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WorkflowMax

3.0
(15)

All-in-one Job Management Software

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Showing 15 WorkflowMax reviews
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WorkflowMax review by Robby M.
Robby M.
Validated Reviewer
Verified Current User
Review Source

"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 Damien S.
Damien S.
Validated Reviewer
Verified Current User
Review Source

"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 Iva D.
Iva D.
Validated Reviewer
Verified Current User
Review Source

"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 Jordan Z.
Jordan Z.
Validated Reviewer
Verified Current User
Review Source

"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
Review Source

"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
Review Source

"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.

WorkflowMax review by Aurélien L.
Aurélien L.
Validated Reviewer
Verified Current User
Review Source

"WorkflowMax review"

What do you like best?

It does what's it's meant to, track your hours, it has a chrome plugin where you can press to start recording your time

What do you dislike?

The user interface, it's a calendar like app. Time tracking is a pain for most employees. We usually have work sprints, have several projects to work on every months (agency). It would be great if project managers could setup WorkflowMax easily so everyone can see jobs/projects in a simple manner. Instead of having a dropdown menu with codes that barely anyone understands. I would like to have to spend maximum 5 minutes a day on workflowMax to report my hours.

WorkflowMax should be a companion and not a bargain.

Recommendations to others considering the product

It's a time tracking software, I don't know if it's the best but after one year using it, I'm not convince it's the best interface to use.

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

Tracking hours for projects cost estimations.

WorkflowMax review by Josh O.
Josh O.
Validated Reviewer
Verified Current User
Review Source

"Effective software to help track hours"

What do you like best?

Easy access to noting jobs and how much time was spent on them. Tracking and using an internal numbering system makes finding jobs easy on WorkflowMax.

What do you dislike?

Can feel very busy at times, but that's not the UI's fault. Just a matter of how much work is being put into the program.

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

Tracking hours of time worked.

WorkflowMax review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"A+ integration, not so great functionality"

What do you like best?

Hands down, the best feature of WorkflowMax is it's integration with Xero. We use Xero as our accounting system and when looking for a project management software integration is one of the two must have features.

What do you dislike?

"Everything that isn't the fact that it integrates with Xero". At the end of the day we stopped using this software because it was too simplistic. It didn't handle the intricacies that we required to properly manage and measure our projects.

Recommendations to others considering the product

In a word and a half, "don't". At this point in time, unless you are a very small organization, WorkflowMax is not an appropriate tool and doesn't provide the level of sophistication required to properly manage even medium sized projects.

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

The business problem we attempted to solve was having our project management/accounting systems act effectively as one system. We did realize this benefit, but other than this, WorkflowMax was disappointing

WorkflowMax review by Neha P.
Neha P.
Validated Reviewer
Verified Current User
Review Source

"Workmax is an avg workflow tool not impressed"

What do you like best?

Workmax flow nicely integrated with Xero and works okay.

What do you dislike?

I do not like how it doesn’t take Client information from Xero and create basic workflow -lots of data input.

Recommendations to others considering the product

No way too much data entry

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

Trying to manage workload

WorkflowMax review by Sergio D.
Sergio D.
Validated Reviewer
Verified Current User
Review Source

"Great for timed and expense billing "

What do you like best?

The ease of tracking , documenting and billing.

What do you dislike?

Lack of Gantt project modeling and the interface iia outdated..

Recommendations to others considering the product

What's more inportant, timelines or tracking.

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

The best features are its ability to track and juatify time spent on client needs.

WorkflowMax review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"We switched to another WorkFlow management system that was better"

What do you like best?

It was easy to log time on this and it was great to manage projects and check up on your tasks. I also like that you can export it onto Excel.

What do you dislike?

There are a lot of things that you can't do in comparison to other software, such as adding links, adding expenses etc.

Recommendations to others considering the product

I would look into other platforms first.

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

We were able to allocate the correct amount of time to the correct client. Sometimes, it can be hard to predict how much time you're spending on a client without measuring it from the start.

WorkflowMax review by User in Telecommunications
User in Telecommunications
Validated Reviewer
Review Source

"A necessary application "

What do you like best?

I find this application to not only be useful but user friendly. I use it daily at my job. I really like the fast processing of data and how easy it is to train new employees on the ins and outs of the application.

What do you dislike?

In the mornings sometimes I find it slow to start up and get moving depending on the data retrieved from the night before. But that could be more of a company issue not a application issue.

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

I use this application to schedule meetings and respond to customers and internal customers through the portal.

WorkflowMax review by User in Civil Engineering
User in Civil Engineering
Validated Reviewer
Verified Current User
Review Source

"Simple software"

What do you like best?

It is easy to input time and write notes. Easy to read after inputting time.

What do you dislike?

It's difficult to edit or change times you have entered.

Recommendations to others considering the product

It's a basic time keeping software. It's not difficult to use but takes some getting used to.

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

It's a good tool for project management.

WorkflowMax review by User in Staffing and Recruiting
User in Staffing and Recruiting
Validated Reviewer
Review Source

"Easy to use"

What do you like best?

WorkflowMax makes it supwr easy to input data and easily find it when looking for a recent submission

What do you dislike?

The drawback of this program would definitely be that it is unable to "forget" things when you change them in the file and are then still displayed under the wrong search

Recommendations to others considering the product

System updates for older versions would be helpful

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

WfM makes it way easy to have all of our info in one spot and other can easily access it.

Kate from G2 Crowd

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