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Best CRM For Your Money!!

Commentaires : Excellent or A++

Avantages :

Easily the best and most customizable CRM for the industry our today. Their app is second to none and the desktop platform makes following jobs a breeze! Plus, grabbing an e-signature right on the contract on the app is cake. No extra app to use

Inconvénients :

There really are none, if something arose the team at JP jumped to correct or add it right away.

Add More Features/Uses

Commentaires : I love the customer service you guys provide, and I hope that doesn't change as you expand. The database itself is user friendly, I just see potential for more features

Avantages :

I love the separation of the production calendar from the staff calendar. The customer contact directory is great, and mainly why I got Job Progress to begin with so we could manage our customers better.

Inconvénients :

I think this software could do more. I don't like the graph layouts we are given, I wish we could choose among different kinds of graphs that could help us better visualize our data. I also wish the proposals allowed me to customize the font more so whilst I am making a proposal that has already been merged to a customer. Instead, if I want to fix the font sizing on the proposal I have to exit where I am and edit the template itself and then that edit applies to all future proposals. I just want more flexibility on the customization side. Lastly, I think this program has so much potential to integrate a canvassing segment to it. Maybe integrate with Google maps or another program to create an option for companies to track their canvassers. Right now, I use Google maps to track my canvassers, but it would be great if we could do that all on Job Progress so they also have real time access to where they've gone and what neighborhoods are successful, etc.

Dont Login they try to lock you into a contract

Commentaires : Horrible RUN!!! Been trying to cancel for weeks and they refuse to cancel even though you never are presented with a contract/agreement. Signing in is their way of locking you in. Insane business practice.

Avantages :

The sales rep and trainer were nice. They did their best

Inconvénients :

Everything cost more money above your supscriptionSlower than 90's internet BAD customer service

Great software with room for improvement!

Commentaires : We use JP to run our entire operation and plan to use it in the near future. It's constantly getting better, mgmt is very engaging and always taking feedback and making progress.

Avantages :

JP is easy to use once you get it configured to your business processes. Macros that streamline the estimate/proposal process along with integration to suppliers all within the job keeps the documentation process on the job easy to manage. Also, it doesn't take long to get new users trained on how to use JP on a daily basis.

Inconvénients :

The ability to use Zapier and input new leads/customers needs to be cleaned up and more open to align with Referal Sources so it can in as a Zap and not manually entered. Right now, this integration isn't very well designed from a data input standpoint, only minimum fields. We do a lot of insurance roofing jobs and the ability to bring those in as a PDF and autocreate the estimate is a big win BUT the inability to use that like other Estimates/Proposals in JP that a client can sign off on is a huge gap. The customer web page could use the tweaking to make the experience a little more professional and appealing to the user. Photos uploaded into JP already automatically shared with the client, the process to share photos is a pain especially when you have 50-100 job photos. It would make more sense to establish at the folder level what photos can be shared to the customer web page along with the ability to designate a photo as the main photo (like front picture of the home) as the key photo on the customer page seen everytime they go there. Also, allow different photo folders to be presented so the client can see different photos in groups from inspection photos vs. job progress photos vs. job completion photos.

JP is my most used app across all devices

Commentaires : I log in all my customers and information into JP so that when I go to bed at night, I don't wake up in the middle of the night remembering some customer that fell through the cracks. All

Avantages :

Being able to easily write up contracts and send to customer's for electronic approval is fantastic. Invoicing and change orders are easy and straightforward, and being able to customize the progress flow is a nice touch. One of the best features is the intuitive mobile app that can be used on the field while meeting with customers or even confirming the scope of work for a job. Being able to customize templates easily was my main reason for advocating the use of JP, as creating different templates such as certificates of completion was vital.

Inconvénients :

It would be nice to have an easier and more intuitive estimating feature. We were able to use AccuLynx for a while, and though we went back to JP for various reasons, we thought the estimating feature on AccuLynx was far superior, as it was more intuitive and aesthetically pleasing (which made it easier to work with and break down when estimating very large projects). The contracts on AccuLynx also used DocuSign, which seemed to add a tremendous amount of reputability with customers. They also had a feature where pictures could be all selected and converted into a PDF with comments and "before" or "after" stamps assigned to them. Also, being able to assign appointments from the customer creation page, instead of the job creation page would be useful. Sometimes I don't know if this will be a repair or a roof replacement until after the appointment, but all that information had to be put in before. If nothing else, having some sort of window that shows your current appointments when you are making an appointment would be a tremendous improvement, as currently I have to ALWAYS open a staff calendar window and update it every time I speak to a customer to set up an appointment to make sure there is no double-booking. Being able to know what time slots are already blocked off would be fantastic.

GOD SENT SOFTWARE!

