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How JobBOSS² brought efficiency and visibility to our job shop
Updated April 02, 2024

How JobBOSS² brought efficiency and visibility to our job shop

Cacey Obermark | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with JobBOSS²

I implemented JobBOSS² on Jan 1, 2023, to replace proprietary software previously being used/ modified as needed. In addition to this software, Linmark utilized Excel spreadsheets and Quickbooks to manage jobs, accounting functions, and reporting. After the implementation, we used JobBOSS² and synced AR & AP to Quickbooks weekly. JobBOSS² has been a welcome change at Linmark, as we were given a magnitude of visibility that we would have never had otherwise. JobBOSS² brought into one cloud-based software all the functions we previously performed across multiple platforms.
  • Multitudes of Standard Reports
  • Ability to Almost Completely Customize Reports & Forms
  • Inclusive Software from Quoting through Manufacturing to Invoicing
  • Return and Rework Tracking
  • Ability to "click-through" from module to module is somewhat quirky and not always do-able
  • Implementation process and initial learning is very independent, more assistance and direction from ECI would be appreciated.
  • Ability to set Product Code at Order level instead of Estimate level would be quite helpful
  • Ability to add WorkCode at Line Item Specification screen would be very useful
  • Ability to enter material quantities at decimal amounts instead of whole numbers. This is a huge disadvantage of JobBOSS²
  • Improved visability
  • Reduction of office staffing needs
Linmark has benefited in reducing office staff numbers, saving us thousands per year. JobBOSS² has streamlined processes and reduced touches for each job/ customer purchase order.
We have integrated JobBOSS² with Quickbooks; this has been a wonderful setup and works very well. This allows our accounting functions to still be performed and shared with our accountants in a format they are comfortable and familiar with.
We evaluated a few other ERP systems and chose JobBOSS² based on how similarly it functioned to our previous software but also wrapped all functions into one software instead of 3+. We were not at a place to go paperless, which made the decision not to utilize ProShop easy.

Do you think JobBOSS² delivers good value for the price?

Yes

Are you happy with JobBOSS²'s feature set?

Yes

Did JobBOSS² live up to sales and marketing promises?

Yes

Did implementation of JobBOSS² go as expected?

No

Would you buy JobBOSS² again?

Yes

While JobBOSS² has some quirks and learning curves to get around initially, it has been a great resource for our company. The visibility of jobs on our manufacturing floor and their statuses has been the most helpful. For our office staff, having all functions from job entry to purchasing to invoicing in one software has been hugely time effective compared to our previous process of double and sometimes triple entering information across multiple software platforms. For our business, a precision job shop where every job is different, and we do not have many production-run type jobs, JobBoss2 is very well suited. It allows us to enter all details and routing requirements for each job/ part. The main scenario in our shop that we have JobBOSS² not well suited is raw material inventory handling due to the requirement of entering material in full number quantities only and no ability to enter any decimal quantities. This means that if you have 4-1/4" of a type of metal on your shelf, you would enter 4" and disregard the 1/4" - this becomes an issue when manufacturing a part that is 4", but you would need to have 4-1/4" or even just 4-1/8" of material for the CNC machine to chuck on-to (hold on-to). Now we see we only have 4" and believe we'll need to order material when we would not need to.

JobBOSS² Feature Ratings

7.5
Accounts payable
9
Accounts receivable
6
Subledger and Financial Process ()
Not Rated
4.7
Inventory tracking
4
Automatic reordering
4
Location management
6
5.5
Pricing
4
Order entry
8
Cost of goods sold
5
Order Orchestration
5
Payroll Management ()
Not Rated
6.3
Dashboards
3
Standard reports
7
Custom reports
9
Customization ()
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Grants Management ()
Not Rated
Project Financial Management ()
Not Rated
6.7
Project Planning and Scheduling
7
Task Insight for Project Managers
7
Project Mobile Functionality
6
Definable Resource Pools
Not Rated
5.0
Bids Analyzed and Compared
5
Contract Authoring
Not Rated
Contract Repository
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Supplier Management
Not Rated
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Efficiency Assessments
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
8.0
Production Process Design
Not Rated
Production Management
Not Rated
Configuration Management
Not Rated
Work Execution
8
Manufacturing Costs
8
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Performance Monitoring
Not Rated
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated

Using JobBOSS²

36 - Owner/ CEO
Plant Manager
Operations Director
Office Manager
Purchasing Manager
Machinists
Shipping/ Receiving
1 - Operations director- Continued training with JobBoss seminars and working directly with JobBoss for one on one training.
  • Job Cost Tracking
  • Rework Tracking
  • Machinist Efficiency Tracking
  • Customer Sales Dollars
  • Total worked Hours Tracking
  • Actual cost tracking
  • Document availability to machinists on shop floor
  • Accounting services
  • Quality Control
Overall, JobBoss works great for our company. There are a few quirky features that we would be interested in finding a software that conquers those quirks, we would be willing to investigate if a software were presented.

Evaluating JobBOSS² and Competitors

Yes - FileMaker database- system did not have the functionality needed.
  • Ease of Use
We were looking for an easy to use system that compared similarly to our previous software but had the functionality of an ERP system.
I would do more hands-on use of the software prior to committing to its use.

JobBOSS² Implementation

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.
  • Implemented in-house
Change management was a small part of the implementation and was well-handled - Create an implementation and training team so each team member can focus on a different portion of the project and then be an "expert" on their individual parts.
  • Independently learning the software without assistance from JobBoss support
  • Keeping motivation high with our employees to use a new system

JobBOSS² Training

  • Online Training
  • In-Person Training
  • No Training
Our trainer was very knowledgeable and helpful.
The videos and live seminars were helpful but not all were as in-depth as needed.
In general yes it was easy.

Configuring JobBOSS²

The system works great for our needs, however we are a job shop, which the software was designed for.
Some - we have done small customizations to the interface - we have only done minimal customization
No - we have not done any custom code
ability to add/ modify each navigator screen

JobBOSS² Support

I wish support would be more easily accessible. I find myself needing help with one-off questions occasionally and would like to be able to call in and ask without having to schedule 2 hours of training
ProsCons
None
Need to explain problems multiple times
Slow Initial Response
I did not even know this was an option.
On-site training prior to implementation was a phenomenal experience, our trainer was great and very knowledgeable.

Using JobBOSS²

Overall the system works well for us however there are quirks, such as inventory & purchasing quantities not able to be entered in decimals.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Lots to learn
  • Creating Orders and Jobs
  • Creating shipments
  • Purchasing and Receiving
  • Accounts Receivable
  • Accounts Payable
  • Rework
  • Job Costing
  • Some Reporting

JobBOSS² Reliability

Have had no issues with availability.
Have only had minimal issues with slow processing.

Integrating JobBOSS²

Quite easy
  • Quickbooks
Integration was easy, a JobBoss support expert was able to assist us and streamlined the process.
  • No
n/a
  • File import/export
no
none

Relationship with ECi Software Solutions

We worked directly with ECI, the process was easy and we were able to communicate with our rep. as much as needed.
Quite easy, it was easy to reach out however sometimes response times lagged.
n/a
Yes.
Ability to add individual data collection seats instead of purchasing in bundles.
nope

Upgrading JobBOSS²