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

final_5dee6a3d1171cc0014ef1bf4_646556.gif

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

final_5dee9ca97f2dba00146c6d44_357747.gif

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

final_5dee73f2d6b8220014c604e8_415021.gif

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

final_5deea00664882c00148c19da_787464.gif