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Over WorkflowMax

Eén platform voor al je projectmanagementbehoeften; van offertes tot urenstaten, het bijhouden van projecten en kostenberekening, rapportage en meer.

Meer informatie over WorkflowMax

Pluspunten:

Ease of use day to day, product updates regularly.

Minpunten:

Customizable reports are still limited and basic. Lacks multi-line quotes itemization.

Beoordelingen van WorkflowMax

Gemiddelde score

Gebruiksgemak
4,0
Klantenservice
4,0
Functies
3,8
Prijs-kwaliteitverhouding
4,1

Waarschijnlijkheid van aanbeveling

7,3/10

WorkflowMax heeft een totaalscore van 4,3 van 5 sterren op basis van 120 gebruikersreviews op Capterra.

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Reviews filteren (120)

David
David
Director in
Geverifieerde LinkedIn-gebruiker
, 2-10 werknemers
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer
Bron: GetApp

It does what it says on the tin. Work-Flow-MAX

5,0 9 jaar geleden

Opmerkingen: I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account

Pluspunten:

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Minpunten:

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

Eabyn
Graphic Designer in Zuid-Afrika
Design en ontwerp, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Eerder overwogen alternatieven:

Ideal for organisations looking for large scale project and financial management

5,0 2 jaar geleden

Opmerkingen: Brings detailed project management workflows while offering portals and features that manage both the financial records and client facing invoices

Pluspunten:

Offers the benefits of both handling the financial and project management, this link is valuable for our company to monitor the integral efficiency of our organisation

Minpunten:

A greater app integration list would benefit this platform

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Machine- en installatiebouw, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: GetApp

Dont use if quoting is important

2,0 6 jaar geleden

Pluspunten:

It's OK for tracking jobs once the quote is accepted, and links with Xero quite well. If you have a simple business it'll probably be OK

Minpunten:

Despite repeated requests, WFM is not interested in improving this side of the product. WFM cannot handle multi-line itemised quotes, is slow to use and has very limited functionality. While you can add profiles, and append them to orders it insists on blending all the profiles in together, making itemising a messy, manual process. The cost is OK, again if you have a simple business. Don't try to imagine that these costs are anything like inventory. It is basically a free text field. Tasks can't be combined with costs, so you can't organize complex jobs at the quote stage. I believe you can do more in jobs, but this is handling the data twice. I am searching for an alternative and will be gone as soon as possible. The biggest thing keeping me using it is that I spend 40+ hours doing 20 hours worth of quoting and run out of time to search!

Uwais
Senior Financial Consultant in Zuid-Afrika
Administratie, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

WorkFlowMax review

4,0 5 jaar geleden

Opmerkingen: Reasonably happy with the experiences

Pluspunten:

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Minpunten:

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Maree
Maree
Geverifieerde LinkedIn-gebruiker
Administratie
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: GetApp

Value for Money Time and Project Management System

5,0 8 jaar geleden

Opmerkingen: As Certified Implementation Partners, we have implemented and trained WorkflowMax for over sixty clients in the UK. Industries have included Creative Agencies, Architects & Engineers, Ecologists, Training Companies and General Consultancy firms.

Pluspunten:

WorkflowMax is highly flexible and every client will tend to use it slightly differently. Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2. The ability to develop attractive quotes and proposals. 3. Being able to pull processes and systems together in a centralised location. Often clients are holding project information in lots of different locations/spreadsheets around the office. 4. Huge flexibility through the custom reporting and being able to quickly see Project Profitability. 5. 'Talks' nicely to Xero your Accounting Software, sending through invoices and supplier invoices. 6. Great Value for Money when taking into account the breadth of features.

Minpunten:

1. Capacity Planning. There is a Staff Availability grid, but time must be clearly allocated to staff and tasks for this to provide meaningful and accurate information. 2. Expenses Tracking. There are various options for Expense Tracking such as bulk purchase orders, but could be clearer and easier to use.

