Wat is WorkflowMax?
Eén platform voor al je behoeften op het gebied van taakbeheer, wereldwijd gebruikt door meer dan 10.000 dienstverlenende bedrijven. Bekijk al je uitgaven in het taakkostensysteem zodat je niet onaangenaam verrast wordt door rekeningen. Weet meteen hoe kosten en facturen zich opstapelen in het kostensysteem voor werkorders. Bekijk je geschatte kosten opgesplitst in afzonderlijke taken. Meet de werkelijke kosten zodra deze binnenkomen, om te zien of je medewerkers de juiste prijs in rekening brengen. Krijg volledig inzicht en bekijk de winstgevendheid van je opdrachten in één oogopslag. Probeer het nu gratis!
Wie gebruikt WorkflowMax?
WorkflowMax biedt een cloudgebaseerde zakelijke oplossing voor creatieve bureaus, architecten, ingenieurs, landmeters, advocaten, IT-bedrijven, bouwbedrijven, consultants en iedereen die op uurbasis factureert.
WorkflowMax - Details
Opgericht in 2006
WorkflowMax - Details
Opgericht in 2006
Video's en afbeeldingen van WorkflowMax
Vergelijk de kosten van WorkflowMax met soortgelijke producten
WorkflowMax - implementatie en ondersteuning
- Live online
Functies van WorkflowMax
- Aanpasbare rapporten
- Aanpasbare velden
- Aanwezigheid bijhouden
- Activiteiten volgen
- Controle van goedkeuringsbeheer
- Factureerbare items bijhouden
- Gegevens importeren en exporteren
- Integratie in de administratie
- Integraties van derden
- Meerdere valuta's
- Mobiele app
- Onkosten bijhouden
- Projecten bijhouden
- Projecttijd bijhouden
- Rapportage en analyse
- Rapportage en statistieken
- Realtime gegevens
- Realtime meldingen
- Realtime rapportage
- Realtime updates
- Taakvoortgang bijhouden
- Tijd bijhouden
- Tijd bijhouden per klant
- Tijd bijhouden per project
- Tijd en onkosten bijhouden
- Toewijzing en planning van resources
- Vakantie en verlof bijhouden
- Verlof bijhouden
- Voortgang bijhouden
Alternatieven voor WorkflowMaxMeer alternatieven voor WorkflowMax
It does what it says on the tin. Work-Flow-MAX
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
- 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
- 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.
Opmerkingen: Reasonably happy with the experiences
The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.
Planning for longer than a month is tricky if you only link jobs to projects that have been approved.
Dont use if quoting is important
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
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!
Value for Money Time and Project Management System
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.
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.
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.
WorkflowMax is very user-friendly
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.
- Inexpensive - Programmers are constantly improving WFM - Seamless compatibility with Xero - Easy to use and intuitive. Easy to train new comers on.
- Would prefer if it was a bit more Building/ Construction industry centric