we can record jobs, dispatch jobs, keep track on progress, this then follows to easy invoicing with all data carried through. you can record info in notes of calls .quote customers .allow customer their own access.

Filtering options need tweaking for searching

helpful staff and the software is very thorough

the fgas stuff is great, the PPM planner is great all in one place and easy to use

the jobsheet templates are hard to design they seem to not work too well and need alot of adjustments i am having to put alot of time into the process of setting this software up and the jobsheets im finding abit frustrating. It would be amazing if the engineer could raise POs but we are getting around this.

Bad

The only pro I have is that I stopped using it soon after I purchased. Wasn’t good at all

Basically a lot. Get sucked into the annual plan, promised everything you asked for. First hurdle and wasn’t good at all. I asked back in May 2020 that I have issues, and basically get fobbed off. Customer service is useless, and very slow. Again you get promised it’ll go to development team for review and get nothing. Ask them to help and say we can’t as it doesn’t do that, but we have a work around. I find this silly as the work around takes longer then just inputting into a spreadsheet or any other kind of software you have before you use Joblogic. Very disappointing and no part refund or help. Stay well clear

We joined JL back in 2016 and started with the old desktop version. Going from what we were using to JL was a big step for us with a trip up to Birmingham for some training. It was essential that we could import existing customer records from our old system to JL and we received a great deal of support from JL during this setup period. Since migrating from desktop to cloud version we have had on site training which was great and saved us the expense and time of travelling from Cornwall to Birmingham. Everybody we have dealt with at JL since we joined have been great and always very helpful. I think sometimes when a company like JL expands very quickly they can forget about the smaller companies like us but it has never felt this way for us, I really cant imagine a day when we look to move away from JL.

Too many pros to list here! The most useful thing has to be the way the calendar/diary and allocation of jobs to engineers works but also the invoicing module which integrates with Xero effortlessly.

Not being able to upload a large batch of new customer site addresses ourselves. We can add individual new sites but when working with large new developments like we do, which can be made up of 100's of properties a batch import is essential. The work around is that we have to send the completed template to JL and ask that they upload the bath of sites for us which can take a few days to be done. We were able to batch import sites ourselves on the old desktop version so it seems a bit of a step backwards that we cant do this on the current version.

We have been operating for 50 years, and all our systems and records have until very recently been paper-based. This has created various bottlenecks that have been damaging in terms of efficiency and responsiveness to customer requirements. I have embarked upon a root and branch upgrade of our business processes, hardware, software, training and recruitment and part of this has been sourcing a CRM/Job Management System that will allow us to refine our processes across all our activities and improve efficiency. We've started using Joblogic only recently but have rolled it out across the company already because the staff and management have picked it up so quickly. We have already noted significant improvements in our responsiveness to customers. All our office staff now have instant information to hand, instant updates from field engineers and can provide answers immediately over the phone despite not even necessarily having known a job was being undertaken. We aim to use Joblogic to the full, from creating quotes to purchase orders, to completing jobs and linking all the end result into our accounts software.

The software is easy to use, and the interface uses plain English text. The menu structure is excellent and intuitive. The manuals get you off the ground quickly by focusing on the most used elements, and are backed up by great videos and an extremely helpful, proactive and supportive 'on-boarding' team that are available through the live Chat service, by phone or email. I've used the chat system extensively as I've needed to ramp up the project quickly in all areas of the business in order to move from the paper-based system to this one without having the two running parallel for too long. The team at Joblogic have helped us every step of the way so far with rapid support, great work on the back-end and a great ear for our needs.

The software and therefore our data is web-based. It's a risk for us to put all our work, notes, client files and potentially years of data somewhere other than on our offices. In an ideal world we'd have the software installed locally on our computers and our data files local too. Having said this, I raised my concerns with Joblogic and they told me how to export our data, which at a push could then be re-imported into another software developer's package if the worst happened with Joblogic.