Item: Leap
Rating: 9
Author: Paul Showalter

Overall Satisfaction with Leap

Use Cases and Deployment Scope

Our sales & operations teams were using 3 different kinds of software: proposals/estimates/presentation, sales CRM, and operations scheduling/tracking/etc.

We were able to reduce that to one by implementing Leap (formerly JobProgress). Also, because the mobile platform is so robust, we were also able to go paperless. It also integrates with other vendors we were using simplifying our processes.

Pros and Cons

Pros

Customizable
Integrations
Cost
Implementation
Automation

Cons

Reporting
Deadlines on updates
Lists populate differently (e.g., alphabetical vs. order they were created)

Return on Investment

Reduced cost - moved from 3 software providers to 1
Gave field technicians greater capabilities and moved to paperless processes
Automation and simplification of processes

Alternatives Considered

We evaluated close to ten other platforms including Dataforma, Job Nimbus, AccuLynx, Propeller, FCS, etc., but chose Leap (formerly JobProgress) because of the flexibility it offered - customize our service offerings and how jobs flow through our process, automation through the process, integration with other vendors, and ease of use for the office and field.

Key Insights

Do you think Leap delivers good value for the price?

Yes

Are you happy with Leap's feature set?

Yes

Did Leap live up to sales and marketing promises?

Yes

Did implementation of Leap go as expected?

Yes

Would you buy Leap again?

Yes

Other Software Used

QuickBooks Desktop Enterprise, Estimating Edge

Likelihood to Recommend

Leap (formerly JobProgress) helped us automate and simply our processes. We chose it over competitors because we were able to customize it to the different service offerings we provided - other platforms seem to be designed for one type of service or another making them problematic. We were able to reduce the number of software providers we use and integrate others that we were using separately.

It is designed well to track [potential] jobs, but it does not work well for tracking business development opportunities.

Using Leap

Users and Roles

29 - Salespeople, Logistics, Project Managers, Project Coordinators, Field Technicians, Accounting

Support Headcount Required

2 - It takes a lot of work to set up because of all the features that are customizable, but it is worth it - once it's done, it makes everything easier.

Comments

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