Jotform Enterprise is a digital workspace productivity tool that provides a platform for organizations. The aim of Jotform Enterprise is to give companies an easy-to-navigate tool that makes reaching out to customers, collaborating with coworkers, and collecting e-signatures and data a more seamless process. Jotform Enterprise strives to enable companies to make data-driven decisions without compromising when it comes to quality and security. It doesn’t matter what type of…
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WorkflowMax
Score 9.0 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
We use it for mostly community surveys and I absolutely prefer it over any other survey program out there. It is easy to create, easy to understand and easy to navigate. I love the QR code option it creates for you to share your form/ survey with others. It really is the best out there!
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.
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.
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.
As a seasoned user who relies on seamless online forms for a multitude of purposes, I can confidently attest that JotForm has not only simplified the form creation process but has also elevated it to new heights.JotForm's interface is a masterpiece of intuitive design. Even if you're a newcomer to the world of online form creation, the platform's user-friendly layout will have you crafting professional-grade forms in no time.
I honestly have not used the support feature with Jotform. From what I can see when I look information up, everything I want to do something that I can't figure out myself it seems to not be a possible solution or edit that Jotform is currently capable of.
the most valuable things that Jotform give free trial, so the resistant users can get the experiences of the easiness and more handling to the digital things
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?
Typeform is better hands down [in my opinion]. It's not even a comparison as [I feel] JotForm doesn't work properly and [from my experience I think] their support is very problematic. I would suggest using Typeform or using GravityForms as an alternative to JotForm. Whatever you do, [I feel you shouldn't] depend on JotForm for something that is important to your business or research project.
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!
It saved me time. Within minutes I was able to create and share forms to collect demographic data.
While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained.
I could not easily identify what new information was provided in a resubmission by a respondent.
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.
