup simple and easy to navigate. I also value how customizable the system is.

Cons

There's almost too much information to sort through and it can be hard to tell similar reports or programs apart. It would be really helpful to have the option to add notes next to specific programs or reports to keep everything organized.

“Steep learning curve & complex workflows”

Pros

There is a lot packed into this system and I have found it dependable overall. It offers a wide range of functionality and I have only found a few minor issues.

Cons

At the same time, it feels pretty buggy and definitely takes time to learn especially when it comes to change orders and billing. I'd probably need more training to really understand and use more of the features.

“Poor vendor support experience”

Pros

It was a really helpful starting point for me when getting all of our projects onto the system and ensuring drawings were uploaded properly.

Cons

Dealing with the company and getting support was very difficult especially when they were having their own challenges.

“Strong financial integration”

Pros

Job Cost and WIP are very great and I have seen that once everything is set up, employees can enter daily production activity with minimal mistakes. I find it connects financial data with project activity effectively making things easier for both accounting and project teams.

Cons

At the beginning, it can take some trial and error especially when setting up rules and limitations across different departments. Building reports and charts exactly the way you want also requires some coding knowledge for the best results.

“Invoicing usability needs to be improved!”

Pros

One thing I really appreciate is how secure the site feels and I find certain applications make data entry very simple. I have also had a great experience with customer support whenever I needed help.

Cons

Invoicing and payment side could be improved by offering a more user-friendly invoice setup screen.

“customizable backend enterprise system”

Pros

Having access to the backend SQL database, along with the ability to customize front-end fields and tables, made a big difference for me. Once I became comfortable with the backend, I was able to tailor the system much more closely to our needs.

Cons

One frustration has been the gap between the online web portal and the core desktop system. On top of that, the product still lacks true API endpoints and the authentication and login workflow could definitely use improvement.

“Easy to use daily business tool”

Pros

Starting out with this software did not take much effort for me and I find using it daily very easy. Even team members who are not very comfortable with computers have been able to use it without much trouble which I see as a big advantage.

Cons

The downside is that the implementation takes quite a while and there's a large amount of information that needs to be entered right at the beginning.

“Detailed reporting !”

Pros

One of the best parts for me is the level of detail the software provides, along with the huge number of reports available. I also appreciate that I can use SQL within the platform to build reports or run queries which adds a lot of flexibility.

Cons

Customer support is frustratingly slow. At times even issues flagged as urgent can end up taking weeks before they're resolved.

“Poor system integration challenges”

Pros

It offers a lot of customization and I have found the move to the cloud to be a big improvement compared with Prim.

Cons

At the same time, it does not integrate well with other systems. It is very difficult to work with and system integration has been a constant challenge for us.

“Customizable data reporting platform”

Pros

This software has been genuinely valuable for me in managing data and information services. I find the reporting very detailed and the wide range of customization options makes it highly adaptable.

Cons

For a business our size, the cost felt too high. On top of that, building custom documents like contracts, RFPs and invoices was awkward and time-consuming and we had to rely heavily on customer support to get it done. Having to buy the different modules separately also made the overall pricing feel even more expensive for our company.

“Worst software experience ever”

Pros

At least shutting it down is simple and honestly, I feel that is the only positive aspect I can point out.

Cons

Up to this point, there is nothing about it that I have liked. I have a lot of experience with this kind of software and this is easily the worst one I have ever had to work with.

“Best construction management software”

Pros

From setting up jobs all the way through closing the books, I consider this the best construction software I have used so far.

Cons

The downside is that financial reporting is connected to Spreadsheet Server and FOREX.

“Highly customizable business solution”

Pros

Customization is a big plus for me and I find it handles exactly what the company needs it to do.

Cons

At times, though, that level of customization seems to come with limited support assistance.

“Expensive, complex, poor support system”

Pros

There is a huge amount of configurability available and I have seen that with the support of a full development team and subject matter experts, it can be tailored very effectively.

Cons

Support is usually about a 2/10 and too often the staff simply doesn't know the answers to basic questions. When issues reach that point, they tend to just shrug and close the ticket. We were pushed into adopting a half-baked cloud version that felt like a major step backward in performance, while costing five times more than what we were paying for the on-prem setup. Trimble is the parent company and we use other software from them for different purposes but this product is by far the worst. Unless you have a very large dev team, 5,000 extra labor hours and a huge budget, it's hard to see the value. Even then, the onboarding can take anywhere from 30 to 1,600 days and by the last 90% of the engagement you'll be deep into time-and-materials billing.

