Autodesk Build, based on the former PlanGrid, is construction productivity software. It includes tools to collaborate, collect, and manage project information throughout the project’s construction and operations lifespan. It enables document centralization and tracking.
$39
user per month
WorkflowMax
Score 9.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
PlanGrid performs really well in all aspects of construction from the general to the sub/trade. The platform distributes and communicates project documentation in an extremely user-friendly manner. As with most software, it is cheaper the larger the scale of the project. In situations where the project is relatively small, and the trade contracts are also of relatively low dollar value, the product can be cost-prohibitive.
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
Plangrid is the best SaaS I have seen for ease of uploading construction plans and automated organization of those plans.
For companies that are not using other products for mobile access, the Plangrid mobile apps are perfect to allow people on and off site to share and collaborate in many phases of construction project documentation.
Plangrid has a very responsive technical support team (although it is pretty much email only).
Plangrid's website layout is easy to use and understand and allows new users to jump right in and do basic to moderate tasks without little training.
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
The photo attachment process is a bit complicated. In ProCore (another similar software I've used), you can upload photos directly into RFIs for your reference, or into e-mails. For PlanGrid, you have to first upload the photo into the documents tab, then link them into the RFI. It's not intuitive and can add confusion to the documents tab.
Photos can't be directly uploaded. Between different devices and colleagues, it's possible you'll get an important photo outside of the PlanGrid photo capture feature within its app. Again, it's complicated for users to use.
In their new drawings viewer, the icons for actions do not have icons available. I had to use them all in order to understand what they meant, and I'm fairly tech savvy. I'm not sure if a new person to PlanGrid will pick up on each icon's abilities very easily.
There's no all-in-one solution in CM, but PlanGrid is fairly barebones, and I don't believe it has any ability to connect to other software. There's no ability to take meeting munites; you can hack the field reports feature to accomplish this, but it's clear that was not the intent of the designers.
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
We are at the point where we have shown our teams what is possible with this software. We cannot take it away and go back to the way we used to do things. I think that they would push back on us to give them access to something electronic. It is a good program that we will continue to use
Hard to get the hang of this software, but with time it become very repetitive and easier to navigate. I have used this software for over a year now and the constant updates by Autodesk have made the software better and better to use at work. This allows me to use this tool more effectively
Online chat during business hours is extremely helpful. The Plangrid staff has gone above and beyond many times to help us. One time they even offered to completely rebuild our 900+ sheet project so I could slip sheet a few old drawing revisions! This undoubtedly would have taken hours on Plangrid's end. They are always responsive and are continually improving, listening to user feedback.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
Plangrid, while not serving the external document distribution function, is unrivaled for internal document distribution and sharing in the construction industry. The speed at which documents are navigatable, the ability to download your projects for viewing without an internet connection, and the document mark-up and photo tools place it head and shoulders above the competition.
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
It helped us "wow" a joint commission survey in 2016 and have a successful survey because he loved how we could access plans on an iPad, check suite sizes, and didn't have to carry around huge, heavy sets of life safety plans.
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.