JOBPROGRESS

Pros

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

Cons

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

Alternatives Considered

Reasons for Choosing JOBPROGRESS

Switched From

Reasons for Switching to JOBPROGRESS

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing JOBPROGRESS

Switched From

Reasons for Switching to JOBPROGRESS

Pros

The job management product is easy to use and user friendly

Cons

It cannot connect or read data from our company database

Pros

Store all job history in one page. Easy to add notes and link in the sales team to track each job.

Cons

Internal messaging, linking or using this program for scheduling, and more ease tracking the job's finances

Pros

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.

Cons

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.