Likelihood to Recommend I think most of the reasoning was just provided on the previous pros and cons questions. On-Screen Takeoff (OST) is well suited for doing either quick takeoffs or getting into an elaborate, detailed takeoff. All though the viewing tools are quick and easy, I would still very much prefer using BlueBeam for looking through an overall set of drawings. With all of the hyperlink and bookmark functions of BlueBeam, OST doesn't compare and I rarely use OST unless I'm actually doing a takeoff.
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 The biggest thing for me is that it is so easy to use, which allows it to be used widely throughout our organization without a lot of intense training. Another great thing is that it does not matter how big or little the scope of the take off may be, it works just as well for a whole 12 story building take off as it does for a stretch of sidewalk. 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 It would be nice if you could select an object that occurs on multiple sheets, copy, and paste it into change orders or alternates. If you could search for where a certain condition is being used (which sheet) and go directly to that page or pages, that would be cool. 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 It provides invaluable communication, organization, and flexibility to generate a project overview both visually and by the numbers. In addition to the overview it makes getting into the project details easy and quick, so our takeoff is accurate and correct every time
Read full review Because we can't imagine being without it!
Read full review Usability On Screen Takeoff is a valuable tool for what it does. Across the board it can keep track of the critical data and corresponding values without extra legwork. While powerful, it is prone to user error, and the problem can compound quickly if not realized up front. Overall a great project tool, but not without limitations
Read full review 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 I have had very few issues with the software which is probably the first sign that there is a good customer support team, since I am sure they are working and fixing problems for everyone when they get a report from somewhere. The few times I have had to reach out to support they have been knowledgeable and on top of helping me quickly get my issues resolved.
Read full review The support team are excellent. The only downside is that you can't phone them!
Read full review Implementation Rating Implementation was as simple as setting up the program and creating databases. Everything else was already in use and this was a supplement to the final organization of the system
Read full review 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 Being able to train individuals in a single afternoon on the program and trusting them to get you something usable as soon as possible is quite invaluable. It is also something that I feel is unique to this program. It is just easier.
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 The software has more than paid for itself because the company has been able to save lots of money when awarding to subs since it is easy to verify quantities to qualify their bids. Less of a chance of under-ordering products since the visible audit trail improves accuracy. Also you spend less since you aren't ordering more than you should be. 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