Likelihood to Recommend Specific scenarios where GeneralCOST Estimator for Excel is well suited include: Small to medium sized contractor who typically works on small to medium sized projects with limited complexity Contractors who value low prices over full functionality (this software application is very affordably priced) A new contractor or new contracting accounting / finance professional who would appreciate the specific limitations imposed by the software Specific scenarios where GeneralCOST Estimator for Excel is not well suited include: Larger contractors who think about and price projects in line with typical commercial design and construction Residential projects (the software is much better suited for commercial lease buildouts, for instance) A contractor whose finance department already uses full-suite accounting software Read full review
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 Convenient estimating Streamlines the price quotation process Standard cost application Overhead calculation and pplication 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 Only CSI construction cost database data Only works with Microsoft Office (Excel) The online help system has limited functionality 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
Read full review Support Rating
The support team are excellent. The only downside is that you can't phone them!
Read full review Implementation Rating
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
GeneralCOST Estimator for Excel is cheaper, easier to use, more streamlined and is easily installed and up and running. The flip side to the ease of use is the limited functionality, somewhat outdated cost bucketing profile and general lack of sophistication. The add-in also does not talk with full suite accounting software which requires additional reconciliations if used within a large 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 Allows us to quickly bid on small projects Allows us to pay less for accounting / finance professionals Allows us to standardize our cost structure 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