Contractor Foreman vs. WorkflowMax

If we are working with an architect on a highly complex, custom-built home that requires 50 versions of a floor plan. The Limitation: While Contractor Foreman handles documents well, it isn't a dedicated "Blueprinting" or CAD-markup tool like Procore or specialized architectural software. If the job is more "design" than "construction," the tool's document versioning can feel a bit basic. The Scenario: A crew leader identifies $1,200 in structural repairs needed before the new siding can go up. The Contractor Foreman Solution: Instead of "calling the office" and waiting, the lead creates a Change Order on their tablet, attaches a photo of the rot, and has the homeowner sign it on the spot. The project doesn't stop, and the billing is updated automatically.

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

• The service is top notch. You would be hard pressed to find other options with this kind of service.
• The ability to have your project flow through the modules makes it a breeze to use.
• Being able to track time as well is a key feature.

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

• Security and sensitive file visibility. Users with no permissions can have access to some hidden files.
• Daily log navigation. Users now need to exit one log entirely to view or check another, resulting in a significant waste of time and reduced efficiency.
• Customization options for reports. No options to set up and automatically send reports by email to specified users.

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

We have compiled so much information on CF it would be counterproductive to move to another software. We have also sold a lot of clients on the client portal feature. It is crucial for our communication between customers. The only reason we wouldn't renew the service is if somewhere offered the exact same service but at a lower cost

Incentivized

Because we can't imagine being without it!

Incentivized

Overall, Contractor Foreman is a great product, and I’m sure we’ve only scratched the surface of everything it has to offer. It can be a little quirky at times, occasionally displaying a 'Bad Gateway' message, but we haven’t experienced any timeout issues in the past few months. As we continue to use it, I’m confident we’ll uncover even more ways to streamline our workflow

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

Availability was good, FUNCTIONAL availability was more spotty

Incentivized

Many times we had issues that turned out to be errors and bugs. At first, we would be told forcefully that there were no bugs, then we would document them, and we would get an acknowledgement but no apology for essentially either gaslighting us or being ignorant of their system

Incentivized

We have only had one issue the entire time we have had Contractor Foreman and that was that we had the hardest time getting the platform to allow us to log in, but we called our support and within 5 mins we able to log back in

Incentivized

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

Incentivized

The team that does your implementation is amazing. They're skillful, kind, they will take as much time as you need, and they have a sense of urgency

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

There's just no comparing these two. I'm actually going to suggest we keep CE to my boss, and here's why: Clearestimates is perfect for what I just described. You have a little job that you just BOOM it's done? Put it into Clearestimates. That system does not care at all if you did it "properly." Now Contractor Foreman does so. much. more. than CE. It just does. You can do everything on CF (just not anything haha). Most businesses wouldn't need anything else, but since we're still growing, we do some handyman stuff every now and again that CE is perfect for, and we don't have to go through CF's really picky system to make sure every little tiny thing is correct

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

We had just 2 users

Incentivized

• Positive return for invoice/change order tracking
• Great price
• Prior to using Contractor Foreman we had to wait until the end to capture all change orders in one summary. Now, with the client portal, we can capture in real time and the client has visibility.
• We have been trying to reduce administration time in tracking field expenses and with Contractor Foreman our field crew can uplaod reciepts and track expenses right from their mobile phones.
• Punchlist - the punch list and To Do features are so robust we have drastically improved getting punchlists and small tasks completed in single trips without the wasted time and travel of multiple trips due to missed/forgotten items.

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