Commentaires : I am an Accountant by School and Roofing Contractor by Experience and I can testify after working for a CPA and integrating software of all kinds that JobProgress is hands down the best I have stumbled upon. Simplicity with absolutely powerful software that is an all in one solution.

Avantages :

UNBELEIVABLE SUPPORT & FORWARD PROGRESS TO DEVELOPMENT! Eagleview Integration Electronic Proposals/Contract with notifications Macros for Materials, Labor, Activities, etc are endless Customizable Forms Google Integration Financing Integration Quickbooks Integration Google Drive Integration Fair Price per user POWERFUL Mobile App Customer Website to Share all documents, price, balance, pictures, scheduling, quickbooks payment! Email Automation Email Template Customization Feedback is heard toward improvements! They actually listen! My Sales Rep [SENSITIVE CONTENT HIDDEN] is the BEST. Talk to me at 9pm at night sometimes finding solutions. Tech guys - [SENSITIVE CONTENT HIDDEN] have solutions to simplify your business workflow and are 100% American based.

Inconvénients :

At the moment 2/4/20 just lack of reports and 2 way integration with Quickbooks. But they making improvements quick. So I would stay tuned.

Great way to streamline processes

Commentaires : We aren't using JobProgress to its full capability yet, but will be soon. Right now, it has really helped our communication with our customers be more efficient as well as keep track of our sales pipeline and estimates. We are LOVING it compared to our previous CRM.

Avantages :

I love that we can see how many jobs and dollar volume in each step of our sales/production stage and easily move jobs to a new stage, sales automation with automatic emails to the customer every time their job changes status is WONDERFUL. I also love using the production calendar for scheduling. Being able to set tasks or messages within each job is also great for keeping track of internal communications regarding each job. We also were able to have them create templates that look identical to our paper proposals. The ability to send, sign, view, and accept a proposal with just a click of a button is great.

Inconvénients :

It would be great if jobs could automatically move stages in the workflow when a corresponding action is taken (e.g. if setting an estimate appointment would move it to our stage that corresponds with appointments scheduled, or moved it to "job scheduled" when we set a production date), but I understand with custom workflows this would be hard to make happen. It would also be nice if more information from the measurements or estimates translated into the contract and/or work order. We currently use excel workbooks for estimates, contracts, work orders, and purchase orders, and all the pages talk to each other so we only have to enter information on one page. We haven't used JobProgress work orders or proposals yet because of this. In the calendars, if you put an appointment on one person's calendar and choose someone else as an attendee, it doesn't show up on the attendee's calendar, so we have been having to set duplicate appointments to do that. It would be nice if I set an appointment for X and Y needs to be there too, that I be able to set one appointment and it show up on both calendars.

JobProgress is a GREAT TOOL for our business

Commentaires : I've had a wonderful experience with the software and support when needed. JobProgress is doing a wonderful job.

Avantages :

I like the User interface and the ability to enter in data and some of the customization.

Inconvénients :

There is a lot and utilizing the features the best way possible.

Best CRM With Customer Service To Match

Commentaires : I first started using JobProgress over a year ago. I had been seeking a CRM for trade specific industries and even spoke to all the big companies at the World of Concrete. Not one of them was able to give me what I was looking for. Ease of use, document management, complete financials, thorough reporting, customer, employee and contractor engagement. All of my divisions in my company are broken down and maintained through JobProgress and so, so much more. Other companies have those options but they weren't geared to a company of my size which meant when I needed a bug addressed or a rep to explain how to use my software I couldn't get anywhere! The crew at JobProgress care that their software is an extension of my company and I feel they are an extension of my team!! My suggestions are taken seriously and I often see them implemented in their many updates and new feature releases.

Avantages :

Flexibility to improvements and suggestions. Constant upgrades and new features. Robust reporting and data gathering.

Inconvénients :

Some growing pains along the way but not much to currently complain about.

JP for Pools

Commentaires : Overall, after using a few different options, Job progress seems to check more boxes than the others for what we need it for. From the automation, to the templates, this software makes it easy to communicate with clients and keeps everything right there at your fingertips.

Avantages :

The best feature for our company is the bid management and CRM abilities of the software. We are able to keep all communication in one customer window, which helps know what has been said and promised. The Accept/Reject feature is also a nice touch to assist with knowing which estimate is the final one.

Inconvénients :

Scheduling seems to be a bit convoluted. The notifications are nice for the app, but I would like to be notified when using the online version, and that doesn't seem to be as user friendly.

Best decision we have made for Roof Experts

Commentaires : 100% the best decision I have ever made for my team and my company.

Avantages :

The ability to customize the workflow %100 to your needs. Using Job Progress automates your workflow when you set it up correctly. Every time you have a question or need help it is very easy to contact JobProgress and get ahold of someone who is always great help. I would highly recommend this software to any contractor out there!

Inconvénients :

There is really not much to not like! I enjoy every bit of this software.

