Procore vs WorkflowMax

• Submittals, Easily able to track and keep a running record of documentation.
• RFI's ability to track costs and impacts to the project in one useful tool.
• Keeping all items for a job in one location. I love that Procore is my one-stop shopping for all items related to my project.

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• 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.

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• 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

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• 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.

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• We've definitely become more efficient since using Procore. We were previously doing everything via Excel spreadsheets or Word documents. Now most of our operational processes are through Procore.
• We save time in the field and in the office as there is now a flow of activities so everyone is on the same page.
• We manage more projects (whether they are in construction or in bidding stage) more effectively because now we have one place to manage all aspects of it.

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• 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.

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