Procore vs. WorkflowMax

It works great for project management and putting all job-specific documents in one place. We are able to share drawings, submittals, and forms with our customers and subcontractors in a safe and reliable platform. However, getting reporting data is somewhat lacking, so if your business needs advanced options, you might try and find a better product.

Incentivized

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.

Incentivized

• Does well Emailing me (If i am subscribed to a project) to let me know when revisions have been updated.
• Easy to navigate
• Great at Allowing me as a project Engineer to Upload my drawings to Procore. Not a lot of steps, and very easy to do.

Incentivized

• 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.

Incentivized

• Downloading drawing sets sometimes involves an extra step that holds up the process
• The dashboard is simplistic to the point that I don't feel like I am getting enough information about a specific project from the get-go
• Granting access to a project on Procore is not very straightforward as a consultant- restrictions sometimes cause hold-ups

Incentivized

• 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.

Incentivized

We will undoubtedly renew Procore as it has proven itself to be a means to better track and improve upon our efficiency and communications between job sites and their project managers as well as all other departments. Procore has made an incredible impact on how we, as a company, do our job on all levels; it is one of our most powerful and effective resources.

Incentivized

Because we can't imagine being without it!

Incentivized

90% of Procore is very intuitive and any user can pick it up and go. There are a few elements, more so on the Financials side that need some prior knowledge of systems in order to understand how and why it functions as it does. Once this is understood, it flows effortlessly

Incentivized

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

Incentivized

If you are working in an area with little to no signal, Procore will still allow you to get in the system and use it fully and will then update once you are at a place with a strong enough signal. Whether it be with wifi or LTE cell phone reception.

Incentivized

For the most part Procore is very responsive. However there are times when it's a little slow but it's minimal.

Incentivized

General Support for Project Management and Financials is consistent. The ERP support is never consistent and I do end up at times in a black hole. I have to continually reach out to get the issue resolved or get an update. The ERP support needs more of Procore's attention

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

Procore's Implementation Team does a great job of ensuring users are confident in using the system. They run through a process of training sessions based on the tools you have purchased, and lay ou ta plan to help the power users configure the tool to suit the company's needs. They provide useful resources for certifications, support and ongoing training as well.

Incentivized

Procore's certification program and focused how-to training videos allowed for easy training that did not feel overwhelming. The way the certification programs were broken up into small parts made it seem much less daunting to complete. The training feels focused and does not overload users with too much information all at once.

Incentivized

Iron out your cost code list in your accounting software before you link with Procore. Once the link is established that list is more or less permanent. Review the permission matrix carefully. It controls so much. You want to ensure the information provided to your users adequate but you also want to protect your sensitive data. Procore Financials are organized in a total contract value style. Any markup or Profit will need to be sent somewhere on your budget. This may be significantly different than the Cost budgeting that many contractors do

Incentivized

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?

Incentivized

Procore has a clearer user interface and a wider variety of tools than any program I've used. Procore also lives up to their name in terms of helpful and fast customer service. There is always a Procore rep. that is available to contact, making any problems just a mini hurdle.

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!

Incentivized

once in awhile Procore is down for a period of time, its frustrating when it happens but doesn't tend to last long.

Incentivized

• The Procore service impacts on construction projects are effective and reliable on production acceleration.
• The collaboration is stable and easy files access and uploading of engineering drawings and plans is excellent.
• New project planning and project financial data management on Procore functions are excellent.

Incentivized

• 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.

Incentivized