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Byron W.
Construction, 11-50 employees
Used daily for 6-12 months
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All CRMs are different and take some getting used to. JobProgress is no different. Once I learned the interface/workflow, it became a breeze to use. No CRM is perfect, but JobProgress is a great tool. In a prior life, I used AccuLynx. I would recommend JobProgress over AccuLynx any day of the week. My favorite features would include the comprehensive estimating (and the ability to add margin to a job) and the process to draft proposals (and have users view/accept them), change orders, etc.
My complaints are really granular. The average user probably wouldn't even know about the issues. For instance, I have not found the ability to draft my own email templates. Rather, the company setup an email template and I continually have to go in and edit the same verbiage (daily) so that it tells prospects what I want them to hear/understand. Having the ability for individual users to have their own email templates would be quite helpful. When building an estimate and selecting various materials, some of the drown-down variables won't populate after being selected. That doesn't sound like a big deal. However, when you build a material order off said estimate, the supply house needs to know the size/color of some products in order to properly fulfill the order.
Deserey A.
Construction, 1-10 employees
Used daily for less than 6 months
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Our company is very satisfied with JobProgress overall. It has made our scheduling and in house processes run more efficiently.
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.