WorkflowMax

WorkflowMax

door Xero

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.

Wat is WorkflowMax?

Eén platform voor al je behoeften op het gebied van projectbeheer. Coördineer en werk naadloos samen met personeel, architecten, elektriciens, klanten, landmeters en andere onderaannemers. Houd de uren bij voor projecten en werk vanaf elke locatie met WorkflowMax voor iOS. Beheer mijlpalen voor je projecten en houd bij wie er aan wat werkt. Gebruik aangepaste rapportage om te zien welke projecten het meeste geld opleveren. Verbeter je offertes en sla informatie over elk project op in één locatie. Splits projecten op in taken en kosten.

WorkflowMax - Details

Xero

https://www.workflowmax.com/

Opgericht in 2007

WorkflowMax - Prijsoverzicht

WorkflowMax heeft geen gratis versie maar biedt wel een gratis proefperiode. WorkflowMax betaalde versie vanaf US$ 15,00/maand.

Beginprijs

US$ 15,00/maand

Gratis versie

Nee

Gratis proef

Ja

Implementatie

Cloud, SaaS, Web

Mobiel - iOS native

Training

Live online

Webinars

Documentatie

Ondersteuning

Kantooruren

Online

Functies van WorkflowMax

Bouwsoftware
Aansturing van onderaannemers
Apparatuur bijhouden
Budget volgen / taakuitgaven
CRM
Commercieel
Contractbeheer
Informatieverzoeken en aanvragen
Integratie in de administratie
Mobiele toegang
Offline toegang
Onderaannemers
Rapportage van incidenten
Schattingen
Wijzigingsorders
Woning
Aanpasbare sjablonen
Agile-methodiek
Budgetbeheer
Gantt-grafieken
Ideeënbeheer
Kanban-bord
Klantenportal
Kosten van voltooiing bijhouden
Mijlpalen bijhouden
Portefeuillebeheer
Resourcebeheer
Samenwerkingstools
Tijd en onkosten bijhouden
Traditionele methodologieën

Reviews van WorkflowMax

5 van 105 reviews worden weergegeven

In totaal
4,3/5
Gebruiksgemak
4/5
Klantenservice
3,9/5
Functies
3,7/5
Waar voor je geld
4/5
David M.
Director
2-10 werknemers
  • Totaalscore
    5/5
  • Gebruiksgemak
    Zonder beoordeling
  • Functies en functionaliteit
    Zonder beoordeling
  • Klantenondersteuning
    Zonder beoordeling
  • Waar voor je geld
    Zonder beoordeling
  • Waarschijnlijkheid van aanbeveling
    Zonder beoordeling
  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 23-1-2015

"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

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.

  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 23-1-2015
Uwais A.
Senior Financial Consultant
Administratie, 13-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    4/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    Zonder beoordeling
  • Waar voor je geld
    Zonder beoordeling
  • Waarschijnlijkheid van aanbeveling
    7/10
  • Bron van de reviewer 
  • Beoordeeld op 22-7-2019

"WorkFlowMax review"

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.

  • Bron van de reviewer 
  • Beoordeeld op 22-7-2019
Justin E.
sales
Bouw, 13-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    5/5
  • Functies en functionaliteit
    3/5
  • Klantenondersteuning
    4/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    8/10
  • Bron van de reviewer 
  • Beoordeeld op 25-6-2020

"workflow max"

Opmerkingen: overall we really like it. It is perfect for a small business with limited needs.

Pluspunten: We really like workflowmax.
We started using it right after it was first released. It is very easy to use and gives us very good visibility into the costs of our projects. Back costing is so easy when all products and labour get reconciled against the project.

Minpunten: No really bad comments to be made about workflowmax. It does what it says it will and doesn't pretend to be be bigger than it is.

  • Bron van de reviewer 
  • Beoordeeld op 25-6-2020
Geverifieerde reviewer
Managing Director
Machine- en installatiebouw, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
  • Totaalscore
    2/5
  • Gebruiksgemak
    2/5
  • Functies en functionaliteit
    3/5
  • Klantenondersteuning
    2/5
  • Waar voor je geld
    2/5
  • Waarschijnlijkheid van aanbeveling
    2/10
  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 1-12-2017

"Dont use if quoting is important"

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!

  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 1-12-2017
Maree M.
Administratie
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    Zonder beoordeling
  • Functies en functionaliteit
    Zonder beoordeling
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    Zonder beoordeling
  • Waarschijnlijkheid van aanbeveling
    Zonder beoordeling
  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 26-6-2016

"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.

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.

  • Bron van de reviewer 
  • Bron: GetApp
  • Beoordeeld op 26-6-2016