I love the way we can track the hours we spend on each project and the ease of use. There might be space for improvements to make it more convenient though.
We've been using WorkflowMax primarily to create estimates and quotes for our projects, and it's made a noticeable difference in how efficiently we're able to manage that part of our workflow. The system is intuitive and flexible, which is important for the type of work we do.
We're currently in the process of setting up the scheduling functionality, and we're optimistic about how it will further streamline our operations. The built-in training resources, especially the user videos, have been incredibly helpful—clear, concise, and easy to follow, making the onboarding process much smoother for our team.
Overall, WorkflowMax has been a solid addition to our business toolset, and we're looking forward to exploring more of its features as we grow.
WorkflowMAX is the end-to-end job management software for service-based businesses that need more than just task lists. While other tools focus on collaboration, WorkflowMAX connects your project management directly to your financials. From lead to ledger, gain total visibility over job costs, quoting, time tracking, and profitability, all in one cloud-based platform.