Likelihood to Recommend Very convenient to manage jobs, quotes, and clients' profiles. There is a home for improvement for project management. So far, I am not really happy with the Gantt chart feature, it is not very customizable and we end up with another system for that. It would be also great if there was a project management dashboard where we could have an overview of the most critical projects and their status.
Read full review We haven't found another system that can do all that Shortlist can do (payments, tax paperwork, profile management, project management, on-boarding, etc...) but it doesn't mean we always love using Shortlist. Shortlist is cumbersome to work in and requires LOTS of redundant clicking. Something as simple as being able to right-click to open on any profile/page/account/link would save hours in a week where as now to get to two side-by-side items on some lists, you have to click back a page, re-load, and scroll down to select the next option. I appreciate that Shortlist manages all the tax paperwork and has created for us a on-boarding system that flows nicely and allows multiple team members to manage their piece of the process.
Read full review Pros Billing: straight from a closed, complete job. Carries overall equipment, hours, takes one click to bill. simPRO retains notes on all emails; notes can be entered by anyone to track communication with clients. Read full review Shortlist allows us to pay our freelancers without having to personally manage the back end paperwork of payroll Shortlist handles all the year end tax paperwork creation and distribution Read full review Cons Converting quotes into projects. Managing a project in an easy way and managing the labour for a job. having the flexibility to manage labour days and not in just hours. Read full review Shortlist only allows for minor customizations to their platform. It would be great if each company could create their own view/usage set for the system. The help chat box needs some work for sure. It takes days for someone to respond if they ever respond and often there is nothing they can do to remedy the issue at hand. Payments should be able to be made every day, not just on Fridays. Read full review Support Rating It is a great option for solar project management. It needs some improvements for real-time one-page reports, inventory management, scheduling and custom views. I believe these will come because they listen to their customers. I would also like to see some better training and not be expected to pay out of pocket for it.
Read full review 30-40% of the time there is no response when you contact the chat/help feature. 30-40% of the time if they do respond, it is to say they can't do anything about the issue. Maybe 20% of the time the chat is actually helpful, but that seems like a high estimate when I think about my experience asking for support.
Read full review Alternatives Considered Motorcentral, a software that is part of Trade Me and helps car dealer to manage their stock. Based on my experience, simPRO has way more features and better customer service. Motorcentral doesn't have help to keep most tasks under one system, the only real advantage is that they integrate with the car dealer website so that the stock is always up to date.
Read full review We've never found another platform that does exactly what Shortlist does in terms of payments, taxes, project management, and on-boarding. We use other sites to source our new vendors (like
Indeed , craigslist, etc...) but ultimately we direct all those applicants to our onboarding in Shortlist. I wish some of the more "minor" platform issues we've had over the last year were fixed sooner (or fixed at all) but it does the job!
Read full review Return on Investment Increased team collaboration. Increased inventory awareness. Decreased down time between jobs. Read full review Shortlist allows us to pay people and provide tax information which is a positive. Shortlist doesn't integrate with many other platforms which causes us huge delays in employee work time which is a negative. Read full review ScreenShots