Seamless workflow for on the road
June 15, 2015

Seamless workflow for on the road

Sarah Lochead-MacMillan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Leads and the rest

Overall Satisfaction with WorkflowMax

As a consultant traveling to my clients I find WorkflowMax invaluable. I can use it for leads to jobs to billing. It sends me reminders and I never forget to follow up. I can use it remotely and from my office. I get to track the jobs and status of leads. I can see what time and cost I spend on my clients and therefore what I should be charging to make money. Its seamless integration with XERO really helps make the monitoring of my business performance, and therefore my own performance, a breeze. I wouldn't be without it!
  • Task reminders - so you do not forget to send out material or chase that lead
  • Job costig - so you can really understand the cost to your business and price accordingly to make money
  • Integration with XERO - so that when monitoring your performance the figures are all there
  • An app for mobile use woud be great
  • Ability to customise the look of your quotes at far greater detail
  • Increased efficiency - in never missing a lead follow up
  • Increased prices - understanding my costs and being able to price for profit
XERO integration is great. I haven't used another job management system

Using WorkflowMax

It's quite easy to use but I recommend an expert to help set you up.
Like to use
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Leads are great to use
  • Quoting is easy
  • Understanding the realtion between jobs, tasks and activities