“Multi company reporting access tool”

Pros

Moving between companies is really easy for me and I especially appreciate being able to pull reports from any company without switching first.

Cons

It's generally pretty stable but they tend to run into issues during updates and that's been our biggest complaint.

“easy to use”

Pros

Right away, I found it very simple to use which is something I really value. It feels helpful and easy whenever I need it.

Cons

The only downside is that customer support could be a bit easier to get in touch with.

“Simple software integration capability”

Pros

One thing that really works well for me is how easily it syncs with other software.

Cons

It takes way too many steps and the invoices can freeze for more than 24 hours if they get opened twice.

“Strong job cost management system”

Pros

It works really well for project managers and accounting teams and I find it especially useful when keeping a close eye on job costs.

Cons

Any changes on the backend usually need consultant involvement and the customizations can get expensive.

“data entry limitations”

Pros

There are plenty of features available and I appreciate having everything grouped together in one place.

Cons

Working through forms and records feels unnecessarily tedious. The software is very limited about how fields have to be completed and if something isn't entered exactly the way it expects, it pushes back. More than once, an entire record can be lost after filling it all out just because one field was missing or entered incorrectly.

“tough system needs training”

Pros

The forecasting features and PM tools have been valuable for our team and I have seen their impact on planning. That said I find the program not very simple so it does require proper training to use effectively. I believe many users, including our staff, could benefit more from it with better training.

Cons

There are too many programs and modules included that we never actually use and some of them feel repetitive. For someone new, it's not clear where to begin. It would really help to have better structured training paths, like separate training for PMs, AR, AP and other roles.

“Customizable project financial platform”

Pros

One of the biggest benefits for us has been how well it can be tailored to match our company structure and specific project requirements and I find the project financial management features extremely valuable to our workflow.

Cons

I'd still like to see more options available for equipment management.

“Paperless construction project management tool”

Pros

Running construction projects electronically is much more practical for me with this system. I find it very useful for managing documents, reducing reliance on paper and making it easier to organize both projects and teams.

Cons

Interface could use some improvement since it can take a bit of time and quite a few clicks to get to a specific section or location.

“hard to find reports system”

Pros

Being able to create my own task list for frequently used items is a really useful feature that I rely on regularly.

Cons

Finding reports can be frustrating unless you already know the exact report name or where it's located. It would be much better if there were a way to run a more targeted search.

“Polished end user experience platform”

Pros

The functionality is excellent and I find the overall experience for end users feels very polished.

Cons

There's a small learning curve at first but once it clicks, it's fantastic.

“simple navigation system”

Pros

Accessibility is excellent and I find getting around the platform very simple.

Cons

Haven't run into any issues with this software at all so far.

“Useful user defined field tools”

Pros

User-defined fields, along with the tables and query tools, are really useful and I rely on them quite a bit.

Cons

There are still some limitations with several of the newer features especially forms.

“highly customizable powerful system”

Pros

It is a really powerful program and I appreciate the high level of customization it offers.

Cons

It's customer service is a real weak spot. We constantly hear from clients that the support experience is terrible.

“great accounting backend system”

Pros

The accounting back end is great and very powerful and I find the customization options especially valuable.

Cons

It's not especially user-friendly for anyone without an accounting background. Support and maintenance fees go up significantly every year even when the software and support pricing for new customers may not rise the same way. Once they have you as a customer, they seem to count on the fact that switching isn't simple so the costs just keep climbing year after year. The longer you stay with them, the more you end up paying compared to a new customer. Support has dropped off sharply since the original Bain Capital buyout and hasn't improved much through the more recent ownership changes. There was a time when a callback came quickly, usually within 24 hours at most, no matter the issue. Now we mostly solve problems ourselves and come up with our own workarounds. We also used to install new releases without much concern because bugs were usually minor but now we avoid the latest versions until they've been out for a while.

“All-in-one customizable ERP”

Pros

It covers just about every part of the business in one place which has been very valuable for us and I find the system reliable and well established. It feels like a complete package and I appreciate the flexibility it gives when adjustments are needed. Since we customize a lot, I have seen it handle that very well.

Cons

As we keep adding more demands to it, the system naturally becomes more complicated to manage. There are plenty of options included that we do not really use or need even though I can see how other teams might appreciate them. I am also not very impressed with the form search feature. Most advanced users seem to recommend using the GRID search instead because the form search tends to come with too many problems.

