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Description de Leap
JobProgress est une application TOUT-EN-UN "Run your Business" pour TOUS LES PRESTATAIRES. JobProgress équipe les entrepreneurs avec une application facile à utiliser qui produira des résultats inégalés en vous permettant de contrôler, d'organiser et de gérer votre entreprise partout, à tout moment. JobProgress est facile et puissant, permettant le travail d'équipe et le flux de travail du point de vue de l'entrepreneur en rénovation domiciliaire afin que vous et votre équipe puissiez suivre, surveiller et mesurer intuitivement leurs progrès.
Qui utilise Leap ?
TOUS les entrepreneurs et les commerçants de rénovation résidentielle.
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Alternatives envisagées précédemment :
Small but big
Avantages :
We like using e-signatures without having to pay extra.
Inconvénients :
Setting up some of the templates and macros is cumbersome.
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.
Bath Experts Leap Review
Avantages :
Having pricing, proposals and contracts in one place is super helpful.
Inconvénients :
The back end / setup / changes can be really difficult to navigate without help.
Réponse de l'équipe de Leap
il y a 2 mois
Bob, thank you so much for your helpful review! We agree, one of the best things about Leap is having pricing, proposals, and contracts all in one spot. We appreciate your feedback on getting your portal set up. At anytime, we'd love to get your insight on your setup challenges, so if you want to drop us a line at marketing@leaptodigital.com, we'd love to hear from you. - The Leap Team
Alternatives envisagées précédemment :
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.
5-Star Excellence
Commentaires : It has been fantastic when needing help from support or our CSM ([sensitive content hidden]) they have all been phenomenal.
Avantages :
The UI and UX are some of the greatest parts about the applications. The mobile applications are really great when in the field and needing quick support. The programs have been designed to really support the contractor/customer.
Inconvénients :
The only thing I would like to see with LeapCRM is just the addition of a call center platform with a calling queue, other than that I think it is a great product.
Réponse de l'équipe de Leap
il y a 3 mois
Hi Mike! So glad to hear you love Leap CRM's UI and UX. We also are happy to hear that you're satisfied with our CSMs. Happy to provide a better CRM to help empower your business. - The Leap Team
Alternatives envisagées précédemment :
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.
My overall experience
Commentaires : I have hardly any issues at all with Leap. Some reps have a hard time with the app since it has updated, although it is still manageable.
Avantages :
Easy to upload documents, payments, etc. Calanders and tasks are extremely helpful.
Inconvénients :
The progress board I sometimes have a hard time with when looking at total revenue numbers for the year. I don't feel it is entirely accurate which makes it hard to collect sales totals and track our goals.
Réponse de l'équipe de Leap
il y a 3 mois
Hello Emma! Thank you for the 5-star and glowing review. We really appreciate you taking the time to write it. This quarter we're rolling out a mini-update to document management that should make finding documents even easier. We appreciate your feedback on the progress board's revenue metrics. You might be interested in looking at our Data Builder tool to help with that. Glad that you made the switch to us! - The Leap Team
Leap is made by a salesperson for salespeople
Commentaires : Great! Once setup and deployed there is minimum maintenance needed.
Avantages :
It controls the sales process, training, and profit margins
Inconvénients :
The app constantly needs to be updated or you receive errors. Additionally, I would like more controls in place on what reps can and cannot do.
Réponse de l'équipe de Leap
il y a 4 mois
Hi Chadd! We really appreciate you taking the time to give us a review. You and our wonderful userbase is why we do what we do every day. Cheers! - The Leap Team
BAIT AND SWITCH
Commentaires : Horrible. They sold a product that included GPS tracking. After spending a lot of time and money cancelling current GPS tracker found out that LEAP's tracking system is "in beta" therefore has A LOT of glitches. Didn't even work for the first 3 months. Worked for 2 months then stopped again. They have zero sense of urgency and they're staff has very limited knowledge in what they claim to specialize in.
Avantages :
The ease of navigating throughout the app.
Inconvénients :
Lack of support, unable to provide the services claimed.
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.
Alternatives envisagées précédemment :
614 Exteriors - User Experience
Commentaires : Poor, The only reason we are still with Job progress is because of [SENSITIVE CONTENT]. Hopefully, the new contractor success manager can help us get this software up and running.
Avantages :
[SENSITIVE CONTENT], She is the only reason we are still in contract. She handled a very bad situation excellently. She is the only reason I'm reviewing the software.
Inconvénients :
Customer support is difficult to work with, to say the least. I had to request a new contractor success manager because It was so bad. We almost switched to a new CRM due to this. Customization is much more limited than originally told to us. The proposal/estimate template creation function is very hard to work with. I've used dozens of systems like this and this is one of the worst to try to manipulate. I had a 25-year-old in our office who is tech-savvy get up and walk out frustrated with this. (He was simply rewriting a contingency form). If you can implement the input function into a google spreadsheet it would be much appreciated, as I can actually create the proposal I want in google.
Make the Switch, It was a Game Changer!
