Leapのレビュー

Small but big

良いポイント:

We like using e-signatures without having to pay extra.

改善してほしい点:

Setting up some of the templates and macros is cumbersome.

Great software with room for improvement!

製品を使ってみた感想： We use JP to run our entire operation and plan to use it in the near future. It's constantly getting better, mgmt is very engaging and always taking feedback and making progress.

良いポイント:

JP is easy to use once you get it configured to your business processes. Macros that streamline the estimate/proposal process along with integration to suppliers all within the job keeps the documentation process on the job easy to manage. Also, it doesn't take long to get new users trained on how to use JP on a daily basis.

改善してほしい点:

The ability to use Zapier and input new leads/customers needs to be cleaned up and more open to align with Referal Sources so it can in as a Zap and not manually entered. Right now, this integration isn't very well designed from a data input standpoint, only minimum fields. We do a lot of insurance roofing jobs and the ability to bring those in as a PDF and autocreate the estimate is a big win BUT the inability to use that like other Estimates/Proposals in JP that a client can sign off on is a huge gap. The customer web page could use the tweaking to make the experience a little more professional and appealing to the user. Photos uploaded into JP already automatically shared with the client, the process to share photos is a pain especially when you have 50-100 job photos. It would make more sense to establish at the folder level what photos can be shared to the customer web page along with the ability to designate a photo as the main photo (like front picture of the home) as the key photo on the customer page seen everytime they go there. Also, allow different photo folders to be presented so the client can see different photos in groups from inspection photos vs. job progress photos vs. job completion photos.

Leap Review

製品を使ってみた感想： Rough in beginning, took 3-4 month to fix QuickBooks sync issue. much better now

良いポイント:

Like the workflow available in crm and scheduling

改善してほしい点:

Salespro didn’t end up working out for us…no integrations with leap crm

Review

良いポイント:

I love the features, when they work accurately. Very user friendly for the field. The staff is very friendly. They try and help where they can.

改善してほしい点:

The reporting is not accurate and I have sent in several emails calls complaints etc. with no responses on the status. Some things get fixed and I am always told they are "working on it" but i have been complaining about the reporting hiccups since we started a little over 2 years ago. Another down fall is some times they cant even tell you how to pull certain repots to get information you want. The staff should 100% know their product. I pay in full and have never been discounted/compensated with all the issues we've had. They need to work on better follow ups and updating customers regarding issues.

Leap is made by a salesperson for salespeople

製品を使ってみた感想： Great! Once setup and deployed there is minimum maintenance needed.

良いポイント:

It controls the sales process, training, and profit margins

改善してほしい点:

The app constantly needs to be updated or you receive errors. Additionally, I would like more controls in place on what reps can and cannot do.

JP needs some upgrades

製品を使ってみた感想： It has been fine, not excellent. We have had major issues with the email portion and have spoken to support about it way too many times

良いポイント:

It was the best on the market at the time we enrolled

改善してほしい点:

It has so many flaws -the email load chain is obnoxious, emails get lost or never received, there are too many steps to do simple tasks, the custom contracts are not readable to the finance portion, estimates can not be converted to contracts, the calendar has never synced properly, it’s hard to access closed jobs if archived, pictures take forever to load through the app, there are too many options on the system that don’t pertain to our industry (pool business)

1 year review

製品を使ってみた感想： JP right now is a love-hate relationship. I have invested so much into it, but yet I still feel like it is falling short and some basic but important function. I'm hopeful that these items will change.

良いポイント:

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

改善してほしい点:

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.

JP for Pools

製品を使ってみた感想： Overall, after using a few different options, Job progress seems to check more boxes than the others for what we need it for. From the automation, to the templates, this software makes it easy to communicate with clients and keeps everything right there at your fingertips.

良いポイント:

The best feature for our company is the bid management and CRM abilities of the software. We are able to keep all communication in one customer window, which helps know what has been said and promised. The Accept/Reject feature is also a nice touch to assist with knowing which estimate is the final one.

改善してほしい点:

Scheduling seems to be a bit convoluted. The notifications are nice for the app, but I would like to be notified when using the online version, and that doesn't seem to be as user friendly.

Bath Experts Leap Review

良いポイント:

Having pricing, proposals and contracts in one place is super helpful.

改善してほしい点:

The back end / setup / changes can be really difficult to navigate without help.

[sensitive content hidden] has been very helpful

製品を使ってみた感想： Positive. I initially felt like I was on my own. But once I connected with [sensitive content hidden] I have been much more comfortable using it.

