WorkflowMax Features

WorkflowMax

Xero owned financial project management software for SMBs

4.32/5 (112 reviews)

WorkflowMax Features In Depth

See How Sales Staff are Performing with Lead Manager

WorkflowMax provides users with a way to track leads, proposals, and sales from an integrated pipeline. Managers are able to track how their sales teams are performing, and they can actually see what leads are talking about through integrated email conversations.

From the Sales Pipeline Management Dashboard, you can view current leads by category or staff. You can also see how many leads you’ve won for the month, and you can find out exactly which employees are bringing the most new business into your company.

Generating Quotes

Using WorkflowMax’s quoting tools, service businesses are able to generate accurate estimates quickly that can be sent to clients via email from within the software. Customizable templates can be designed for specific industries, and they can be formatted to include professional branding elements like logos. Businesses can also use their own markup percentages for better control over the final prices that clients see.

With a single click, you can populate a quote using all of the lead’s details. Next, design your own quote template using WorkflowMax’s tools. Once this is created, you’ll be able to easily generate additional quotes in the future. Each quote that you create will include a quote number and terms and conditions, and you can separate out individual tasks for better transparency when communicating with clients.

When you win the job, simply click a button and WorkflowMax transforms the data from the quote into a job, which you can then track time against. WorkflowMax provides you with tools for seeing the status of each of your quotes, which means you can follow up when necessary or close out quotes when the time has come.

Timesheets and Job Management

One of the biggest problems service businesses face is how to keep an accurate account of the amount of time each portion of a job takes. WorkflowMax allows you to assign a certain amount of hours to each job. You’ll receive notifications when that time is nearly used up.

There are six different options for time tracking, including a timer, start and finish time, duration, mobile site when you’re on the go, and an Adobe widget that tracks time from within the creative suite. Team members can see a weekly overview of their jobs, and managers can lock timesheets and see who is working on what. When a job is complete, an invoice can be generated from the timesheet with a couple of clicks.

With the WorkflowMax mobile site, your team can see job details and enter time while out on site. They can also contact clients or suppliers direct from their mobile interface. A great tool for construction companies, consultants, engineers and other site-based teams.

Project Management Tools

WorkflowMax enables your company to manage a project from end to end, and collaborate with team members, clients, and contractors. Clients and customers can log in to see the status of their jobs and add notes or access documents. You can control permissions to keep all your client data private and secure.

On the Job Tracking manager, you can see the status of each job in progress, and how many hours a job is taking against the estimate. You can track milestones and flip to a calendar view to see when important dates are coming up.

Any emails sent about a job can be tagged with the job number, and will automatically be stored in WorkflowMax. Documents can also be uploaded against a job, and you can add additional collaboration features by synching WorkflowMax up with document management apps like Box, DropBox and Google Drive.

Job Costing

Job costing software helps service businesses understand where they’re making and losing money, so there aren’t any surprises at the end of the month. WorkflowMax, in particular, is useful because it lets businesses know how their estimated costs are comparing to the actual costs of specific jobs.

It’s very simple to see a financial summary for any job your team has taken on. In addition, to the estimated cost and the quoted cost, you’ll see a breakdown of the actual cost based on the time your team has spent working on the project. If additional supplies are necessary to complete a specific job, you’ll be able to pay purchase orders directly thanks to WorkflowMax’s integration with Xero.

Manage Outgoings with Purchase Orders

One of the ways that WorkflowMax stands apart from competitors is by offering its users a way to track purchase orders against particular jobs to keep track of costs. Specifically, service businesses are able to separate out items in their purchase orders across multiple projects or jobs. This helps businesses avoid manually entering purchase order data more than once.

Not every business raises purchase orders. In that case, WorkflowMax is super flexible as it allows users to receive supplier invoices without creating a purchase order.

You can raise purchase orders and send them to suppliers via email. You can also receipt supplier invoices either in full or in part.

Thanks to WorkflowMax’s seamless two-way sync with Xero, when you raise purchase orders in WorkflowMax and add them as job costs as you receipt invoices, these are automatically pushed into Xero accounting software for payment, removing the pain of double entry.

Sending Invoices

WorkflowMax gives businesses total control over how their invoices look, what information they choose to include and also how the invoice is raised. You can invoice by actual time and costs, percentage of quoted value, quoted/estimated time or by costs or progress amount/deposit. In addition to adding custom branding elements, users can include staff, times, and rates on their invoices. They can also issue multi-job invoices.

