What do you like best about Projectworks?
Compared to Workflow Max (WFM), the invoicing in Project Works (PW) is better. PW allows you to have fixed fee and hourly rates in a single invoice.
The resourcing of jobs works pretty well - it is quite simple, but it gives a high level over view of who is busy and who needs work. But there is no way to set job priorities for staff i.e. what job you want them to work on first.
The integration with Xero is fine.
The data transition from WFM to PW was fine. We did not have any major issues. Review collected by and hosted on G2.com.
What do you dislike about Projectworks?
I use Project Works Daily and I find it frustrating. The worst thing about Projectworks (PW) is the timesheet (for a Design Engineer working on multiple tasks). It is so bad most staff run a separate excel spreadsheet, and I run Memtime. The timesheet does not even have a start and finish time so there is no way to determine when staff start and finish.
The timesheet function is so bad, I would not recommend Projectworks to companies that need to know when staff start and finish work or work on multiple jobs a day.
PW lacks the ability to send important emails to be filed on with the job so everyone has access (WFM does). I still have not found a way to make notes on the job - maybe I need to create a custom field.
PW really focuses on Job Budgets. I find this one dimensional, because a successful job relies on many things not just the job budget. I would like the landing screen to show more about the job - like who is assigned to the job, when is it due, what is the job scope, and the job budgets.
Compared with WFM, it is hard to customize templates for invoicing and letters of engagement.
Invoicing can be frustrating because PW won't let you invoice jobs unless the contractual status is signed.
PW requires lots of clicks, and it is not that intuitive to find things.
Because of changes to WFM when they changed to WFM by Bluerock, we have committed to using PW for 1 year, but if I was to rewind the clock I would look at using different software for our design engineering company. Review collected by and hosted on G2.com.