Game Changer

Commentaires : Job Progress has helped us grow out business. The support they give us is hands down the best in the CRM industry.

Avantages :

This software will help you organs and grow your business. It has many capabilities to help run a construction company.

Inconvénients :

We love all aspects of Job Progress. We have not found anything we didn’t like.

Good for our Business

Commentaires : Job Progress has been a plus for helping our business keep track of jobs. We have almost always gotten help when we needed it.

Avantages :

Job Progress has helped keep track of the order of each job and what needs to happen next in the selling process. It has helped us to know where each customer is in the process.

Inconvénients :

Email does not integrate with external Gmail accounts. The only way you get notifications is by being on the app or online logged in.

The best platform I have used

Commentaires : Overall I am in love with Job progress within my 4 years of being in this industry this platform has made my job the easiest, it has been. As I am learning more about the program the more I am realizing that it is helping the company as a whole. I absolutely love this program and will possible us it until I cant anymore.

Avantages :

This whole system has made an impact on our company. It has most definitely eliminated 99.99% of all phone calls that were being made to figure out where the project was in our processes. For the past year, we have only scratched the very basic parts of Job progress. Just recently we have been able to dive into the program and utilize it even more for our company. This program is definitely one I will always recommend to any other business owner I know!

Inconvénients :

The only con I have for this program is that there is so much that can be done, yet not enough explanation, meaning there isn't a way for me to ask our sales rep to show me the hidden features. Because honestly all of the job progress seems to be a hidden feature.

Job Progress Reliability

Commentaires : I use it just use it too keep Track of Projects.
Nothing that difficult. Uploading is slow and at times the Something went wrong thing comes on and I have too try again later.
Not good

Avantages :

Uploading Documents. The Program is fairly easy. Again it is slow on the overall. I do not really have anything likable on the overall. Everybody in the Company Complains about it. The tasks that I do are not that difficult. If I was in Estimating I would get rid of it. But I do not have the Authority too do that.

Inconvénients :

I use it everyday. In the Morning early I whip thru my Files. Seems too respond faster in the early hours. The rest of the day it is slow. Really a Problem when I am uploading a New Project and I need speed in Front of a New Client. Photo Upload speed terrible. We now have it Linked with Company Cam. That helps but should not have too

Steve from Outeast

Commentaires : FABULOUS!!! I cannot believe I found a program that actually works for us the way it does... I thought for sure I was going to have to pay big bucks to have software custom made for us.!! Love it!

Avantages :

Job Progress has been great. The way I used to run my company was with custom made spreadsheets designed specifically for my business and my trade, and when I say custom my spreadsheets were the most in depth sheets I have ever even seen so changing was hard. I am amazed at how much Job Progress already included things that I was using, tracking with my other system, things that no one thought of but they did... My main reason for switching was the ease of use, its so easy for my guys (who arent as tech savvy as I am) to use, it keeps track of all the data easily, the app is wonderful for in the field, but the best thing about Job Progress is that things that I bring up that I request or recommend does not get swept under the rug, they go right to the development team and make it happen! the customer service is absolutely great , they are there for you all the time. I would recommend this to any business out there, if a pain in the neck like me loves it, anyone will...

Inconvénients :

The only thing I wish was that I could customize things a bit more for ex: inside material I would like to be able to edit the tags, When adding a customer or a job I would like to edit the tags (because some of them i never ever use and there is other information I would like there). Also the Profit & Loss needs some work, its probably great for companies that never used it before, but I had a very custom way separated hours of labor and material etc, but [SENSITIVE CONTENT HIDDEN] and I are working on that to customize it a little bit more.

Great tool

Avantages :

All CRMs are different and take some getting used to. JobProgress is no different. Once I learned the interface/workflow, it became a breeze to use. No CRM is perfect, but JobProgress is a great tool. In a prior life, I used AccuLynx. I would recommend JobProgress over AccuLynx any day of the week. My favorite features would include the comprehensive estimating (and the ability to add margin to a job) and the process to draft proposals (and have users view/accept them), change orders, etc.

Inconvénients :

My complaints are really granular. The average user probably wouldn't even know about the issues. For instance, I have not found the ability to draft my own email templates. Rather, the company setup an email template and I continually have to go in and edit the same verbiage (daily) so that it tells prospects what I want them to hear/understand. Having the ability for individual users to have their own email templates would be quite helpful. When building an estimate and selecting various materials, some of the drown-down variables won't populate after being selected. That doesn't sound like a big deal. However, when you build a material order off said estimate, the supply house needs to know the size/color of some products in order to properly fulfill the order.

Wonderful Product! Great Support Team!

Commentaires : Overall experience has been great! Once we got off and running it was pretty simple to figure out. Can't say enough how how much we enjoy using your system!

Avantages :

Completely streamlined our business and increase our project oversight throughout the company. Huge time saver. Software continues to improve overtime.

