simPRO vs WorkflowMax | TrustRadius

What users are saying about

Score 10 out of 10

Based on 2 reviews and ratings

Score 8.3 out of 10

Based on 60 reviews and ratings

Feature Rating Comparison

simPRO

WorkflowMax

Plan distribution & viewing

Plan markups & sharing

Issue tracking & punchlists

Photo documentation

Jobsite reports

Document sharing

Collaboration & approvals

As-built drawings

Mobile app

Submittal design and management

simPRO

WorkflowMax

Takeoff tools

Job costing

Cost databases

Cost calculator

Bid creation

simPRO

WorkflowMax

Task Management

Resource Management

Scheduling

Workflow Automation

Team Collaboration

Document Management

Email integration

Mobile Access

Timesheet Tracking

Change request and Case Management

Budget and Expense Management

simPRO

WorkflowMax

Quotes/estimates

Invoicing

Project & financial reporting

Integration with accounting software

Pros

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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CFO (Chief Financial Officer)

Proguard Protection Services Inc; Allied Security Group Inc.Security & Investigations, 11-50 employees

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Allows for fairly simple or elaborate project forecasting depending on the complexity of the job. This allows us to track time by a single project or multiple phases.
Time keeping and coordination with invoicing software has increased our firm's ability to issue timely and accurate invoices to clients. Has ability to break down projects in numerous ways to meet the needs of our various clients. This means we can invoice by project, phase, milestone, or dollar increments.
Interface is clean and easy to follow. The easier it is to use the fewer mistakes that are made when entering information. This is greatly appreciated.

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Verified User

Director in Professional Services

Architecture & Planning Company, 11-50 employees

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Cons

More options on the BI Reporting.
Ability to customize views similar to Knack or Sales Force.

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Project Manager

Sparrow ElectricConstruction, 11-50 employees

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When looking at the job distribution it isn't to scale and it isn't printable.
Sometimes it is confusing as to where you might find something until you realise there are multiple points of access.
When a job is assigned the whole task is assigned and if you work on it before the task is allocated to you, it isn't possible to enter those hours. It would be better if the employee could choose the task they did and enter the hours and then it sent back to an approver to have it added.

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Caroline Laredo

Managing Director

4HGMedia Production, 1-10 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

WorkflowMax 9.0

Based on 1 answer

Because we can't imagine being without it!

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Lindsay Simpson

Office Co-ordinator

Isometric SolutionsInformation Technology and Services, 11-50 employees

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Usability

No score

No answers yet

No answers on this topic

WorkflowMax 9.0

Based on 2 answers

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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Verified User

Director in Customer Service

Design Company, 1-10 employees

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Support Rating

simPRO 9.0

Based on 2 answers

simPRO gives you the dedicated person you can email/call, they have chat, you can file a case, and they provide videos for pretty much everything. We can train on it via their videos; it's excellent.

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CFO (Chief Financial Officer)

Proguard Protection Services Inc; Allied Security Group Inc.Security & Investigations, 11-50 employees

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WorkflowMax 7.0

Based on 2 answers

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

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Chief Bookkeeper and Xero Setup Expert

accounts2uAccounting, 1-10 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

WorkflowMax 9.1

Based on 1 answer

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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Chief Bookkeeper and Xero Setup Expert

accounts2uAccounting, 1-10 employees

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Alternatives Considered

It is better than using Zendesk or trying to custom build a system. Zendesk and so many other tools are so focused on the sales aspect of things and don't give you enough back end options like job costing, inventory management, etc. It is the best tool I have used for solar project management thus far.

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Project Manager

Sparrow ElectricConstruction, 11-50 employees

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Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the billing is so tightly integrated into the workflow is a great strength. At this time we have been using Max for 6 years and plan on keeping using it. We have evaluated Slack but it didn't work for us.

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Janette Fairleigh

CEO

Loan AssistantFinancial Services, 1-10 employees

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Return on Investment

simPRO is totally worth the investment
It is end to end. The whole staff is trained on one program.

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CFO (Chief Financial Officer)

Proguard Protection Services Inc; Allied Security Group Inc.Security & Investigations, 11-50 employees

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Biggest impact has been automation of client invoicing. Prior to using WorkflowMax, invoices were generated in Word, usually a template from a prior invoice to that client. Now the invoice is generated in WorkflowMax, saved as a draft, exported to Word, uploaded to Microsoft SharePoint, then shared with the invoice author. This has cut down on mistakes and unnecessary admin time.

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Practice Manager

Wigley LawLegal Services, 1-10 employees

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Screenshots

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See All (6) WorkflowMax Screenshots

Pricing Details

General

Free Trial

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Free/Freemium Version

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Premium Consulting/Integration Services

—

Entry-level set up fee?

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simPRO Editions & Modules

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Additional Pricing Details

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General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

WorkflowMax Editions & Modules

Edition

1 User	$15/month¹
5 Users	$49/month¹
10 Users	$99/month¹
20 Users	$149/month¹
Unlimited	$199/month¹

Bracketed Pricing

Modules

Lead Manager Module	$15/month
WorkflowMax Premium	$50/month

Additional Pricing Details

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Rating Summary

simPRO

WorkflowMax

simPRO

WorkflowMax

simPRO

WorkflowMax

simPRO

WorkflowMax

simPRO

WorkflowMax

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