WorkflowMax Reviews & Product Details

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

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.

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.

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.

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

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

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.

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.

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.

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

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.

- 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.

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.

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.

Since the software is cloud based,it automatically track time online and create invoices from my time sheets.

The software is easy to use with flexible and extensive features that enables us to manage most of our business processes.

I can see a complete overview of any project from the dashboard of this great software.

The pricing is generally flexible. Review collected by and hosted on G2.com.

Navigation through custom reporting is sometimes hard.

Inventory management feature is non existent. Review collected by and hosted on G2.com.

Integration with Xero is really the biggest benefit... also their estimate-to-invoice system is pretty good. Review collected by and hosted on G2.com.

You can't trust their document management system to appropriately save emails to the correct folders. It duplicates, stalls and, after a month of waiting for customer support, ended up loosing several months of emails, attachments, images and documents that were supposed to be saved to job folders. Very frustrating. When we asked customer service, they didn't know why and didn't offer a solution. Review collected by and hosted on G2.com.

Categorization, addition of comments, ease of switching from project to project Review collected by and hosted on G2.com.

Logs me out when I am logging time, which becomes frustrating. Review collected by and hosted on G2.com.