Leap Reviews

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!

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

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.

It was easy to initially integrate, but the program capability is a mile wide and an inch deep. You don't have to scratch too far to hit bottom in any area. The onboarding training was good in a broad sense, but as I get deeper into it, I am really struggling to get answers. I committed to give it 6 months, but it is likely that I will cancel.

I am a full service GC, and need to track and manage a large base of subs, and this program is struggling to provide the basics that I need. You can either get financials of a job or financials of a sub-job, but you can not combine the two. I need to know overall, and be able to drill down. Many of the features with the integration with QB and financials is not intuitive, and not even logical. Also,...

Read more

Nice homepage layout showing the progression of our construction jobs. It makes it easy to quickly identify what needs to be done to move things along.

I would like to see an area on the Jobs List where we can see if someone has viewed our proposal. Currently, we have to go into the Forms/Proposal tab to see if its been viewed. This would make it much quicker for our staff to navigate through a large number of proposals on one page.

We love the work flow stages and the customized automation you can do when moving a job from stage to stage. Also, the custom proposals are really cool, I don’t know of another crm that has this feature.

There are several items you are able to customize and categorize by company division. However, you are not able to on certain items, for example , the proposal viewer, the customer sees the customized proposal but the tabs on the left are one size fit all. I would love to be able to choose a custom proposal viewer to send with the proposal depending on if it is an interior, exterior, etc.

[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.

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.

Easy to program, great features, super folks to work with. The best part is that this platform seems to outperform all the other platforms we've tried and it's much more reasonable in price.

There are still a few features that are being built-out -but the development team seems to be working on them. These folks are also very receptive to our needs.

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.

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.

It is constantly being updated and beneficial features added. Amazing support 24/7

Some may feel there is too much versatility. This is not truly a con simply the only negative thing I mention.

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!

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.

Customer friendly. Easy to understand.

I had my whole company sign up for JP and was promised a referral bonus that was never received. Please advise [SENSITIVE CONTENT HIDDEN] Ryan Shumway with Highland Contractors Rochester N.Y

the buckets on the top in order to place jobs is amazing

no accrual tracking/ghant chart to see where jobs are at (only progress board)

What i like most is being able to track every customer, every sale, every day. No one gets lost or forgotten about.

We have to use a separate calendar because we have multiple accounts and the calendars cannot meld to one.

The ease of use and multiple tools to maintain my company.

I haven't found anything yet that I don't like.

I'm new to the industry, less than 6 months ago. I was introduced to JP my first day on the job and I have loved using the software. I love that it has the templates available so that you don't have to re-write the same email over and over again when you onboard a new customer. Moving customers through the stages is very helpful from a sales perspective.

Sometimes, I find the document management a bit clunky, especially on mobile. I find myself having to spend extra time searching for how to access documents for a customer on mobile whereas I don't have to do that on the desktop version. I also want to be able to set an appointment directly from a customer's profile with that customer, but you have to go to the calendar feature first and then add the meeting that way. It would be way more functional to have the ability to schedule directly while in the customer screen.

I like the simplicity of Job Progress for the most part.

1st) I think the functionality could be a lot better. I hate that I must refresh my screen to know that I have new tasks, and messages, and emails. If I am working on something else, I might miss something that needs immediate reaction because I have not refreshed my screen. 2nd) I also have a problem with the fact that when we send emails from JP, after you have typed your desired recipient into the "To" line, if you check the attachment or change the email in any way it erases the "To" line and automatically inserts our own email. So if you're not paying attention, you will send the email back to yourself, and NOT the person or company you intend to send to. Why??

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

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

I like the ability to save documents (contracts and c/o's) for accounting. Job stage. Love the tasks! This is how the field communicates with accounting to bill the job.

I don't like how the C/O 's work in the financial part. Maybe I just need more training. I'd like to be able to invoice and select the c/o to be added to the orginal bid.

There are many features that I like about this software. The first feature that I think is really effective is that you can customize it to meet you needs. After customizing the software everything is self explanatory. You can look at it and know how to maneuver it. The calendar is also a very important feature because we schedule appointments and are able to keep track about everyone's tasks, locations, and dates. The third and last feature that I like about the software is that you are able to get an advance search on categories on the workcenter tab. I believe that the software is a very resourceful tool for our company.

At this time there is nothing that I don't like about the software when I'm using it from a desktop, but I do feel that there is some glitches and or issues on the mobile app. The view on the calendar in the mobile app is not very friendly. I've had difficulties to add/delete appointments. Another issues that I have is the uploading of pics, this process is very slow and it takes for ever to complete. The screens have to be on always if not it will pause and or make me restart the process, I cannot take any calls nor make any calls.

I love how many of the notes I take automatically transfer to material lists and work orders. This reduces repetitiveness and error as well as lets me get everything I need done before I leave the site which leaves no guess work or reliance on my memory.

The mobile side is unstable. There have been improvements along the way, but some issues surrounding the proposals and emailing are tedious. There are a lot of "line up" issues where you cannot zoom in or pinpoint part of a document. You have to save, back out of the proposal and then enter it again to continue. Emails are an issue if you need to access something outside of JP (like copying and pasting a link). When you return, the keyboard covers half the screen and you cannot access half the email. You have to have the link already copied so you don't have to back out.

The data collection is top notch. The software will take as much information as you can upload. I'm sure this platform is effective for some people. We just had too many issues to risk rolling into prime time.

Too many different ways to do something, not very user friendly, and was difficult to find a rhythm with scheduling. It had a significant lag time between hitting input and the data populating. We would upload things and they disappear into the abyss. Platform cannot receive text from people that are not in the CRM. I wish I would have known this in the beginning. This would have been a deal breaker. This was an $850 lesson.

1. In this software Social media integration feature is great. 2. Schedule the appointment with customer, appointment synchronization with google calendar awesome. 3. Template builder tool in Web is Awesome. 4. Another functionality of this software production calendar is great. 5. User level Permission is great that help to a organization work accordingly. 6. Proposal Tracking whit mail is Grate functionality. 7. Mobile app is also great implementation of this software. 8. Over all this software is Great Product.

1. In mobile app Insurance proposal not edit. 2. Invoice not create in mobile app. 3. In mobile app production board functionality not implemented.. 4. Mobile app have some Limitation.

Being able to organize ever aspect of my business in one app

Templates are almost impossible to build and you have to pay JP to make them for you.

The breadth of functionality was what drew us initially. Particularly the webpage to provide to customers with updates however we have not used that to its fullest extent.

The program is slow to operate at times and while it does what we want out of the system, it is a little cumbersome to get everything entered in a timely fashion

I tried multiple competitors' software, and none offered the ability to create a custom template for job photos. Additionally, all integrated with Quick Books Online, but not QB Desktop. JP does both.

The form template builder is a little clunky and not very user friendly. No way to link or capture video. Delay in fixing Google integration. Only QB Online CC payments. Delay fixing GreenSky integration.