Why wouldn't you want to save money with WorkflowMax?
July 21, 2015

Why wouldn't you want to save money with WorkflowMax?

David Melloy | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

We use WorkFlowMax for all our time management and billing needs, as well as contact and client management. Typically our process means that WorkflowMax is used through out the entire life of a project, from quoting to tracking variations. The integration with the Xero accounting package is fantastic as it saves our admin staff from double handling accounting information, which in turns saves errors from being made, and bills being missed.
  • Time sheets
  • Accounting package integration
  • Quoting and estimates
  • Being able to customise the documentation side of WorkflowMax to suit our method of filing - i.e. /JobNumber-ClientName/ not ClientName/JobNumber/
  • Quoting used to take me hours to do, now I send a quote in about 5 minutes and even send one during or straight after a meeting with a client.
I have only used Synergy and whilst this is good, the cost of Synergy was far too great for my practice.
I would recommend WorkFlowMax to any business that sells time to clients, i.e. designers, accountants, lawyers etc.

WorkflowMax Feature Ratings

Task Management
6
Scheduling
6
Team Collaboration
Not Rated
Document Management
3
Mobile Access
2
Timesheet Tracking
9
Change request and Case Management
9
Budget and Expense Management
9
Quotes/estimates
9
Invoicing
9
Project & financial reporting
9
Integration with accounting software
10