Commentaires : JobProgress has been a great addition to our company and we consider them part of our team. From IRE till now, [SENSITIVE CONTENT HIDDEN] has been great and has made or impacted several requests for changes and updates that we have requested. The support team is wonderful, efficient and actually listens to valid request to their software.
Avantages :
The overall flow of the program and the ability to use MACROS! Game Changer for any estimator on the fly.
Inconvénients :
So far we have not encountered a "least" option for our business, if anything it is small petty changes to fit our operation.
Job Progress review
Commentaires : Our sales staff is much better organized as a result of using JP
Avantages :
Nice homepage layout showing the progression of our construction jobs. It makes it easy to quickly identify what needs to be done to move things along.
Inconvénients :
I would like to see an area on the Jobs List where we can see if someone has viewed our proposal. Currently, we have to go into the Forms/Proposal tab to see if its been viewed. This would make it much quicker for our staff to navigate through a large number of proposals on one page.
JobProgress for the Win!
Commentaires : Our company is very satisfied with JobProgress overall. It has made our scheduling and in house processes run more efficiently.
Avantages :
I love all the customization options! We can really make this CRM our own and make it work for what we need as a company. It's so user friendly- I was very surprised that the Roofing Specialists here took to it so fast and are able to maneuver through the software with minimal questions.
Inconvénients :
I would like to see more information transferable through QuickBooks. Right now, I have to manually enter any expenses for each job, instead of being able to pull that information from QuickBooks itself. The CRM we used before pulled each expense/credit, and it was easier for my Roofing Specialists to look at how much they have in their jobs. Also, if there was another option in the estimating to where you could hide view of just the markup/margin. If you just hit the "Hide Pricing" button, all the pricing goes away. The customers like to see their prices itemized.
Great Product for GCs - Not Sales Friendly
Commentaires : Would highly recommend it to any general contractor, but as I mentioned before is not extremely sales friendly.
Avantages :
Logical progression of jobs from one point to the next. Logical organization of contractor and subcontractor projects for ease of assigning tasks to certain projects. The mobile interface is amazing and I can manage 90% of what I need to on the mobile interface. Amazing job with that!
Inconvénients :
Does not lend very well to the ease of follow up lead management for a sales person. Also, not being able to retroactively apply updates to past accounts is a little infuriating to be honest. I often have to put older jobs in the incorrect labeled buckets.
Great software for team work
Commentaires : We have been able to communicate as a team better now that we have a system in place to help eachother out. The tracking on proposals is great to know what our clients think of our bids and estimates.
Avantages :
It is easy to track everyone's progress on projects and if they need help on something it is so easy to go into the project and see right where it is at.
Inconvénients :
The integration with QuickBooks did not work for us and for how our system is set up, but we are working on linking them again
Alternatives envisagées précédemment :
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.
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.
Alternatives envisagées précédemment :
Pros & Cons
Commentaires : Very good, would like it to be easier to use
Avantages :
I love how we have a "pizza tracker" for our customers and a customized webpage.
Inconvénients :
The time sheet and tracking options, the ease of getting training for our staff
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.
Horrible Software
Commentaires : Horrible. It took me months of constant requests for assistance, before we finally cancelled altogether. The company refused any sort of reimbursement, for the 6+ months we paid for the software and were unable to use it due to their own customer service negligence.
Avantages :
Nothing. We had abysmal customer service, setting up the pricing, templates, etc., was far too complicated to implement without assistance. The only assistance we were able to get were "how to" links to expired on out of date processes.
Inconvénients :
Setting up this application was overly complicated with little to no assistance at all. This rendered it useless and a waste of time, effort and money.
Réponse de l'équipe de Leap
il y a 4 mois
Hi Jamie, Thank you for taking the time to give us feedback and for bringing your issue to our attention. We’re truly sorry to hear that you’ve had a frustrating experience with our software, and we apologize for any inconvenience this has caused you and your team. We understand your concerns about onboarding with Leap SalesPro and apologize for any difficulty you experienced. We understand your team met with the Leap SalesPro onboarding team about your difficulties and we’re sorry we couldn’t reach a satisfactory outcome. If you’re open to it, we’d love to discuss this further and help resolve any outstanding issues. Please email us at salespro.support@leaptodigital.com and we’d love to see how we can make this right. Thank you for your patience and for helping us improve. - The Leap Team
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.
Réponse de l'équipe de Leap
il y a 6 ans
Joe, Excellent input ... Appreciated! We hear you! 1. Some improvement to WorkCenter customization 2. More relevant Company centric activity 3. on Multi-Project (ability to invoice off the Parent) 4. More flexibility between Multi-Project and single trade jobs Got it ... we have already begun efforts on some of those points and will discuss the rest
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
Réponse de l'équipe de Leap
il y a 6 ans
Thank you for your continued use of the JobProgress Platform. We are constantly attempting to improve performance and features. We have made and continue to make improvements regarding load time and invest in our overall security and infrastructure. We appreciate your feedback.