JOBPROGRESS - Avis

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.

[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.

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.

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.

We love the work flow stages and the customized automation you can do when moving a job from stage to stage. Also, the custom proposals are really cool, I don’t know of another crm that has this feature.

There are several items you are able to customize and categorize by company division. However, you are not able to on certain items, for example , the proposal viewer, the customer sees the customized proposal but the tabs on the left are one size fit all. I would love to be able to choose a custom proposal viewer to send with the proposal depending on if it is an interior, exterior, etc.

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.

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

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.

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.

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.

I like the simplicity of Job Progress for the most part.

1st) I think the functionality could be a lot better. I hate that I must refresh my screen to know that I have new tasks, and messages, and emails. If I am working on something else, I might miss something that needs immediate reaction because I have not refreshed my screen.
2nd) I also have a problem with the fact that when we send emails from JP, after you have typed your desired recipient into the "To" line, if you check the attachment or change the email in any way it erases the "To" line and automatically inserts our own email. So if you're not paying attention, you will send the email back to yourself, and NOT the person or company you intend to send to. Why??

I love how we have a "pizza tracker" for our customers and a customized webpage.

The time sheet and tracking options, the ease of getting training for our staff

The best thing about Job Progress for me is that it can be accessed anywhere across multiple device formats. That, and it does bring everything together. Getting to the point of using it to it's full potential has been an issue but at least there is potential.

While Job Progress has multiple positives it tends to be a bit of a sluggish process as a regular user. If I was a sales rep maybe I wouldn't notice but as someone who heavily uses Job Progress to assign sales leads and connect with customers things can be sluggish and unresponsive at times.

Everything is together in one place. With JP and QB Online, I can check on my business from be beach in Costa Rica. We track leads better, we follow up better, we deliver faster, our field guys are better informed because they have pictures of the jobs with the work drawn on to them.

Customers are also impressed. I thought tablets and internet connections in the field would be a problem but it really has not.

Took a while to get used to because it substituted for our entire process. I wish it were flexible in some areas BUT the more time I spend with it, the happier I am. We ran a parallel test with current systems in Q4 2017 and then implemented on Jan 1 2018

The breadth of functionality was what drew us initially. Particularly the webpage to provide to customers with updates however we have not used that to its fullest extent.

The program is slow to operate at times and while it does what we want out of the system, it is a little cumbersome to get everything entered in a timely fashion

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.

I tried multiple competitors' software, and none offered the ability to create a custom template for job photos. Additionally, all integrated with Quick Books Online, but not QB Desktop. JP does both.

The form template builder is a little clunky and not very user friendly. No way to link or capture video. Delay in fixing Google integration. Only QB Online CC payments. Delay fixing GreenSky integration.