良いポイント:

The financial side of the program are in depth. Also I like the ease at which it can connect to other software and programs

改善してほしい点:

The user face is a little difficult to follow. Also it seems slow.

614 Exteriors - User Experience

製品を使ってみた感想： Poor, The only reason we are still with Job progress is because of [SENSITIVE CONTENT]. Hopefully, the new contractor success manager can help us get this software up and running.

良いポイント:

[SENSITIVE CONTENT], She is the only reason we are still in contract. She handled a very bad situation excellently. She is the only reason I'm reviewing the software.

改善してほしい点:

Customer support is difficult to work with, to say the least. I had to request a new contractor success manager because It was so bad. We almost switched to a new CRM due to this. Customization is much more limited than originally told to us. The proposal/estimate template creation function is very hard to work with. I've used dozens of systems like this and this is one of the worst to try to manipulate. I had a 25-year-old in our office who is tech-savvy get up and walk out frustrated with this. (He was simply rewriting a contingency form). If you can implement the input function into a google spreadsheet it would be much appreciated, as I can actually create the proposal I want in google.

Excellent Software

製品を使ってみた感想： I have not had any issues with Job Progress, they have been upfront and honest about the monthly cost, they have always been available to answer all questions, and the program is very user friendly.

良いポイント:

This software keeps records of where we are with our projects both financially and allows us to know the stages of our projects, I am a newer user but it was very easy to integrate our business into the program. The team is always available to help me manuver anything I have done incorrectly or struggle to do. I see our company growing substantially and also growing with all the functions this program allows me to use.

改善してほしい点:

There really isn't much I don't like about the software, I guess if I could change one thing it would be to have a clear page with our logo where I could add our Contract page to.

Great Experience

製品を使ってみた感想： Great! This system has helped to streamline a lot of loose ends. We weren’t aware of how loose we had been with certain procedures until JP exploited them. The great thing is JP exploited weaknesses and then offer a solution. Great system!

良いポイント:

User friendly. Integration compatibility is very nice. By allowing us to input our company’s workflow into the system really helped us to bridge the learning gap, a lot of comparable systems force you to fit your workflow into their software structure and that doesn’t make for a good experience. Having the freedom to structure JP to how our systems work is the one of the best attributes. JP’s customer management portals is second to none and certainly helps to separate us from competitors.

改善してほしい点:

I’m sure cons exist but we haven’t found one yet so I really can’t speak to that.

JobProgress

製品を使ってみた感想： Really dont experience issues, once in a while it seems there are access issues in the field as well as the office, but usually restart and we are all good again.

良いポイント:

Multi user, realtime, office and field access. Ability to upload and view all documents, photos, material list and work orders anytime.

改善してほしい点:

The ability to edit format is not avialable, once something is set up you dont have opportuities to edit, availabity to set up pricing and documents without having to pay the fee to have them available in the system.

JobProgress for the Win!

製品を使ってみた感想： Our company is very satisfied with JobProgress overall. It has made our scheduling and in house processes run more efficiently.

良いポイント:

I love all the customization options! We can really make this CRM our own and make it work for what we need as a company. It's so user friendly- I was very surprised that the Roofing Specialists here took to it so fast and are able to maneuver through the software with minimal questions.

改善してほしい点:

I would like to see more information transferable through QuickBooks. Right now, I have to manually enter any expenses for each job, instead of being able to pull that information from QuickBooks itself. The CRM we used before pulled each expense/credit, and it was easier for my Roofing Specialists to look at how much they have in their jobs. Also, if there was another option in the estimating to where you could hide view of just the markup/margin. If you just hit the "Hide Pricing" button, all the pricing goes away. The customers like to see their prices itemized.

Great Product for GCs - Not Sales Friendly

製品を使ってみた感想： Would highly recommend it to any general contractor, but as I mentioned before is not extremely sales friendly.

良いポイント:

Logical progression of jobs from one point to the next. Logical organization of contractor and subcontractor projects for ease of assigning tasks to certain projects. The mobile interface is amazing and I can manage 90% of what I need to on the mobile interface. Amazing job with that!

改善してほしい点:

Does not lend very well to the ease of follow up lead management for a sales person. Also, not being able to retroactively apply updates to past accounts is a little infuriating to be honest. I often have to put older jobs in the incorrect labeled buckets.

Great software for team work

製品を使ってみた感想： We have been able to communicate as a team better now that we have a system in place to help eachother out. The tracking on proposals is great to know what our clients think of our bids and estimates.

良いポイント:

It is easy to track everyone's progress on projects and if they need help on something it is so easy to go into the project and see right where it is at.

