Viewpoint ProContractor vs. WorkflowMax

It is appropriate for the size and scale of my company - 150 projects a year that has a lot going on a multiple lines with each project. However there are many features and things that go unused with the software, because of how tinkery it can be. For example - our company needs a positive pay file, however we had to employ an outside service provide to create the file within the system. Same with a Backlog - the system kind of has a report but then again it has to be manipulated in order for it be of use. It gets the job done and has the reports needed to submit for certified payroll to the state, which was why we purchased Viewpoint ProContractor, however its ease of use is one of its biggest downfalls.

Incentivized

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.

Incentivized

• Procontractor is great with direct imports from CAD files.
• It is great with balancing sites or specific areas on site.
• Procontractor has multiple views and reports that help you to view the dirt movement on the site (grid, profile, 3D).

Incentivized

• 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.

Incentivized

• The program is siloed, so connecting to other software or databases is not going to happen.
• When hosted, the program can run slow.
• The program is not going to perform complex accounting tasks with subledgers.
• The program does not do much in terms of HR other than payroll.

Incentivized

• 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.

Incentivized

Because we can't imagine being without it!

Incentivized

I give Viewpoint ProContractor a 10 out of 10. This system is user friendly to help keep me organized on a daily basis. I can find everything I need daily with this system. I am able to look up our subcontactors, vendors and clients I need to find quickly. I am able to see bills that I need to pay as well as invoices that I need to send out.

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

Incentivized

When something isn't working, you can contact support who will gladly remote into your system and try and work out a solution. Though several of the issues we encountered, they were not able to fix and had to submit for further review. While some were eventually rectified in updates, it takes time for these to be addressed and implemented.

Incentivized

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

Incentivized

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?

Incentivized

Procore beats Viewpoint hands down but can integrate well with Viewpoint Vista accounting software. I think that if the Viewpoint software was more flexible if they were more interested in patches, updates, and hearing customer feedback in the way the Procore does, that they would actually have the opportunity to corner the market.

Incentivized

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!

Incentivized

• Overall it allowed us to go electronic for certified payroll allowing us to be more accurate in reporting which was a giant win for the company
• It's viewable pay estimates with dates and records of payment are crucial to a company like ours that relies on a general contractor and the state for payment of EADA quantites
• Negatively training is not the easiest for the company and therefore onboarding new employees with no experience with the software is time consuming and difficult.

Incentivized

• 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.

Incentivized