JobBOSS² vs. Microsoft Dynamics SL

Jobboss2 helps with creating routings, tracking hours towards those, and tracking inventory for discrete orders. It does not work well for blanket orders, consignment, or long-term agreements-type contracts with customers. Raw material tracking is completely ineffective with Jobboss2. Costing is quite ineffective with Joboss2. Production/lot planning & scheduling is ineffective and is a huge limiting factor. All of these items require manual tracking in spreadsheets. Jobboss2 has helped us get away from tracking routings with pen and paper and timesheets with pen and paper... but we're still having to use Excel to track consignment, blanket orders, job planning/when to launch new travelers, and costing/quoting. Going from pen and paper routings to digital has been a huge help overall, but the other limitations are incredibly concerning, which has led us to research & possibly switch ERP platforms.

Incentivized

In the service series, there is a weakness in applying revenue recognition concepts which are a strong point of the project series. It is difficult to get a period sensitive WIP that could be recreated at any time for a point in time (fiscal period).

Incentivized

• Estimating is great once you learn how to use it, and it makes repeat estimates easier than ever.
• Time tracking is amazing for us. It has taken some time to figure out exactly how we want to use the tracking parts, but it's only because it has multiple ways to do the same thing and finding out what works best for us took some time.
• Billing and Purchasing are a breeze. The full package is worth the money to fully integrate the entire business into JobBOSS² since it can handle it all.

Incentivized

• Ability to add companies, and sub-accounts on the fly allows for the growth of the system without conversions, and flexible reporting allows for the quick utilization of the data.
• Multi-Company allows for easy and automated data entry and reporting across multiple legal entities and business segments.
• Multi-Company also allows for easy centralization of business processes (AP check writing and Fixed Assets for example), while spreading data entry across the enterprise.
• Ability to Copy/Paste into Dynamics SL has always been a strength- especially from Excel. The additional power of being able to use Excel for a myriad of calculations, including complex allocations, and formatting the result into a JE to paste directly into the Journal Entry Screen has saved countless hours in data-entry, and made re-use of complex items very easy.

Incentivized

• Custom reports - support for this should be included, and not an added cost.
• Margin Summary cost data is broken, duplicating costs. Cannot be used for analysis.
• Scheduling module is difficult to use, difficult to adjust for changing team size and capacities.
• Subassembly jobs show $0 Job Value; this creates a mess when trying to gauge the $/hr profitability of individual job numbers. Because all of the profit is in the parent assembly, most of the hours are stuck with the child jobs showing $0 in sales value.
• My customer service rep cannot answer any technical questions, I'm referred to a support queue.
• Support reps are quick to call an issue DONE and close out my ticket, without verifying that my problem has been addressed.
• I cannot look at my sales backlog and show how many dollars from jobs are scheduled due for this week, next week, the week after, etc.

Incentivized

• When we have a lot of invoices rather than just a few large invoices, we can be frustrated by how long it takes Flexible Billings to generate a lot of invoices
• It would be nice if Dynamics SL had an easy integration to some of the nicer salestax tools such as Avalara and CCH.
• It would be nice if the fixed assets module and electronic banking were not third party.

Incentivized

The staff enjoy the use of JobBOSS2. We don't have many complaints or issues with the software that are not solved. Support for the product has been improving and that is important for long term success. The cloud application is continually being developed and updated. New abilities are being added to assist with the customers that have strict requirements things like governance items

Incentivized

Unfortunately, Dynamics' lack of ability to smoothly integrate with our CRM system is causing us to look at other solutions. The efficiencies that we gain by using Dynamics for our day to day accounting are lost in the constant headaches of getting sales quotes to import properly into the system for invoicing. Another major issue for us has been budgeting and reporting. We currently do all of our budgeting and board reporting in Excel, which is too time consuming and inefficient, especially when a system as robust as Dynamics should easily be able to handle this relatively simple task.

Incentivized

It is extremely easy to learn and use E2 Shop System. It provides everything a manufacturing company might be looking for, starting from entering a new PO to shipping parts. Routers that get created from E2 Shop System also help track parts on the shop floor and is accessible from every where. E2 Shop System also now has an app, which is great when it comes to scanning router steps directly from your phone.

Incentivized

SL itself is relatively easy to use and most of the Help Files documentation is well kept and outstanding in the amount of information that is given. Most end users pick up the functions quickly and are off and running after some limited training. There will always be questions and research to be done, but overall SL is relatively easy to follow for a seasoned user

Incentivized

Have had no issues with availability

Incentivized

We have had only one unplanned outage for 2 hours in the last 30 months. We shut down for 30 min to 1 hour once a month, but that is for Microsoft OS updates to the servers. Being a 24/7 world wide operation, the reliability is really important. We do get an 8 hour window on the weekend that we can be down for a short period to install Microsoft Dynamics SL updates, but we do not have many of those. On our last version upgrade, we shut the users out at 9:30 am and were fully operational in less than 6 hours. The upgrade was New SQL server, New SL server and 2 new Citrix servers.

Incentivized

Have only had minimal issues with slow processing

Incentivized

Ashlee Ware- Product Support Specialist. We had a wonderful experience with support from Ashlee Ware and she has since become a hero in our company. Ashlee helped us research and clear several open Purchase Orders from 2015 and beyond that were still showing on the open purchase orders report in 2023.

Incentivized

Many times support will tell you that your issue is an identified bug and will be scheduled in the future to be fixed in a future release. The knowledgebase has gotten worse in recent years and much more difficult to use. many times you can't find the error during the search

Incentivized

Our trainer was very knowledgeable and helpful.

Incentivized

The videos and live seminars were helpful but not all were as in-depth as needed.

Incentivized

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

Incentivized

Just to let it take its course. The implementation for me once I became a part of my former organization was pretty seamless. Just get to know the basics and call the support team to ask questions if you need help on an issue, should they arise. They are ready, willing, and able to help!

Incentivized

JobBoss is much more user-friendly and cost-efficient. JobBoss also allows for greater shop visibility by enabling shop employees through mobile devices to track costing. JobBoss seems to be a better fit for us as a fabrication firm to be able to plan and track shop functions.

Incentivized

We started with QuickBooks Enterprise when our company was young. We quickly outgrew this program as it was not able to accommodate the financial reporting we needed to satisfy our investors. QuickBooks was also very limited in managing our revenue as we grew. We did try Great Plains and Peachtree (now Sage 50) and we discovered that they were rather complicated for our users. They were not as easy to maneuver and manipulate as SL and we felt that SL was much more "user friendly" and simplified, but still able to produce the same results.

Incentivized

Since the backbone of the database is MS SQLServer, the database can be easily scaled.

Incentivized

• We have seen improved visibility of our jobs and on how we quote our products to our customers.
• It is nice to be able to see what is running on each station, who is running it and what part of the process the job is currently at.
• I also like the Data Collection module as I can see in real time what all the employees are currently doing.

Incentivized

• Dramatic improvement in our ability to judge the profitability of jobs.
• Lots of improvements in delivering invoices and statements to customers.
• Automated AP approvals and imaging made our last tax audit a breeze.
• Ease of reporting data is a big plus. Financial statements with drill down capability are very useful.
• One integrated system means less data moving around and more real time information.
• EFT payments, email statements and live linked Excel charts have improved our efficency
• Too many more to name.

Incentivized