Lead Tracking
Assign and track your valuable leads by salesperson and office
Oversee your referral sources on new opportunities
Powerful dashboard widgets to maximize your time
estimating and proposal
Quickly and easily enter bids with your materials and pricing
Monitor your gross profit and margin
Customizable estimation handles any type of material
Provide your customers with options above the base price
Attach pictures to your line items to create a graphical proposal
Generate a clean, neat, and professional proposal at the click of a button
Email and track the proposal directly from the system
Collect electronic signatures and credit card payments
scheduling
Visualize upcoming jobs from a day, week, or month calendar view
Filter the calendar by job type, office, status, or equipment
Drag-and-drop scheduling of upcoming jobs
Manage your workload with material and financial totals for the day, week, or month
Assign crews and equipment to the job
Generate printable work orders for a single job or entire day
Split a large job into multiple work orders for scheduling in stages
job costing
Determine your actual profitability based on data returned from your installers
Track labor by piece-rate and/or hourly
Compare estimated material to quantity installed
Fine-tune your estimating from profitability insight
invoicing
Create partial or complete invoices from the job
Keep track of work that has been invoiced
Print invoices with options to show or hide line item detail
Create and track retainage invoices
Send invoices to customers directly from JobPro
Optionally collect electronic payments
Integrate to QuickBooks Online or QuickBooks Desktop to save time and minimize entry error