JobBOSS² Shop Management

13 Reviews 3.8/5

Making life even easier for modern job shop owners.

About JobBOSS² Shop Management

ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop business management: JobBOSS². Designed specifically for job shops and make-to-order manufacturers, JobBOSS² is a trusted, cloud-based system that provides the flexibility manufacturers need to maximize productivity and profits, while scaling effectively. JobBOSS² gives you insight and visibility into your shop floor like never before. It assists with quick and accurate estimates and quotes, gives you real-time data collection and visualization, flexible scheduling, and so much more!

To assist users with generating accurate quotes and estimates, JobBOSS² provides detailed cost reports for materials, labor, overhead, and more, and allows users to access historical data on similar jobs for comparison. Businesses can also manage un-answered estimates to arrange follow-ups to understand why the job was not accepted. Transform quotes into orders with just one click to avoid repeated data entry, and job folders generate automatically, which allows team members to track the project from end-to-end with real-time updates.

Once orders are generated, users can schedule tasks for different teams, identify bottlenecks, anticipate problems with what-if scenarios, monitor quality control, manage shipping, and track shipments online. JobBOSS² can be used to automate shop floor tasks with workflows for material management, sending RQFs to vendors, tracking inventory, generating packing slips and shipping labels, creating backorders, generating sales reports, and more.

JobBOSS² Shop Management Features

The features of JobBOSS² Shop Management include:


The integrated accounting comes complete with over 100 standard reports.

  • Accounts Receivables
  • Accounts Payables
  • General Ledger
  • Budget Analysis
  • Cash Flow Analysis
  • Complete financial analysis
  • Complete Audit trail showing all transactions
  • Payroll Interfaces available

Contact Management

JobBOSS² Contact Management is a completely integrated tool that improves customer service through the sharing of information.

Data Collection

  • Eliminate those hard-to-read manual time tickets
  • Bar-coded job travelers guarantee accurate job costing
  • Prevent time from being posted to a job that shipped days ago.
  • Eliminate time going to the wrong job.
  • Up-to-the-minute job costing and job tracking.
  • Track pieces good and scrap.
  • Compare time in the building with time spent on jobs.
  • Paperless Shop Floor allows shop personnel to view routers, drawings and other attachments
  • Work Queue tells shop personnel exactly which jobs to work on next.
  • Touch Screen data collection utilizes a PC to track time, view documents and work queue.


  • Send out request for quotes to get the best price and delivery.
  • See exactly what you need to buy based on the orders that have been entered.
  • Purchase material directly for the job(s).
  • Track your vendors’ on-time delivery and scrap performance.
  • Complete LIFO, FIFO, average and standard costing inventory.


  • Turn that quote right into an order. No double entry required. The complete bill of material and router comes right over.
  • Set up those multiple releases for the whole year.
  • Handles Time and Material jobs beautifully.
  • Post material directly from inventory or notify purchasing of any shortages.
  • Automatically schedules the job so you can see when you need to start it and when it will be finished.
  • Print out the entire job packet: Bar coded router, Material list and any attached documents at the click of a button.


  • Generate quick, accurate estimates.
  • Fax or email your quote straight from your desk.
  • Do a quick quote and enter the details when you get the job.
  • Attach drawings, bit maps, jpegs, you name it!!
  • Generate labor, overhead, material and outside services in a detailed estimate.
  • Check out those profit percentages BEFORE the quote goes out the door.
  • See exactly what percentage of your quotes turn into orders!!


  • Whiteboard scheduling shows machine bottlenecks.
  • View your shop by machine, job, department or employee.
  • Drag and drop scheduling has never been easier.
  • What-if scheduling takes the guesswork out of promising unrealistic due dates.
  • View the shop load by the month, week, day or even hour.
  • Infinite or finite schedule the entire shop or by machine.
  • You prioritize the hot jobs and let the computer do all the work.
  • The JobBOSS² Scheduler gives you the ultimate in flexibility and ease of use. Never before has it been possible to work more efficiently and more effectively.

