JobProgress

Business productivity tool for home improvement contractors

4,5 /5 (182 reviews) Write a Review!

JobProgress Overview

What is JobProgress?

JobProgress is a productivity management tool for all types of general and specialty trade contractors, estimators, and service companies that allows users to manage the entire business with tools to estimate, invoice, organize, communicate, and manage customers and jobs from anywhere. Key features include a fully customizable job and workflow manager, CRM, dashboard workcenters, instant proposals and contracts, secure cloud storage, and more.

JobProgress helps users follow an easy to use workflow for every lead using the job and workflow manager to ensure that job progress is made on projects. Users can automate workflow stages and steps, manage staff and production calendars, as well as add and track multiple jobs per customer. The template builder allows users to quickly generate proposals, quotes, and contracts, as well as build estimates and invoices by selecting from a list of commonly used materials and labor rates.

The built-in customer relationship manager (CRM) tool allows contractors to create, organize, and store valuable business, client and job information from any location. Customer relationship features include automated emails and sales automation, statistics, marketing, social media integration, and more. JobProgress enables digital signature capture and remote pay to get signatures and payments from clients on the spot via mobile device.

The platform helps improve team collaboration by enabling users to share information and knowledge anytime, anywhere, using the unlimited cloud based storage for files and documents. Contractors can view clear and useful reports such as sales performance, referral source, proposal status, and more, and manage financials with profit / loss. Additional JobProgress features include mapping and navigation, VoiceNote, PhotoDraw, insurance estimating, macros, selling price worksheets, and more.

JobProgress Overview

Pricing

Starting from
US$60,00/month

Pricing options

Free Trial
Subscription
Value for money

$60 per month, per user


JobProgress Features

Devices
Business size
S M L
Markets
United States, Canada, Australia, China, India and 4 others, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

The workcenter provides an overview of the business including tasks, daily plans, news and activity feed
Save important files in the resource viewer and generate reports such as sales performance, referral source, proposal status, and more
Add or import customers, include additional contact information, and link jobs to clients
The JobProgress mobile app helps perform the functions needed to run the business smoothly, in the field and on the job
Create, organize, and store job and client info, and access it anytime, on the go
Organize and update client and contact info from any location
Get access to the fully customized job and workflow manager via mobile device
Manage the entire business and estimate, invoice, organize, communicate, and manage customers and jobs from anywhere
JobProgress video JobProgress screenshot: The workcenter provides an overview of the business including tasks, daily plans, news and activity feed JobProgress screenshot: Save important files in the resource viewer and generate reports such as sales performance, referral source, proposal status, and more JobProgress screenshot: Add or import customers, include additional contact information, and link jobs to clients JobProgress screenshot: The JobProgress mobile app helps perform the functions needed to run the business smoothly, in the field and on the job JobProgress screenshot: Create, organize, and store job and client info, and access it anytime, on the go JobProgress screenshot: Organize and update client and contact info from any location JobProgress screenshot: Get access to the fully customized job and workflow manager via mobile device JobProgress screenshot: Manage the entire business and estimate, invoice, organize, communicate, and manage customers and jobs from anywhere

JobProgress Reviews

JobProgress Reviews

Overall rating
4,5
/
5
Excellent
110

Very good
53

Average
14

Poor
3

Terrible
2

Value for Money
4,4
Features
4,3
Ease of Use
4,4
Customer Support
4,5
90% recommended this app
Zach L.

Best CRM For Your Money!!

Excellent or A++


Rachel B.

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


Tammy T.

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.


Blake M.

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.


Molly G.

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.


Zach L.
Industry: Construction
Company size: 2-10 Employees

Best CRM For Your Money!!

Used Daily for 6-12 months
Reviewed on 2019/06/28
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Rachel B.
Industry: Construction
Company size: 11-50 Employees

Add More Features/Uses

Used Daily for 1-5 months
Reviewed on 2019/06/28
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Tammy T.
Industry: Construction
Company size: 2-10 Employees

Too many clicks to achieve the goal..

