ProWorkflow Features

I spent years searching for an integrated system to manage our small business projects, tasks, hours reports AND invoicing for years. All you find are solutions that do one maybe two of those things well. ProWorkFlow does ALL four simply and easily. I don't know how we'd do the work we do without it!

There are some features we don't use (like quotes) I wish could just be turned off and removed from the interface. I also wish there was more specific customizing of some of the forms and invoices (again for simplicity).

I have returned yet again to use PWF as I have started designing. The features have improved tremendously, certainly more user-friendly, great project templates to apply to make it easier to set up which I love! You can even make your own Project templates, which is a bonus. I came straight back to ProWorkflow because it helped me so much I am now a returning customer and a happy one at that!

The only thing I can think of is that one important social media link field is missing in the contacts section, which I have put a request in for with IT.

Thank you for the awesome feedback Heather! We're glad you love ProWorkflow!

We have used Proworkflow for around 10 years and heavily use it for time tracking, resource scheduling, budget management and cost tracking. We run a marketing agency with a team of 13 people and all users rely on PWF for daily management of their billable. The reporting features are strong and customisable. The interface continues to improve and periodic upgrades that always seem o add another level of improvement and usability.

We have seen other more feature rich software options on the market that would improve our client collaboration.

Like the versatile options - you can use it the way you want to. Customizable templates. Easy to track the work on all projects. Easy to prepare a project report for my internal customers.

Would like to be able to have the option to have just due dates appear in the dashboard/activity list. Right now it shows both start dates and due dates and is bit cluttered. There may be a setting that I could use, not sure.

Thank you for feedback Angela! We appreciate it.

Very easy to use API with call Intuitive Flexible

The ability to copy jobs Certain issues around invoicing e.g.from a quote the invoice sometimes doesn't appear in the job Lack of customised reports (even if a higher monthly cost) Lack of centralized "storage" e.g. For documents that need to be emailed out with every job

The task management system. Being able to create my own groups to separate all of my general tasks into the area's of the business they are part of and then to set them a priority within that group. Also then being able to sort ALL tasks by priority to see if there is anything i have missed when grouped. This has helped me to improve my business process's and stop forgetting some of the smaller jobs I have to do if I get interrupted before completing them. When sometimes i have 70 or more tasks, this is a great help.

I have had issues using thew web interface on android, this is not something I have brought up with the Workflow team yet, as such I'm not sure if it is my issue, phone issue or a workflow GUI issue.

We switched to ProWorkflow from Workamajig which was the greatest decisions our small digital agency has ever made. I love how easy it is to send client's invoices directly through the project management software. Now only if it was easier to reconcile paid invoices between ProWorkflow and Xero I'd be in heaven.

Had issues with their billing department not able to process a transaction, and instead of trying to help or troubleshoot to find a solutions they just threw their hands up in the air and blew us off.

PWF is visually appealing and easy to use.

This software does everything that I ask of it, easily. I have a couple of feature requests but they would be bonuses, the workflow does what it's supposed to do!

Project management, work scheduling, standard reports, quality of support service; response times to emails; time sheets; time widget;

Financial reporting - being able to export expenses information, in an excel format, functionally - including expense title; description, cost, dated entered into PWF and invoice/d status. Being able to see the status of the expense on the front screen, rather than drilling into the individual expense would be very beneficial. Employee Leave - as a time management / project management tool, recording...

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Thanks for the review Tracey!

The main reason we selected ProWorkflow was to track project estimated hours to actual hours and see those results in a clear graphic format. PWF has exceeded our expectations. As our workload has increased, along with the number of projects, PWF has allowed us to stay very organized and work more efficiently. The customer service is outstanding. The PWF account representative is readily available for quick questions and training at any time. This is all inclusive of the overall cost of the software.

The profitability reports can be a bit time consuming to set up. Also, an earlier feature, the ability to show project locations on a map, is no longer available.

Projects. Tasks. Task Templates. Categories. Built-in Gantt chart (customers love it). Customer tracking. Build-your-own reports. Multiple ways to track time are built-in. Integration with Zapier is smooth.

It integrates with Quickbooks desktop, but I didn't like how it moved over hours and rates. PWF uses a lot of hover menus to keep the interface clean, but if you don't know where to click, you'll miss functionality. The color contrast is very light for older eyes.

ProWorkFlow has been essential for our business. It is so easy to use and keeps our projects and tasks organized and easy to manage. Our clients are onboarded easily and they like it because they can always see where their projects are at. Our employees love it because it makes it clear what they need to work on each day. We can organize tasks by priority and by the deadline. The software is so versatile and as our business processes morph over the years, ProWorkFlow morphs along with us.

One thing that could be improved are adding an option to create auto-generated reports. This way we could send an automatic monthly report to our clients on all tasks/jobs completed and they can easily see what was worked on for them over the month.

I really like the fact that ProWorkFlow integrates basic project management tools such as time tracking and resource allocation, along with accounting tools such as quotation generation and invoicing. We looked at many other solutions which had great accounting or project management tools, but did not combine them into a single solution. Being able to turn an approved quotation into a project with a few simple clicks of the mouse has been a huge efficiency boost.

ProWorkFlow is very powerful, but some tools are not all that easy to locate or utilize, and are sometimes counter intuitive. As an example, when logging project time and project expenses one would expect to be able to do this from the same window/screen/menu, but requires the user to enter one and then go to a different part of the application to enter the other.

