WorkflowMax Reviews

I have synced the software with xero, and this auto picks the transactions posted. which save our time to enter the data.

sometime this shows the errors which are difficult to locate into xero

ease of filling the returns and maintenance of data

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.

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.

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.

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.

Navigation through custom reporting is sometimes hard.

Inventory management feature is non existent.

The software offers a complete end to end solutions for running any project.

It is easy to use and flexible to your needs with automatic creation of invoices and online time tracking.

I use the software to track jobs,managing time sheets,coordinating and collaborating seamlessly with all our staff to ensure smooth running of our projects.

The ease of tracking , documenting and billing.

Lack of Gantt project modeling and the interface iia outdated..

What's more inportant, timelines or tracking.

The best features are its ability to track and juatify time spent on client needs.

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.

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.

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.

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.

I really love that the application can be built around your business needs. When you think of project management, it’s very specific to you and your process. You want to understand your process first before you try to build-out any workflow tool. The amazing thing about workflowmax is that you can really use it for what you’re doing and trying to accomplish. It integrates with other applications and gives you robust reporting capabilities. I can track my costs on jobs whether salary or expenses like travel.

The setup is challenging in the beginning and more videos would be really helpful. The help articles could go in more depth. Especially when you’re trying to figure out process. Also, if you have a project with a lot of steps, you can’t note directly to “to-do” items under a task. However, you can apply notes to tasks. We’ve made changes since implementation and that’s normal with any big implementation of a tool. Also to send an email to a job, the job number has to be in the subject line—that can be confusing to clients. So, I usually forward afterwards. It’s also not really iPad friends, so it needs improvement there. Regular tasks work, but if there’s a pop-up for additional information, it doesn’t work.

1) Plan your process out clearly thinking of all you’d like the application to do

2) Map out your process

3) Then use what you’ve got to see if the features support you

It’s a strong application, but you need to be ready to invest your time or someone else in building out properly. There’s a lot of project management platforms out there that are much easier to get started. But, with Workflowmax it will grow with you. One other might be easier to setup, but you’ll be turning around likely at some point and returning to find one that fits your needs at that time. So, if you’ve go the time and you’ve identified it will work, I think you’ll love it.

We use WorkflowMax to keep up with our year-long engagements, tax return preparation, onboarding, internal jobs, and analyze our costs. It’s been amazing to have all of these data in one place. It gives me real-time notifications and I can analyze performance and deadlines.

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.

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.

Tracking the time I spent on each tasks I do every day as a development team lead. It has nice extensions to log your time automatically as well.