Leap

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...

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.

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.

1.) ease of use
2.) estimating portion
3.) workflow management
4.) documentation management
5.) sales tracking

1.) accounting integration w/ QuickBooks does not work well
2.) no copy and paste feature
3.) I had my proposal template converted and it looked awful and I had to pay for it
4.) you allow google sheets integration but not google docs so I can work on my normal proposal format
5.) you have to be in a client or search for a client to add a new job to that client
6.) no easy accounts payable system ( i have to use dropbox for that)
7.) change orders estimate sheet has different settings from the normal estimate sheet. creating double work
8.) P&L is manual entry so if we use it, we have double-entry again. Once in Quickbooks once in JP.
9.) Training is very surface level. I had to learn most of it on my own and then train my staff.