TrustRadius
WorkflowMax is a web-based project management solution, owned by Xero, Inc. It is designed to be user-friendly and intuitive. The platform offers end-to-end functionality standard to project management software, with a comprehensive suite of features including lead management, quotes and estimates, time and job tracking, milestone management, job costing, purchase orders, flexible permission for clients, staff and contractors, email integration, invoicing, and a custom report builder.
Approximately 25 different software systems integrate with WorkflowMax, enabling the functionality to be expanded – integrations include Google Drive, Salesforce, Xero, MYOB, Zendesk, Freshdesk, and Dropbox. A free 14-day trial is available, and packages are available for between 1-200 employees.https://dudodiprj2sv7.cloudfront.net/product-logos/9g/TK/B6CROJA5Z2L1.JPEGXeroGreat program for timekeeping, invoicing, and project management!2017-12-21T16:26:03.855ZOur entire organization uses WorkflowMax to manage timekeeping and time entry, billing and project budget management, business development lead tracking, productivity tracking, and for other billing and accounting purposes. We use it on a daily basis to enter time and be able to review project progress easily. We use the invoicing features generally on a monthly basis. The depth of work in WorkflowMax depends on each person's position. For example, our business office coordinator and Principals use all of the features that we have, while entry-level staff uses it primarily to enter their billed time.,Project and task setup is convenient. I appreciate the ability to customize tasks.
The different reports that are available are very useful. They quickly summarize the information we need to know.
The ability to export time entries, both into PDF and Excel, is helpful when I want to run an analysis not conveniently summarized in one of our reports.,I would like to see a connection between the "budget" and the "quote" for a project. These are always equal, so it would be more convenient if they were linked.
I would like to be able to sort invoices on the Financials tab by the different fields. Currently, they are always chronological. It would be nice if I could sort by status and amount due.
I would like to be able to "freeze" the column headers in the weekly time entry view so that they remain visible when I scroll down many tasks.
I would like to be able to set different billing rates for the same staff members that could be auto-selected based on the project type.,10,WorkflowMax has provided our company with significant positive ROI by shortening the amount of time that staff needs to spend on time entry, invoicing, project review, etc.
By making it easier to enter time on a daily basis, WorkflowMax has allowed us to monitor project budgets and avoid going over budget more effectively.
With WorkflowMax, we are better enabled to compare project budgets across different clients and can calibrate new budgets accordingly.,Timekeeper,ArcGIS, Laserfiche, Microsoft Office 2016, Citrix NetScaler Access GatewayVerified UserWorkflowMax.... helps you get the max from your workflow!2015-07-21T17:01:48.957ZWe use WorkflowMax across the organization as a management tool for our staff to manage projects and to link in with Xero. Our employees are contractors and can see what projects have been allocated to them and how many hours we anticipate it will take them. We can see where they are at without having to phone and this works well for people in the media industry. I like that you can attach notes and we are trying to use this with Dropbox, currently this is not working successfully, but we have only just started and if its like the other areas, we will soon either work it out ourselves or get great support.,Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
Really good for teams to keep up with where a project is at against the time left to achieve the goal
Great for keeping all the information for each project in one spot.,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.,8,I find it easy to use, therefore good for time management
Great for connecting with employees without the need for unnecessary communication
Doesn't waste storage space because it's online,StreamtimeCaroline LaredoWhy I love WorkflowMax2015-07-21T13:56:32.545ZFor my own company it is used to: track time, cost jobs, issue proposals, and invoice clients. It addresses the problem of knowing how much jobs and client "cost" my company. It enables me to breakdown projects into tasks and do proposals and invoices showing that level of detail. As an advisor/consultant it enables me to offer a relevant service to my core industry - consultants.,Detailed job setup and tracking
Highly customisable setup
Integration with Xero,Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
User permission levels need to be more flexible and ideally closely tied to Xero
Two way integration with Xero - ability to import invoices to specific jobs
Ability to save pdfs to purchase orders, invoices (like Xero),9,Better tracking of leads
Faster to do proposal
More accurate invoicing,Harvest,FreshBooks,Implemented in-house,No,Change management was minimal,Deciding how to invoice for monthly bookkeeping work,10,9,No,When I did my first implementation Leigh spent a lot of time addressing my queries and giving me some great suggestions on how to do things differently.Mary MooreWorkflowMax for Lawyers - a worthy alternative to Legal Practice Management Systems2015-08-13T14:10:47.171ZIt is used across the entire firm. All staff use it for time recording, but we have recently started generating invoices from WorkflowMax and are looking at utilising other features, such as milestones, reminders etc. We also use the reporting features, in particular WIP and custom time reports.,Time recording is very user-friendly, this is really important for busy lawyers.,I'd like to see functionality for system-generated client numbering, configurable to how the client wants it. For example, we have a 3 digit client number, followed by a 2 digit matter number, e.g. 123-45. This configuration was generated by our prior system (which was a specific LPM system). Since moving to WorkflowMax we've had to use an excel spreadsheet to generate a new client or matter number which is far from ideal.
Bring back customised branding! Under the old UI we had our logo and corporate colours. Realise WorkflowMax are trying to differentiate from Xero, but the green is pretty awful.
Would also be great if the template customising was more user-friendly.
I'd also like to see figures show GST exclusive by default. For example when I go into a job, click on the financial tab, I'd like to see the invoices already charged against that job as GST exclusive. I feel there is too much of a mix between GST exclusive and inclusive across the system and it should be one or the other by default.,9,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.,Nadine HainesWorkflowMax for the win2015-07-28T20:25:28.157ZWorkflowMax is used for all our invoicing, timesheet keeping and lead tracking. It integrates seamlessly with Xero. I'm also a WorkflowMax consultant and reseller.,Invoice integration with Xero
Easy to keep track of complex jobs over time
Makes sure you don't lose track of billing,Setting up job templates can be confusing
Templates for invoicing and purchase orders are tied to Microsoft Office which seems so unnecessary in an open age.,8,It ensures you bill for all expenses because it's easy to add costs to jobs
Invoicing is handled accurately and easily and dovetails exactly into Xero
Good visibility other staff jobs,John Curtis
Unspecified
WorkflowMax
57 Ratings
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