TurboBid is a construction and estimation software offering from Advanced Electrical Technologies, Inc.
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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.
It is very adaptable to our business plan. Also, it is very cost-effective than any other software I used while working with previous companies. Also, as previously mentioned it helps a lot with our takeoffs, customers know what the job consists of, and what our costs are, and make it easy to pass on job management items to others.
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.
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.
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.
I dealt with one individual and the owner. After making me feel stupid for not being able to get an up to date price list from my suppliers, they decided to try. There were unsuccessful as well. The right thing to do would have been to refund my money, but they refused to do that. I was lied to and basically called a liar on many occasions (including in emails). I have never had an experience like this with a company before. Most of the other companies guarantee their products and would refund your money if something was wrong, didn't work or you were unsatisfied. Not this company! They could care less once they have their money.
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?
We selected TurboBid because it was very cost-effective. The adaptability to use this program is also very easy and guidable. The database has a very large capacity. Along with the accuracy of the program as well. As you can see there are many reasons to go with TurboBid as it delivers to the contractors with ease.
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!
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.
