WorkflowMax - A complex package that is surprisingly easy to use!
July 22, 2015

WorkflowMax - A complex package that is surprisingly easy to use!

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

Software Version

LATEST

Modules Used

  • ALL MODULES SUGGESTED FOR OUR BUSINESS INCLUDING PAYROL

Overall Satisfaction with WorkflowMax

We are using WorkflowMax to create quotes, enter jobs as they come in, add expenses, and log hours and tasks by multiple users. We also use it to store back up information and create detailed invoices for our clients.

Pros

  • WorkflowMax is a powerful application (or set of modules) which streamlines several processes into one.
  • From job data to invoicing to payroll we have the ultimate control.
  • Links seamlessly with Xero for our accounting.

Cons

  • I would like somewhere (client folders) I can keep my quotes so I can quickly access them for data from invoiced jobs. I don't want just one giant list.
  • Too soon for us to tell as yet.
I'm sure this depends on the company and what they want. Possibly small one man businesses may find it too expensive?

WorkflowMax Feature Ratings

Project Management
8.6
Task Management
7
Scheduling
Not Rated
Team Collaboration
8
Document Management
Not Rated
Mobile Access
Not Rated
Timesheet Tracking
10
Change request and Case Management
8
Budget and Expense Management
10
Professional Services Automation
9.5
Quotes/estimates
9
Invoicing
9
Project & financial reporting
10
Integration with accounting software
10

Comments

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