Likelihood to Recommend Easy to use, one-stop for all construction-related tasks. The best thing is the split-screen, during the Bill of Quantity verification users can see for what part of the design Bill of Quantity is generated. Auto-updating of Design is another good feature.
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 Allows multiple users to work on the same estimate at once. This is huge!! Not only can we team up on a project that has a quick deadline but we can also simultaneously collaborate on database updates. Performs your takeoff on CAD drawings or vector PDFs. Your typical takeoff software does takeoff on an unintelligent PDF. I say unintelligent because the process you go through is simply to trace the boundaries of your shape. This is time-consuming and can lead to mistakes. With CostX your cursor will stick to the line lines and takeoff the exact measurement. This has cut our takeoff time by 75%. The best part is that this is done in the same software as your estimating software. There are a few software's that have takeoff and estimating in one but CostX is the only one the provides CAD smart takeoff. CostX is a lot like Excel. You have the flexibility to set up your workbooks the way your project team thinks. For example, ours is set up to evaluate labor in two ways; productivity (man-hours per widget) or crew hours (3 guys for two days for a given activity). Reports are very flexible and the report writers is much easier than Crystal reports. If you subscribe to the full version of CostX this provides the most powerful feature of them all......Auto-Revisioning. This function will compare two sets of drawings, identify the changes on a color coded drawing, ask for you to approve the changes and then update your estimate and takeoff. You can even use this to produce custom print outs for RFI's show your design team what changed. Your estimating workbooks are live-linked to your takeoff. As you make adjustments to your takeoff your estimate updates accordingly. The workbook has color coded text to hep your team understand whats behind your estimate; Black = manually input, Blue = rates linked to database, and Green = quantity linked to take-off. Full integrated subcontractor comparison. We use to do this in excel to compare multiple bidders across every division. This is also color coded for a streamlined review process; green = quote, blue = estimate, purple = plug, and orange = other. Built in error checking notifies you if you forgot to normalize an item on your subcontractor comparison. In the near future the software will be available online allowing you to use remotely. 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. Inés Prieto R&D / Product Development Engineer - Quality
Read full review Cons iTwo Costx has 3D features that may require enhancement in terms of Look and feel perspective. The eye Function section view feature may require enhancement. But I am not sure how much more we can bring it to scale Not seen Cloud base service. So that easy to use from any where. 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 We are not aware of another software that has fully integrated take-off, subcontractor comparison, estimating and reporting besides CostX.
Read full review 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 Easy to Collaborate Between the Team members. Saves a lot of work Integrate with multiple types of data drawing which saves efforts in converting the design. Bill of Quantity export can be done based on the Design section and can share with contractors for Quotes. Instead of just downloading the whole report and then editing for the required pack. 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