WorkflowMAX Reviews & Product Details

WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability.

Product Website

Seller

WorkflowMAX

Discussions

WorkflowMAX Community

Languages Supported

English

Overview by

Ryan Kagan

Pricing

Pricing provided by WorkflowMAX.

STANDARD

Starting at $25.00

Per Month

View More Pricing Information

WorkflowMAX Integrations

(14)

Verified by WorkflowMAX

WorkflowMAX Media

WorkflowMAX Demo - Welcome to WorkflowMax

Boost your profitability and performance. Do it all from anywhere – quotes, jobs, scheduling, time tracking, invoicing, reporting, and more.

WorkflowMAX Demo - Stay in control of your job management

Track and record all aspects of your jobs, from resources and time to costs and profitability. Experience seamless workflow management and gain valuable insights through reporting.

WorkflowMAX Demo - Online lead and sales management

Never miss winning a customer again with WorkflowMax's online lead management software. Track every step in your sales pipeline all from one place.

WorkflowMAX Demo - Simplify your billing with online invoicing software

Get paid faster with customised invoices. Enjoy the integration between job, time and cost tracking with a seamless data flow into Xero and QuickBooks for end-to-end efficiency.

WorkflowMAX Demo - The easy way to track employee time

Effortlessly convert time into revenue with our advanced time tracking software. Capture every billable second accurately and never miss an opportunity to maximise your earnings.

Official Downloads

(1)

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Job Profitability Checklist

WorkflowMAX Reviews (58)

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Lisa P.

Senior Resource Management Planner

Small-Business (50 or fewer emp.)

10/2/2025

"Easy to use, intuitive platform"

4/5

What do you like best about WorkflowMAX?

WorkflowMax is well designed from a user perspective. I don't have to root around to find what I need. The fonts are easy to read, the text size and colour is great. WorkflowMax has a lot features. Although I don't use them all, I know how to find them if I do need to use them. I've been able to better understand project budgets and timelines, and get the information I need quickly. I've found the developers of WorkflowMax to be responsive to feedback and make changes to improve the user experience. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

I haven't found any downsides to using Workflow Max. Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

WorkflowMax helps me to quickly tell whether a project is on budget or not, who has been working on the project, and what people have been doing. The timesheet function is helpful to sort who has done what and the time it has taken. I use it for other reasons but that is the most helpful. Tracking budgets, staff, and timelines. Review collected by and hosted on G2.com.

Joe T.

President

Mid-Market (51-1000 emp.)

7/8/2024

"WorkFlow Max (Xero) sold to BlueRock as WorkFlowMax2.com"

0/5

What do you like best about WorkflowMAX?

Xero sold WorkFlow Max was not perfect, but it was functional and address 90% of our needs. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

BlueRock WorkFlowMax2.com has been a disaster. We have 6 to 12 tickets open at any time. They have destroyed the functionality and they have no experience regarding Beta testing or roll out. They have give us 40% of the functionality we had before and created all kinds of bugs. I would never recomment this product. Review collected by and hosted on G2.com.

Luke E.

Mid-Market (51-1000 emp.)

3/19/2024

"Room for improvement"

2.5/5

What do you like best about WorkflowMAX?

The upside of using WorkflowMax are that it provides a tight record of time spent on tasks for budgeting on some projects. There are few truly end to end softwares that allow for quoting thorugh to invoicing and WorkflowMax achieves this. The tool is also simple and easy to use with minimal onboarding. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

The WorkflowMax UI is outdated and sometimes difficult to use when you are running multiple jobs. Time entry is less intuative too. Review collected by and hosted on G2.com.

Verified User in Civil Engineering

Mid-Market (51-1000 emp.)

12/12/2024

"Great for smaller businesses not medium size businesses"

1/5

What do you like best about WorkflowMAX?

WorkFlowMax can be initially easy to use. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

Transparency on additional fields that need to be downloaded can become problematic as you become a more advanced user of the system as it limits your reporting. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/8/2023

"The UI needs to be updated to make it more user friendly"

4/5

What do you like best about WorkflowMAX?

Apllication is consistant and contains many feature that the management can use to track the billing hours to make sure the project is going where it is supposed to go. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

It bit old school web application and it takes time to log one entry and enter the other one as it refreshes the page agian before letting you to log the next one. Review collected by and hosted on G2.com.

Richard D.

Small-Business (50 or fewer emp.)

