Page 4 | WorkflowMax Reviews - Pros & Cons, Ratings & more

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ProjectTeam.com

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

WorkflowMax

Android

Web-based

Windows

iPad

iPhone

Finance Manager

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

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

Owner

Good mobile app and great reports. We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs.

President

Fantastic product for the price. Used it to meet all requirements of  a quality system.

All the information within an invoice is seamlessly transferred, so we can we see in Xero which jobs they relate to. For me, the best thing about WorkflowMax is the payroll system.

Account Director

The internal process & conflicts with permissions was a frustration when implementing this solution.

Web Developer

It's great for timing tasks and has a great customer support as well.

sales

It is very easy to use and gives us very good visibility into the costs of our projects. Back costing is so easy when all products and labour get reconciled against the project.

Technical Support

If you have a small business and you aren't wanting to pay money for a robust set of software than WorkflowMax is a very good option. You can produce invoices in a matter of a couple minutes.

Analista financiero

WorkFlow is a great software, it allows me to save a lot of time and money, when you need to work in a team since this service is available all the time and you can coordinate the work at a distance.

Procurement Engineer

What I like the most with this software is that is has a timer on doing your to-do tasks and very easy to use and easy integration with Xero. Definitely a must software.

As the director of Threerooms, a graphic design agency in Nottingham, UK - I was watching my company struggle to grow because the admin demands were becoming overwhelming.

Senior Accountant

It helps you manage clients well. If you have an accounting practice, especially in New Zealand, you will realize the benefits that it provides in terms of tax filing for your clients.

We really like workflowmax. We started using it right after it was first released.

Accountant

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

Editing jobs and tasks is sometimes a bit more difficult than it needs to be.

Director

There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it.

General Manager

Cloud based, no updates required. Great technical support.

Harvest

Xero

Microsoft Excel

A brilliant and easy to use platform

Using  it for time maintenance and billing has been great

Xero Workflow Max

Tasking time on projects made easy

Great for Project Management

When using it, one feels the order and professionalism with each use. It is friendly to work with. 

A great ally in project management and more

A smooth workflow of project using WorkflowMax

WorkflowMax - a Project Cost Estimator 

Moving from Podio to Workflow max has made project management and job tracking much easier

Efficient Invoicing Solution

Good Software

My name is Ruth Cole, and I’m the office manager for environmental consultancy Greengage. I’ve been using WorkflowMax for a while now and love it. It was really easy to get started, and there’s no paperwork. One of the great things about Workflowmax is the fact that it’s paperless. This is important to us because as an environmental agency we should practice what we preach. 

Now, all our invoices are sent out online, so we can guarantee our clients receive those invoices. Our whole office is streamlined, and admin time has been drastically cut, thanks to WorkflowMax.


It was really easy to get started

Nice ideas but needs more refinement

As a sole practitioner Architectural Designer I  use WorkflowMax for keeping track of my time over multiple projects. I love the way it integrates with the Xero accounting package enabling me to easily produce invoices based on time spent, and to produce a detailed timesheet to back-up that invoice.
As I use it more and more, I also build a database of information in an easy to access and understand format, that enables me to more accurately estimate the potential time involved when providing fee proposals for new projects.

Great time management software

used this for a very short time, didn't work well

Hi Edward, thank you for your review! We're sorry your experience wasn't optimal and are a little surprised by the feedback - most of time people find us too robust! Would you be open to a call with our Enablement team who are super knowledgeable & extremely passionate about helping customers get the most out of WorkflowMax. If so, we just need your contact details. Thanks - WorkflowMax.

As a WFM partner we find WFM a very popular choice for  a Job Management system that links to Xero. Clients enjoy being able to create their own reports and having the flexibility with the custom fields.
Great to be able to fully customise your quote, invoices and job briefs to how you want them to look.
It's a bit light in the scheduling of tasks and being able to have multiple quotes on a job requires work arounds.
Overall a fantastic system that we would recommend.



Love the seamlesss link to Xero and the amount of customisation that it offers.

We use workflow max to keep our time sheets, and to createjobs and quotes. What is great about workflow max is that it makes quotes and jobs creation a lot easier, even for someone without a background in finance. 

Workflow Max is great for time sheets and resource allocation

We love working with Workflow Max. Our business model is based on charging client an hourly rate for work completed. Workflow Max makes it so much easier for us to accurately track what we have done (in the level of detail our clients' require) and it is so easy to turn these records into invoices. We have saved a lot of time and money. I would highly recommend Workflow Max.

Workflow Max has been great for our business

Good program I am not sure if it is a great program yet

An easy to use, cost effective tool that you can access from anywhere with an internet connection. Great for tracking time, overseeing time billed by employees, setting up processes/milestones and quoting. Integration with Xero is seamless, making billing really quick and easy to do.

Great tool for creative agencies 

This is a good app I find particularly useful for easily adding time and cost while I am out and about away from the office. Makes my life that little bit easier which I appreciate

Easy for when you're on the go

I have been using this software for the last few months with clients and have received exceptional support & customer service. The product is innovative and I continue to see new developments released - most recently the mobile app.



Great software solution for businesses

Awesome Software!

I would recommend this program

Not suitable for service industry with casual staff

We have been using Workflow Max for 4+ years, it's a great tool for a professional services business, easy to use and simple to navigate and understand.

Use it and support it

A great simple little app that makes using WorkflowMax easier
Function I use the most is the timesheet entry when out and about

WorkflowMax Reviews - Page 4

124 reviews

A brilliant and easy to use platform

Xero Workflow Max