Used Daily for 6-12 months
Reviewed on 2019/06/28
Review Source: Capterra

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??

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Blake M.
Industry: Construction
Company size: 2-10 Employees

GOD SENT SOFTWARE!

Used Daily for 6-12 months
Reviewed on 2020/02/04
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Molly G.
Industry: Construction
Company size: 11-50 Employees

Great way to streamline processes

Used Daily for 1-5 months
Reviewed on 2019/11/12
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8,8/10
Based on 182 user ratings
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JobProgress Pricing

JobProgress Pricing

Starting from
US$60,00/month
Free Trial
Subscription
Value for money

$60 per month, per user

$60 per month, per user

Value for Money
4,4/5
Based on 182 user ratings
Compare value for money rating with alternatives
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JobProgress Features

JobProgress Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,3/5
Based on 182 user ratings
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Categories

Additional information for JobProgress

Additional information for JobProgress

Key features of JobProgress

  • Automated emails
  • Business process automation
  • CRM
  • Calendar
  • Client tracking
  • Contact management
  • Contractor database
  • Customizable dashboard
  • Customizable workflow stages / steps
  • Dashboard
  • Document storage
  • Document templates
  • Electronic signature
  • Event monitoring
  • Insurance tracking
  • Invoice management
  • License tracking
  • Mapping & navigation
  • Mobile process management
  • Permit management
  • Permit tracking
  • Quotes / estimates
  • Sales management
  • Scheduling
  • Service history tracking
  • Skills & competencies
  • Social media integration
  • Staff / production calenders
  • VoiceNote / PhotoDraw
  • Work hour tracking

Benefits

  • Work effectively when away from the office and complete work while at the jobsite or in the truck to save time and improve customer service.

  • Build estimates and invoices in less time by creating and selecting from a list of commonly used materials and labor rates.

  • Reduce mistakes and improve productivity by automating custom workflow stages and steps, and ensure job progress is being made on multiple projects.

  • Send clients estimates on the spot and get onsite signatures with digital signature capture via JobProgress's mobile apps for Android and iOS.

  • Organize jobs and clients with the built-in CRM follow-up tool and automate marketing and sales emails to clients and contacts.

  • JobProgress FAQs

    JobProgress FAQs

    Below are some frequently asked questions for JobProgress.

    Q. What type of pricing plans does JobProgress offer?

    JobProgress offers the following pricing plans:

    Starting from: US$60,00/month

    Pricing model: Subscription

    Free Trial: Not Available

    $60 per month, per user

    Q. What are the main features of JobProgress?

    JobProgress offers the following features:

    • Automated emails
    • Business process automation
    • CRM
    • Calendar
    • Client tracking
    • Contact management
    • Contractor database
    • Customizable dashboard
    • Customizable workflow stages / steps
    • Dashboard
    • Document storage
    • Document templates
    • Electronic signature
    • Event monitoring
    • Insurance tracking
    • Invoice management
    • License tracking
    • Mapping & navigation
    • Mobile process management
    • Permit management
    • Permit tracking
    • Quotes / estimates
    • Sales management
    • Scheduling
    • Service history tracking
    • Skills & competencies
    • Social media integration
    • Staff / production calenders
    • VoiceNote / PhotoDraw
    • Work hour tracking

    Q. Who are the typical users of JobProgress?

    JobProgress has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does JobProgress support?

    JobProgress supports the following languages:

    English

    Q. What type of pricing plans does JobProgress offer?

    JobProgress has the following pricing plans:

    Subscription

    Q. Does JobProgress support mobile devices?

    JobProgress supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does JobProgress integrate with?

    JobProgress integrates with the following applications:

    CompanyCam, Google Calendar, Google Maps, QuickBooks Online, QuickBooks Online Advanced, Wordpress

    Q. What level of support does JobProgress offer?

    JobProgress offers the following support options:

    Phone Support, Online Support, Video Tutorials