Daniel
Daniel
Geverifieerde LinkedIn-gebruiker
Bouw
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer
Bron: GetApp

WorkflowMax is very user-friendly

5,0 9 jaar geleden

Opmerkingen: I am the Director of Melbourne-based commercial fit-out and property maintenance company, Symmetry Commercial. After migrating from MYOB to Xero, we were looking for a work scheduling and quotation software, and that’s when we discovered WorkflowMax. For us, the beauty of WorkflowMax has been creating a really tight process around purchasing and sending online purchase orders. Typically, paperwork goes missing, emails go missing. But now it’s so much easier; we can just log on and see all the information in one place. If we need to re-submit a quote or a purchase order, it’s all there. The biggest thing for us is the quotation side of things. What’s terrific is that this information then feeds directly through to Xero to create an invoice, which cuts down on invoicing time. Functionality was a focus for us; we didn’t want something that was going to be too difficult to use. But WorkflowMax is very user-friendly; we’ve had new people start here and it’s been really easy for them to pick up. WorkflowMax has been great for us in the sense that it has got so much scope. We were looking for something that could grow with us; as the company grows we can actually expand our use of the system. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited to explore.

Pluspunten:

- Inexpensive - Programmers are constantly improving WFM - Seamless compatibility with Xero - Easy to use and intuitive. Easy to train new comers on.

Minpunten:

- Would prefer if it was a bit more Building/ Construction industry centric

Marc
Marc
Owner in Canada
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Integral to our project and time tracking

4,0 6 jaar geleden

Pluspunten:

Easy to use similar to Xero accounting - integrates with accounting. Good mobile app and great reports. We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs. Workflowmax has allowed us to improve our productivity as well as tracking work and hours that we previously would have missed.

Minpunten:

A little bit of difficulty linking to Xero accounting - mainly due to our awkward setup. Looking forward to a smoother link between these apps.

Marc
Marc
Owner in Canada
Geverifieerde LinkedIn-gebruiker
Marketing en reclame, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

WorkflowMax Boosted Job Workflow

4,0 5 jaar geleden

Opmerkingen: Huge improvement in our job workflow which means we captured more billable time and expenses.

Pluspunten:

Major benifit was the integration with its sister accounting cloud service. All time and project billing info is captured in Workflow and financial data is passed to Xero for accounting... huge improvement in our job workflow.

Minpunten:

It was difficult to configure and setup from an invoicing perspective.

Kayley
Accountant in Australië
Administratie, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Essential addition to Xero for ease of tracking, managing and reporting.

5,0 6 maanden geleden

Opmerkingen: The main benefit is time, I am able to complete many jobs and assist many clients.

Pluspunten:

It helps my day flow effortlessly and allows me to be more time efficient. Time tracking and reports are essential as it ensures we as a business provide our clients a reliable service as nothing gets missed.

Minpunten:

There has been a few times were it has crashed but the team always provide updates and correspondence on a fix and its within the hour.

Jennifer
Jennifer
Geverifieerde LinkedIn-gebruiker
Bouw, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: GetApp

Great templates for job quoting and scheduling recurring jobs

4,0 8 jaar geleden

Opmerkingen: We've been using this for almost 2 years It keeps us on track with quoting, creating jobs and issuing invoices then doing the same steps again for recurring jobs. It's a rinse and repeat kinda thing which works for us in the long run.

Pluspunten:

Great and customizable templates for job quoting, tracking and scheduling of recurring jobs

Minpunten:

Task section of the Quote Due to the fact that the way the task is set up in workflowmax that the tasks are can be viewed by the employees of the contractor as the sensitive information on the task. We use the tasks for the purpose of providing the quote/estimate only. We create an invoice then we copy and paste the information from task into the cost so we can generate the invoice.

