Loving WorkflowMax
July 21, 2015

Loving WorkflowMax

Steve Ryan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
WorkflowMax is well suited to invoicing - customising invoices is easy and having multiple invoices to chose from is possible. It handles jobs and distributing jobs to staff well.

WorkflowMax Feature Ratings

Task Management
8
Scheduling
2
Team Collaboration
7
Document Management
6
Mobile Access
1
Timesheet Tracking
5
Change request and Case Management
5
Budget and Expense Management
Not Rated
Quotes/estimates
7
Invoicing
10
Project & financial reporting
8
Integration with accounting software
9