Leap

Small but big

Vorteile:

We like using e-signatures without having to pay extra.

Nachteile:

Setting up some of the templates and macros is cumbersome.

Great software with room for improvement!

Kommentare: We use JP to run our entire operation and plan to use it in the near future. It's constantly getting better, mgmt is very engaging and always taking feedback and making progress.

Vorteile:

JP is easy to use once you get it configured to your business processes. Macros that streamline the estimate/proposal process along with integration to suppliers all within the job keeps the documentation process on the job easy to manage. Also, it doesn't take long to get new users trained on how to use JP on a daily basis.

Nachteile:

The ability to use Zapier and input new leads/customers needs to be cleaned up and more open to align with Referal Sources so it can in as a Zap and not manually entered. Right now, this integration isn't very well designed from a data input standpoint, only minimum fields. We do a lot of insurance roofing jobs and the ability to bring those in as a PDF and autocreate the estimate is a big win BUT the inability to use that like other Estimates/Proposals in JP that a client can sign off on is a huge gap. The customer web page could use the tweaking to make the experience a little more professional and appealing to the user. Photos uploaded into JP already automatically shared with the client, the process to share photos is a pain especially when you have 50-100 job photos. It would make more sense to establish at the folder level what photos can be shared to the customer web page along with the ability to designate a photo as the main photo (like front picture of the home) as the key photo on the customer page seen everytime they go there. Also, allow different photo folders to be presented so the client can see different photos in groups from inspection photos vs. job progress photos vs. job completion photos.

Leap Review

Kommentare: Rough in beginning, took 3-4 month to fix QuickBooks sync issue. much better now

Vorteile:

Like the workflow available in crm and scheduling

Nachteile:

Salespro didn’t end up working out for us…no integrations with leap crm

Review

Vorteile:

I love the features, when they work accurately. Very user friendly for the field. The staff is very friendly. They try and help where they can.

Nachteile:

The reporting is not accurate and I have sent in several emails calls complaints etc. with no responses on the status. Some things get fixed and I am always told they are "working on it" but i have been complaining about the reporting hiccups since we started a little over 2 years ago. Another down fall is some times they cant even tell you how to pull certain repots to get information you want. The staff should 100% know their product. I pay in full and have never been discounted/compensated with all the issues we've had. They need to work on better follow ups and updating customers regarding issues.

Leap is made by a salesperson for salespeople

Kommentare: Great! Once setup and deployed there is minimum maintenance needed.

Vorteile:

It controls the sales process, training, and profit margins

Nachteile:

The app constantly needs to be updated or you receive errors. Additionally, I would like more controls in place on what reps can and cannot do.