Why WorkflowMax Works For Us
July 21, 2015

Why WorkflowMax Works For Us

Ted Esdaile-Watts | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

We use WorkflowMax as the central time tracking portal and platform for creation of all project estimates and invoices. Once an estimate is approved WorkflowMax quickly turns it into a easily tracked job, allowing us to stick to budgets, record and manage time, then just as quickly create an invoice. WorkflowMax allows us to save valuable time on administration and project management.
  • WorkflowMax is great at collating time sheets across teams, clients and projects. Managing hours spent on discrete project by various staff members is critical to our business. Since using WorkflowMax blowouts are a thing of the past.
  • WorkflowMax integrates directly with Xero. Invoices created in WorkflowMax are added into Xero's accounts receivables like magic.
  • WorkflowMax allows for the easy creation of custom templates that fit in with our organisation's standard documents.
  • Would be great if the client login provided real-time updates on hours against active jobs
  • Allow for text in invoices to be updated after they are approved without having to cancel an invoice, once it's approved you cannot fix typos
  • Refinement of the staff members billing rate system such that staff members can be billed out at varying billing rates
  • WorkflowMax has reduced the administration workload
  • Increased employee efficiency
  • Reduced the reporting burden
We trialed several time tracking options, WorkflowMax won as it was the most feature rich, allowed us to take up additional users as our business grew and plugs directly into Xero, allowing for a reduction in number of hours spent in the land of accounting.
WorkflowMax is very well suited to our consultancy based business.

WorkflowMax Feature Ratings

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