JobProgress

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

Quick Steps

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

Activate the JobProgress Integration

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

1. 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

1. 1. 1. Navigate to Developers on the left-hand menu.
      2. Click the button.
      3. Enter your customized Token Name and click once more.
      4. Once the API Token has been generated, click to copy the token to your computer’s clipboard.

1. 1. The next step is to plug in the copied API Token in your Leap account.
      1. Log in your Leap Dashboard.
      2. Navigate to Workflows on the left-hand menu.
      3. Toggle the JobProgress toggle “on”.
      4. Enter/paste the JobProgress Token in the Auth Token field.
      5. Hit Save.

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 Routing. The same steps apply to Proposal Routing or any other Document Type.

1. Navigate to CRM and Appointments > Document Routing.
2. Choose office and document type.
3. Toggle the JobProgress toggle “on”.
4. Create a default File Name. Note that file name should end in .pdf
5. Set the File Destination. This is where your documents will get uploaded to.
6. 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.

Configure Results Routing 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 CRM and Appointments > Results Routing.
2. Toggle the JobProgress toggle “on”.
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.

Configure Credit App Sending Rules

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

1. Go to Finance > Credit App Sending.
2. Toggle the JobProgress toggle “on”.
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.