July 21, 2015
Score 9 out of 10
Overall Satisfaction with WorkflowMax
WorkflowMax is used by all technicians and engineers. It takes care of all time tracking, job monitoring and management, parts and other costs, quotes plus invoicing at the completion of the job. These invoices then feed into our accounting software (Xero) immediately and when Xero reconciles the payment, feeds that information back to WorkFlowMax.
- Time tacking of jobs - a timer is available to keep time. Only available on the full web version unfortunately. Great for starting when beginning work and entering notes into the field as you go. Then stop the timer at the end, the notes on what was done are all there without having to think back through the entire day.
- Invoicing and integrating with Xero. Saves so much time with the accounting.
- Quotes - can price up all the costs and time, and when the quotes gets accepted, it converts this straight into a job and away you go.
- The mobile version is lacking too many features - specifically the timer
- Enables me to get the job done efficiently without spending much time on admin.