Jetpack Workflow Reviews & Product Details

Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.

Seller

Jetpack Workflow

Discussions

Jetpack Workflow Community

Languages Supported

English

Overview by

Meredith Felton

Pricing

Pricing provided by Jetpack Workflow.

Scale

$50

monthly/user (yearly plan)

Organize

$36

year/ user (yearly plan)

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

Jetpack Workflow Media

Jetpack Workflow Demo - Jetpack Workflow Dashboard with Firm Capacity

How to read the Jetpack Workflow dashboard

Jetpack Workflow Demo - Jetpack Workflow My Work Tab

A look at the Jetpack Workflow dashboard

Jetpack Workflow Demo - Jetpack Workflow Job Details

A look at the Jetpack Workflow job details tab

Jetpack Workflow Demo - Jetpack Workflow Jobs Tab

A look at the Jetpack Workflow jobs tab, where you can see all your Tasks by Client, Staff and Status.

G2 reviews are authentic and verified.

Here's how.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

10/3/2019

"Good base product but needs to mature"

3.5/5

What do you like best about Jetpack Workflow?

I love that it is flexible and customizable and easy to collaborate with a team to see what was done.

The task dependencies (my to-do only starts when you finish your work) is amazing. Review collected by and hosted on G2.com.

What do you dislike about Jetpack Workflow?

It does not sync well with other software. There is limited sync to QB but not Xero, not Zapier, not email

There is not the ability to show a job as "cancelled", only done (or delete)

The reports are *terrible* - you have to run time/billing for all staff/clients, not just one Review collected by and hosted on G2.com.

Recommendations to others considering Jetpack Workflow:

I'm hoping JPWF will continue to grow & mature & add more features, but they aren't doing it as fast as I'd like. We went with them because of cost, but are looking again at Insightly and Karbon to see if they have better email tracking and integration with Xero Review collected by and hosted on G2.com.

What problems is Jetpack Workflow solving and how is that benefiting you?

We replaced our client status update spreadsheets with JetPack so we now have a better checklist and more insight into what was done and by whom Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

9/9/2019

"Good workflow management software for small businesses"

4.5/5

What do you like best about Jetpack Workflow?

Ease of use and features; built in templates; price is reasonable Review collected by and hosted on G2.com.

What do you dislike about Jetpack Workflow?

I would like the product to have the option of listing client names by first or last name. I also wish it came with a CRM feature Review collected by and hosted on G2.com.

Recommendations to others considering Jetpack Workflow:

If you are in the Accounting industry and need a way to keep track of projects and deadlines this software will definitely fulfill those needs. Review collected by and hosted on G2.com.

What problems is Jetpack Workflow solving and how is that benefiting you?

I have been able to stay organized and not forget important projects. I barelymiss deadlines thanks to Jetpack. It eliminates keeping tasks and to-do list on paper. Review collected by and hosted on G2.com.

LS

Lane S.

Executive and Marketing Assistant

Small-Business (50 or fewer emp.)

1/14/2019

"JetPack Workflow does what it needs to - If somewhat unintuitively."

2.5/5

What do you like best about Jetpack Workflow?

It is easy to track time and set up separate jobs/clients in Jetpack Workflow. Review collected by and hosted on G2.com.

What do you dislike about Jetpack Workflow?

The company has made some questionable changes to the product - some of which have been addressed, others haven't. When you end a task from the bottom screen, the dialogue box stays open. If you don't manually clear them, they will eventually take over the bottom of the tab. It would also be nice if there was a widget that could follow you on your desktop so that you can see your time tracking/change it without going back to Jetpack Workflow. Review collected by and hosted on G2.com.