BigTime IQ is time and expense tracking software from Chicago-based BigTime Software.
$20
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.
I'd like to start by saying, I rarely give 10's on anything, almost always 9's, the main reason for my 10 rating is the support I've received from this team/company. BigTime Software has been well suited for our company b/c it's giving a window into the project budget and time frames to our Project Managers to proactively manage their projects and look for areas to improve and celebrate with support staff. I would say efficiency in time management. BigTime Software is not an accounting software and I love that about it. We were looking for a tool for staff to manage their projects and stay on budget and track time and generate invoices all in one place and we've found that with BigTime Software.
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.
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.
For some types of projects, we are unable to use BigTime's invoicing feature. It would be nice if we could further customize invoices to fit our needs. We still have to use Quickbooks to complete certain invoices.
Being able to create Purchase Orders in BigTime would be extremely useful to us. We currently use Quickbooks for this.
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.
Overall most areas of the software are easy to use. I tend to spend a lot of time in analytics and reports. Those are not as user friendly, in my opinion, and could use some improvements. I think it just takes time to get familiar with where items are stored in the program and what changes affect what.
The support is amazing! They are always available through the chat interface in the program. Each support person has fully answered my questions the first time. I have had a positive experience with each inquiry. It is very important to me that I am able to get instant access to help so that I can make the most of the software and all of its capabilities.
I touched on this briefly, in another survey section, but my implementation manager, Kevin, was exceptional. The actual implementation process took 3 months, not 1 before I was comfortable rolling it out to staff. We also had to wait/schedule time and coordinate for our custom xml. invoice to be generated and in a place we felt comfortable sending it out to clients. In the end I was very satisfied, but during the first few months it was challenging.
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?
I liked the client management, but it didn't do time tracking, billing or syncing with quickbooks. It was too robust for my needs. I tried it for the client management and thought I might use it along with bigtime, but it was too cumbersome and would involve too much double entry. And it didn't track time or bill which are necessary functions
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!
The product is useful for faster billing and efficient timesheet logs. I do like the report features however there are many options and can be overwhelming for the user. It is most helpful to set up reports speaking to an agent to ensure the right fields are set, etc.
Before BigTime, we were using Excel to track everything, creating invoices, and run reports. Getting on BigTime has saved us tons of time and effort which equates to dollars saved on labor.
From a legal standpoint, BigTime has allowed us to be organized and prepared in the event we would need to present financial details to anyone.
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.
