JobProgress

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.

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.

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??

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.

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.