Best CRM For Your Money!!

Excellent or A++

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.

Add More Features/Uses

I love the customer service you guys provide, and I hope that doesn't change as you expand. The database itself is user friendly, I just see potential for more features

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.

Too many clicks to achieve the goal..

It's cumbersome when you have to click, check, click, check, etc. to get to where you want to go. I also don't like the fact that at some points when you're doing a task within the job, it doesn't show you what job your on any longer because the secondary screen (like an email or template) covers the important portion of the screen. It is almost imperative that you have multiple screens open at the same time so you can achieve what you want. I also don't like that you can't reply to a task. You can add on to a task through edit, but the original sender doesn't know that you edited or added any notes or questions to the task unless you let them know to look at the task they just sent to you, which defeats the purpose if I have to call them to tell them to look at the task and new notes, I might as well not have sent the task to begin with. Just a thought.

Pros

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

Cons

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??

GOD SENT SOFTWARE!

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.

Pros

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.

Cons

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.

Great way to streamline processes

We aren't using JobProgress to its full capability yet, but will be soon. Right now, it has really helped our communication with our customers be more efficient as well as keep track of our sales pipeline and estimates. We are LOVING it compared to our previous CRM.

Pros

I love that we can see how many jobs and dollar volume in each step of our sales/production stage and easily move jobs to a new stage, sales automation with automatic emails to the customer every time their job changes status is WONDERFUL. I also love using the production calendar for scheduling. Being able to set tasks or messages within each job is also great for keeping track of internal communications regarding each job. We also were able to have them create templates that look identical to our paper proposals. The ability to send, sign, view, and accept a proposal with just a click of a button is great.

Cons

It would be great if jobs could automatically move stages in the workflow when a corresponding action is taken (e.g. if setting an estimate appointment would move it to our stage that corresponds with appointments scheduled, or moved it to "job scheduled" when we set a production date), but I understand with custom workflows this would be hard to make happen. It would also be nice if more information from the measurements or estimates translated into the contract and/or work order. We currently use excel workbooks for estimates, contracts, work orders, and purchase orders, and all the pages talk to each other so we only have to enter information on one page. We haven't used JobProgress work orders or proposals yet because of this. In the calendars, if you put an appointment on one person's calendar and choose someone else as an attendee, it doesn't show up on the attendee's calendar, so we have been having to set duplicate appointments to do that. It would be nice if I set an appointment for X and Y needs to be there too, that I be able to set one appointment and it show up on both calendars.