WorkflowMax vs. YouTrack

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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We use it for both support and project management alike. It's not as bloated or indeed as expensive as Jira, so unless you have particularly complex requirements, YouTrack fits the bill in pretty much the same use cases as Jira does.

The interface is also a good deal nicer on the eye and less clunky than a lot of the Open Source (eg. Redmine) and enterprise (eg. Remedy).

It does have a customisable workflow for things like ticket age alerts. We don't make a great deal of use of this and had found that it can take a little fiddling if you want something very bespoke but it is clearly quite powerful.

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• 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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• Customization of fields that helps us report on what's important to us
• Notification options for issues followed so I never miss an update
• Filtered views for focused work

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• 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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• Displaying Data
• Custonization
• Organic

Because we can't imagine being without it!

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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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It is very intuitive. Its not hard to pick up learn. I learned it pretty quickly at the first startup I cofounded and love to use it when working on my other ideas.

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

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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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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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YouTrack is more cost effective than all the commercial options. It's way more powerful and easier to use than the Open Source ones. It's a good middle ground and it does everything we need. Our software projects are of moderate complexity and YouTrack handles them well. Likewise, when it comes to external users, we've had good feedback from clients. Many of these clients are non-technical and have expressed their relief at not having to use something like Jira which is often quite impregnable for such users.

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• 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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• By documenting and prioritizing issues that impact our customers, we're able to deliver fixes that prevent customer churn.

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