JOBTRACKER

JOBTRACKER CRM

 

The Roofing Industry’s Only Fully Automated Software Solution that’s customized to your specification.

JOBTRACKER is automating the roofing industry one contractor at a time. With JOBTRACKER’s business automation capabilities it will boost your productivity, and ultimately ensure that you’re roofing projects stay on time and on budget. No other software solution offers the features of JOBTRACKER and it’s unlimited end user customization capabilities.

The most user friendly CRM in the industry, which includes estimationPRO’s stand-alone bid platform.  estimationPRO has the most advanced technology in the roofing industry and we’re willing to PROVE it!  Don’t take our word for it, participate in our Software Challenge where we welcome live, side-by-side webinar demonstrations with any of our competitors to help in your software decision!

JOBTRACKER features the following:

  • complete customized company automation to your specifications, not ours.
    • lead tracking automation
    • contracted job production and tracking automation
    • warranty issue tracking and automation
    • telemarketing tracking and automation
    • e-mail campaigns and automation
  • crew scheduling capability second to none
    • crew appointment coloring capabilities for easy recognition
    • the ability to reschedule a single day associated to a project with drag-and-drop technology
    • the ability to reschedule an entire project with drag-and-drop technology
    • the ability to reschedule your entire crew calendar by simply rescheduling one appointment with our drag-and-drop technology
    • Automatically notifies client that their project has been rescheduled with the:
      • reason it’s been rescheduled
      • old scheduled date
      • new scheduled date
    • the ability to lock a certain day or project to ensure it starts on the day needed
  • journal system that tracks everything all on one screen
    • Unlimited Journal conversation capabilities
    • Unlimited Journal entries within a conversation
    • automatic user and time and date stamp on every journal entry
    • the ability to upload photos within the Journal conversation
    • the ability to publish those photos to the web for review by an insurance carrier or homeowner
    • the ability to attach unlimited documents to Journal conversation
    • automatically notifies internal users via e-mail of the new Journal entire and includes the entire Journal history within the conversation
    • the ability to set a reminder time on urgent Journal communications
    • the ability to reply and update the internal Journal via e-mail from your smart phone
    • the ability to include the homeowner on a specific Journal entry within the Journal conversation
    • the ability for the client to update a specific Journal they have been associated to by simply replying to the e-mail.
    • the ability to access the Journal associated to the target, lead, or contracted job from anywhere inside of JOBTRACKER
  • surveys
    • automated customer surveys
  • referrals
    • automated customer referral requests
    • the ability to track a new referral
    • the ability to search referrals by address and mile radius
    • the ability to post your referrals and search criteria on your website
  • reports fully automated
    • the ability to run any report on demand
    • the ability to schedule reports to be e-mailed to a user at your selected intervals
    • custom report capabilities view any data in the format that you want