Why I love WorkflowMax
Overall Satisfaction with WorkflowMax
For 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)
- Better tracking of leads
- Faster to do proposal
- More accurate invoicing
- Harvest,FreshBooks
More comprehensive than both of the above - better reporting, more flexible, better customisation.
WorkflowMax Feature Ratings
WorkflowMax Implementation
- Implemented in-house
Change management was minimal
- Deciding how to invoice for monthly bookkeeping work
WorkflowMax Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Support understands my problem Support cares about my success Quick Initial Response | None |
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.