Mackenzie
Accountant in Nieuw-Zeeland
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Functionality & Reporting

4,0 5 jaar geleden

Opmerkingen: Workflow max helps to solve the issue of effective invoicing of time worked on each client. Workflow max has also helped our firm when it comes to GST time - the way workflow max integrates with Xero makes filing GST returns with Inland Revenue very simple, and lets you easily keep track of GST returns and to make sure that all returns have been filed before the due date.

Pluspunten:

- Workflowmax has the ability to let the user create and design their own reports, which can come in very handy for workflow planning purposes. Saves staff all trying to navigate through a single spreadsheet! - This is an effective program to record staff hours, which also allocates your time entries to the jobs you are working on, which helps when it comes time to bill clients. - The tax alerts on the dashboard are a good way to double check tax returns after they have been assessed by IRD, which is a good reminder to check any returns that have been assessed as different as it raises a red flag and makes you look into it.

Minpunten:

The custom reporting can be a bit hard to navigate around, especially for any newcomers to the system.

Phillip
Web Developer in Nieuw-Zeeland
Grafisch ontwerp, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Good product, however timer has bugs

4,0 6 jaar geleden

Opmerkingen: If the support team fixes the timer issue, this would be the project management tool to go with hands down.

Pluspunten:

I like how the product has a timer that you can time your tasks against with start and stop timer functionality and see how much time you have spent on your project and each task. I like that it has Xero integration as well.

Minpunten:

I don't like that the timer has bugs where maybe one out of every ten times that you attempt to stop the timer after finishing timing a job, it completely forgets the time that was recorded against it and resets the time to a lower time for some unknown reason. I have contacted support about this issue countless times but have always been pushed away even after following requests to send through supporting testing data.

Keith
President in VS
Machinebouw, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Proven Preformer

5,0 4 jaar geleden

Opmerkingen: Fantastic product for the price. used it to meet all requirements of a quality system. custom reports are great. It kept us on track with schedules.

Pluspunten:

Basic needs to schedule task. A basic purchase section allowing areas for notes and visibility. Track job progress at an affordable cost for software. Was great to be able to Port data directly into XERO accounting package.

Minpunten:

Quotes and jobs required a lot of retyping.

Nick
Director in Australië
Design en ontwerp, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

10 year seasoned user.

3,0 2 jaar geleden

Opmerkingen: We use it because we have to, not because we want to.

Pluspunten:

It has lots of features necessary to effectively manage workflow.

Minpunten:

Clunky interface. Antiquated UI and UX does not measure up to current standards. Has not seen any major improvements in over a decade.

Ross
Web Developer in Nieuw-Zeeland
Grafisch ontwerp, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

You lose your running time on down times

5,0 6 jaar geleden

Opmerkingen: Please develop a front end caching for the timer so it would save it for a couple of hours in the browser cache.

Pluspunten:

It's great for timing tasks and has a great customer support as well. Easy operation, you can turn it on and off with ease when there are sudden things that happen that needs you to stop your timer on tasks.

Minpunten:

If the site goes down or has a problem when you save your current running timer, there is a high chance that you would lose that data so keep an eye on the numbers.

Kyle
Owner in Australië
Machine- en installatiebouw
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Streamlined job processes

4,5 8 jaar geleden

Pluspunten:

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.

Minpunten:

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.

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Workflow max review

5,0 2 jaar geleden

Opmerkingen: Great, would recommend

Pluspunten:

Ease of use day to day, product updates regularly

Minpunten:

The report Centre can be difficult to access as in building reports

Adrian
General Manager in Australië
Administratie, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Easy to use. Lots of flexibility

4,0 3 jaar geleden

Pluspunten:

Cloud based, no updates required. great technical support

Minpunten:

Could integrate better with xero and other document management

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

This tool allows you to manage several projects online...

5,0 6 jaar geleden

Opmerkingen: WorkFlow is a great software, it allows me to save a lot of time and money, when you need to work in a team since this service is available all the time and you can coordinate the work at a distance.