6/8/2022

"Simple to set up and powerful enough for a small to medium organisation"

4/5

What do you like best about WorkflowMAX?

The simple flow from quote to job to timesheets to invoice Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

The lack of currency handling within the solution. Review collected by and hosted on G2.com.

Verified User in Medical Practice

Small-Business (50 or fewer emp.)

11/29/2017

"Review for WorkflowMax"

4.5/5

What do you like best about WorkflowMAX?

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. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

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. Review collected by and hosted on G2.com.

Recommendations to others considering WorkflowMAX:

I liked the overall workflow of the software, including the quoting/pricing modules. They were pretty flawless and helped me make sense of a pricing system on the fly. Also, there is the intergration with Xero, which is the platform I use for accounting. Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

Verified User in Accounting

Mid-Market (51-1000 emp.)

10/21/2021

"Best software for filling tax returns"

5/5

What do you like best about WorkflowMAX?

I have synced the software with xero, and this auto picks the transactions posted. which save our time to enter the data. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

sometime this shows the errors which are difficult to locate into xero Review collected by and hosted on G2.com.

Fabien G.

CEO

Small-Business (50 or fewer emp.)

3/5/2020

Business partner of the seller or seller's competitor, not included in G2 scores.

"Great for multi-day-project management"

4/5

What do you like best about WorkflowMAX?

WorkflowMax is awesome for Creative Agencies, Accountants/Bookkeepers, Engineering/Architects and other similar business that have mostly time input into projects.

It also works well for Construction industry, although tracking the projects costs require more carefully planned and executed workflow to make sure the reporting is as relevant as can be.

The following features are those that come top of mind as the things WorkflowMax does great:

- Tight financial integration with Xero.

- Multiple ways to track and enter time.

- Cost is great for how much features it packs.

- Knowledge base and support is A1.

- Reporting capability are encompassing. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

- Report could be more dynamic. For example, it would be great to be able to drill down, to be able to change filters/parameters without resetting the whole report, to be able to create a custom report based on an already existing report (whether an default or custom created one).

- For construction industry, where there are lots of project costs, it would be great to be able to link back a cost added to the cost tab of a job to a purchase order. It would also be great to be able to attach a copy of an invoice directly to a cost, instead of having Review collected by and hosted on G2.com.

Recommendations to others considering WorkflowMAX:

WorkflowMax is a great software and an excellent bang-for-your-buck compared to the competition.

While their Knowledge Base has everything you need to understand how it works and set it up yourself, I do recommend you connect with an implementation partner if you want to ensure you get the most meaningful information how of it. This is particularly relevant when determining wat should be your jobs, tasks and checklists. Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

Seamless project tracking, great ability to generate quote and estimates, see each job or task cost and profit. Review collected by and hosted on G2.com.

Hellen S.

Managing Consultant - Real Estate Development & Investments

Enterprise (> 1000 emp.)

2/11/2020

"It has stabilized the way we connect and manage the working procedures."

5/5

What do you like best about WorkflowMAX?

WorkflowMax has been preset and designed with different management tools which puts in more accuracy in our work and allow us to manage our projects in more convenient ways. In our organization, we mostly have to deal with projects which are based on small teams dealing with different tasks at a time. So we always use this tool in order to perceive the notifications and the instant updates. The tasks can also be continuously coordinated and projected by the management teams to assists the team in their work. We can share messages and forms groups which allows us to enhance our performances in a better way and deal with the tasks in efficient manner. Review collected by and hosted on G2.com.

What do you dislike about WorkflowMAX?

On the negative aspect, we do have to face few issues which abrupt our performances and hurdles the way we perform our work. The continuous integration errors have raised a lot of issues for us and we have to follow long procedures in order to cope up the tasks eventually. The premium paid plans also additionally asks for paid features which in itself is a working barrier. The dashboard or the user interface although fits perfectly for an advance working, but their capability to assist any new beginners is almost null. Review collected by and hosted on G2.com.

What problems is WorkflowMAX solving and how is that benefiting you?

WorkflowMax in itself is an amazing working tool assisting the professionals from managing their work to collaborating in the most advanced ways. We can also easily overview the whole projects performances and make improve the performances by proper analyzing or reporting features. It comprehends the whole project performance in the most conceivable way and makes us more alert and concentrated towards our projects. We can customize the dashboards or can adjust the tools according to our needs. Review collected by and hosted on G2.com.