There are many features that I like about this software. The first feature that I think is really effective is that you can customize it to meet you needs. After customizing the software everything is self explanatory. You can look at it and know how to maneuver it. The calendar is also a very important feature because we schedule appointments and are able to keep track about everyone's tasks, locations, and dates. The third and last feature that I like about the software is that you are able to get an advance search on categories on the workcenter tab. I believe that the software is a very resourceful tool for our company.
At this time there is nothing that I don't like about the software when I'm using it from a desktop, but I do feel that there is some glitches and or issues on the mobile app. The view on the calendar in the mobile app is not very friendly. I've had difficulties to add/delete appointments. Another issues that I have is the uploading of pics, this process is very slow and it takes for ever to complete. The screens have to be on always if not it will pause and or make me restart the process, I cannot take any calls nor make any calls.
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.
Excellent input ... Appreciated! We hear you!
1. Some improvement to WorkCenter customization
2. More relevant Company centric activity
3. on Multi-Project (ability to invoice off the Parent)
4. More flexibility between Multi-Project and single trade jobs
Got it ... we have already begun efforts on some of those points and will discuss the rest
Job Progress is an efficient software for our company to track each and every lead, from their first contact to completion of a project and payment! Nothing gets missed or "slips through the cracks". It is user-friendly, and the support is exceptional. When we need adjustments or changes to how it works with our flow, it gets addressed immediately!
It's easy to track each new lead and to follow up when needed. I love that every email, invoice, etc. are easily linked to the job, and easy to make changes/adjustments. I like the way the jobs "flow" and that we can have changes made to fit our company's needs.
Sometimes it seems too slow. I have to wait for a page to finish processing before I move to the next thing I need to do. It could be our internet, but it's consistently slow on this software, not everything I'm doing...
TriState Concrete is the BEST! We appreciate you as a business and as great people looking to do the best they can do in the communities they serve. We know that TriState and JobProgress both are in business for the same reasons: to serve their community the best the can and make a positive impact along the way. Thanks for being such a great customer!
Streamlines our processes, helps us increase sales with proposal and lead tracking, saves us time and money, lets me check in when I am out of the office, allows me to work from home as easily as in the office.
Everything is together in one place. With JP and QB Online, I can check on my business from be beach in Costa Rica. We track leads better, we follow up better, we deliver faster, our field guys are better informed because they have pictures of the jobs with the work drawn on to them.
Customers are also impressed. I thought tablets and internet connections in the field would be a problem but it really has not.
Took a while to get used to because it substituted for our entire process. I wish it were flexible in some areas BUT the more time I spend with it, the happier I am. We ran a parallel test with current systems in Q4 2017 and then implemented on Jan 1 2018
Capitol Awning is a very well run business and we are humbly thankful for the ability to be a trusted part of the success you are achieving there! Thanks BILL! We will continue to do our Best to meet your expectations and business needs.
1. In this software Social media integration feature is great.
2. Schedule the appointment with customer, appointment synchronization with google calendar awesome.
3. Template builder tool in Web is Awesome.
4. Another functionality of this software production calendar is great.
5. User level Permission is great that help to a organization work accordingly.
6. Proposal Tracking whit mail is Grate functionality.
7. Mobile app is also great implementation of this software.
8. Over all this software is Great Product.
1. In mobile app Insurance proposal not edit.
2. Invoice not create in mobile app.
3. In mobile app production board functionality not implemented..
4. Mobile app have some Limitation.
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
Thanks for the review Kathy and we will contact you about the product suggestions. We appreciate having Expert Restoration Service as a user!
Saves me time, money, and everything is more organized and in control! Don't need all the extra papers on my desk, everything right in this software.
What I like least about this software is that sometimes it doesn't stay flipped/ rotated if my iPad is flipped / rotated onto its side ..
Appreciated! By the way, we are aware of the rotating issue on some forms and screens and are addressing ... we see more and more of our contractor subscribers using the mobile keyboards alongside their tablet and we will make it so that when you rotate the screen to (for example) plug into your mobile keyboard ... the form / JP screen will rotate with it accordingly. Got it.
