JobProgress is a productivity management tool for all types of general and specialty trade contractors, estimators, and service companies that allows users to manage the entire business with tools to estimate, invoice, organize, communicate, and manage customers and jobs from anywhere. Key features include a fully customizable job and workflow manager, CRM, dashboard workcenters, instant proposals and contracts, secure cloud storage, and more.
JobProgress helps users follow an easy to use workflow for every lead using the job and workflow manager to ensure that job progress is made on projects. Users can automate workflow stages and steps, manage staff and production calendars, as well as add and track multiple jobs per customer. The template builder allows users to quickly generate proposals, quotes, and contracts, as well as build estimates and invoices by selecting from a list of commonly used materials and labor rates.
The built-in customer relationship manager (CRM) tool allows contractors to create, organize, and store valuable business, client and job information from any location. Customer relationship features include automated emails and sales automation, statistics, marketing, social media integration, and more. JobProgress enables digital signature capture and remote pay to get signatures and payments from clients on the spot via mobile device.
The platform helps improve team collaboration by enabling users to share information and knowledge anytime, anywhere, using the unlimited cloud based storage for files and documents. Contractors can view clear and useful reports such as sales performance, referral source, proposal status, and more, and manage financials with profit / loss. Additional JobProgress features include mapping and navigation, VoiceNote, PhotoDraw, insurance estimating, macros, selling price worksheets, and more.