Better

I like that it has an app based platform that allows our staff to access jobs and client information. Easy to access and easy to use.

Don’t like the notifications feature and the lack of an auto batch credit card processing feature like other softwares.

This software is very robust and complex. If you have a lot of details that need to be stored about the clients/customers, this is the product you need. Once a thorough understanding of the functionality is achieved and in use, this is product that can work for you.

The mobile version is not stable and is the part I struggle with the most. I have staff out in the field that need to access to details but often times they are not able to even get the app to properly load.

initially it was simple but useful and their staff was responsive.

they updated to a new version, took out all the functions that worked for our business and then promised endlessly to get it working for us. We had one staff member on the phone with tech support DAILY for months trying to work out the issues. They'd fix one thing just for it to mess up something else. In the end, they basically admitted they were moving in a different direction that what they had sold us on and told us they would no longer be able to meet our needs. They had no issue taking our money for an extra year before deciding that they wouldn't continue to develop the program as promised. Biggest issue was that they market as being able to keep track of inventory over multiple locations but the particular function was the one that always glitched. At one point we had to reinput ALL of our inventory numbers for two locations because they had messed it up so badly it was better to just start from scratch. The amount of staff hours we paid, on top of the cost of the program, it was not worth it.

The software fits our needs and we are able to customize what we want to. Our crews can access on their IPads all the info they need before they get to the job site, and once there, can save details to be shared with next crew or office. We use it often to consult for ongoing projects. There are more features like handing job responsibilities, pipelines and calendar, that I want to use more fully. I wish we had this software when the company first started! Customer service has always been quick, responsive, helpful and fun (!) to work with.

I am still working on get the pipeline and actions properly set for our type of work flow. This is due to the limited amount of time I have to get the software application set up. Like trying to walk and tie my shoe at the same time. I like it and need it, but need some down time to get it all correctly set up.