改善してほしい点:

The integration with QuickBooks did not work for us and for how our system is set up, but we are working on linking them again

Game Changer

製品を使ってみた感想： Job Progress has helped us grow out business. The support they give us is hands down the best in the CRM industry.

良いポイント:

This software will help you organs and grow your business. It has many capabilities to help run a construction company.

改善してほしい点:

We love all aspects of Job Progress. We have not found anything we didn’t like.

Job Progress Reliability

製品を使ってみた感想： I use it just use it too keep Track of Projects.
Nothing that difficult. Uploading is slow and at times the Something went wrong thing comes on and I have too try again later.
Not good

良いポイント:

Uploading Documents. The Program is fairly easy. Again it is slow on the overall. I do not really have anything likable on the overall. Everybody in the Company Complains about it. The tasks that I do are not that difficult. If I was in Estimating I would get rid of it. But I do not have the Authority too do that.

改善してほしい点:

I use it everyday. In the Morning early I whip thru my Files. Seems too respond faster in the early hours. The rest of the day it is slow. Really a Problem when I am uploading a New Project and I need speed in Front of a New Client. Photo Upload speed terrible. We now have it Linked with Company Cam. That helps but should not have too

Pros & Cons

製品を使ってみた感想： Very good, would like it to be easier to use

良いポイント:

I love how we have a "pizza tracker" for our customers and a customized webpage.

改善してほしい点:

The time sheet and tracking options, the ease of getting training for our staff

Wonderful Product! Great Support Team!

製品を使ってみた感想： Overall experience has been great! Once we got off and running it was pretty simple to figure out. Can't say enough how how much we enjoy using your system!

良いポイント:

Completely streamlined our business and increase our project oversight throughout the company. Huge time saver. Software continues to improve overtime.

改善してほしい点:

Customer management is still difficult for repeat clients. Scheduling crews using the calendars need additional flexibility and tags to allow production managers to follow the process of material ordered, materials delivered, roof complete, roof inspected, etc. Multi job function financial master sheet should allow the option to manage or modify finances of the overall project. CRM could be greatly improved by integrating a hail recon or other ap to alert us when a previous client has been in a hail or weather related event. Increases repeat business. I would recommend access to training videos that shows you how to setup and use different parts of the program. It would greatly decrease the time needed to get off the ground and increase the ease in which companies to maximize the potential of your project.

JP for Warehouse Managers

製品を使ってみた感想： Overall, I like using JobProgress. It is easy to use and with a little exploration I can figure out most things I need in order to do my job. I have actually thought about recommending it to some of my other friends in the construction business that do NOT use software to manage their bidding/scheduling process.

良いポイント:

I started my position at the start of this year with NO experience using anything like JobProgress. With minimal training (I learn better by clicking and finding things) I was able to use the program for what I needed. I use it on a daily basis for prepping orders for my crews. It is very easy to use the Work Order feature to get the materials ready for the next day's jobs. I like that I can leave notes in the job for others and create tasks for myself and others. The new feature of adding information to the photos is nice.

改善してほしい点:

In order for changes to be seen, the screen has to be refreshed. When I come in to my desk to look at the calendar, it would be nice to know that it is current. Maybe adding an auto refresh feature so that when changes are made, the entire system is updated would be helpful. Another feature that would be helpful would be built-in inventory management that would synchronize the work orders with the inventory.

Horrible Software

製品を使ってみた感想： Horrible. It took me months of constant requests for assistance, before we finally cancelled altogether. The company refused any sort of reimbursement, for the 6+ months we paid for the software and were unable to use it due to their own customer service negligence.

良いポイント:

Nothing. We had abysmal customer service, setting up the pricing, templates, etc., was far too complicated to implement without assistance. The only assistance we were able to get were "how to" links to expired on out of date processes.

改善してほしい点:

Setting up this application was overly complicated with little to no assistance at all. This rendered it useless and a waste of time, effort and money.

Should help our company's organization and make us more efficient.

良いポイント:

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.

改善してほしい点:

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.

Job Progress review

良いポイント:

You can see your projects from start to finish You can adjust what everyone sees in their different roles The flags are great and help keep things organized

改善してほしい点:

There is too much loading time. You can not add someone to a conversation later, if you want to include another member you have to start an entirely new message thread The new calendar takes even longer to load since the new update If there is any added stage it does not apply to the previously entered jobs, if you want them to have all the current stages you have to go and re-enter and then delete all of the duplicated I wish there were more color coding options so that you could customize it to suit your business