WorkflowMax

(13)
3.1 out of 5 stars

All-in-one Job Management Software

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Showing 13 WorkflowMax reviews
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WorkflowMax review by <span>Robby M.</span>
Robby M.
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Verified Current User
Invitation from G2 Crowd
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Strong project management but requires careful planning for setup

What do you like best?

I really love that the application can be built around your business needs. When you think of project management, it’s very specific to you and your process. You want to understand your process first before you try to build-out any workflow tool. The amazing thing about workflowmax is that you can really use it for what you’re doing and trying to accomplish. It integrates with other applications and gives you robust reporting capabilities. I can track my costs on jobs whether salary or expenses like travel.

What do you dislike?

The setup is challenging in the beginning and more videos would be really helpful. The help articles could go in more depth. Especially when you’re trying to figure out process. Also, if you have a project with a lot of steps, you can’t note directly to “to-do” items under a task. However, you can apply notes to tasks. We’ve made changes since implementation and that’s normal with any big implementation of a tool. Also to send an email to a job, the job number has to be in the subject line—that can be confusing to clients. So, I usually forward afterwards. It’s also not really iPad friends, so it needs improvement there. Regular tasks work, but if there’s a pop-up for additional information, it doesn’t work.

Recommendations to others considering the product

1) Plan your process out clearly thinking of all you’d like the application to do

2) Map out your process

3) Then use what you’ve got to see if the features support you

It’s a strong application, but you need to be ready to invest your time or someone else in building out properly. There’s a lot of project management platforms out there that are much easier to get started. But, with Workflowmax it will grow with you. One other might be easier to setup, but you’ll be turning around likely at some point and returning to find one that fits your needs at that time. So, if you’ve go the time and you’ve identified it will work, I think you’ll love it.

What business problems are you solving with the product? What benefits have you realized?

We use WorkflowMax to keep up with our year-long engagements, tax return preparation, onboarding, internal jobs, and analyze our costs. It’s been amazing to have all of these data in one place. It gives me real-time notifications and I can analyze performance and deadlines.

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WorkflowMax review by <span>Damien S.</span>
Damien S.
Validated Reviewer
Verified Current User
Organic
Reviewed On

Full featured, cost effective, cloud-based job management system for professional services firms

What do you like best?

As certified WorkflowMax advisors we have implemented and provided support for WorkflowMax for a large number of clients across a diverse range of industries including Architects, Accounting Practices, Business Advisors, Branding Agencies, IT Management Firms, Creative Agencies, Consulting Practices, Construction Firms, Media Firms, Mobile Service and Registered Training Organisations.

Pro's

- The integrated quote and job management system seamlessly transfers all quote and estimate details across to related jobs, eliminating duplication of data and errors

- Easy for staff to track their time in the office or on the go with the Android and iOS apps

- Flexible document templates allow customised branding on proposals, quotes, invoices and other documents.

- Easily build custom reports using the powerful inbuilt report builder

- Flexible invoicing options cover both quoted and time and material jobs

- Seamless integration with Xero accounting software automatically sync’s all client and supplier details, invoices, purchases and timesheets across to Xero

- Low monthly subscription costs provide excellent value for money

What do you dislike?

Con’s

- Limited functionality to raise invoices based on percentage of task or stage completion

- WorkflowMax lead manager is a good starting point but is not a fully fledged CRM

- No ability to manage inventory within WorkflowMax

What business problems are you solving with the product? What benefits have you realized?

- Job Management and Job Document Storage, with Workflowmax the entire team is able to access the job details and documents from anywhere on any device.

- Administration time has been cut significantly with the seamless transfer of information from Quote to Jobs to Invoices in WorkflowMax and financial transactions synced directly through to Xero

What Project Management solution do you use?

Thanks for letting us know!
WorkflowMax review by <span>Iva D.</span>
Iva D.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Great for agency time keeping

What do you like best?

