JobProgress

The JobProgress integration allows the following information to be exchanged with Leap:

  • Appointments
  • Documents
  • Results
  • Credit Applications

Quick Steps

  1. Activate the JobProgress integration.
  2. Activate Appointments settings.
  3. Configure Document Sending settings.
  4. Configure Results Sending settings.
  5. Configure Credit App Upload settings.

Activate the JobProgress Integration

To activate the JobProgress integration, you will need to enter your JobProgress API Token.

  1. To obtain your JobProgress API Token:
    1. Log in your JobProgress account.
    2. Click on your profile name on the top-right corner of the page.
    3. Click Settings
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    5. Navigate to Developers on the left-hand menu.
    6. Click the button.
    7. Enter your customized Token Name and click once more.
    8. Once the API Token has been generated, click to copy the token to your computer’s clipboard.
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  2. The next step is to plug in the copied API Token in your Leap account.
    1. Log in your Leap Dashboard.
    2. Navigate to CRM Integrations on the left-hand menu.
    3. Click JobProgress.
    4. Enter/paste the JobProgress Token in the Auth Token field.
    5. Hit Save.
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Activate Appointments Integration

Leap will connect with JobProgress and pull over the appointments that are assigned to the Sales Rep. Appointments will contain the following customer information: Appointment Date, First and Last Name, Secondary Contact First and Last Name (optional), Full Address, Phone Number, Email Address, Description (optional), and Referred By (optional).

To set up appointments:

  1. Navigate to App Settings > Appointments.
  2. Choose JobProgress as your source of appointments.
  3. Click Save.
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Configure Document Sending Rules

Leap will upload any documents such as Contracts, Proposals, or Custom Documents sent from the Leap application to JobProgress. The following steps are for Contract Sending. The same steps apply to Proposal Sending or any other Document Type.

  1. Navigate to Contracts > Contract Sending.
  2. Select JobProgress from the API drop-down menu.
  3. Create a default File Name. Note that file name should end in .pdf
  4. Set the File Destination. This is where your documents will get uploaded to.
  5. Add Backup Recipients email addresses. In the event a document fails to upload to JobProgress, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to JobProgress, as well as the customer information and a brief description of why it failed to upload.
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Configure Results Sending Rules

Leap allows Sales Reps to result an appointment in the App and have the results automatically updated in JobProgress. Leap will also generate a Results report with a summary of the estimate.

  1. Go to App Settings > Results.
  2. Select JobProgress from the API drop-down menu.
  3. Create a default file name by adding a File Name. (ie. %customerName% Attachment.pdf)
  4. Select a File Destination from the drop-down menu.
  5. Add Backup Recipients email addresses. In the event a document fails to upload to JobProgress, the app will send an email to all email addresses listed in Backup Recipients. This email will include the attachment that failed to upload to JobProgress, as well as the customer information and a brief description of why it failed to upload.
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Configure Credit App Upload Rules

Leap will upload any credit applications sent from the application to JobProgress.

  1. Go to Finance > Credit App Sending.
  2. Select JobProgress from the API drop-down menu.
  3. Add a Password to protect the credit application. Only users with the password will be able to open the credit application.
  4. Create a default file name by adding a File Name.
  5. Select a File Destination.
  6. Add Backup Recipients email addresses.
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