Epicor BisTrack is business management software for lumber and building materials (LBM) dealers and distributors based on technology acquired with SolarSoft Business Systems in 2012. It covers inventory optimization, delivery dispatch, financial management, customer relationship management, and more recently warehouse management, as well as supplying business analytics.
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JobBOSS²
Score 7.8 out of 10
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JobBOSS² is the evolution of E2 Shop with the addition of features of the JobBOSS manufacturing software, since the acquisition of E2 Shop's developer Shoptech Industrial Software by ECI Software Solutions in 2020.
Specifically Eipcor comes in handy daily by easily tracking manpower, deliveries, inspections, and other daily tracked items. It is well suited for day to day operations where others can fill in or pick up if somewhere were out of the office. Epicor is less appropriate in providing weekly updates to teams and customers. It is easier to extract the necessary information off of the software to generate your own reports then try to procure one using the software itself.
I would recommend JobBoss to any colleague in small—to medium-sized manufacturing firms. Although I am not convinced that it will be able to handle advanced data from larger firms, it should be able to handle everything small—to medium-sized businesses require. JobBoss is great.
Estimating is great once you learn how to use it, and it makes repeat estimates easier than ever.
Time tracking is amazing for us. It has taken some time to figure out exactly how we want to use the tracking parts, but it's only because it has multiple ways to do the same thing and finding out what works best for us took some time.
Billing and Purchasing are a breeze. The full package is worth the money to fully integrate the entire business into JobBOSS² since it can handle it all.
costing of jobs and parts - there is very limited information on how their calculations work and limited customization of costing. Most of the job costing or margin reports are inaccurate. Costing is a black box with Jobboss2 that doesn't allow you to better understand how they are calculating nor the ability to tweak the variables of those calculations to align their reports and models with the way your organization costs and prices jobs.
Raw material inventory and resource tracking for jobs - we don't even use the raw material function because it's inflexible. When you quote raw material, oftentimes you ask for one size diameter of raw material...but the vendor may not have it and often the next best size instead. When/if this happens, you'd have to delete or re-add the raw material to jobboss2 and re-assign that size to every part that's used. You'd, in theory, have to have every possible size of raw material and every spec of raw material that you use in Jobboss2, and you'd still have to re-assign it all of the time to different parts when you couldn't find the ideal size of material. This is a huge gap.
Automatically logs you out while using the platform, even with only one tab open. We'll be actively using jobboss2, and even within a minute of login, you click on a module of jobboss2, and it will ask you to log in again. Very frustrating.
Inability to open multiple tabs in Jobboss2. We need to crossreference information all of the time, comparing inventory, last jobs routings & dates, and costs which we try to pull up multiple tabs in jobboss2, but it does not effectively allow you to do this. It's slightly possible, but oftentimes will log you out of your session as soon as you open a new tab.
Blanket orders and consignment - Jobboss2 is ineffective at allowing efficient tracking of blanket orders or parts on consignment. There's no functionality for consignment tracking of parts as you try to track replenishment buckets.
Customizable reports with more field and table selections - reports can be customized but only with the fields that Jobboss2 provides for that specific report. We need to link other tables from the database to be able to see the information that we need, and jobboss2 does not easily allow you to link a new table into reports to add additional fields that you want or need to see. For example, in Salesforce...you can pick specific tables that you want to link together and pull any field that you need. Jobboss2 only allows you to see the specific tables that they pre-built for reports. If you need another field that's missing on the report, you'd have to know SQL in order to add it vs. a user-friendly report builder that anyone non-technical would be able to use, which is standard in most other software platforms for ERP or CRM.
material/inventory forecasting to plan when you need the next job - this is incredibly limited. We typically look out for 2-12 months to plan when we'll need the next lot for a particular part. Jobboss2 material forecast will only let you look at the next 4 months as 4 columns and then it groups any months beyond that into one 5th column. You should be able to set a specific time horizon (i.e. from today to 12 months out and see the stock level and orders needed for each of those next 12 months. As a result, we still have to use manual spreadsheets to plan our production and scheduling jobs.
jobboss2 upcharges for most new features or modules that you want to add. For example, they've built reports that would be incredibly useful for the majority of their customers, but they charge to add one simple report because it's considered a customization.
Jobboss tends to have a very steep learning curve and isnt always useable for a lot of manufacturing staff. Buy-in to utilize the software was and continues to be a challenge as staff needs to track & input components so that info on Jobboss is up to date and reliable
Epicor BisTrack is essential for those in the lumber and building materials industry, especially if they are in the wholesale/distribution side of things. I provided the rating because I feel that BisTrack has contributed a lot for my company and provided with essential information for decision-making on a day-to-day basis. The score also reflects that while BisTrack is an essential software for my business, there is also room for improvement so that the end users will be able to obtain what they need from the software.
It is extremely easy to learn and use E2 Shop System. It provides everything a manufacturing company might be looking for, starting from entering a new PO to shipping parts. Routers that get created from E2 Shop System also help track parts on the shop floor and is accessible from every where. E2 Shop System also now has an app, which is great when it comes to scanning router steps directly from your phone.
Apologies, our company's IT department contacts support on our behalf. I have never contacted Epicor BisTrack's support myself; only through my company's IT team.
The initial training leaves a little to be desired because it's done by people who know the generalities of the system. However, once you get into one-on-one trainings and tech support calls, they do a tremendous job in these aspects. They go above and beyond to make sure you get what you need.
I assumed there would be more assistance from JobBoss for implementation of the software. I felt it was very independent on my part and I felt unsure a lot of the time
We really didn't compare too many other ERP systems. Unfortunately, I was not involved in the decision at the time it was made. We used to have E2 but we were kind of forced into upgrading because E2 would no longer do software updates. Very fluent transition from E2 to JobBOSS².