I've been using ProWorkFlow for many years now and find the ease of use, as well and the invoicing and quoting management massive time savers. I like how it is perfect for this industry, whether you're a one man band or a large agency.

It does tend to lack some flexibility in the layout, and I'd love to see an App version. the mobile version isn't that great.

Ease of use - organization, etc.

There are 2-3 things we struggle with: 1) there is not a real space to keep client information , we are web development company and need logins and other areas of reference that cannot easily be located. Sort of a bummer that we have a workaround for, but the larger we get the more unlikely it will be a good solution. 2) the inability to create & link "Tasks" single tasks to a client - we often...

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Thanks Inga! Appreciate the review. Have a great weekend, I'll pass to the team ;-)

I do not have any employees, but I work with a couple of freelancers on specific projects. This software makes it easy to collaborate to ensure that each person knows the status of the project and to complete their tasks in a timely manner. Even when I work alone, I use ProWorkFlow to manage projects, as it makes planning and tracking projects efficient.

I used to have the quote and billing module, but they were useful enough for me, so I cancelled. I wish ProWorkFlow offered a module for not only billing but also accounts receivable. I would sign up for that right away.

Being able to maintain our projects and increase our business. We are able to know the status and history of any project at any time.

Currently the feature that is not working optimally for us, is in the task section. When we want to add a task, there are only two options - one is duplicate task and the other is add task template. There used to be an option to just add one task. Can you bring that feature back?

Timesheets are great giving the time of day, assigned projects and notes for documentation. Projects section is good with the budget, staff assignments and notes sections. Invoices are easy to create.

There should be an option to mark time as billed and a summary for all unbilled time by the project with the estimated billing amount for tracking. Our projects are completed over the course of a year with bi weekly billings but finding out what was and was not billed is a pain. Quickbooks online timesheets has this built in and it seems like that should be a simple add on to PWF.

Pro Work Flow is very easy to use. Very little admin time is needed to train new users. It's been very reliable and only has ever had very minor issues in the past. The customer service has been excellent, even with the time difference.

There's really not much I don't like about Pro Work Flow. The one thing that can be improved is it's reporting functions, especially on the MAC operating system. It's very user friendly to get what you need from it.

While learning the software initially was somewhat taxing, once the basics are achieved, ProWorkflow improves the work process immeasurably. My entire team is hitting deadlines at a record rate thanks to the prioritizing of tasks and easy access to documents and team messages. It's a one-stop portal for the department to give direction, upload content, and post queries.

As stated above, ProWorkflow seems overly detailed initially and was a bit overwhelming to learn. A large part of this, though, was making the transition from the far-too-simplistic and far-too-limited software we'd been using for years.

This software helped us streamline our work process. We have several people working on dozens of projects all the time. ProWorkflow helps us meet deadlines, look ahead for planning, and keep everyone on task so all deadlines are meet despite heavy workloads.

I would like to be able to add a status column to the main project page. Many of our projects get put on hold, or we are waiting for the client. It would be nice to be able to quickly change the status of a project so my employees know what's happening with one glance.

The application helps you save a lot of time and allocate more tasks with ease. The responsive customer service and support team is another advantage. Application is an apt option to meet the requirements of marketing teams and IT consultancies. Resource management and expense tracking features are very effective. The application is user-friendly and offers a variety of templates for your projects. They keep updating features on a regular basis. Helps you generate standard reports and schedule time sheets and widgets. Before your project even starts, you can estimate the time taken for each task. The platform is scalable, and they have personalized pricing plans for professionals, advanced and solo.

Better reporting features specifically for custom reports. Improve the functionalities of financial reports. Visibility features requires improvement. When you deal with large number of tasks, the interface takes time. Absence of a secure client information database. Searchability feature needs improvement, while you search for previous tasks it takes a lot of time to retrieve the same.

Data input and how it translates to reporting. Seeing data and real-time Job progress on all levels (product production status, burn rate, profitability, etc.)How easy it is to use and figure out. If you don't know how to do something or if a feature exists, you get the answer from support in less time that you think. This system is easy to grow with.

There are little things here and there that are more about my preference that I'd like to see, but does not hinder me in any way and is more about user experience. Not even worth bringing up because it may not be relevant enough to the majority. I'm too happy with the system to complain about anything, to be honest.

The user interface is fantastic. Super clean. Easy to navigate and made overall learning curve for all users nice and short. One thing I learned after a couple of years of having deployed other work/project management software is that the software is only useful if people use it. Sounds obvious, but if something is complex and requires lots of time to learn, or the user interface isn't quite as intuitive, then the adoption rate won't be as high and the entire purpose gets defeated. PWF is so thoughtfully laid out and the features are in obvious places that basic users were able to be effective after just a few minutes of hands-on exploring. Our adoption rate was nowhere near these levels prior to deploying PWF.

The feature set compared to some of the bigger competitors in this space was a little less robust. However, depending on what you need it may be just fine, as it was for us. There were some things that others had that PWF did not, but for us those were less critical. My one gripe is that the development of this software has gone in fits and spurts. We've been with PWF for almost 5 years now and just recently did we start to see developments/improvements be deployed at a somewhat regular cadence. Again though, we made the decision to go with PWF based on its featureset originally so the new improvements are just gravy to us.