Buildertrend vs. WorkflowMax

Buildertrend was made for a specific industry (building) and so I would recommend it to anyone in that industry, with the exception of Sales and Marketing. But for everything else from the financing to the permitting to the construction and all else, Buildertrend is exactly what our team has used and will ALWAYS use. Even with our decision to use other systems for Sales and Marketing, we have never given one thought to taking Buildertrend out of our process. We will always be with Buildertrend.

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

• Manages in one place - crucial for organization.
• Professional, across the board it provides companies with a seamlessly organized and flawless presentation - to subs/vendors/owners/etc.
• Time Saver - you don't have to dig around through files/create templates/flip through your contact binder - it's all there.
• Practical tools- designed for contractors. You get what you need - period.

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

• Onsite consultants. There is a demand for this service that is great enough to allow outside BuilderTrend Super-Users like me to partner with BuilderTrend and make this a reality.
• As their company grows, their support needs to grow as well.
• Provide incentives for Super Users that are helping BuilderTrend acquire new business. Advocates should be their best friend.

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

Its simple to use and intuitive. The level of support that we have from online videos, to access to customer support, and the ability to call anyone at anytime on the main line has been invaluable to utilize and not get stuck on something you don't know yet. We've never not had anyone that couldn't respond in time for us.

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

I highly recommend. The only suggestion I have would be to offer a free trial. They do offer a 30 day money back guarantee. The price point isn't daunting if you have had a 100 % no strings attached/no effort to cancel or try to remember to get your money back - no strings attached chance to try out the product. Especially for such a big purchase decision, I think Buildertrend would see an incredible increase in sales. They have the value and companies just need a chance to see it first hand.

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

The program has outstanding customer service. With project scheduling, project management, financial management, customer management, and service management capabilities in a single suite, there's really not much this program can't do! Owners generally love the use of this software as well, giving them the ability to view daily logs, photos, schedules, etc.

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

• The prior year cost me roughly $4300, which was barely reasonable for my volume. Some clients liked the format, some hated it and didn't participate. In my experience, few subcontractors or suppliers embraced the program, severely limiting the effectiveness.
• For the coming year the fees would have exceeded $17,000, far too much for a program with limited client, employee, and subcontractor appeal with as small a volume as I have.
• Honestly, for the last year, I feel they've been a burning tire hung around my neck and I regret not cancelling them in early 2019, I'd have $10,000 more in my pocket and no significant negative impact.
• I did appreciate the daily log as a way to report on progress, but less than half my clients made use of this option.

• 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