WorkflowMax - The Only Project Management Program You Need
July 21, 2015

WorkflowMax - The Only Project Management Program You Need

Andrea Steed | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

We're just a small company so only a few people use WorkflowMax, but everybody who does agrees that it is really user friendly. Personally, it makes my job as admin asst extremely easy and invoicing has become a breeze! Also the reporting side of WorkflowMax allows me to see at a glance just what payments are outstanding, and what purchase orders still need to be approved by the client. I also particularly like the simple integration WorkflowMax has with my accounting package, Xero.
  • Reporting - enables users to see at a glance exactly what is outstanding, what jobs are open, and what action is required on each particular project
  • Invoicing - once the template has been set up invoicing is extremely easy to do
  • Timesheets - individual users can input their own timesheets and this information carries over automatically into invoices. Makes my job so much easier!
  • When I open WorkflowMax I always go straight away to the Jobs / Jobs section. It would be useful if I could set this up as a "default"
  • When initially setting up WorkflowMax I imported all my contacts from Xero - only to realise that I didn't really need them all. I can only delete one client/supplier at a time and it would be so much easier if I could nominate a group deletion
  • Report Builder - when creating new reports you can only use fields that are relevant to the report you're trying to create, ie a Job report only has job fields. It would be useful if the fields could be expanded to include all areas (ie jobs, invoices, quotes, etc) so that a totally customised report can be built
  • WorkflowMax training for new users is quick and easy with all the help and videos that are provided. A real time-saver when it comes to training new users
  • Our Director is able to keep tabs on all the leads he generates, and he can see at a glance exactly where each lead is at
WorkflowMax was the first program I evaluated and it suited our business from the word go. There was no need to look elsewhere.
We chose WorkflowMax because we needed a program that allowed us to track several separate jobs at one time. The timesheets are important for our on-the-road consultants. And it was important that the program connected seamlessly with Xero.

Some key questions to ask:
Do you need to track time?
Do you have projects that need to be accessed by different employees/clients/suppliers?
Do you need a fully customisable reporting suite?

WorkflowMax Feature Ratings

Task Management
10
Scheduling
10
Team Collaboration
10
Document Management
10
Mobile Access
10
Timesheet Tracking
10
Change request and Case Management
10
Budget and Expense Management
10
Quotes/estimates
10
Invoicing
10
Project & financial reporting
10
Integration with accounting software
10