Leap - Avis

It was the best on the market at the time we enrolled

It has so many flaws -the email load chain is obnoxious, emails get lost or never received, there are too many steps to do simple tasks, the custom contracts are not readable to the finance portion, estimates can not be converted to contracts, the calendar has never synced properly, it’s hard to access closed jobs if archived, pictures take forever to load through the app, there are too many options on the system that don’t pertain to our industry (pool business)

Their service and support staff are amazing. Easy to use platform for the reps to use in the field.

It does have it's "bugs" every now and again.

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.

This software keeps records of where we are with our projects both financially and allows us to know the stages of our projects, I am a newer user but it was very easy to integrate our business into the program. The team is always available to help me manuver anything I have done incorrectly or struggle to do. I see our company growing substantially and also growing with all the functions this program allows me to use.

There really isn't much I don't like about the software, I guess if I could change one thing it would be to have a clear page with our logo where I could add our Contract page to.

Multi user, realtime, office and field access. Ability to upload and view all documents, photos, material list and work orders anytime.

The ability to edit format is not avialable, once something is set up you dont have opportuities to edit, availabity to set up pricing and documents without having to pay the fee to have them available in the system.

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.

The ability to customize the workflow %100 to your needs. Using Job Progress automates your workflow when you set it up correctly. Every time you have a question or need help it is very easy to contact JobProgress and get ahold of someone who is always great help. I would highly recommend this software to any contractor out there!

There is really not much to not like! I enjoy every bit of this software.

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.

Job Progress has helped keep track of the order of each job and what needs to happen next in the selling process. It has helped us to know where each customer is in the process.

Email does not integrate with external Gmail accounts. The only way you get notifications is by being on the app or online logged in.

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 the ability to save documents (contracts and c/o's) for accounting.
Job stage.
Love the tasks! This is how the field communicates with accounting to bill the job.

I don't like how the C/O 's work in the financial part. Maybe I just need more training.

I'd like to be able to invoice and select the c/o to be added to the orginal bid.

This CRM Program was an excellent choice for customizing the interaction with QuickBooks. Invoices synced to QuickBooks directly from sales management and proposals kept everything up to date at all times. The ability for sales staff to review P&L information on their jobs, limited the exposure to our Quickbooks accounting information.

During the day Job Progress becomes slow to react to input and refreshing often sometimes helps. During the first 90 days, oversight had to be managed to make sure the synch between Job Progress and QuickBooks was active. Once both programs learned the terminology used and the terminology that had to be changed, we have had no problems.

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.