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