B2W Estimate vs WorkflowMax

• Allows management to update costs for each individual item, equipment, labor, PR taxes, benefits, materials, etc.
• Allows management to see how aggressive estimators have built an estimate to evaluate risk.
• Allows monthly changes in fuel prices and liquid asphalt to quickly update the system for all.
• Allows management to override margins for overhead and profit to match backlog and need for work versus budget.

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• 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.

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• We request changes to the software as issues crop up and the B2W process changes as needed.
• A time-out function should be added to knock dormant users offline and allow other users access to the limited number of licenses the company owns.

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• 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.

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• We make money year after year by having accurate quotes and costs basis.
• We have easily accessible records to look in the past at jobs won or lost.

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• 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.

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