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Leap
The #1 CRM & Sales Software for Roofing and Remodeling Pros
Last updated: October 2024
Typical customers
Platforms supported
Support options
Training options
Value for money
4.4
/5
376
Starting from
298
/user
Per month
Value for money contenders
Functionality
4.2
/5
376
Total features
146
14 categories
Functionality contenders
Overall Rating
4.4
/5
376
Positive reviews
87
%
209
117
33
9
8
Overall rating contenders
Nik M.
Project Manager
Construction, 11-50 employees
Review source
Transcript
Nik M.: Hi, my name is Nik and I'm a project manager estimator for a paint company and I would rate JobProgress with a five out of five. We use JobProgress on a daily basis by creating estimates, helping with our scheduling, creating invoices, and just overall workflow to make sure we know where a project is so nothing is missed and that the customer is satisfied from start to finish. What I really like about JobProgress, first of all, is that it's got an app capability. We're out in the field a lot, so our estimators need to be able to access it at any time. I also like the ease of use. It was very easy when we got it, to start setting up and start customizing it to our own workflows and kind of how our processes are and then we're agile with it. We're able to quickly maneuver things or change on the fly; materialists, labor costs, things like that. So we're able to do a lot more functions in a day than we were in the past. Yeah. The only thing we really asked to be improved with the software would be reporting. Just being able to go in there and maybe customize how we'd like it to output what we need and ultimately coming out in the Excel spreadsheet.
Abbey H.
Used daily for 6-12 months
Review source
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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...
Abby, 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!
Molly G.
Construction, 11-50 employees
Used daily for less than 6 months
Review source
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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.
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.
Mori P.
Construction, 11-50 employees
Used daily for 1-2 years
Review source
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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
It was the best on the market at the time we enrolled
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)
Jessica S.
Construction, 11-50 employees
Used daily for 2+ years
Review source
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Excellent. We have been with Leap since 2018 and it has made our sales process so simple a toddler could use it.
It's ease of use for my reps and the ability to get quick help from Leap's staff, if and when needed.
The length of time it takes to actually get your price guide set up.
Hi Jessica! We're so pleased to hear that you're a fan of Leap SalesPro! We're hoping to improve the onboarding experience and make the time to implement the price guide shorter. We're always trying to make improvements, so thank you for your candid feedback. - The Leap Team
Michael G.
Construction, 11-50 employees
Used daily for 1-2 years
Review source
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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.
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.
Leap has the following pricing plans:
Starting from: $298.00/month
Pricing model: Subscription
Q. Who are the typical users of Leap?
Leap has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does Leap support?
Leap supports the following languages:
English
Q. Does Leap support mobile devices?
Leap supports the following devices:
Android, iPad, iPhone
Q. Does Leap offer an API?
No, Leap does not have an API available.
Q. What other apps does Leap integrate with?
Leap integrates with the following applications:
EagleView, Dropbox Business, Zapier, QuickBooks Online Advanced, CompanyCam, WordPress, QuickBooks Online, Google Calendar, Google Maps, SPOTIO
Q. What level of support does Leap offer?
Leap offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum