Opiniones de JOBPROGRESS

It's easy to track each new lead and to follow up when needed. I love that every email, invoice, etc. are easily linked to the job, and easy to make changes/adjustments. I like the way the jobs "flow" and that we can have changes made to fit our company's needs.

Sometimes it seems too slow. I have to wait for a page to finish processing before I move to the next thing I need to do. It could be our internet, but it's consistently slow on this software, not everything I'm doing...

User friendly. Integration compatibility is very nice. By allowing us to input our company’s workflow into the system really helped us to bridge the learning gap, a lot of comparable systems force you to fit your workflow into their software structure and that doesn’t make for a good experience. Having the freedom to structure JP to how our systems work is the one of the best attributes. JP’s customer management portals is second to none and certainly helps to separate us from competitors.

I’m sure cons exist but we haven’t found one yet so I really can’t speak to that.

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.

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

I like that it is cloud based, accessible from anywhere. The ability to create a job flow tailored to our company is nice as well

I wish that switching between our distributors didn't make us change Macros

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.

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.

Easy to program, great features, super folks to work with. The best part is that this platform seems to outperform all the other platforms we've tried and it's much more reasonable in price.

There are still a few features that are being built-out -but the development team seems to be working on them. These folks are also very receptive to our needs.

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.

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.

Overall the software is good. We use it with our roofing division and it does what we need it to do.

While the mobile app is better than most I do not like that you cannot delete jobs from the app. I would prefer if the app could do anything the online software can do.

Customer friendly. Easy to understand.

I had my whole company sign up for JP and was promised a referral bonus that was never received.
Please advise [SENSITIVE CONTENT HIDDEN] Ryan Shumway with Highland Contractors Rochester N.Y

It is constantly being updated and beneficial features added. Amazing support 24/7

Some may feel there is too much versatility. This is not truly a con simply the only negative thing I mention.

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!

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.

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.

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

The ease of use on this software is fantastic. It is far easier to navigate than other systems we have tried. Customer service is great and [SENSITIVE CONTENT HIDDEN] has done a great job onboarding us and helping us get the system set up and customized to work best for us.

We would like to have a safeguard in place so that you can't send an estimate or proposal and show your price calculations by mistake.

The ability to move jobs in the different stages with ease and without losing customer information. This has improved our communication from the office to the field.

Subcontractors cannot move job status within job flow from phones --- patiently waiting the update for the phone.... patiently waiting....

Analysis functions are weak and could be enhanced to analyze sub-contractors and sales, job performance, better functionality for sales performance, etc.

Document management, job note capabilities and templating for materials orders and estimating are great.

The time tracking feature is basically useless because the only thing you can do is literally clock in and out of a certain job. If you forget to clock in at a specific time the whole day is ruined so you have to continue to have another system for time tracking for payroll - Which is annoying for something that should be a one stop app for everything. Additionally, it makes it impossible to use it for specific job labor hours because it may not be accurate.

What i like most is being able to track every customer, every sale, every day. No one gets lost or forgotten about.

We have to use a separate calendar because we have multiple accounts and the calendars cannot meld to one.

The ease of use and multiple tools to maintain my company.

I haven't found anything yet that I don't like.

I'm new to the industry, less than 6 months ago. I was introduced to JP my first day on the job and I have loved using the software. I love that it has the templates available so that you don't have to re-write the same email over and over again when you onboard a new customer. Moving customers through the stages is very helpful from a sales perspective.

Sometimes, I find the document management a bit clunky, especially on mobile. I find myself having to spend extra time searching for how to access documents for a customer on mobile whereas I don't have to do that on the desktop version. I also want to be able to set an appointment directly from a customer's profile with that customer, but you have to go to the calendar feature first and then add the meeting that way. It would be way more functional to have the ability to schedule directly while in the customer screen.

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...

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.

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.

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.

#1 reason is my training guy. He was extremely knowledgeable, answered every ridiculous question, patience of a saint. He let me text him questions at anytime to get an immediate answer so it wouldn't hold up the job. As for the software, amazing. We are a small, family owned business who did things the dinosaur way: paper and pencil. It took alot to get the owner to convert. The program is user friendly, company adapable, can be used on mobile, IPad, and desktop, and best of all, keeps us all in contact with one another and the client.

There were a couple of glitches that came up, but you were always able to take care of it promptly. The most difficult for me was switching between desktop in the daytime to mobile in the evening. But practice makes perfect. I've got it now!

1. In this software Social media integration feature is great.
2. Schedule the appointment with customer, appointment synchronization with google calendar awesome.
3. Template builder tool in Web is Awesome.
4. Another functionality of this software production calendar is great.
5. User level Permission is great that help to a organization work accordingly.
6. Proposal Tracking whit mail is Grate functionality.
7. Mobile app is also great implementation of this software.
8. Over all this software is Great Product.

1. In mobile app Insurance proposal not edit.
2. Invoice not create in mobile app.
3. In mobile app production board functionality not implemented..
4. Mobile app have some Limitation.

At this time, nothing. There is very little that I can trust when using the system.

The calendar says it has a 2 way sync with Google but its been broken for as long as I have used the system (over a year), the reporting functions within the system are very poor and half the time when you set filters for the reports (the same filters) you get different information, the activity feed does not capture everything that happens on a job/ with a customer and its leave the user questioning how certain things on a file were done/ by whom. There are several other items but these are just a few.

It helps us stay focused and allows us to keep documents, images and notes all in one place.

True integration with QuickBooks is lacking. Not syncing and recognizing tax per area. Incredibly cumbersome.
The lag time from screen to screen is very slow. Also too many clicks or taps to get to basic information.

Beta version is impressive and when we received a demonstration at the IRE, we were really excited with the capabilities.

Advertised functions don't work and they have nothing to help you transition away from your existing platform. All the data that needs to be moved over is on your shoulders and they aren't any help.