We are a full service marketing agency and we use Workflow for time tracking and time logging. The time sheet option is very simple and easy to use and allows us to add notes on every task completed which we later use to add task descriptions and details to client invoices. Workflow Max makes it very easy for us to know how much time we have spent on each project and client and when we have gone overtime. When time logging is done correctly this gives us invaluable information about the productivity and profitability of the agency.

What do you dislike?

There is room for improvement on automating recurring projects and tasks. Very often team members are left out of a project which can cause confusion. I would love to see improvements of the personal dashboard with an overview of time spent on each client and perhaps a job list that can be rannked by priority.

What business problems are you solving with the product? What benefits have you realized?

Tracking time spent on each project and client, keeping track of profitability for each project and agency productivity, helps with client invoicing and project management

WorkflowMax review by <span>Jordan Z.</span>
Jordan Z.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

WorkflowMax Provides An Integrated Platform for Professional Services

What do you like best?

WFM provides an integrated platform for professional services businesses, particularly those in design and advertising businesses where image files are produced. It is a great choice for small teams [<15 professionals] where workflows are NOT highly complex, and tools don't produce HUGE files.

What do you dislike?

The workflow functionality could be substantially improved. A full set of boolean functions and concatination is lacking. The software could definitely be upgraded to handle more complex transactions.

Recommendations to others considering the product

If you use Xero for accounting, WFM is a great choice. Make sure you fully understand the how the platform works before you adopt.

What business problems are you solving with the product? What benefits have you realized?

The standardization of workflow has the potential to be a tremendous benefit to a business. The decision o use a product like this puts a substantial premium on he effectiveness of user adoption. A potential adopter would do well to consider the business transformation process he contemplate following.

The use of an outside consultant to assist with the design and implementation of his product is critical to success. Executive sponsorship is also going to be important to adoption success. I would strongly recommend discussing goals with an actual user of the product to fully understand what is and isn't reasonable as a expectation of success.

WorkflowMax review by User in Non-Profit Organization Management
User in Non-Profit Organization Management
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

It has made things so much easier

What do you like best?

Reasonably priced

Can be integrated with Google drive, box, Xero, Dropbox etc

Best support service which is available 24/7

Several options for live webinars

Easy to use

Anyone working on the assignment can easily access the document storage and collaboration very well.

Provides huge flexibility

What do you dislike?

It would great if they could enhance the integrations bit more.

Recommendations to others considering the product

It is a perfect software if you have a small or mid-sized business and cannot afford so much on things like this. WorkflowMax has almost all the features you need in a project management software.

What business problems are you solving with the product? What benefits have you realized?

This software makes time tracking and scheduling so much easier. If you are skeptical about this software, you can sign up for a free trial with WorkflowMax. Plus don't forget to look at the help/guide as there are features that may go unnoticed. Again, the best part of this software is its ability to integrate with other programs.

WorkflowMax review by User in Medical Practice
User in Medical Practice
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Review for WorkflowMax

What do you like best?

Workflowmax is a fantastic job mangement program that has saved APT a lot of time in book keeping. The software covers our complete workflow from Quoting and Scoping a Job, Managing the Job and Invoicing. The Stopwatch feature for time keeping adds a level of detail which makes it hard for cutomers to argue - everything is recorded in real time. WFM allows document storage and collaboration straight to the job, all emails, files and notes can be accessed by anyone working on the job - no searching for lost information.

What do you dislike?

There are a few integrations that are available for WFM (eg Xero) which work really well but It would be great if WFM had Zapier integration.

Recommendations to others considering the product

I liked the overall workflow of the software, including the quoting/pricing modules. They were pretty flawless and helped me make sense of a pricing system on the fly. Also, there is the intergration with Xero, which is the platform I use for accounting.

What business problems are you solving with the product? What benefits have you realized?

Workflowmax is a fantastic job mangement program that has saved APT a lot of time in book keeping. The software covers our complete workflow from Quoting and Scoping a Job, Managing the Job and Invoicing. The Stopwatch feature for time keeping adds a level of detail which makes it hard for cutomers to argue - everything is recorded in real time. WFM allows document storage and collaboration straight to the job, all emails, files and notes can be accessed by anyone working on the job - no searching for lost information.

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