# Page 5 | WorkflowMax Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is WorkflowMax the right Scheduling solution for you? Explore 123 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/226306/WorkflowMax/reviews --- WorkflowMax 4.3 (123) [View alternatives](https://www.capterra.com/p/226306/WorkflowMax/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 5 - Reviews of WorkflowMax ## Showing most helpful reviews Showing 101-123 of 123 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Tammy A. Copywriter, Senior Web/Social Media Content Director Marketing and Advertising Used the software for: Less than 6 months ### "null" March 9, 2017 4.0 Review Source Carla M. Commercial Business Support Manager Accounting Used the software for: Less than 6 months ### "null" July 20, 2016 3.0 Review Source Mia K. New Client Administrator Financial Services Used the software for: Less than 6 months ### "null" November 9, 2015 4.0 Review Source Lisa D. Used the software for: I used a free trial ### "null" March 22, 2016 2.0 Review Source NE Nicole E. Director Used the software for: ### "Love the seamlesss link to Xero and the amount of customisation that it offers." April 28, 2016 4.0 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. Review Source LM Lucille M. Used the software for: ### "Workflow Max is great for time sheets and resource allocation" November 29, 2016 4.0 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. 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. Review Source eZ edward Z. Finance Analyst Used the software for: Less than 6 months ### "used this for a very short time, didn't work well" March 8, 2018 2.0 Pros we tried out this software as a job costing add on to xero. It let us track some job by job items, but ultimately wasn't robust enough Cons very few features, relatively high cost per user. Its adding on some features that should be in xero by default Review Source Response from BlueRock March 12, 2018 Hi Edward, thank you for your review! We're sorry your experience wasn't optimal and are a little surprised by the feedback - most of time people find us too robust! Would you be open to a call with our Enablement team who are super knowledgeable & extremely passionate about helping customers get the most out of WorkflowMax. If so, we just need your contact details. Thanks - WorkflowMax. MW Mary W. Design Used the software for: 6-12 months ### "null" June 25, 2015 5.0 Review Source TB Tierra B. Packaging and Containers Used the software for: I used a free trial ### "I would recommend this program" January 17, 2019 4.0 Pros I like how easy and convenient it is for this program to track billable time. The program is user friendly and efficient. Cons Although this program is great and efficient, I really did not feel that it is a good fit for my industry. Appears as though it was created for contractors and construction management. Review Source VR Verified Reviewer General Manager Printing Used the software for: Less than 6 months ### "Not suitable for service industry with casual staff" April 28, 2019 2.0 Pros Ability to import from Xero Visually appealing - clean layout Cons Not suited to our industry Pricing is expensive compared to others Didn't cope with having a large number of casual staff Users needing to install authenticator application on mobile to use Confusing terminology Review Source RM Ronny M. Used the software for: ### "null" March 8, 2018 5.0 Review Source SE Scott E. Director, Business Advisor and Senior Bookkeeper Accounting Used the software for: ### "null" July 31, 2018 5.0 Review Source CP Carl P. Used the software for: ### "null" October 5, 2018 5.0 Review Source RS Richard S. Director Construction Used the software for: ### "null" January 30, 2019 5.0 Review Source LH Lauren H. Used the software for: ### "null" March 26, 2019 5.0 Review Source RL Robert L. Senior Consultant Used the software for: ### "Great software solution for businesses" May 11, 2016 5.0 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. Review Source AQ Areane Q. Procurement Engineer Retail Used the software for: Less than 6 months ### "Awesome Software!" June 15, 2018 5.0 Pros What I like the most with this software is that is has a timer on doing your to-do tasks and very easy to use and easy integration with Xero. Definitely a must software. Cons It is a little bit pricey but with its great features, everything becomes worth it. Review Source DJ Dave J. Managing Director Used the software for: ### "Use it and support it" April 27, 2016 4.0 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. Review Source HS Heidi S. Used the software for: ### "Good little app - makes life easier" April 27, 2016 5.0 A great simple little app that makes using WorkflowMax easier Function I use the most is the timesheet entry when out and about Review Source MH Mitchell H. Vice President Used the software for: Less than 6 months ### "Bank reconciliation software" November 15, 2017 4.0 Pros Automated workflow once set up making it easy to reconcile bank transactions. Nice layout and intuitive. Cons Mobile application as with most leaves something to be desired - I prefer full desktop layout. I have some functionality issues with older Apple devices. Review Source MP Marie P. Independent Contractor Used the software for: Less than 6 months ### "Expensive" April 10, 2018 4.0 Pros Software works well and has been improved over time. I have been able to utilize it with my team to track and budget our jobs. Cons It's pretty expensive for my team because it is a larger team and the amount per user is a lot. I feel like they could work on the cost somehow because it may not be something smaller teams can afford long term. Review Source MP Mark P. RM Used the software for: Less than 6 months ### "Worked as expected " February 15, 2018 5.0 Pros I really enjoyed this , because it was so simpe to use. The training was easy and i really liked how quikcly i was able to pick it up Review Source AM Alison M. Tax Used the software for: Less than 6 months ### "Really like the syncing feature to Xero" May 4, 2018 4.0 Pros Easy to use great for tracking time. Really like that the integration with Xero is seamless and makes billing easier to do Cons If the features were more customizable, it would be easier to use. The dashboard could use work in the future Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.