Xero

WorkflowMax

4.5 / 5 46 reviews

Who Uses This Software?

WorkflowMax provides a cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.


Average Ratings

46 Reviews
  • 4.5 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $15.00/month
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online

Vendor Details

  • Xero
  • www.workflowmax.com/
  • Founded 2007
  • New Zealand

About This Software

A single platform for all your job management needs; from quotes to timesheets, job tracking and costing to project management and reporting, invoicing, lead management and more. WorkflowMax is loved by more than 7000 service businesses, providing a total cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone else who bills by time. Integrates with 30+ other systems.


Features Checklist

  • Budget Management
  • Bug Tracking
  • Collaboration
  • File Sharing
  • Gantt Charts
  • Idea Management
  • Issue Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Testing / QA Management
  • Time & Expense Tracking

Product Reviews

WorkFlowMax Review

Dec 08, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: This product is great by a job management perspective. You are able to job quote and it is great customizable templates for job quoting, tracking and scheduling of recurring jobs.

Cons: Not easy to see total time logged for the day. WorkflowMax won't tell you your stock on hand, but it will work fine for disbursements, and stock movement.

Overall: This product is great to keep you on track with quoting, creating jobs and issuing invoices then doing the same steps again for recurring jobs. It's a rinse and repeat kind of product. Which works great. We have used this product for our training business. We recommend you look and use the leads and quotes portion to get the most out of the system from both a workflow and reporting basis.

Recommendations to other buyers: NO

Workflow Max is great for time sheets and resource allocation

Nov 30, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: very easy to track time using the timing function. timesheets are a lot easier to keep, and review.

Cons: editing jobs and tasks is sometimes a bit more difficult than it needs to be. Very roundabout.

Overall: We use workflow max to keep our time sheets, and to createjobs and quotes. What is great about workflow max is that it makes quotes and jobs creation a lot easier, even for someone without a background in finance.

Recommendations to other buyers: USE THE TIMER if you're using Workflow max to keep timesheets. Also download the App as this makes on the go tracking a lot easier.

Great software solution for businesses

May 14, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using this software for the last few months with clients and have received exceptional support & customer service. The product is innovative and I continue to see new developments released - most recently the mobile app.

There's Gold in the Detail

May 14, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: I work with business owners to help them improve the performance of their business and have been using WorkflowMax with many clients to help them improve their systems.
Many business owners want to scale their business but don't have the systems and processes to allow them to do it effectively.
WorkflowMax forces owners to look at their systems and processes. It provides valuable information about the performance of staff (both management (did we quote it right) and delivery staff (did we deliver on time and on budget)) and jobs.
Owners can now see where they are making money and it's not always where they think it is.
Used correctly WorkflowMax is an incredibly cost effective application that will make owners money.

Very cost effective job management product

May 08, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: We have implemented and support WorkflowMax for multiple clients across different industries both large and small.
It is an extremely cost effective product for all of the features you get to manage jobs and have all staff entering time sheets and disbursements.
We routinely set up custom templates for quotes, invoices etc for clients bringing on their own branding which works really well and is simple to use.
The reporting is great with the ability to customise your own and add extra fields throughout the system, the reporting is however limited when compared to more advanced systems such as SQL based systems as WFM does not allow you to set up your own data containers or queries to get all of the information you sometimes need on a single report.

All in all an extremely good, cost effective solution that integrates well with Xero and all of our clients are always happy with the solution.

User and Implementation Provider

May 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use WorkflowMax (WFM) to manage our consulting business. WFM is a comprehensive system that allows us to manage leads from initial engagement through to project quotes and estimates. All information is then transferable to our jobs allowing us to capture time against tasks, manage our time frames and account for related project costs. With all information flowing from initial input we benefit from significant efficiency with not having to double enter information. We also integrate with Google Drive for document storage and Xero for financial accounting which means between WFM and Xero we get great visibility regarding job and financial reporting. Highly recommend this product as it is usable for many different industries and has great flexibility when it comes to customisation. We now offer implementation services for WFM which we would not do if we did not believe in the product.

Love the seamlesss link to Xero and the amount of customisation that it offers.

May 01, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: As a WFM partner we find WFM a very popular choice for a Job Management system that links to Xero. Clients enjoy being able to create their own reports and having the flexibility with the custom fields.
Great to be able to fully customise your quote, invoices and job briefs to how you want them to look.
It's a bit light in the scheduling of tasks and being able to have multiple quotes on a job requires work arounds.
Overall a fantastic system that we would recommend.

Use it and support it

Apr 30, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support

Comments: We have been using Workflow Max for 4+ years, it's a great tool for a professional services business, easy to use and simple to navigate and understand.

Good little app - makes life easier

May 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: A great simple little app that makes using WorkflowMax easier
Function I use the most is the timesheet entry when out and about

Great tool for creative agencies

Jul 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: An easy to use, cost effective tool that you can access from anywhere with an internet connection. Great for tracking time, overseeing time billed by employees, setting up processes/milestones and quoting. Integration with Xero is seamless, making billing really quick and easy to do.

Great time management software

Jul 01, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: As a sole practitioner Architectural Designer I use WorkflowMax for keeping track of my time over multiple projects. I love the way it integrates with the Xero accounting package enabling me to easily produce invoices based on time spent, and to produce a detailed timesheet to back-up that invoice.
As I use it more and more, I also build a database of information in an easy to access and understand format, that enables me to more accurately estimate the potential time involved when providing fee proposals for new projects.

WorkflowMax is essential software for any business needing to manage time and costs

Jun 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: WorkflowMax is extremely affordable software and has very high-end reporting compared to similar priced products, while it can still be very easy to use for the basic user.

It is cloud based, secure, you can easily view your work in progress and it works seamlessly with Xero. Use it for your leads, internal projects, client work (one off and repeat), invoicing, quoting and time sheets. WorkflowMax integrates nicely with payroll software too.

If you are paying $150 a user for other software, you really do need to check it out.

Being owned by Xero, there is also a lot of development being done to make the product even better. There will soon be an app available - in the meantime it has a mobile site which is fine for time and costs.

WorkflowMax suits pretty much any business needing to manage chargeable and non-chargeable time and disbursements or materials.

There are some excellent advanced features such as emailing your job with files etc, and custom reporting which you can do yourself - no need to pay WorkflowMax to create reports for you. It is currency agnostic so can be used in any country.