Inconvénients :

Customer management is still difficult for repeat clients. Scheduling crews using the calendars need additional flexibility and tags to allow production managers to follow the process of material ordered, materials delivered, roof complete, roof inspected, etc. Multi job function financial master sheet should allow the option to manage or modify finances of the overall project. CRM could be greatly improved by integrating a hail recon or other ap to alert us when a previous client has been in a hail or weather related event. Increases repeat business. I would recommend access to training videos that shows you how to setup and use different parts of the program. It would greatly decrease the time needed to get off the ground and increase the ease in which companies to maximize the potential of your project.

JP for Warehouse Managers

Commentaires : Overall, I like using JobProgress. It is easy to use and with a little exploration I can figure out most things I need in order to do my job. I have actually thought about recommending it to some of my other friends in the construction business that do NOT use software to manage their bidding/scheduling process.

Avantages :

I started my position at the start of this year with NO experience using anything like JobProgress. With minimal training (I learn better by clicking and finding things) I was able to use the program for what I needed. I use it on a daily basis for prepping orders for my crews. It is very easy to use the Work Order feature to get the materials ready for the next day's jobs. I like that I can leave notes in the job for others and create tasks for myself and others. The new feature of adding information to the photos is nice.

Inconvénients :

In order for changes to be seen, the screen has to be refreshed. When I come in to my desk to look at the calendar, it would be nice to know that it is current. Maybe adding an auto refresh feature so that when changes are made, the entire system is updated would be helpful. Another feature that would be helpful would be built-in inventory management that would synchronize the work orders with the inventory.

Overall Impression of Job Progress

Commentaires : I believe this was covered in the above comments

Avantages :

This CRM Program was an excellent choice for customizing the interaction with QuickBooks. Invoices synced to QuickBooks directly from sales management and proposals kept everything up to date at all times. The ability for sales staff to review P&L information on their jobs, limited the exposure to our Quickbooks accounting information.

Inconvénients :

During the day Job Progress becomes slow to react to input and refreshing often sometimes helps. During the first 90 days, oversight had to be managed to make sure the synch between Job Progress and QuickBooks was active. Once both programs learned the terminology used and the terminology that had to be changed, we have had no problems.

Should help our company's organization and make us more efficient.

Avantages :

Digital documents/signatures. Customer webpage. Ability to keep my sales reps and our customers more organized and keep better track of them. Production and scheduling. App based for working on the field. Overall it's a solid program.

Inconvénients :

There are a few things that need to be added or corrected but I know they are working on them. A couple off the top of my head would be: Ability to customize your work center page. To remove the product adds and classifieds at the bottom and replace with something relevant to our company such as "Company Announcements" or a "Note pad" for example. It's not a free program, we pay a good amount for it so I feel we should be able to remove these and replace them with something that works better for us. Issues with the Multi-project option. You need to be able to invoice and work directly off of the parent job invoice and financials rather than having to invoice each individual trade. Because of this we need to use the single project when Multi-project would be better suited. Ability to change a single trade to a multi-project at any time. A project may start as a single trade and need to be changed to a multi-project.

Job Progress review

Avantages :

You can see your projects from start to finish You can adjust what everyone sees in their different roles The flags are great and help keep things organized

Inconvénients :

There is too much loading time. You can not add someone to a conversation later, if you want to include another member you have to start an entirely new message thread The new calendar takes even longer to load since the new update If there is any added stage it does not apply to the previously entered jobs, if you want them to have all the current stages you have to go and re-enter and then delete all of the duplicated I wish there were more color coding options so that you could customize it to suit your business

Job Progress Customer service is awesome

Commentaires : Wish there was a library of tutorials for each feature in financials. I really like the features, the look and organization of the options. However, it does seem like some of the features are redundant.

Avantages :

User friendly, easy to learn. Displays 99% of information on first page of customer profile.

Inconvénients :

Cumulative invoice does not display each payment properly. Build dates are not on first page of customer profile. Not sure how to use the refund feature in financials

Great CRM tool

Commentaires : Overall it’s the best CRM we have used.

Avantages :

It’s easy to operate. Also love that there is a phone app to upload photos while on the job.

Inconvénients :

Sometimes when there are large amounts of photos or documents it freezes up.

Tam's Review

Commentaires : Absolutely love and appreciate the Customer Service end! Well done and do please continue to keep focus on this very important aspect. Customer is not always right, we all know this.
Your Team does very well to keep calm without stating an obvious 'user error' operation. They have clearly worked with me to get to the challenge/task at hand.

Avantages :

- Ease of estimating and sending proposals - Templates - Photos in customer file - Continued growth of product...

Inconvénients :

- No notification when JP is working on software in background; this affects speed and functionality of program. - No notification of known issues that JP is aware of that may affect certain areas of program. Basically, be a bit more human with communications. You have a great software program!