Seamless workflow for on the road
June 15, 2015
Seamless workflow for on the road
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
| Pros | Cons |
|---|---|
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