Opiniones de WorkflowMax

It does what it says on the tin. Work-Flow-MAX

Comentarios: I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. 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. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account

Puntos a favor:

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Puntos en contra:

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

Ideal for organisations looking for large scale project and financial management

Comentarios: Brings detailed project management workflows while offering portals and features that manage both the financial records and client facing invoices

Puntos a favor:

Offers the benefits of both handling the financial and project management, this link is valuable for our company to monitor the integral efficiency of our organisation

Puntos en contra:

A greater app integration list would benefit this platform

Dont use if quoting is important

Puntos a favor:

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

Puntos en contra:

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!

WorkFlowMax review

Comentarios: Reasonably happy with the experiences

Puntos a favor:

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Puntos en contra:

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Value for Money Time and Project Management System

Comentarios: As Certified Implementation Partners, we have implemented and trained WorkflowMax for over sixty clients in the UK. Industries have included Creative Agencies, Architects & Engineers, Ecologists, Training Companies and General Consultancy firms.

Puntos a favor:

WorkflowMax is highly flexible and every client will tend to use it slightly differently. Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2. The ability to develop attractive quotes and proposals. 3. Being able to pull processes and systems together in a centralised location. Often clients are holding project information in lots of different locations/spreadsheets around the office. 4. Huge flexibility through the custom reporting and being able to quickly see Project Profitability. 5. 'Talks' nicely to Xero your Accounting Software, sending through invoices and supplier invoices. 6. Great Value for Money when taking into account the breadth of features.

Puntos en contra:

1. Capacity Planning. There is a Staff Availability grid, but time must be clearly allocated to staff and tasks for this to provide meaningful and accurate information. 2. Expenses Tracking. There are various options for Expense Tracking such as bulk purchase orders, but could be clearer and easier to use.

WorkflowMax is very user-friendly

Comentarios: I am the Director of Melbourne-based commercial fit-out and property maintenance company, Symmetry Commercial. After migrating from MYOB to Xero, we were looking for a work scheduling and quotation software, and that’s when we discovered WorkflowMax. For us, the beauty of WorkflowMax has been creating a really tight process around purchasing and sending online purchase orders. Typically, paperwork goes missing, emails go missing. But now it’s so much easier; we can just log on and see all the information in one place. If we need to re-submit a quote or a purchase order, it’s all there. The biggest thing for us is the quotation side of things. What’s terrific is that this information then feeds directly through to Xero to create an invoice, which cuts down on invoicing time. Functionality was a focus for us; we didn’t want something that was going to be too difficult to use. But WorkflowMax is very user-friendly; we’ve had new people start here and it’s been really easy for them to pick up. WorkflowMax has been great for us in the sense that it has got so much scope. We were looking for something that could grow with us; as the company grows we can actually expand our use of the system. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited to explore.

Puntos a favor:

- Inexpensive - Programmers are constantly improving WFM - Seamless compatibility with Xero - Easy to use and intuitive. Easy to train new comers on.

Puntos en contra:

- Would prefer if it was a bit more Building/ Construction industry centric

WorkflowMax has changed the way we work

Comentarios: I’m a Partner at Greengage - a London based sustainability and environmental consultancy providing advice to a range of different clients on how they can integrate sustainability into their core operations as well as making their developments more environmentally responsible. We used to employ a cumbersome system of spreadsheets for time & project management that would often involve duplicate information. It was not a system we could use to generate meaningful information about how much cost had gone into a job, or how much time or budget we had left and how we we were tracking a fee. When we switched to WorkflowMax, I was surprised how easy it was to get started. All our staff found it very simple, intuitive. The online video tutorials and the support team helped us immensely by answering all of our queries. WorkflowMax provides us the opportunity to run our own reports with a very powerful custom report builder in a very easy and intuitive way. As a consultancy, its having that information in hand to be able to go back to clients where we are with individual projects. The way WorkflowMax enables us to tailor the information has saved us 70-80% of the time we used to spend on that system. In terms of return on investment, WorkflwoMax is a no-brainer. We can recoup the invest on a monthly basis by just having one more hour of consistency. As a business owner, WorkflowMax makes my life easy by having all the information in one place - so we can see where we are at in terms of projects, we can see who is working on it, we can see where we are with invoicing, we can see how much money in the budget is left over and much more.
There is less admin involved in the business now. WorkflowMax has given us an unfair advantage to stay ahead of our competitors. Highly recommended for forward-thinking service businesses.

Integral to our project and time tracking

Puntos a favor:

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.

Puntos en contra:

A little bit of difficulty linking to Xero accounting - mainly due to our awkward setup. Looking forward to a smoother link between these apps.