Easy to use, I love how it helps me keep up with items that need to be done for the day. I like how I'm able to sort customers by what step they're at in the sales process.
Working on templates that are uploaded into JP. For example, changing fonts, adding line items. It would be great if the templates had a function almost like Microsoft Word.
I would also like it if scheduled daily tasks that werent "completed" for the day didn't get removed the next day. Maybe they were moved to a "past due" section or something like that, so their not forgotten.
Houston is an amazing contracting company! We have improved so much since you and your team had the faith and belief in us to support your awesomeness. We will continue on that same path and not stop!
Most functions available from app, stores photos, App mirrors the online version, home page is alright
No Sales dashboard, No Commission tracker/calculator, no P/L report, Production calendar not available in app, Lead source reports for ROI on ad/marketing, Referral tracking for referral program, Cannot make a call from JP calendar (click on `call and nothing happens), Calendar deletes appointments after their start date/time - should still be visible
Proposal template is not very user friendly and you cannot copy and paste into it very well, Invoicing feature, Why when you mark a client as `job lost does it disappear from JP, When viewing the sales report page, we need to be able to click on the lead source and see all jobs won and lost in a list view , Cannot upload videos
Some of the above may have been remedied with Admin, but not rolled out to the users.
Ease of use, time saver
Colorful, Ease of emailing from the record, Google maps address auto populate, job workflow makes it easy to recognize where we are with a job, easy to upload files.
Calendar does not refresh automatically, Screens do not communicate with each other, Messaging has changed and if you are not in thread you cannot comment, looks like there are no messages there by just quickly looking at it (recently changed). Would like an option for available appointment only screen (able to customize), Previous customer search pulling from our old program (Service Ceo) does not work all the time. Would like to be able to change job description from the appointment screen.
compared with others we have used in the past, much simpler to navigate . Very easy to train new members of our staff, sales. Can view from anywhere the status of a job or lead.
WE had previously been using a different software. The other software was called Dataforma.
We had joined Job Progress because Dataforma seems to have to many manual functions input to navigate a lead or job from start to finish.
Job Progress when we first joined did not.
Today there seem to be more needed manual clicks and the repetitive naming of estimate and proposals seems to be more common now than in the beginning when A-Top first joined.
Keeps all jobs organized i can monitor progress on all crews allows me to keep my supervisor in the loop even when im not in the office. allows me to keep notes on all the sub contractors also.
Our goal as a Company is to make life easier for our Subscriber Contractors ... we have and always will keep YOU in mind so that we never stray away from our original goals of ease of use, reliability and high impact usefulness on every screen
Save time, money, and headaches. Improve customer experience.
General organization, and collaboration features. Helps maintain a workflow. Excellent tool to follow up with customers, as I have measurements, photos etc at my fingertips
Some things can be touchy, or not work at times such as the progress slider.
Some navigation aspects could be improved, such as returning to Photos and Docs when inside a folder in Photos and Docs.
Helps keep everyone organized and informed. Lets you see activity feed on who is changing things in real time.
The calendar for looking at what jobs are going on needs a lot of work to speed things up. Our excel calendar works much faster thr JP.
There are very few Operations Coordinators that operate at the level that you do ... we have and continue to enjoy and benefit as a platform to reach towards the expectations set by the entire Schulte team. We love your Company too! We will continue to spend time improving the Production Calendar and realize that that is a MAJOR part of keeping things organized for EVERY Company. Thanks for your input!
I like that I can use it all day at work or on my phone. Has all we need in front of us without scrambling in our office looking for paperwork that can never be found.
When I load up an invoice, it's hard to see. When I go to click to enlarge it, it is too large. Not a big deal but would like to see it come up normal size without having to move it around to see bottom of an invoice.
There are very few companies that can operate at the level that Chandler's does! We are thankful to have the opportunity to support and work with everyone at Chandler's Roofing as you continue to dominate in your area.
Convenience in the field and customers love their own web page!
I have every customer at my fingertips! Being able to use the PC or mobile really makes everything convenient.
Program is slow sometimes. Lags a little. I also don't like that I can't select which employee gets the commission without having to pay the monthly fee.