“Simple workflow”

Pros

One thing that really works well for me is the My Tasks feature since it allows me to arrange the menu in a way that fits my workflow. I also find the main menu well organized and the primary AP and AR screens are easy to navigate.

Cons

Help section is frustrating to use when you need answers. You have to search with exactly the right words or phrases and even then it often does not give a clear answer or simple step-by-step instructions for what you are trying to do. In AP invoice entry, a system update now allows an invoice to be entered above a subcontract or purchase order amount and sent to the PM for approval. It still will not interface into the system but now several people can end up wasting time on an invoice that previously would have been stopped at entry. Setting up T&M templates is also a headache and the help section does not make that process any easier.

“Integrated project accounting”

Pros

Having both project management and accounting in one ERP is a big plus for me and I find the work centers helpful for managing item-based workflows. The quick keys like F3, F4 and F5 also make my daily tasks faster and more convenient.

Cons

SM module feels like an add-on that doesn't integrate well with the rest of the system. It also seems to go without updates which is frustrating. On top of that, customer service has been disappointing, chat support is usually not very helpful and support cases often don't get answered in a timely manner.

“Highly customizable”

Pros

The standout feature for me is how customizable it is and I have been able to build various custom reports that improve efficiency and present information exactly the way I need.

Cons

One frustration is that some updates feel like they're released before being fully tested. At times, a new update ends up causing more issues than it resolves and then users are left waiting for this tool to address the new problems.

“Flexible SQL ERP system”

Pros

Right from the start, I found the software strong overall especially in terms of customization. The flexibility stands out to me, as I can build user-defined fields and tables to match my needs. I also like that data can be connected through SQL, Excel and other tools. The knowledge base is very detailed, although I have noticed the search function does not always return the most accurate results.

Cons

There is a suggestion box but most ideas seem to take years to actually get implemented which can be frustrating. Chat support also needs improvement. Too many times during normal business hours, no one is available to respond, including today at 2 PM EST.

“Hidden setup complexity issues”

Pros

Its features have helped me simplify and improve the processes we were using before.

Cons

There always seems to be another box hidden somewhere that has to be checked before certain parts of the product will work.

“scalable construction management system”

Pros

There are a lot of capabilities packed into this product and I find there are many ways to use it in a construction business. It also scales well and I have seen it continue to meet our needs as the company grows.

Cons

With so many different features and settings available, it can sometimes be difficult to find your way around everything and get the most out of the software.

“Modular business workflow”

Pros

Right away, the flexibility stood out to me and I find the software can be tailored to match how the business operates. This makes it much more practical for daily use. I also appreciate how every module works together easily and being able to import data from Excel saves me a lot of time and reduces costs.

Cons

There are still a few small kinks here and there but the good part is that customer feedback is actually heard and often put into action.

“integrated analytics and tools”

Pros

TEAMS and Analytics have been really valuable additions to the platform and I have found them useful in my workflow.

Cons

SQL platform feels outdated and runs slowly and there haven't been many updates to improve its functionality.

“Strong built-in reporting system”

Pros

Navigating the software is very easy for me and I find it comes with a strong set of reports out of the box. I can also easily build or adjust reports to get exactly the information I need.

Cons

One frustrating part is that the error popups are too vague and usually don't explain what actually went wrong which can make troubleshooting the problem pretty time-consuming.

“Easy-to-use enterprise software”

Pros

It is very easy and I find that it makes day-to-day use much easier. There are plenty of tools available to help me understand configurations through the knowledge base and I have had good experiences with customer support resolving issues. I also find the Employee portal to be a very valuable feature.

Cons

That said there are definitely areas that need improvement. One issue is with the labor categories especially since the same craft and class code combination can't be used in more than one category. That creates a real inconvenience for us because some customers want time grouped together, while others prefer to see it separated out.

“unified accounting operations system”

Pros

It handles both accounting and operations in one place and I find the system user-friendly while keeping track of all entries effectively.

Cons

I know budget importing is possible but I've been having some trouble getting that part to work properly.

“all-in-one forecasting platform”

Pros

This software covers just about everything we need and I have seen it make a huge difference in efficiency across the company. I especially find it valuable for projection and forecasting, as having live data and instant access helps our teams manage projects more effectively.

Cons

A few features in EM and IN still feel like they haven't been given the same priority in terms of functionality and user-friendliness.

“Well integrated field modules”

Pros

It works really well with the modules especially Team and Mobile Field Manager and I have found that connection to be a big advantage.

Cons

Crystal Reporting hasn't been our favorite part and we'd definitely like to see more reporting options added.