Why I love WorkflowMax
Mary Moore | TrustRadius Reviewer
July 21, 2015

Why I love WorkflowMax

Score 9 out of 10
Vetted Review
Review Source

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 is ideal for consulting/service relates businesses, where the only "purchases" are disbursements. Do you sell things? is the question I ask when first approached about WorkflowMax.

WorkflowMax Feature Ratings

Task Management
7
Scheduling
Not Rated
Team Collaboration
9
Document Management
2
Mobile Access
5
Timesheet Tracking
10
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
7
Invoicing
7
Project & financial reporting
10
Integration with accounting software
9

WorkflowMax Implementation

Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks?
What are you going to give clients i.e. how will your proposals and invoices look?
Change management was minimal
  • Deciding how to invoice for monthly bookkeeping work

WorkflowMax Support

The support team are excellent. The only downside is that you can't phone them!
ProsCons
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.