CAD-BOM Import

As an add-on for JobBOSS², you can automate the entry of BOM data into production requirements. Capture data from a single or multi-level BOM structure and import it into JobBOSS² for quotes and jobs. Assemblies and materials in the BOM, but not yet in JobBOSS², can be incorporated automatically for quotes and orders. No rekeying. Reduces entry hours and increases accuracy of production requirements.

Job Costing

View detailed information about job costs and compare actual versus estimates. Keep complete part histories and cost summaries and use a variety of flexible costing reports to show exactly where you are making money and where you aren’t!

Job Tracking

Create jobs by converting existing quotes, copying existing jobs or starting from scratch. Print custom travelers to track jobs on the shop floor. JobBOSS² handles single parts, multi-level assemblies, blanket orders and time & material jobs.


  • Can automatically calculate payroll time using attendance data from JobBOSS².
  • Produces employee paychecks - handles hourly and salaried employees.
  • You can easily make adjustments for overtime, double time, and shift bonuses. Each employee can have up to 15 voluntary deductions.
  • Tracks vacation and sick time.
  • Handles 401k Plans and Cafeteria plans. Maintains complete histories of employee deductions.
  • Generates Quarterly state and Federal reports and gives you information for 941 forms.

Purchasing and Inventory

Always know what’s in stock, what to order, when to order it, and when it is due. Buy materials direct to a job or to stock. Create purchase orders for either materials or outside services. Quickly create RFQ’s to get pricing for needed products and services.

Quality Control

Track and control quality documents, activities, and information using your JobBOSS² system. It simplifies the creation and maintenance of quality documentation and control: Non-Conformance (NC’s), Corrective / Preventative Actions(CPA’s), Tool and Equipment Maintenance, Document Control and To Do’s and Alerts.

Track Labor

Track job time manually, or use Real Time Data Collection to automatically collect this information from the shop floor. Track employee, job and machine efficiencies.

Product Overview

Market Focus

Ratio of reviewers by organization size.

Industry Focus

Ratio of reviewers by sector.


User Reviews of JobBOSS² Shop Management

Submitted on December 1st, 2016 by Karen from Die-Mension Corporation

There is one glaring flaw!!!!! We just discovered that the hours worked on a job don’t match with the Job Cost Detail report. The Job Cost Detail report says there were 6.5 hours for a job however, the Time Audit report says there were only 2 hours on the same job. Which one is correct? I called support. They informed me that this problem has been an issue with my version of the software. I currently use 11.9.4. I was given a couple of things to try to correct this problem and they didn’t work. I was told that I will have to upgrade to correct the problem. I was very disappointed at how flippent support was about this problem. It was like they didn’t care. I have to get my IT person involved to do the upgrade. I called support again to get their hours of operation and was placed on hold for over 7 minutes. I hung up, called back and contacted a different department to find out their hours of operation and informed them that I was on hold for over 7 minutes. They informed me that only (2) individuals were there to cover that area and that they have been busy all day with no break at that’s why I had to be on hold for such a long time. I don’t know when I’ll be able to get my upgrade completed and sit here wondering how many jobs I’ve invoiced that are incorrect, (I have close to 600 jobs that I’ve invoiced this year). I’m appalled that JobBOSS knew of this issue and yet I was never informed about it. No call, no email, nothing. Extremely disappointed in JobBOSS’s support and handling of problems.

The Good…

I like that we have a better grip on how many jobs we have and their due dates.

The Bad…

The support is awful!

Submitted on February 12th, 2015 by Bob

I use it as a full-service ERP, covering all my production, purchasing and accounting needs

We are a large company with 25+ users. I would like more granular security so we can manage specific functions within screens.

Submitted on February 6th, 2015 by Bill from Serapid

Serapid decided to purchase JobBoss over the competition. We thought the program was a good solution to get us from multiple spread sheets to 1 software package shared by the whole company. The training was better than competitors. The software has brought job release thru final invoicing into the modern times. Inventory control is real time with stock status, cost and planning easily evaluated. Purchasing is straight forward form the job BOM to RFQ to PO in easy steps. Job costing is current and accessible. With the addition of the BOM Import tool JobBoss has hit a home run.