Depending on the type of business you run, you may have certain employees who charge more for their hourly services than others. WorkflowMax is able to take issues like this into account, with tools for setting different hourly rates for team members. You can also override rates for tasks, clients, or jobs, which means you have 100% control over the contents of your business invoices.

Sometimes staff take longer in completing a job than expecting but you don’t have the luxury to charge extra from the client straight away, but you may do in future. For these scenarios, you have the ability to control the hours you bill by having the ability to write off time from an invoice, bill it in future or add extra hours to any of your staff.

Once the invoice is ready to be sent, you can either send it from WorkflowMax as an email from within the software or you can push it seamlessly to Xero accounting software.

Business Insights with Reports

With all the data about leads, quotes, time, jobs, and costings entered into WorkflowMax, you can use the software to gain valuable business insights. WorkflowMax allows you to run a series of built-in reports or create your own custom reports to slice and dice your data however you like.

You can find out how much money you make from different types of jobs or client categories, see how productive each staff member is, generate a report of unpaid invoices, get a tally of the amount of money you’ve generated in a month, and see the time you’ve written off for a particular client. You can also add custom fields to clients, jobs and leads, so you can draw out the exact information you need.

Sync Accounting & Job Management with Xero Integration

With Xero and WorkflowMax working together, you have a complete end-to-end business product. When you create a sales invoice in WorkflowMax, you can push that data through to Xero. Payments in Xero are automatically synced with the corresponding invoice in WorkflowMax, giving you an accurate picture of productivity per job.

You can also use the Xero/WorkflowMax integration to send purchase orders and receipt supplier invoices in WorkflowMax. These are the automatically pushed into Xero for payment. Data moves between the systems automatically, eliminating double-handling, and enabling you to get an accurate view of your business on either platform.

Competitor Feature Comparison

"What If" Scenarios
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Assignment Management
Automated Quoting
Automated Scheduling
Automatic Backup
Billing & Invoicing
Billing Portal
Bills of Material
Budget Management
Budgeting/Forecasting
CRM
Calendar Management
Client Management
Client Portal
Collaboration Tools
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Estimating
Cost-to-Completion Tracking
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electronic Signature
Email Management
Employee Database
Employee Management
Employee Scheduling
Estimating
Expense Tracking
File Sharing
Financial Analysis
Hourly Billing
IT Cost Management
Interaction Tracking
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board
Labor Cost Reporting
Lead Management
Maintenance Scheduling
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Mobile Payments
Monitoring
Multi-Currency
Multiple Projects
Online Invoicing
Online Time Clock
Partial Payments
Payment Processing
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Productivity Analysis
Project Billing
Project Estimating
Project Management
Project Planning/Scheduling
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Resource Scheduling
Scheduling
Search/Filter
Secure Login
Status Tracking
Subcontractor Management
Summary Reports
Supplier Management
Tagging
Task Management
Template Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Two-Factor Authentication
Vacation/Leave Tracking
Widgets
Workflow Management
Learn moreCompare App
"What If" Scenarios
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Assignment Management
Automated Quoting
Automated Scheduling
Automatic Backup
Billing & Invoicing
Billing Portal
Bills of Material
Budget Management
Budgeting/Forecasting
CRM
Calendar Management
Client Management
Client Portal
Collaboration Tools
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Estimating
Cost-to-Completion Tracking
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electronic Signature
Email Management
Employee Database
Employee Management
Employee Scheduling
Estimating
Expense Tracking
File Sharing
Financial Analysis
Hourly Billing
IT Cost Management
Interaction Tracking
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board
Labor Cost Reporting
Lead Management
Maintenance Scheduling
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Mobile Payments
Monitoring
Multi-Currency
Multiple Projects
Online Invoicing
Online Time Clock
Partial Payments
Payment Processing
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Productivity Analysis
Project Billing
Project Estimating
Project Management
Project Planning/Scheduling
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Resource Scheduling
Scheduling
Search/Filter
Secure Login
Status Tracking
Subcontractor Management
Summary Reports
Supplier Management
Tagging
Task Management
Template Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Two-Factor Authentication
Vacation/Leave Tracking
Widgets
Workflow Management
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"What If" Scenarios
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Assignment Management
Automated Quoting
Automated Scheduling
Automatic Backup
Billing & Invoicing
Billing Portal
Bills of Material
Budget Management
Budgeting/Forecasting
CRM
Calendar Management
Client Management
Client Portal
Collaboration Tools
Contact Database
Contact Management
Contract/License Management
Contractor Management
Cost Estimating
Cost-to-Completion Tracking
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Document Storage
Electronic Signature
Email Management
Employee Database
Employee Management
Employee Scheduling
Estimating
Expense Tracking
File Sharing
Financial Analysis
Hourly Billing
IT Cost Management
Interaction Tracking
Inventory Management
Invoice History
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Jobs Board
Labor Cost Reporting
Lead Management
Maintenance Scheduling
Microsoft Outlook Integration
Milestone Tracking
Mobile Access
Mobile Payments
Monitoring
Multi-Currency
Multiple Projects
Online Invoicing
Online Time Clock
Partial Payments
Payment Processing
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Productivity Analysis
Project Billing
Project Estimating
Project Management
Project Planning/Scheduling
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Resource Scheduling
Scheduling
Search/Filter
Secure Login
Status Tracking
Subcontractor Management
Summary Reports
Supplier Management
Tagging
Task Management
Template Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Time Tracking by Client
Time Tracking by Project
Timer
Timesheet Management
Two-Factor Authentication
Vacation/Leave Tracking
Widgets
Workflow Management
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Mobile apps

