WorkflowMAX Reviews & Product Details

As an employee in a fast-paced professional Urban Design firm, WorkflowMax has become an indispensable part of my daily workflow. From managing tasks to tracking time and collaborating with colleagues, it offers a comprehensive suite of tools that streamline operations and improve accountability. Since using WorkflowMax, I’ve noticed a significant improvement in how I manage my time. The visibility into my productivity has helped me prioritize better, reduce time wastage, and contribute more effectively to projects. The interface is clean and intuitive. Navigation between jobs, tasks, and timesheets is seamless, and the dashboard provides a clear snapshot of my jobs, my tasks and a summary of my productivity. It’s easy to log time, update job statuses, and calculate total time spent on a job. Review collected by and hosted on G2.com.

My experience with workflow Max has been overall very positive. However the dashboard could use some extra features Review collected by and hosted on G2.com.

Simple to set up, all the information is seamless from quotation, through Job/Project to invoice, tracks costs instantly, helping to keep projects on time and in budget, highlighting problems sooner rather than later.

Works perfectly with Xero, for goods receipts and invoicing.

Great value for money, and excellent ongoing improvements Review collected by and hosted on G2.com.

More flexibility with the dashboard for specific users and options on the delivery address would be very beneficial in purchasing. Sometimes quoted value doesn't tally with invoice value. Review collected by and hosted on G2.com.

I like the fact that WFM is very simple to use as I use this for the accounts, WFM links to xero which makes this seamless as everything is automatically exported across which makes life so much easier. If anything ever needs updating or you have an issue they get this sroted very quickly which is a massive bonus. Review collected by and hosted on G2.com.

As this is a fairly new system somethings are missing from the system however they are planning on implementing these asap Review collected by and hosted on G2.com.

WorkflowMax makes it easy to log hours, add notes, and stay across multiple projects with zero friction. I love that I can instantly view timeframes, progress, and what’s left to do—all from a clean, intuitive interface. It’s helped me stay accurate, accountable, and focused without wasting time on clutter or confusion. Review collected by and hosted on G2.com.

Honestly, there’s not much to fault—it’s smooth and reliable. If anything, maybe a few minor tweaks to streamline the interface even more, but that’s just nitpicking. Review collected by and hosted on G2.com.

The software is easy to use and customise to our business. Overall though I think it's the Help Centre that really makes the experience. There is a wide range of resources of different types that makes it easy to get using the software. Review collected by and hosted on G2.com.

Only a small niggle but every time you navigate between pages it defaults to the current date / week, so if I'm checking timesheets for the previous week if I switch between staff it shows me the current week. Review collected by and hosted on G2.com.

We are a small business that used the original WFM and transitioned to the BlueRock version. Notwithstanding some challenges in the initial rollout we are happy with the current functionality that meets our basic business needs and provides a platform for us to scale. Review collected by and hosted on G2.com.

No major dislikes, but it would be useful to show your lead activities as a widget on the dashboard (as with the original WFM) Review collected by and hosted on G2.com.

I've been using WorkflowMax in my businesses since 2016 since 2016 and it provides a reliable backbone to a creative, agile and sometimes chaotic business to apply a bit of structure and process to quoting, time tracking, purchasing and invoicing. Being able to instantly get a read on the profitability of a job from quote to actual to invoiced is invaluable. Review collected by and hosted on G2.com.

The major upgrade to version 2 of WorkflowMax in 2024 meant a few features were unavailable for a while. But now that the dust has settled everything is back in action and new features and integrations are starting to be added on a regular basis. Review collected by and hosted on G2.com.

I manage a busy bespoke joinery production which using Workflow max I can now create leads ,quotes and purchase orders which enables me to track every apspect of a project so I know finacially in real time what the actual projects cost are highlighting areas that need to be amended for future projects.

I am not the best on computers but once I had the training to complet the tasks for my job role its straight forward. Review collected by and hosted on G2.com.

Like every software its only as good as what is inputted Review collected by and hosted on G2.com.

WFM has made it easier for our business to streamline invoicing and keep better track of time on jobs. With all the new updates and features, it can sometimes get a bit tricky to navigate, but the support team are always quick to respond when we raise a ticket. Review collected by and hosted on G2.com.

Upgrades and features can sometimes take a while to adapt to or work correctly with our reporting - this has been raised and resolved with the team.

Export feature to Xero doesn't allow you to export as timesheets - this feature hasn't yet been able to work correctly for our business. Review collected by and hosted on G2.com.

Lots of great features, timesheeting, budgeting for jobs, the custom reports are great and very useful for us as a business. Review collected by and hosted on G2.com.

Nothing, this has been great for our business! Review collected by and hosted on G2.com.