Overall Satisfaction with WorkflowMax
WorkflowMax is being used across the whole organisation. It allows us to have transparency around jobs and our contractors. It is also being utilised as a CRM system. I have also entered all of our available resources and categorised them in order to have an up to date list of available resources. I have done this under the lead area.
- One source of truth around our clients, contractors, available resources and current jobs
- Quoting and invoicing
- Time tracking
- The ability to customise the names of the different areas. For example we would like to change the Lead tab to Resource Pool
- Autosave
- Colour and bold into notes and Add notes in two places
- Timesheet should not allow me to enter zero hours without a pop-up confirmation
- Time and efficiency savings
We trialled a bespoke system - [it was] too clunky.