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

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
Team Collaboration
Document Management
Mobile Access
Timesheet Tracking
Change request and Case Management
Budget and Expense Management
Project & financial reporting
Integration with accounting software