We like using e-signatures without having to pay extra.

Setting up some of the templates and macros is cumbersome.

I've had a wonderful experience with the software and support when needed. JobProgress is doing a wonderful job.

I like the User interface and the ability to enter in data and some of the customization.

There is a lot and utilizing the features the best way possible.

It has been fine, not excellent. We have had major issues with the email portion and have spoken to support about it way too many times

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)

So far things have been very good. [SENSITIVE CONTENT HIDDEN] is usually pretty good about responding quickly. This program overall has made my life in the office much simpler.

Being able to quickly generate an estimate to a proposal is very helpful in our office. I like the act that the photos are easily accessible. Our customers RAVE about the customer webpage and how easy it is to sign the documents and it makes my life SO much easier to see who has accepted and who has not. The scheduling is very simple and convenient for myself in the office and for the tech in the field. They can easily see their schedules and know where they need to be. Being able send the invoices and to add the payments to the financials page and they go directly to QBO is probably my favorite feature of this program.

I wish i was able to search jobs by the invoice number, the way our company is set up it would make things much simpler. We have been asking to get a scope form created that we can generate directly to an invoice like what you have for the roofers who use the program.

I first started using JobProgress over a year ago. I had been seeking a CRM for trade specific industries and even spoke to all the big companies at the World of Concrete. Not one of them was able to give me what I was looking for. Ease of use, document management, complete financials, thorough reporting, customer, employee and contractor engagement. All of my divisions in my company are broken down and maintained through JobProgress and so, so much more. Other companies have those options but they weren't geared to a company of my size which meant when I needed a bug addressed or a rep to explain how to use my software I couldn't get anywhere! The crew at JobProgress care that their software is an extension of my company and I feel they are an extension of my team!! My suggestions are taken seriously and I often see them implemented in their many updates and new feature releases.

Flexibility to improvements and suggestions. Constant upgrades and new features. Robust reporting and data gathering.

Some growing pains along the way but not much to currently complain about.

Poor, The only reason we are still with Job progress is because of [SENSITIVE CONTENT]. Hopefully, the new contractor success manager can help us get this software up and running.

[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.

We experienced great customer service with Job Progress. If we have a concern or problem we can get help or advice from customer service. We have a great relationship with our support tech. Job Progress is definitely the next step to take when growing a successful business.

We love this software for so many reasons. It keeps our projects organized with contact information, photos and the current stage of production the job is in. It is easy to use and a huge time saver when getting quotes out to customers and billing. Job Progress allows improved and quality communication in all areas, with office staff, men on the field, subcontractors, delivery vendors and customers.

Editing photos in Job Progress would be beneficial to our company because we use the photos in marketing.

I have not had any issues with Job Progress, they have been upfront and honest about the monthly cost, they have always been available to answer all questions, and the program is very user friendly.

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.

JobProgress has been a great addition to our company and we consider them part of our team. From IRE till now, [SENSITIVE CONTENT HIDDEN] has been great and has made or impacted several requests for changes and updates that we have requested. The support team is wonderful, efficient and actually listens to valid request to their software.

The overall flow of the program and the ability to use MACROS! Game Changer for any estimator on the fly.

So far we have not encountered a "least" option for our business, if anything it is small petty changes to fit our operation.

It has been great so far and they are always upgrading features based on feedback from customers like me. The onboarding initial training was a little less than I expected but, with something like this you kind of have to learn as you go so it all works out

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.

Our company is very satisfied with JobProgress overall. It has made our scheduling and in house processes run more efficiently.

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.

I have been with JP for years at least 4 now. They are always there to help and train on new features. Feedback is heard and acted upon. Never have I bud such response from an [SENSITIVE CONTENT HIDDEN]

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.

100% the best decision I have ever made for my team and my company.

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.

Job Progress has helped us grow out business. The support they give us is hands down the best in the CRM industry.

This software will help you organs and grow your business. It has many capabilities to help run a construction company.

We love all aspects of Job Progress. We have not found anything we didn’t like.

Amazing!

