Working for you - WorkflowMax - highly reccomend
July 21, 2015

Working for you - WorkflowMax - highly reccomend

Stephanie Carr | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

WorkflowMax is used across the whole organisation. WorkflowMax takes care of staff timesheets, client invoicing, job tracking, client contacts, job costing and comparison from estimates to actuals.
  • Staff timesheets. WorkflowMax enables easy time entering for staff, and allows us to progress invoice up to date. It can work in with payroll systems and accounting software for ease of entering - saving alot of time and double entering.
  • Gives a clear view of the current and upcoming jobs / tasks
  • Able to track and follow a job, comparing the estimates to the actual amount billed for a job. You can see where things may have gone overtime, or undertime etc
  • Would be nice to have the ability to edit an invoice, it seems at the moment the only way of changing an invoice is to delete it our of the system and start again.
  • Ability to track jobs, and staff time on particular jobs
  • Increased employee efficiency
  • Ability to invoice up to date on jobs, ease of invoicing - time saving
I think there would be a huge number of businesses that would benefit from WorkflowMax. It has definitely reduced the time it takes for invoicing.

WorkflowMax Feature Ratings

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