EstimateOne vs. WorkflowMax

EstimateOne is well suited for subcontractors or builders alike to streamline the process of tendering on projects. It is a fantastic platform for anyone really, whether you are starting your business and need to build a client base or have an already established business and want to find more projects to tender on. It can be difficult at times to know where you stand after submitting a price, a strong follow up process or CRM is something you should consider before using the platform to keep track of key contacts and jobs you have priced.

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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• Document access to projects on tender.
• Easy access to tenders and all commercial projects and their status.
• Good communication details with estimators.

• 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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Independently Invited by TrustRadius

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• 5 free passes for $10,000,000 opportunities as a further way for members to experience what they will receive in the next level up.
• Option to submit video testimonials.

• 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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Invited by TrustRadius (TR) on Vendor's Behalf

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EstimateOne is easy to use, the user interface is designed to be simple yet functional - many other platforms I have used are much more cumbersome to navigate and don't offer as much functionality. Everything has been thought out well with EstimateOne - it seems to have been designed by people who have worked in the industry.

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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Abby Tuong is an incredible employee who is EstimateOne. Her proactiveness, willingness to listen and help, and customer focus is second to none. With that level of support, it is no wonder EstimateOne has such rave reviews and is clearly the choice in the market.

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

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Invited by TrustRadius (TR) on Vendor's Behalf

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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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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

I think EstimateOne may have a broader database (not sure); but certainly I feel it is very thorough in the searchability for suitable projects

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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Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

• We are hoping for a positive impact and positive ROI since Covid-19 has effectively stopped our personal engagement opportunities with builders and architects

• 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

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