WorkflowMax for the win

Overall Satisfaction with WorkflowMax

WorkflowMax is used for all our invoicing, timesheet keeping and lead tracking. It integrates seamlessly with Xero. I'm also a WorkflowMax consultant and reseller.
  • Invoice integration with Xero
  • Easy to keep track of complex jobs over time
  • Makes sure you don't lose track of billing
  • Setting up job templates can be confusing
  • Templates for invoicing and purchase orders are tied to Microsoft Office which seems so unnecessary in an open age.
  • It ensures you bill for all expenses because it's easy to add costs to jobs
  • Invoicing is handled accurately and easily and dovetails exactly into Xero
  • Good visibility other staff jobs
It's been so many years now I don't remember. I haven't needed to look anywhere else. I'm happy with WorkflowMax.
Timesheets and cost management take some care and time. Don't expect this is an automatic process.

WorkflowMax Feature Ratings

Task Management
8
Scheduling
6
Team Collaboration
7
Document Management
7
Mobile Access
5
Timesheet Tracking
8
Change request and Case Management
Not Rated
Budget and Expense Management
Not Rated
Quotes/estimates
8
Invoicing
9
Project & financial reporting
8
Integration with accounting software
9