The Good…

We do not use all the modules available but are comfortable with those that we do. We found a steep learning curve at 1st, but we dedicated 2 people to the training to act as the implementation team and company trainers. We found the software not necessarily intuitive, but once the general idea was comprehended, like any new product, it became easier to use. We still get stumped once in a while by problems, but the JB knowledge base and call in help team is really good. Yes there are some quirks as you would expect from a canned software, but by and large the program is very functional. You may find some of the reports lacking what you want to see in the format you want, but they can be designed. Most employees learned the program easily, but there were some hard heads that resisted the changes. Overall JobBoss has more than accomplished what we hoped it would.

The Bad…

Some of the adjustability for part (materials) costing could be better. The 10 digit job number is a problem, but you can develop work arounds. We worked with the Beta testing on the import tool and had several improvements suggested there.

Submitted on February 5th, 2015 by Richard from Quala-Die, Inc.

The software does well for our needs… the accounting/ payroll integration could be better and I would like to see a Human Resource Module along with a Machine Maintenance Module…

The Good…

Ease of training and use…

The Bad…

The payroll integration and doubled entry

Submitted on February 5th, 2015 by William from Classic Turning

Module driven software with a very friendly data base design. The outline is a very universal structure, but is to be very accurate to the manufacturing processes. Data Collection is very powerful even know we do not fully utilize to it abilities. Data collection at serves the manufacturing very well as time and attendance and Job costing. Accounting package and Payroll would be considered add ons at one time, but have been upgraded and serve us very well.

Strengths - Flexibility, User Friendly, All in one (Quoting, Job\Sales Entry, Purchasing, Shop Floor Management, Shipping, Accounting and Payroll) how can you go wrong????

The Good…

Workflow Process and Documentation

  1. Easy to follow
  2. Easy to troubleshoot
  3. User friendly a. Department to take ownership in their module b. Work independent of each other c. Ties between different modules are seamless
  4. JobBoss allows you to fully utilize core modules with out adding modules that you maybe will not use or are not ready to use.
The Bad…

Move Custom fields to proper screens for input ease Lack of control on required fields Preference-User Codes an option to use description fields (Material Class, Additional Cost, Adjustment Reason,Change Reason, etc) Shop Boss versions ago we could set individual preference such as what cells to see and how you wanted to see. Lost in upgrades and never came back.

Submitted on February 4th, 2015 by Karl from EICOM Corporation and ACE Manufacturing

Good layout: standard progression using tabs. Self populating dropdown fields. Good search feature in most modules. Good formatting of crystal reports. Good Copy feature from Quote to Job, PO to PO, etc. We use JB from Quote to Cost, Inventory, Scheduling, Acct, data collection, etc.

The Good…

The menu layouts, the good report formatting. The excellent support that we used to get from Lisa O’Flaherty.

The Bad…

Difficult to export a report to excel without a lot of merged cells. So I frequently have to write a custom report.
The base reports in JB are good. But the costing and quoting reports are too limited. So we write our own. We are starting to use Event Mgr to create automatic actions like ASN. This would be a good base feature to have..

Submitted on February 4th, 2015 by Mike from Will-Mor Manufacturing, Inc.

JobBOSS handles the front end to the back end (and all points in between) for our Manufacturing Company operations. There is nothing I need to do outside of JobBOSS with other software to run and manage our business.

The Good…

It is a very intuitive program. I have worked with many other ERP systems and I can say JobBOSS was the easiest to use and at the same time handles all of our business’ needs.

The Bad…

Outside of some minor enhancements, the software does not have a glaring weakness.

Submitted on February 4th, 2015 by Ricky from Moores Machine Shop

Very user friendly. Easy to teach and reproduce implementation.

The Good…

Easy to learn and implement.

