Likelihood to Recommend
This is software that will be very useful for all companies since they will be able to control the entries and exits of their employees in their jobs, the hours worked, shift changes, and everything related to the performance of the staff. They will not have to worry about personnel planning because the software will do it.
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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.
Read full review Pros The control of time and absences, allows us to keep all payroll, payments, and control of days worked, in order. Its interface is very intuitive and easy to master, we do not need technical service for installation or use. The activities that can be programmed automatically, such as alarms, mailings, and other activities, and facilitates daily work. Read full review 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. Read full review Cons The no guarantee of temporary employees returning to work is a big concern and accountability is difficult Read full review 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. Read full review Likelihood to Renew
Because we can't imagine being without it!
Read full review Usability
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
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We were given a dedicated customer service rep that is there whenever we need them. Emails are answered within hours and the knowledge base they have has many of the answers including easy to follow how-to's. We haven't run into any issues that can't be solved in less than 24 hours.
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The support team are excellent. The only downside is that you can't phone them!
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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?
Read full review Alternatives Considered
Celayix is a flexible and powerful employee scheduling tool with a secure online cloud used to create and edit schedules. It is the very best automated scheduling solution that allows us to manage the workforce digitally and it is a great resource for any organization.
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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!
Read full review Return on Investment We needed to automate much of the shift allocations and this solution did it. The solution we picked had to have integrations such as Salesforce and Celayix has that. Read full review 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. Read full review ScreenShots