Overall great experience so far, collaboration is easy and keeping track of spending / job progress / billable hours is simpler than other platforms.

That the layout is clear and easy to navigate. It makes it easy to assign tasks and collaborate with the rest of the team. Also love how easy it is to track time using the Weekly View timesheet window.

The financials page can be confusing when flipping between Estimates, Financials and Invoices (numbers repeat themselves, and line items are used a bit differently on each page).

Their onboarding and customer service people have been great. I love the check-ins that they do to see if FP can be more useful to our company. Any technical problem that I've had has been resolved in a speedy manner.

We love it's ability to have over-arching projects that individual jobs are tied to. We have a lot of clients that give us a large PO to cover multiple things. We also like the ability of manage deferred payments / deposits in the system. I also like that the development team is listening to their users requests. There is a Submit and Idea button available, and users can view others ideas and give their input as well. Their Help Centre is fabulous, too, with videos, briefs, Crash Courses, Webinars, and a library of help topics.

I feel the reporting features could be improved. They do have wonderful reports for getting granular data, but they don't have the particular information I am looking for in a report. Users do, however, have the ability to download data from reports to spreadsheets so data can be arranged in a report of their choosing.

Function Point has grown with us as we've grown as a company. Their support team is responsive when question arise, and I know that everyone from their account team to product development to support is available when I need them. Their interest in soliciting feedback and involving clients in their roadmap development is so welcome.

Budgets, tasks, and schedules can all be connected and feed into each other, meaning less work for our team. Enter a timesheet entry and everyone knows the status of that task and how it has affected the overall budget immediately.

I think most things are specific to how we do business. For example, we'd like more customization of contacts and companies so we can track details more specifically. Right now, we're maintaining two CRMs -- FP and Salesforce. It would be amazing to combine them. We'd like to be able to give clients more insight into their projects. We stopped pursuing the client portal because it looked outdated. Perhaps that's changed. But providing some way to share a real-time timeline / schedule with clients would be valuable to us. We'd also value a re-do of the Resource Planner / Scheduler that allowed us to look at forecasted work, landed business that's not yet actionable (draft tasks) and landed, actionable work. This would give us greater insight into what business we can commit to.

Function Point has helped to consolidate and digitize a lot of the things that would have been done either in physical, print form (such as recording time worked on each task), or in a less efficient way (such as creating estimates).

What I like most about Function Point is the ease of creating estimates and saving templates. It allows us to provide very in-depth estimates to clients and prospects, which we have received compliments on. Very rarely do I see estimates that are as detailed and clear as the ones that Function Point allows us to create with relative ease. Likewise, the simplicity of creating an Invoice from an existing Job also streamlines the process tremendously. We also make extensive use of the Notes function to create easy-to-follow instructions for our artists to follow. The fact that these are then saved automatically with the Job and are easy to go back to and reference is very helpful. It makes organizing them and trying to keep track of them much less of a hassle.

One thing I don't like about the Function Point software is that, when a Job is "closed," any tasks that remain un-completed just sit on the Tasks/To Dos page on the homepage of FP. Sometimes we find that tasks we initially think will be required are not needed in the end. Once the Job is closed, I'd much prefer that the "left over" tasks automatically get marked in some way as to indicate that they were not completed, while still being removed from the Tasks/To Dos list. My list is constantly cluttered by Tasks for Jobs that were finished weeks ago, but which I know nothing about because I was never required to actually complete that task. It ends up that someone has to manually close out every individual task that is not needed. Feels like a waste of time.

Much happiness.

The connect to email feature is fabulous, as is the Campaign view especially for viewing financials across several jobs at once. Just being cloud-based is a huge plus too. Very customizable which has made our team's immersion great, support is fantastic and very fast. We all love it!

Sometimes the organization is a little irritating, ie if I click into a job's Notes from the icon on the Summary page (as opposed to the Notes "tab") I'm now in an overall Notes space and no longer under the umbrella of the job I started from. Even with the breadcrumbs, I find I have to do a fair amount of backward navigating to access info I'd already navigated to. If I click into a task, to get back to the main task list I have to navigate back to the job, then back to the Tasks tab/list. I know we can use the browser's Back button but that doesn't feel like true navigation and sometimes needs a refresh to update which is just another added step. Just seems funny to me that sometimes while navigating within a job, you are taken outside of it even if you are still just viewing its contents. Overall this is minor and we've gotten used to it, and I'm sure there are reasons why things are the way they are, but if I could change it I probably would. Only another thing I'd say is that more text formatting options would be huge, being able to set a text to even just one other color (red?) or highlight portions of text would make tasking things out even better.