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...

The sales rep and trainer were nice. They did their best

Everything cost more money above your supscriptionSlower than 90's internet BAD customer service

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.

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, unless your sub subscribes to their online portal, the subcontractor is handled like a stepchild. I want to be able to fully manage and communicate with my sub, and not force them to buy something or manage an online access account. My subs are good at their trades, not necessarily the most technically astute. If this was something that was universal, and most subs used, that would be great, but that is not what we are talking about here.

[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.

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.

UNBELEIVABLE SUPPORT & FORWARD PROGRESS TO DEVELOPMENT!
Eagleview Integration
Electronic Proposals/Contract with notifications
Macros for Materials, Labor, Activities, etc are endless
Customizable Forms
Google Integration
Financing Integration
Quickbooks Integration
Google Drive Integration
Fair Price per user
POWERFUL Mobile App
Customer Website to Share all documents, price, balance, pictures, scheduling, quickbooks payment!
Email Automation
Email Template Customization
Feedback is heard toward improvements! They actually listen!
My Sales Rep [SENSITIVE CONTENT HIDDEN] is the BEST. Talk to me at 9pm at night sometimes finding solutions.
Tech guys - [SENSITIVE CONTENT HIDDEN] have solutions to simplify your business workflow and are 100% American based.

At the moment 2/4/20 just lack of reports and 2 way integration with Quickbooks. But they making improvements quick. So I would stay tuned.

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.

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.

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

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.

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??