Fieldwire vs. WorkflowMax

We used Fieldwire to increase our overall productivity for our engineers and for our installers and techs in the field, so our techs could have everything in front of them when needed. Sometimes the software can be dependent on cell service and when in a remote construction area it becomes hard to pull the information.

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

• View the most up to date plans
• Mark up plans

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

• I wish more trades used it.
• If it was cheaper, I would have more 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

Because we can't imagine being without it!

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

Fieldwire customer service is exceptional. They are always looking to grow, learn and take feedback from users to make their software the best it can be. They have taken feedback from us, worked with us on how to best implement and incorporate our ideas and work quickly with their software engineers to implement the feedback into the software. They are willing to make changes quickly and are not shy in asking your opinion. If there are ever issues with your subscription, software or data, they are very quick to make sure everything is taken care of to the best of their ability.

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

Fieldwire is a much better value.

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

• Helps productivity
• Decreased return trips
• Saves time and hours

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