iOS App


6 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


138 reviews

WorkflowMax Feature Reviews

25 reviewers had the following to say about WorkflowMax's features:

Karen May C.

WorkflowMax is the best at tracking time and project costs

2020-11-01

It has excellent functionalities at an affordable price and integrates with Xero very well.

Pros

- Easy to use - Affordable cost of entry - Links well with Xero - Real-time tracking of progress and budgets - Owned by Xero

Cons

- Customizable reports are still limited and basic - Lacks multi-line quotes itemization

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer
Verified Reviewer

Our most recommended Workflow management app

2016-05-04

We recommend it over and above any other workflow management app, and use it daily within our own business.

Pros

* Flexible and extensive feature set that can manage most business processes * General ease of use - while there are some traps for beginners, these are understable given the depth of features available * It's a Xero company, and benefits from the association in terms of a strong integration, customer support standards, and ongoing development * Pricing is excellent and suits a range of businesses from small operators through to large enterprises * Significant job and task templating abilities allow multiple activity streams to be systematised within one application * Powerful reporting engine with the ability to extend with custom reports

Cons

* Retentions and variations can be difficult to manage for construction companies * Inventory management is non-existent, which while understandable in a workflow management app does limit use for service-based firms that also provide product * The mobile app could do with further extensions to the range of features available * If you are looking for a fully featured CRM that you need to integrate with a email marketing system (like Mailchimp) you may need to use a standalone app

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
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Mark S.

WorkflowMax provides an excellent platform for a business wanting to do time cost recording.

2018-03-13

Easy to use

Pros

WorkflowMax has excellent reporting and export functions which allows for production of meaningful management reporting.

Cons

Also, unless the different levels of jobs, tasks, and activities are set up properly, this can result of reports which provide incorrect information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Randal B.

WorkflowMax is almost there

2017-06-16

If WorkflowMax changed the structure so that Project Tasks could accumulate both labour and non-labour costs they would have a really good product

Pros

Fairly easy to use Ability to build customer reports Has some reasonable dashboards Easy integration with Xero

Cons

It doesn't do project management all that well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
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David M.

Verified Reviewer

It does what it says on the tin. Work-Flow-MAX

2015-01-23

We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising.

Pros

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Cons

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Suhas P.

Great for project management

2020-10-07

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.

Pros

We use WFM for project management and timesheet management.

Cons

I don't use any of the reporting capabilities but as a project manager, it allows me track progress and the budget of my projects.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Adrian A.

Easy to use. Lots of flexibility

2021-04-07

Pros

Cloud based, no updates required. great technical support

Cons

Could integrate better with xero and other document management

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Mackenzie M.

Functionality & Reporting

2018-10-08

Workflow max helps to solve the issue of effective invoicing of time worked on each client.

Pros

- The tax alerts on the dashboard are a good way to double check tax returns after they have been assessed by IRD, which is a good reminder to check any returns that have been assessed as different as it raises a red flag and makes you look into it.

Cons

The custom reporting can be a bit hard to navigate around, especially for any newcomers to the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Toni M.

Verified Reviewer

WorkflowMax is working for us

2014-07-30

Now at the touch of a button WorkflowMax gives us a profitability report on each job which is amazing.

Pros

Good management of jobs, and costs.

Source: GetApp
Helpful?   Yes   No
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Tierra B.

Verified Reviewer

I would recommend this program

2019-01-17

Pros

I like how easy and convenient it is for this program to track billable time.

Cons

Appears as though it was created for contractors and construction management.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Marc P.

