I need more time to fully evaluate WorkFlowMax
July 21, 2015

I need more time to fully evaluate WorkFlowMax

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

1 user - $15 per month

Modules Used

  • None

Overall Satisfaction with WorkflowMax

I am using WorkflowMax to log hours which I spend across multiple clients and multiple job tasks. I then enable it to generate a draft invoice up into Xero, in order to invoice my clients at month-end in a more efficient and effective way.

Pros

  • Seamless integration in terms of raising sales invoices to my clients based on hours x hourly rate
  • Ability to log tasks by individual job, which can derive a draft invoice.

Cons

  • Customer service
  • User ability for WorkFlowMax users
  • Lack of customer support so far has not ensured I save time - I hope this will change shortly - otherwise I will not renew
I chose WorkflowMax because it seamlessly integrated with my accounting system Xero
[I would ask about]: How user-friendly the software is and the level of customer support/service that I will receive.

WorkflowMax Feature Ratings

Project Management
3.6
Task Management
5
Scheduling
6
Team Collaboration
5
Document Management
Not Rated
Mobile Access
1
Timesheet Tracking
1
Professional Services Automation
7.8
Quotes/estimates
5
Invoicing
9
Project & financial reporting
8
Integration with accounting software
9

Comments

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