Likelihood to Recommend This is more of an application for companies who are involved in mass bid submissions and do tenders for large scale construction works. In the scenarios of construction business the mass bidders can use this solution relly well. The calculations and reporting also helps with accurate estimations of tenders and bids
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 users to divide the number of supplies by floor. generates report after analysing risk factors. provides support to contractors for making proper bid estimates. 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 The initial setup of the database can take a fair amount of time to set up, but once complete it can be used for years with only small additions to fit the users' needs. I have been waiting for the schedule of values option to be complete to help aid in billing. it was supposed to be released, but I have not seen it rolled out yet. 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 Very quick response whenever help is needed
Read full review 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 Due to the fact that our company is typically "late to the show" when it comes to new technology and programs, we have been using an outdated technique for estimating, tracking, and organizing projects. Excel does not compare at all against Quick Bid. There are numerous amounts of benefits that Quick Bid has over Excel.
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 Helps with mass bidding Helps with estimations Professional reports help too 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