Simpro vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Simpro
Score 7.6 out of 10
N/A
Simpro, headquartered in Brisbane, provides business management software for the trades and services industry. The solution combines field service management with asset tracking and maintenance, project management features with resource scheduling, and invoicing. For enterprises, Simpro helps manage business complexity such as franchises, multiple companies or multiple locations with a tailored Simpro framework that aims to handle complexity while maintaining the simplicity of working with one…N/A
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.
$20
per month
Pricing
SimproWorkflowMax
Editions & Modules
No answers on this topic
Standard
$20
per month
Premium
$70
per month
Offerings
Pricing Offerings
SimproWorkflowMax
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
SimproWorkflowMax
Top Pros
Top Cons
Features
SimproWorkflowMax
Project Management
Comparison of Project Management features of Product A and Product B
Simpro
-
Ratings
WorkflowMax
9.3
27 Ratings
22% above category average
Task Management00 Ratings9.525 Ratings
Resource Management00 Ratings9.56 Ratings
Gantt Charts00 Ratings9.23 Ratings
Scheduling00 Ratings9.419 Ratings
Workflow Automation00 Ratings9.54 Ratings
Team Collaboration00 Ratings9.519 Ratings
Support for Agile Methodology00 Ratings8.93 Ratings
Support for Waterfall Methodology00 Ratings9.23 Ratings
Document Management00 Ratings9.219 Ratings
Email integration00 Ratings9.44 Ratings
Mobile Access00 Ratings9.221 Ratings
Timesheet Tracking00 Ratings9.624 Ratings
Change request and Case Management00 Ratings9.111 Ratings
Budget and Expense Management00 Ratings9.418 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Simpro
-
Ratings
WorkflowMax
9.5
27 Ratings
25% above category average
Quotes/estimates00 Ratings9.723 Ratings
Invoicing00 Ratings9.527 Ratings
Project & financial reporting00 Ratings9.722 Ratings
Integration with accounting software00 Ratings9.227 Ratings
Best Alternatives
SimproWorkflowMax
Small Businesses
Kickserv
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Stackby
Stackby
Score 9.6 out of 10
Medium-sized Companies
Jotform
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Score 8.7 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
ServiceNow Customer Service Management
ServiceNow Customer Service Management
Score 7.9 out of 10
Quickbase
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Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
SimproWorkflowMax
Likelihood to Recommend
8.2
(6 ratings)
8.8
(28 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(1 ratings)
Usability
-
(0 ratings)
9.0
(2 ratings)
Support Rating
9.0
(2 ratings)
7.0
(2 ratings)
Implementation Rating
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
SimproWorkflowMax
Likelihood to Recommend
Simpro Software
Very convenient to manage jobs, quotes, and clients' profiles. There is a home for improvement for project management. So far, I am not really happy with the Gantt chart feature, it is not very customizable and we end up with another system for that. It would be also great if there was a project management dashboard where we could have an overview of the most critical projects and their status.
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Xero
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.
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Pros
Simpro Software
  • Billing: straight from a closed, complete job. Carries overall equipment, hours, takes one click to bill.
  • simPRO retains notes on all emails; notes can be entered by anyone to track communication with clients.
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Xero
  • 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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Cons
Simpro Software
  • Converting quotes into projects.
  • Managing a project in an easy way and managing the labour for a job.
  • having the flexibility to manage labour days and not in just hours.
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Xero
  • 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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Likelihood to Renew
Simpro Software
No answers on this topic
Xero
Because we can't imagine being without it!
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Usability
Simpro Software
No answers on this topic
Xero
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
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Support Rating
Simpro Software
It is a great option for solar project management. It needs some improvements for real-time one-page reports, inventory management, scheduling and custom views. I believe these will come because they listen to their customers. I would also like to see some better training and not be expected to pay out of pocket for it.
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Xero
The support team are excellent. The only downside is that you can't phone them!
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Implementation Rating
Simpro Software
No answers on this topic
Xero
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?
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Alternatives Considered
Simpro Software
Motorcentral, a software that is part of Trade Me and helps car dealer to manage their stock. Based on my experience, simPRO has way more features and better customer service. Motorcentral doesn't have help to keep most tasks under one system, the only real advantage is that they integrate with the car dealer website so that the stock is always up to date.
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Xero
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!
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Return on Investment
Simpro Software
  • Increased team collaboration.
  • Increased inventory awareness.
  • Decreased down time between jobs.
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Xero
  • 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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ScreenShots

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax