WorkflowMax vs Fergus

Abby

Jobber

NetSuite

Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.


Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

Assign staff to jobs and track who is doing what and when. You can manage every aspect of a project, from quotes through to invoicing, on a single platform.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Assignment Management

Automated Quoting

Billing & Invoicing

Billing Portal

Budgeting/Forecasting

Budget Management

Calendar Management

Client Management

Client Portal

Collaboration Tools

Contact Database

Contact Management

Contract/License Management

Contractor Management

Cost Estimating

Customer Database

Customer History

Customizable Branding

Customizable Fields

Customizable Invoices

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Document Management

Document Storage

Email Management

Employee Management

Employee Scheduling

Estimating

Expense Tracking

File Sharing

Hourly Billing

Interaction Tracking

Invoice History

Invoice Management

Invoice Processing

Milestone Tracking

Mobile Access

Monitoring

Multi-Currency

Multiple Projects

Online Invoicing

Percent-Complete Tracking

Performance Metrics

Pipeline Management

Project Billing

Projections

Project Management

Project Planning/Scheduling

Project Time Tracking

Project Tracking

Purchase Order Management

Purchasing & Receiving

Quotes/Estimates

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Reporting/Analytics

Reporting/Project Tracking

Reporting & Statistics

Resource Allocation

Resource Management

Scheduling

Search/Filter

Status Tracking

Subcontractor Monitoring

Summary Reports

Supplier Management

Tagging

Task Management

Template Management

Third-Party Integrations

Time & Expense Tracking

Timer

Timesheet Management

Time Tracking

Time Tracking by Client

Time Tracking by Project

Workflow Management

WorkflowMax

Web-based

iPad

Windows

iPhone

Android

HubSpot CRM

Scoro

Fergus

Standard

Office administrator

The old WFM had extra features like the ability to upload photos of Clients (for facial recognition) and the invoice history including cancelled invoices was accessible and easy to retrieve.

Director

It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests

Director of Finance

Unfortunately the software doesn’t always calculate GST correctly. If costs in the invoice were not subject to GST, the software had problems correctly calculating the GST.

Planning and Finance Executive

It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.

Also you can sort timesheets using any field.

Real estate agent

Unlike other similar ones, this one is integrated with accounting applications, which allows centralizing the work.

Business Manager

It was OK for until we grew over 50 staff, beyond that, it is hard to manage projects, staff and financials

It also helps to make productivity reports.

When using it, one feels the order and professionalism with each use.

Principal Security Advisor

I am able to allocate different tasks to my projects based on need and then track progress and budget against these individual tasks which is great because it provides an additional layer of granularity in terms of maintaining overview of things.

Rental & Sales Manager

Tracking of costs for projects, purchasing and time writing

It has lots of features necessary to effectively manage workflow.

Network Admin

I had just the right things that were needed for our internal staff to create basic tickets, projects and invoices for our clients.  

Office Manager

Has not seen any major improvements in over a decade.

President

Was great to be able to Port data directly into XERO accounting package.

Owner

Customizable reports are still limited and basic

Quotes and jobs required a lot of retyping.

It's easy to use and for managing small projects, it is a great product.

General Manager

Ease of Use

Staff Management

Integrations

Reporting

Invoicing

Project Cost Tracking

Pricing

Task Costing

Small Business

Mid-size Business

BlueRock

Connecteam

An all-in-one employee app that's both powerful, affordable and easy to use, especially for the mobile workforce.

FieldPulse

FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

Fergus is the all-in-one job management software for trade businesses, offering everything you need when you're out on the tools. 

Track time and materials, manage jobs, and keep your crew connected to the office for a smooth, efficient workday.

Alerts/Notifications

Appointment Scheduling

Automated Scheduling

Automatic Backup

Availability Management

Billable Items Tracking

Bills of Material

Booking Management

Calendar Sync

Catalog Management

Change Order Management

Checklists

Commercial

Commercial/Industrial

Communication Management

Cost Database

Cost-to-Completion Tracking

Customer Management

Customer Service Management

Customizable Forms

Data Capture and Transfer

Data Visualization

Digital Signature

Discount Management

Dispatch Management

Document Imaging

Drag & Drop

Driver ETA

Electrical Estimating

Electronic Payments

Electronic Signature

Email Templates

File Storage

For Commercial and/or Industrial Electrical Contractors

Forecasting

For General Contractors

For Handyman Industry

For HVAC Companies

Forms Management

For Plumbing Industry

Groundskeeping Management

Group Scheduling

Historical Reporting

Industrial

Inspection Management

Job Costing

Job Management

Job Scheduling

Job Tracking

Labor Cost Reporting

Lead Management