4Clicks for Federal vs. WorkflowMax

If you are considering purchasing this (very expensive) software, there is a 100% chance you are doing so because you have been awarded a Government contract that dictates you use 4Clicks Project Estimator. There are plenty of easier to use estimating packages out in the world, but you can't use any of them if you have a contract that requires 4Clicks.

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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.

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• The estimates it produces are simple and easy to follow. The formatting is good.
• The tech support provided is very attentive.

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• 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.

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• The software feels 20 years old. It has not kept up with modern times, and practically functions like an old DOS program.
• Clunky interface, arcane commands.
• Even their training info focuses on hotkeys like this is 1995. Even though I am of an age to remember computers in 1995, the younger generations of managers/estimators are not. It is time to bring the software into the new century!

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• 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.

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Because we can't imagine being without it!

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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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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?

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WinEst uses much the same database (RS Means/Gordion type) and has a similar interface. It is a bit cheaper.

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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!

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• As stated before, if you are buying this software, it is because you have a contract forcing you to. While it does work, it is clunky, awkward, and very expensive.
• The price of the software and databases has always been high, but with the fairly recent acquisition of 4Clicks by Gordion (who also bought RS Means for their databases), there is literally no competition. Prices will continue to be very high, with no check on how high they can go.
• Again, can't fault 4Clicks tech support, as I think it is the best in the industry. They know their product and they respond to issues immediately. Considering what we spend a year for this product, however, you would expect nothing less.

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• 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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info