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WorkflowMax Reviews - Page 3
124 reviews
Recommended
Kyle P.
Mechanical or Industrial Engineering,
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Workflowmax is a fantastic job mangement program that has saved APT a lot of time in book keeping. The software covers our complete workflow from Quoting and Scoping a Job, Managing the Job and Invoicing. The Stopwatch feature for time keeping adds a level of detail which makes it hard for cutomers to argue - everything is recorded in real time. WFM allows document storage and collaboration straight to the job, all emails, files and notes can be accessed by anyone working on the job - no searching for lost information.
There are a few integrations that are available for WFM (eg Xero) which work really well but It would be great if WFM had Zapier integration.
Doug E.
Used daily for 2+ years
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Great features such as calculation of unbilled revenue, invoicing, accounting integration, notifications.
Not super customizable, not a true workflow system, no ability to automate steps such as calling APIs instead of having a human do something.
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