Working with support team and the Job Progress team has been nothing short of amazing. Support team commitment to helping his clients maximize the potential of their Job Progress Operating System seems limitless. There are a few people in business like him. He’s the kind of guy that sold me on the benefits of his system, then immediately helped me implement the system and has continued to follow up with me unsolicited on a regular basis to make sure I am leveraging the latest upgrades to the platform. in several instances, we have uncovered additional ways to leverage they are technology and they have customized certain processes specific to our company. This type of customer service doesn’t exist anymore. These guys are serious about what they do and 100% committed to their clients success. You really feel like you have a true partner, and the cost becomes Insignificant when you consider the incredible value of the relationship. This platform has simplified and streamlined our systems and processes allowing us to focus our attention on revenue generating activities. This system provides a seamless process for our customers, and has streamlined our back end operations, making them much more manageable, and freeing up tremendous amounts of time. Precious time, to get back to the family!

There is nothing I don’t love about the software.

Excellent program. The team use it which everyone knows is the problem

The integration was very easy. They helped with setup which was much different then any other program we have used. The ease with which you can email for digital signatures has been a god send during the pandemic.

I wish the accounting features worked. It doubles everything up.

I love the customer web page and that all their info is stored in one place for them. The functionality of the work flow is great.

An ability to set user permissions to a macro. Supplement section.

Good, need to dial it in more.

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.

I believe this was covered in the above comments

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.

Digital documents/signatures. Customer webpage. Ability to keep my sales reps and our customers more organized and keep better track of them. Production and scheduling. App based for working on the field. Overall it's a solid program.

There are a few things that need to be added or corrected but I know they are working on them. A couple off the top of my head would be: Ability to customize your work center page. To remove the product adds and classifieds at the bottom and replace with something relevant to our company such as "Company Announcements" or a "Note pad" for example. It's not a free program, we pay a good amount for it so I feel we should be able to remove these and replace them with something that works better for us. Issues with the Multi-project option. You need to be able to invoice and work directly off of the parent job invoice and financials rather than having to invoice each individual trade. Because of this we need to use the single project when Multi-project would be better suited. Ability to change a single trade to a multi-project at any time. A project may start as a single trade and need to be changed to a multi-project.

You can see your projects from start to finish You can adjust what everyone sees in their different roles The flags are great and help keep things organized

There is too much loading time. You can not add someone to a conversation later, if you want to include another member you have to start an entirely new message thread The new calendar takes even longer to load since the new update If there is any added stage it does not apply to the previously entered jobs, if you want them to have all the current stages you have to go and re-enter and then delete all of the duplicated I wish there were more color coding options so that you could customize it to suit your business

My overall experience with JobProgress as been very poor. They do not show that they care very much for their users as they are pushing UI updates to make the system look differently but are not actioning any of the issues reported. And if they do fix the issues reported they are not letting the users know that its been fixed. There have been several times I have pointed out changes/ updates in the system that my contact within JobProgress had no idea were out there for the end users.

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.

We have eliminated the process of our estimators having to return to the customers home to pick up signed contracts. We can access this software from anywhere at anytime. We were all able to keep working from the pandemic from home.

We like that it is fast, easy, convenient and accurate. We like that our customers can view and approve right from their computer or mobile device and we love how they are always making improvements to better the software. The customer service is phenomenal.

I do wish the scheduling was displayed in some type of list form, instead of monthly or weekly. But it's still very manageable.

All around good hub for projects.

Set up was a breeze, we were up and running in a few days with the full support of our contact who has been responsive and timely and who also welcomed conversation with our developer about integrating with JobProgress and he hosted a training session for our sales team on basic usage, applying some real-time scenarios. Not only is the platform intuitive but it is customizable and JobProgress is always offering support along the way. We appreciate the calm and logical method of approach from everyone at JobProgress. I am not sure if this comes from experience or if it is leadership inspired but we like it. They know that the user must be comfortable with the product and that the product makes sense to the users business model for their brand and product to be successful truly a no-pressure situation.

I least like that a client cannot show up as a lead without job info. It would be nice if the calendaring synchronization worked two-way. Being able to move (drag and drop, add or hide) the work center modules would be useful. At the Production Calendar, t would be great to have the option to display all or search a client/job

Job progress is competitively priced but I would be happy to pay a more if it did what we needed. Customer service is lacking as well. We hear more "it can't right now" than anything else.

It helps us stay focused and allows us to keep documents, images and notes all in one place.

True integration with QuickBooks is lacking. Not syncing and recognizing tax per area. Incredibly cumbersome. The lag time from screen to screen is very slow. Also too many clicks or taps to get to basic information.