WorkflowMax Boosted Job Workflow

Comentarios: Huge improvement in our job workflow which means we captured more billable time and expenses.

Puntos a favor:

Major benifit was the integration with its sister accounting cloud service. All time and project billing info is captured in Workflow and financial data is passed to Xero for accounting... huge improvement in our job workflow.

Puntos en contra:

It was difficult to configure and setup from an invoicing perspective.

Great templates for job quoting and scheduling recurring jobs

Comentarios: We've been using this for almost 2 years It keeps us on track with quoting, creating jobs and issuing invoices then doing the same steps again for recurring jobs. It's a rinse and repeat kinda thing which works for us in the long run.

Puntos a favor:

Great and customizable templates for job quoting, tracking and scheduling of recurring jobs

Puntos en contra:

Task section of the Quote Due to the fact that the way the task is set up in workflowmax that the tasks are can be viewed by the employees of the contractor as the sensitive information on the task. We use the tasks for the purpose of providing the quote/estimate only. We create an invoice then we copy and paste the information from task into the cost so we can generate the invoice.

Functionality & Reporting

Comentarios: 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.

Puntos a favor:

- 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.

Puntos en contra:

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

Good product, however timer has bugs

Comentarios: If the support team fixes the timer issue, this would be the project management tool to go with hands down.

Puntos a favor:

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.

Puntos en contra:

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.

Proven Preformer

Comentarios: Fantastic product for the price. used it to meet all requirements of a quality system. custom reports are great. It kept us on track with schedules.

Puntos a favor:

Basic needs to schedule task. A basic purchase section allowing areas for notes and visibility. Track job progress at an affordable cost for software. Was great to be able to Port data directly into XERO accounting package.

Puntos en contra:

Quotes and jobs required a lot of retyping.

10 year seasoned user.

Comentarios: We use it because we have to, not because we want to.

Puntos a favor:

It has lots of features necessary to effectively manage workflow.

Puntos en contra:

Clunky interface. Antiquated UI and UX does not measure up to current standards. Has not seen any major improvements in over a decade.

You lose your running time on down times

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

Puntos a favor:

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.

Puntos en contra:

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.

Streamlined job processes

Puntos a favor:

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.

Puntos en contra:

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.

Great integration, not that great when compared to others

Puntos a favor:

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.

Puntos en contra:

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

New to WFM

Comentarios: Overall it has been ok but a steep learning curve for us

Puntos a favor:

Tracking of costs for projects, purchasing and time writing

Puntos en contra:

Lots of mouse clicks to get around, some terminology confusing for first time users but would have improved with training.

For the money probably the best option out there for production and distribution.

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

Puntos a favor:

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.

Puntos en contra:

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.

Poor Service

Comentarios: Average

Puntos a favor:

Nothing Particularly excites me about this software

Puntos en contra:

The support is terrible, reports are clunky at times and you need to pay extra to unlock half decent reports

Very cost effective job management product

Comentarios: We have implemented and support WorkflowMax for multiple clients across different industries both large and small.
It is an extremely cost effective product for all of the features you get to manage jobs and have all staff entering time sheets and disbursements.
We routinely set up custom templates for quotes, invoices etc for clients bringing on their own branding which works really well and is simple to use.
The reporting is great with the ability to customise your own and add extra fields throughout the system, the reporting is however limited when compared to more advanced systems such as SQL based systems as WFM does not allow you to set up your own data containers or queries to get all of the information you sometimes need on a single report. All in all an extremely good, cost effective solution that integrates well with Xero and all of our clients are always happy with the solution.

Bitter Sweet

Comentarios: We've been using WFM for as long as I can remember and it's come a long way. It has many small features you would not think of till you need them, its fantastic in that way. But lacks in usability, project time management and planning.

Puntos a favor:

Pricing flexibility by client or team member. Good Xero intergration.

Puntos en contra:

No planning tools. Like a simple gantt chart to plan out a day or week for team members.

Implementation for a planning consultancy.

Puntos a favor:

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.

Puntos en contra:

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

Xero Workflow Max

Comentarios: Using it for time maintenance and billing has been great

Puntos a favor:

very easy to use and to show those in my department

Puntos en contra:

sometimes steps in a process are not self-evident

Great for Project Management

Puntos a favor:

WorkflowMax is great in managing project workflow from quote to invoice and at the same time tracking time and costs. Also it can be integrated with Xero Accounting.

Puntos en contra:

WorkflowMax is quite affordable but can be quite costly for big company with many users. Also it is a cloud-based app so it requires internet connection for access.