Help your work process flow efficiently
July 21, 2015

Help your work process flow efficiently

Chris Gildersleve | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Current

Modules Used

  • None

Overall Satisfaction with WorkflowMax

We currently use it through our installation and service side of the business. Given that we can all access it via the cloud it perfectly suits our mobile team.
  • It is simple to produce quotations
  • The quotes generate the jobs and the ongoing process
  • We can easily track the and monitor our projects
  • It provides good feedback
  • I would like it to be more shop floor friendly
  • It has helped us grow as a business
  • Allows us to monitor the entire works progress
  • Much faster lead conversion
  • Increased employee efficiency (provided they fill in their time sheets)
  • Better customer service
Ask about how well it integrates with your accounting package - we use Sage of which there is no support currently.

WorkflowMax Feature Ratings

Task Management
10
Scheduling
10
Team Collaboration
10
Document Management
8
Mobile Access
10
Timesheet Tracking
10
Change request and Case Management
8
Budget and Expense Management
8
Quotes/estimates
10
Invoicing
10
Project & financial reporting
9
Integration with accounting software
2