Benchmark Estimating Software vs. WorkflowMax

I have used it for bulk earthworks, for roadworks, stormwater drainage, sewer reticulation, water reticulation, and associated works. It's easy to use a process called subcontractor manager to get multiple sub-contractor prices into your estimate for quick comparison, then pick the one that you really want to use in the estimate. It also has a process called auto allocation which can almost fully automate your estimating process, bringing in Items from the library that match the items in your bid. Haven't found a scenario that it's less appropriate, it all comes down to how detailed you set up your initial item library and resource library.

Incentivized

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.

Incentivized

• Progress Claims
• Standard quotes

Incentivized

• 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.

Incentivized

• I haven't found anything yet. Benchmark is constantly evolving and adding new processes, I believe it keeps up to date with what it's users want.

Incentivized

• 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.

Incentivized

Because we can't imagine being without it!

Incentivized

It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas

Incentivized

The support guys were always helping and sorted out issues we had very quickly.

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

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?

Incentivized

I have always found that Benchmark allows for a more rapid compilation of the estimate through the library system. It can also allow for easy duplication of an estimate for a second stage etc, using the original rates in the resources, or at a click of a button, reverting to updated resources from the library. I have found that other systems rely on a great number of spreadsheet type operations that can easily be changed in the estimate and can lead to errors if copied to another estimate.

Incentivized

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!

Incentivized

• Benchmark has created standardisation in quotes and tenders.
• Created standard progress claims.

Incentivized

• 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.

Incentivized