Katie Ann -
Companies like MD Roofing are the reason why we are in this business. We enjoy watching you succeed and will do everything we can to make our platform even better ... even faster! Thanks for your positive input and we are glad you like the platform.
Easy to keep up with everything. Makes my day to day much easier.
Job Progress makes it so easy to keep up with every aspect of production. Proposal templates, estimating tools, measurements, photos, and customer information all in one place.
It is too easy too lose your work when creating a proposal/work order/ material list etc. I would like to see it auto save every so often. I would also like to be able to view any job/customer that I was tagged to
WE LOVE HENDERSON ROOFING! Thanks Bradley ... your team has been very helpful to us and we thank all of YOU in our efforts to make JP the best in the world! We can't imagine a better reward than to learn that we have made your day easier ... this is so so important to us. That is our mission.
Save countless hours in office communication and paperwork that is now all in job progress ..... not a file cabinet
The seamless communication between myself on the road and the office staff is such a money saver long term. Since we started using this software I can't tell you how many comments I have gotten from customers on how impressed they are with our response time
The email format does not allow a customer to email into job progress without replying to an existing email that was already sent to them.
Very user friendly and program is very easy to train new staff on. If there is ever an issue or concern, I know our reps will take care of it or help find the reason why its happening. If a system glitch, it will be addressed and corrected. If a user error, its determined as well so we can address users as to what they are doing to cause it. If I want a feature added, they have always been willing to help get it.
Management would like access to more reports. Initially the functionality of the desktop version and mobile applications were quite varied but we worked with Job Progress to have same functions on both.
Can use easily With my mobile phone. I do like the work flow statuses. The staff is friendly. .....
It takes much longer to get work orders to crews than our previous system. There are multiple glitches in the system that seem to be impossible to have fixed
We have visited EAST COAST, took account of specific concerns and have actively addressed the issues presented to us or are in process of doing so. On the work order front ... we have taken some useful suggestions and are also implementing. We appreciate the feedback and look forward to continuing to improve our product. We take all suggestions very seriously and East Coast continues to be one of our valued Customers.
Keeps everything together in one place, and is geared toward my business model. I like the functionality of the app.
Here are the suggestions I have to be able to consider this as a long term solution.
There are a ton of features and need to have short explainer training videos for each feature and then you can add new as new features are rolled out.
I need to be able to connect it with Zapier so that I can push and pull customer data to other apps.
I need to the signature portion to be compliant giving date, time and location of signature.
It is powerful, very secure and has a phone app. It has a lot of features that include Fully Customized Job & Workflow Manager
Paperless Mobile App
Customer Relationship Manager
Online Sales & Marketing
Quick Estimating, Quoting & Scheduling
Remote Business Control
Safe Cloud Storage & Access
Employee And Subcontractor Manager
Instant Proposals And Contracts
Office, Field & Operations Manager
It works for all kinds of tradies, builders and handymen no matter what demands your business might have
Little bit pricey, but realistically for the value it gives a tradie who mightnt be that technically capable, thats a small price to pay for saving time
Everything about a job, in one centralized location
Ease of use from beginner to experienced pro. I like being able to send out work orders with ease. And updating sales staff w/ appointments.
There's a few things that get a little wonky when applying payments, in relation to quickbooks. Would like to see better company cam integration
We appreciate the input from Henderson Roofing! We will work to improve our integrations! It is so rewarding to be able to give you what you need and continue to improve our platform - including the integrations with great companies like Intuit and CompanyCam.
We actually love the software since we started using it we have come to learn so much about it and are now using jobprogress every single day. i like that we can put all the customer info in along with documents that go to each job.
we would actually like to see some sort of database so that we dont have to turn to quickbooks to do other things that we cannot in Jobprogress
The greatest benefit is looking out our work flow progress so we understand where we are with every business opportunity and what stage it lies. The dashboard is very informative.
It is very easy to monitor our work flow progress. It is very user friendly and can be more powerful if we had some additional training to help understand an facilitate the use of the product.
Reactionary time. A little slow at times. Time if always the challenge in learning new software. It would be great to have training courses to facilitate and maximize the power of the product