Pluspunten:

This has been one of the best software I have used in my work. Its interface is very nice as well as being very easy to use. It allows me to carry out several projects online and that is a great advantage, you can work on them wherever you want, whenever you want.

Minpunten:

WorkFlow is great software, there is absolutely nothing that you do not like. You can save a lot of time and money, when you need to work as a team since this service is available all the time and you can coordinate the work at a distance.

Glennis
Glennis
Director in Nieuw-Zeeland
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer

WorkflowMax is essential software for any business needing to manage time and costs

5,0 9 jaar geleden

Opmerkingen: WorkflowMax is extremely affordable software and has very high-end reporting compared to similar priced products, while it can still be very easy to use for the basic user. It is cloud based, secure, you can easily view your work in progress and it works seamlessly with Xero. Use it for your leads, internal projects, client work (one off and repeat), invoicing, quoting and time sheets. WorkflowMax integrates nicely with payroll software too. If you are paying $150 a user for other software, you really do need to check it out. Being owned by Xero, there is also a lot of development being done to make the product even better. There will soon be an app available - in the meantime it has a mobile site which is fine for time and costs. WorkflowMax suits pretty much any business needing to manage chargeable and non-chargeable time and disbursements or materials. There are some excellent advanced features such as emailing your job with files etc, and custom reporting which you can do yourself - no need to pay WorkflowMax to create reports for you. It is currency agnostic so can be used in any country.

Carl
Nieuw-Zeeland
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer

Very cost effective job management product

4,0 8 jaar geleden

Opmerkingen: We have implemented and support WorkflowMax for multiple clients across different industries both large and small.
It is an extremely cost effective product for all of the features you get to manage jobs and have all staff entering time sheets and disbursements.
We routinely set up custom templates for quotes, invoices etc for clients bringing on their own branding which works really well and is simple to use.
The reporting is great with the ability to customise your own and add extra fields throughout the system, the reporting is however limited when compared to more advanced systems such as SQL based systems as WFM does not allow you to set up your own data containers or queries to get all of the information you sometimes need on a single report.
All in all an extremely good, cost effective solution that integrates well with Xero and all of our clients are always happy with the solution.

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: GetApp

Great for time based billing

4,0 8 jaar geleden

Opmerkingen: We have been using WFM for 3 years now for our training business, it' great for a time based business and does ok for others that are more product based. Recommend you look and use the leads and quotes portion to get the most out of the system from both a workflow and reporting basis

Pluspunten:

Easy to learn Links to Xero Ability to configure quotes and templates

Minpunten:

Not the best for retention and variations.

Randal
Consultant in
Design en ontwerp, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

WorkflowMax is almost there

3,0 7 jaar geleden

Opmerkingen: If WorkflowMax changed the structure so that Project Tasks could accumulate both labour and non-labour costs they would have a really good product

Pluspunten:

Fairly easy to use Ability to build customer reports Has some reasonable dashboards Easy integration with Xero

Minpunten:

It doesn't do project management all that well. Project tasks only allow the aggregation of labour costs. You can't put multiple actual costs against a single line of estimated costs

Chris
Director in Australië
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer

There's Gold in the Detail

5,0 8 jaar geleden

Opmerkingen: I work with business owners to help them improve the performance of their business and have been using WorkflowMax with many clients to help them improve their systems.
Many business owners want to scale their business but don't have the systems and processes to allow them to do it effectively.
WorkflowMax forces owners to look at their systems and processes. It provides valuable information about the performance of staff (both management (did we quote it right) and delivery staff (did we deliver on time and on budget)) and jobs.
Owners can now see where they are making money and it's not always where they think it is.
Used correctly WorkflowMax is an incredibly cost effective application that will make owners money.

Christy
owner in VS
Administratie, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Xero Workflow Max

4,0 5 jaar geleden

Opmerkingen: Using it for time maintenance and billing has been great

Pluspunten:

very easy to use and to show those in my department

Minpunten:

sometimes steps in a process are not self-evident