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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.

Review

Avantages :

I love the features, when they work accurately. Very user friendly for the field. The staff is very friendly. They try and help where they can.

Inconvénients :

The reporting is not accurate and I have sent in several emails calls complaints etc. with no responses on the status. Some things get fixed and I am always told they are "working on it" but i have been complaining about the reporting hiccups since we started a little over 2 years ago. Another down fall is some times they cant even tell you how to pull certain repots to get information you want. The staff should 100% know their product. I pay in full and have never been discounted/compensated with all the issues we've had. They need to work on better follow ups and updating customers regarding issues.

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.