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
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