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
Review Source

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.
ProsCons
Like to use
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Leads are great to use
  • Quoting is easy
  • Understanding the realtion between jobs, tasks and activities