Integral to our project and time tracking

2018-04-10

Pros

We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs. Workflowmax has allowed us to improve our productivity as well as tracking work and hours that we previously would have missed.

Cons

A little bit of difficulty linking to Xero accounting - mainly due to our awkward setup. Looking forward to a smoother link between these apps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Keith B.

Proven Preformer

2020-07-31

custom reports are great.

Pros

Basic needs to schedule task. A basic purchase section allowing areas for notes and visibility.

Cons

Quotes and jobs required a lot of retyping.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kara H.

Can't Trust the Document Management

2019-01-28

Interface is ok, but takes several months to setup and get used to.

Pros

Integration with Xero is really the biggest benefit... also their estimate-to-invoice system is pretty good.

Cons

You can't trust their document management system to appropriately save emails to the correct folders.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Real Estate company, 1-10 employees)

Nice ideas but needs more refinement

2019-04-02

Pros

It allows you to create great custom reports and is very handy for tracking your time.

Cons

It can be difficult to use if you don't watch the tutorials first.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Phillip Q.

Good product, however timer has bugs

2018-02-13

If the support team fixes the timer issue, this would be the project management tool to go with hands down.

Pros

I like how the product has a timer that you can time your tasks against with start and stop timer functionality and see how much time you have spent on your project and each task. I like that it has Xero integration as well.

Cons

I have contacted support about this issue countless times but have always been pushed away even after following requests to send through supporting testing data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Katrin S.

Brilliant project management system

2018-12-07

Pros

It's a great piece of project management software, easy to use, seamless workflow, very user friendly, great tutorial videos, works well with Xero!

Cons

Not much to add, it's pretty straightforward system and easy to use.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Joseph D.

Basic but Good for an SME

2019-10-16

It is however lacking in terms of visualision of reports and data.

Pros

I found this tool to be simple to set up tasks and to log time.

Cons

Lack of visualisation in terms of reporting.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Alison M.

Really like the syncing feature to Xero

2018-05-04

Pros

Easy to use great for tracking time. Really like that the integration with Xero is seamless and makes billing easier to do

Cons

If the features were more customizable, it would be easier to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Israel S.

Good Software

2018-09-15

Pros

It makes work efficient by making reports and data organized and you can monitor it as well.

Cons

Hope that some of the features can be customizable for better ease of use.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
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Phillip Q.

Easy to use project task timing online software

2017-08-08

Easy to use time tracking for billable workdevelopment .

Pros

The website is fast to load and use with a great UI.

Cons

There are a few bugs in the timing feature where you try to stop timing, however it loses your total time at times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Doug E.

Excellent features and value and part of the Xero ecosystem

2017-06-12

Pros

Great features such as calculation of unbilled revenue, invoicing, accounting integration, notifications.

Cons

Not super customizable, not a true workflow system, no ability to automate steps such as calling APIs instead of having a human do something.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Maree M.

Verified Reviewer

Value for Money Time and Project Management System

2016-06-26

As Certified Implementation Partners, we have implemented and trained WorkflowMax for over sixty clients in the UK. Industries have included Creative Agencies, Architects & Engineers, Ecologists, Training Companies and General Consultancy firms.

Pros

Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2.

Cons

Expenses Tracking. There are various options for Expense Tracking such as bulk purchase orders, but could be clearer and easier to use.

Rating breakdown

Customer support

Time used: 1-2 years

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Anonymous
Technical Support (Accounting company, 51-200 employees)
Verified Reviewer

Tasking time on projects made easy

2019-02-19

Pros

You can add projects, devote tasks/time to your work, and easily gather reports.

Cons

If you want a more robust method of tracking time than the competitors may be where you'll want to start looking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Integrates perfectly with Xero but oh so Expensive

2018-02-28

Pros

Reall does do just about everything for your project management and Customer Relationship management.

Cons

The cost of this software on top of a Xero subscription is too much, particularly if you want something as simple as recurring invoicing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 1-10 employees)

Useful for project costing for an SME

2019-01-07

Using an app to enter hours saves us time - we are a small company so a large ERP system isn't appropriate. Workflow Max isn't perfect, but it does what we need - let's us do project costing relatively easily while integrating with the accounts system we use.

Pros

The phone app makes it easy to enter time, wherever you are, and the admins can see easily who has completed and submitted time and who hasn't.

Cons

The reports aren't as customisable as we'd like - you can see that it's built from database fields from different tables, but only certain combinations of fields are available and it takes a while to work out which basic report is the one you need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more