WorkflowMax software


78 reviews(4.5/5)
78 reviews(4.5/5)

Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing and other features integral to the project process.

Once a project is started, WorkflowMax features tools to manage project's execution, including the ability to integrate with several popular document management systems, such as Google Drive, Box and Dropbox. The timesheet functionality allows employees to work within their own timesheets online. The solution also offers integration with third-party payroll systems.

WorkflowMax’s job costing shows all expenses in a single space, including all invoices and costing information. Employee scheduling creates a way to view and assign all employee tasks. WorkflowMax features a sales dashboard that shows leads that are hot, warm, cold or closed so that businesses can keep an eye on their sales pipeline.

The solution is available on a monthly subscription basis.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

78 Reviews of WorkflowMax

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  • Israel from Adel Packaging Creations Incorporation

    Specialty: Manufacturing

    Number of employees: 201-500 employees

    September 2018

    Good Software

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Loreto from CJI

    Specialty: Engineering

    Number of employees: 11-50 employees

    July 2018

    Excellent Software!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Aside from it is very easy to use, what I like about this software is the accuracy of its report. The software has excellent functionalities, we like that we can estimate the project cost so easily.

    Cons

    So far I do not see any major concerns. I just lost my data when we had down internet connection, but not a big deal!!! So far the software is good.!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Boris from Bothar Boring and Tunnelling

    Specialty: Utilities

    Number of employees: 51-200 employees

    July 2018

    Workflowmax is an excellent product with great value

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    - Great value for money - does 95% of what other more sophisticated systems do at a fraction of the price
    - Easy set up and implementation
    - Excellent reporting functionality
    - Very robust and reliable
    - Leads and quoting functionality

    Cons

    I find the layout a bit clunky
    While it is great for simple quotes, Workflowmax is not very suitable for complex quotations. Any quotation with more than a dozen lines become hard to follow.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Morten from Freelancer

    June 2018

    Easy to use, haven't had any big issues and good way to keep track

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I love that it doesn't take me too long to get my timesheets in. Easy for my producers to keep track over time spent on projects, down to all the tasks within.

    Cons

    The layout feels a bit old and clunky. The week overview in the quick-submission software is a bit clunky to get through.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Areane from FSPMI

    Specialty: Retail

    Number of employees: 51-200 employees

    June 2018

    Awesome Software!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

    It is a little bit pricey but with its great features, everything becomes worth it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Dindo from Magnifico Jeans Inc

    Specialty: Retail

    Number of employees: 201-500 employees

    June 2018

    WorkflowMax - a Project Cost Estimator

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    A smooth workflow of project using WorkflowMax

    Pros

    I like the most with this product is that it is really helpful when estimating the job cost of our project.

    Cons

    So far, the only thing i like the least is that when the system is down, there is a possibility that the data will not be save.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 11-50 employees

    June 2018

    I like it. It keeps all my workflow in one easy place

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like the fact that my staff can log time against individual tasks allowing us to see where most of our time is being spent.

    Cons

    I don't like the fact that you have to allocate tasks to each individual. It would be better if anyone could put time against any task loaded.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alison from HPC Accounting & Tax

    May 2018

    Really like the syncing feature to Xero

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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. The dashboard could use work in the future

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ross from NetPotential

    Specialty: Web Design / Development

    Number of employees: 2-10 employees

    April 2018

    You lose your running time on down times

    Ease-of-use
    Functionality
    Quality
    Support

    Please develop a front end caching for the timer so it would save it for a couple of hours in the browser cache.

    Pros

    It's great for timing tasks and has a great customer support as well. Easy operation, you can turn it on and off with ease when there are sudden things that happen that needs you to stop your timer on tasks.

    Cons

    If the site goes down or has a problem when you save your current running timer, there is a high chance that you would lose that data so keep an eye on the numbers.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    April 2018

    This tool allows you to manage several projects online...

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Pros

    This has been one of the best software I have used in my work. Its interface is very nice as well as being very easy to use. It allows me to carry out several projects online and that is a great advantage, you can work on them wherever you want, whenever you want.

    Cons

    WorkFlow is great software, there is absolutely nothing that you do not like. You can save a lot of time and money, when you need to work as a team since this service is available all the time and you can coordinate the work at a distance.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marc from Hok Nik Creative, Inc.

    April 2018

    Integral to our project and time tracking

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use similar to Xero accounting - integrates with accounting. 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. 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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Marie from Self

    April 2018

    Expensive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Software works well and has been improved over time. I have been able to utilize it with my team to track and budget our jobs.

    Cons

    It's pretty expensive for my team because it is a larger team and the amount per user is a lot. I feel like they could work on the cost somehow because it may not be something smaller teams can afford long term.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mark from MKS Group

    Number of employees: 11-50 employees

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Easy to use

    Pros

    WorkflowMax has excellent reporting and export functions which allows for production of meaningful management reporting. Client profitability is easy to calculate and more importantly, the productivity of team members. An excellent overall reporting system.

    Cons

    Navigating from one client to another can be cumbersome. Also, unless the different levels of jobs, tasks, and activities are set up properly, this can result of reports which provide incorrect information. In comparison to CCH iFirm, I think WorkflowMax have a few edits to perform to bring this up to standard

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • edward from Paintzen

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    we tried out this software as a job costing add on to xero. It let us track some job by job items, but ultimately wasn't robust enough

    Cons

    very few features, relatively high cost per user. Its adding on some features that should be in xero by default

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Xero, Xero Inc.

    March 2018

    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.

  • Verified Reviewer

    February 2018

    Integrates perfectly with Xero but oh so Expensive

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Since Xero bought them out they have had a great product that integrates seamlessly with Xero. 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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mark from MNSC

    February 2018

    Worked as expected

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I really enjoyed this , because it was so simpe to use. The training was easy and i really liked how quikcly i was able to pick it up

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Phillip from NetPotential

    Specialty: Web Design / Development

    Number of employees: 2-10 employees

    February 2018

    Good product, however timer has bugs

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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 don't like that the timer has bugs where maybe one out of every ten times that you attempt to stop the timer after finishing timing a job, it completely forgets the time that was recorded against it and resets the time to a lower time for some unknown reason. 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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Matthew from Approved Accounting Limited

    Number of employees: 2-10 employees

    January 2018

    Implementation for a planning consultancy.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The time sheet app that links to mobile is very easy to use and consultants have no excuses for not recording time on projects. This can be done whilst on the go without costing the business time with unwanted admin.

    Cons

    The link to Xero works well for timesheets but adding standard purchases invoices to a project is very time consuming and not efficient.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 11-50 employees

    December 2017

    Great integration, not that great when compared to others

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    In a previous role I help with the app integration, i think the features can be good and when used by an SME in an accounting space it fits really well. It's really good for project budgeting and it gives you insights into your business running.

    Cons

    I didn't find it to be the best and for the price it has there's other competitors doing a better job.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Verified Reviewer

    December 2017

    A brilliant and easy to use platform

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Xero is super easy to use, it flows in a logical manner, information is easy to find, view and edit quickly. Handles multiple users really well.

    Cons

    The only real issue I have with this software is that it isn't capable of 'talking to' some of the other platforms I am required to use however I anticipate this could change in the future.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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