WorkflowMax Software

It has been OK for production, but it came from a very low base. Good entry level product, but unless you're running a very simple process you'll outgrow it in a year or so.

Pros

Simple to use
Simple to set up
Integrated with Xero

Cons

It's easy to do a simple quote, but if you're doing anything complex... well, good luck. You're better off doing the work in Excel and dropping the numbers into WFM for tracking.

It is slower than paper, and has little inbuilt intelligence. You can add costs and tasks, and it will total them. You can't do options or variations, or cost line items.

I've asked WFM if there are improvements coming. Its been soon for a couple of years now.

Pros

Ok setting up, easy to get team on and start adding projects and adding task to start solving issues.

Cons

Needs better support, and better setup instructions, its get a bit confusing during the setup process. It does not seem like its connected to Xero, when it is, seems like a big mystery whether your connected or not...Can i get some lights and a buzzer to let me know?

It is a good system but should be used properly and not just for one aspect. This would cause issues either reporting or tracking information. Review the systems functions because implementing to see if it suits your needs/wants

Pros

Admin users are able to create custom reports to display information based on their own needs. This is very useful because you can show certain aspects of your work while omitting others.

Cons

Our company uses WFM is a unique way. We focus more on the timekeeping functions rather than the full-functionality of the system. In doing this, we are not able to go as in depth with our reporting or time-keeping accuracy because WFM was simply not made for just that purpose

Workflow max helps to solve the issue of effective invoicing of time worked on each client. Workflow max has also helped our firm when it comes to GST time - the way workflow max integrates with Xero makes filing GST returns with Inland Revenue very simple, and lets you easily keep track of GST returns and to make sure that all returns have been filed before the due date.

Pros

- Workflowmax has the ability to let the user create and design their own reports, which can come in very handy for workflow planning purposes. Saves staff all trying to navigate through a single spreadsheet!
- This is an effective program to record staff hours, which also allocates your time entries to the jobs you are working on, which helps when it comes time to bill clients.
- 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.

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.

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.

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

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.

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.

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.

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

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

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.

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

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.

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.

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.

Pros

It's OK for tracking jobs once the quote is accepted, and links with Xero quite well. If you have a simple business it'll probably be OK

Cons

Despite repeated requests, WFM is not interested in improving this side of the product. WFM cannot handle multi-line itemised quotes, is slow to use and has very limited functionality. While you can add profiles, and append them to orders it insists on blending all the profiles in together, making itemising a messy, manual process.
The cost is OK, again if you have a simple business. Don't try to imagine that these costs are anything like inventory. It is basically a free text field.
Tasks can't be combined with costs, so you can't organize complex jobs at the quote stage. I believe you can do more in jobs, but this is handling the data twice.
I am searching for an alternative and will be gone as soon as possible. The biggest thing keeping me using it is that I spend 40+ hours doing 20 hours worth of quoting and run out of time to search!

Pros

Automated workflow once set up making it easy to reconcile bank transactions. Nice layout and intuitive.

Cons

Mobile application as with most leaves something to be desired - I prefer full desktop layout. I have some functionality issues with older Apple devices.

Scheduling an organization for manufacturing. The quote process has been made easier and standardized. Ability to keep everything in one location.

Pros

Easy to navigate, fulfilled all of our needs for the company as far as manufacturing, scheduling, easy to assign two different employees four tasks. Integrates with our current CRM. For the price I believe it's the best quoting software and Manufacturing distribution and organization software out there.

Cons

Not easily customizable. Very time-consuming to set up. And customer service was below average. The video tutorials don't go into depth as far as instructing on customizable features example importing and using customizable quotes.