The Bad…

Would be good if modules were modifiable to some extent locally.

Submitted on February 4th, 2015 by Scott from Accu-Prompt, Inc.

JobBoss is a very good and easy to use software. We have jobs that consist of 1 component and some with 200 components and many repeat orders. JobBoss handles the diffrent job types without any issues. JobBoss does an excellent job of tracking job time and costs. It is seamless from the Quote to final job cost. I would highly recommend it for any size shop.

The Good…

Reliability. The system never craches, updates are always functioning when a new release comes out. I have been using JobBoss since 1992 and it has always been rock solid.

The Bad…

Not being able to search a name in the customer admin. Example: Find the company that John Smith works for after he changed jobs 3 times with 3 different companies.

Submitted on February 4th, 2015 by a JobBOSS² Shop Management user from San Diego Precision Machining, Inc

JobBoss helps us accurately track jobs from quotation to shipment. In addition the use of of ShopBoss helps keep us on schedule to make sure deliveries stay on time.

The Good…

JobBoss makes it easy to track all the jobs moving through our shop. It has allowed us to increase our shop load dramatically from the old job book we used in the past. There is no way we could do the volume of jobs we do now without JobBoss.

The Bad…

Looking back at jobs and finding information can be clumsy. No right click ability at many screens. For instance when I right click on a material in a job and click show activity it shows me the p.o. Why can’t I right click or double click on the p.o. to open it. Many areas are like this and it is cumbersome to open modules and click through to get to the information I want.

Submitted on February 4th, 2015 by Cindy from Mittler Bros Machine & Tool

Software is very user friendly, puts the power at your fingertips to run your shop and office.

The Good…

Use it as little or as much as you like, just getting started, jump in start out with the basics and work your way up. with this package you don’t have to learn it all in the beginning to have it work for you.

The Bad…

it is not a point of sale system. some of us have that other side to the job shop business and for that the sales order side is just not quite satisfactory.

Submitted on May 30th, 2014 by Keith

JB was designed to help manage and control production costs in a typical job shop environment. It covers all aspects of manufacturing from quote to invoicing, and real time data collection.

The Good…

Sadly, I can’t think of anything that I like best. Things that work smoothly typically go unnoticed though, and I know it has strong points.

The Bad…

JobBOSS at first seems loaded with features and I’m sure it is. If there were more free tutorials available maybe it’s haphazard structure would make more sense. Other similar programs I’ve used offer recorded sessions. JB has some, but mostly, they have their hand out. The “pay us for software, and then pay us more to show you how to use it” approach just rubs me the wrong way. The inconsistencies in nomenclature from one area to the next make it a nightmare. In one area, something will be called this, and in another area, it will be called something else. JB opens with a navigation rectangle in the center of a page that I seldom use, preferring instead to use their optional “Explorer” view, which is a typical directory tree. But simple stuff like having the order of the selections between the two navigation choices be the same just doesn’t seem important to them. Their “Customer Portal”, which, by the way, won’t even connect through the latest version of the software (a message saying it’s out of date pops up, and ultimately redirects you to another site, which only works in Windows Internet Explorer. But it fails more than it works) is a joke, even though they do make an attempt at recording the basics of all calls there. I personally think the biggest problem with JB is the fact that NO ONE at Exact (the parent company) appears to use it at all. If they tried to actually utilize the software, or at least send some of their people out into facilities that are actually using it, they’d see a lot of the problems. For the record, in a past job, I chose a similar product over JB. Now, after using both, I feel strongly that my decision was the right one. I do feel JB has great potential, but unless you have plenty of money, you probably won’t ever implement it fully.

Submitted on December 17th, 2013 by Bill from Non-Metallic Solutions, Inc.

It is built around a manufacturing job shop and is designed to track the job through the manufacturing stages. It is also supposed to handle inventory as well.

The Good…

The fact that we actually figured out how to use it!

The Bad…

It is not very intuitive and although there are very good online tutorials, there are none for how to start using. The tutorials are for people with a general knowledge of the program.