Likelihood to Recommend
Harvest salt or immediate need for a replacement time tracking system that had become out of financial reach. It was a simple solution that everyone in our organization picked up really quickly. For myself at the administrative level, I have had no trouble adding clients, adjusting tasks, migrating tasks and running reports. I am unsure as to the best practices at this time for a particular clients that have very specific price rate associated to very specific roles, it will still list the roles that we do not want in the drop-down menu and I would really like to eliminate that. I do not want room for error or for any particular user to pick the wrong task. It still lists them as non-billable but there are no non-billable hours associated to that client, so we don’t need those at all on the drop down.
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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.
Read full review Pros Offers several options on using the tool, for example, you can use the app on your phone, the app for desktop, or simply have the website open. The timer integrates with other platforms. For example, our team uses Asana as our project management tool. Now, in real-time, I can know which projects my team is working on and whether we're implementing good time management strategies to meet our goals. The summary break downs are wonderful! You can view an individual's hours as well as project hours. There are even notifications you could receive when your team is getting close to reaching the allotted time for a client's project. 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 Sometimes it can be difficult to find the item that you're looking for, as there are tabs for time, projects, team, reports etc. and it's not always clear where the item you're looking for will be housed. It would be nice if things could be broken out more clearly by department, as sometimes the entire organization will be added to a new project when really only a couple of people should have. 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
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I have not actually had any customer support issues as the product just works for me and I have not needed it. So using that as the basis of making my assessment on support I would reckon the team are pretty responsive and attentive to customer needs. I have only used the solution on Chrome and Android so have no idea what the experience is like on other browsers or phone operating systems.
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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?
Read full review Alternatives Considered
Harvest is significantly better than Jira. I think Jira's is not originally intended to be used as a time logging/management system, but we had been previously using it as that. It was much clunkier, and many employees had a difficult time using it as a user interface goes. Harvest is much more user friendly and has simplified the daily time-logging process for everyone in our office
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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 Harvest has improved our payment schedules. Since we switched, we get paid for projects much sooner. Harvest has saved us a ton of time with payroll. We are able to track our users time and pay them appropriately based on their billable hours. Harvest is becoming a lifesaver around tax time. The reporting features have allowed us to pull reports for our tax accountant. 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