WorkflowMax

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews

About WorkflowMax

Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing and other features integral to the project process. Once a project is started, WorkflowMax features tools to manage project execution, including the ability to integrate with several popular document management systems, such as Google Drive, Box and Dropbox. The timesheet functionality allows employees to work within their own timesheets online. The solution also offers integration with third-party payroll systems. WorkflowMax’s job costing shows all expenses in a single space, including all invoices and costing information. Employee scheduling creates a way to view and assign all employee tasks. WorkflowMax features a sales dashboard that shows leads that are hot, warm, cold or closed so that businesses can keep an eye on their sales pipeline. The solution is available on a monthly subscription basis.
WorkflowMax Software - WorkflowMax Lead manager
WorkflowMax Software - WorkflowMax Quote information
WorkflowMax Software - WorkflowMax Employee dashboard
WorkflowMax Software - WorkflowMax Invoices
WorkflowMax Software - WorkflowMax Quote manager
WorkflowMax video
WorkflowMax Software - WorkflowMax Lead manager - thumbnail
WorkflowMax Software - WorkflowMax Quote information - thumbnail
WorkflowMax Software - WorkflowMax Employee dashboard - thumbnail
WorkflowMax Software - WorkflowMax Invoices - thumbnail
WorkflowMax Software - WorkflowMax Quote manager - thumbnail

WorkflowMax pricing

WorkflowMax does not have a free version but does offer a free trial. WorkflowMax paid version starts at US$10.50/month.

Starting Price:
US$10.50/month
Free Version:
No
Free trial:
Yes

Alternatives to WorkflowMax

WorkflowMax Reviews

Feature rating

Value for Money
4.1
Functionality
3.8
Ease of Use
4.0
Customer Support
4.0
5 reviews of 120 View all reviews
Mitch
Mitch
  • Company size: 11–50 Employees
  • Review Source
Value for Money
0
Features
0
Ease of Use
0
Customer Support
0

5
Reviewed on 12/08/2014

WorkflowMax has changed the way we work

I’m a Partner at Greengage - a London based sustainability and environmental consultancy providing advice to a range of different clients on how they can integrate sustainability into their core operations as well as making their developments more environmentally responsible.

We used to employ a cumbersome system of spreadsheets for time & project management that would often involve duplicate information. It was not a system we could use to generate meaningful information about how much cost had gone into a job, or how much time or budget we had left and how we we were tracking a fee.

When we switched to WorkflowMax, I was surprised how easy it was to get started. All our staff found it very simple, intuitive. The online video tutorials and the support team helped us immensely by answering all of our queries.

WorkflowMax provides us the opportunity to run our own reports with a very powerful custom report builder in a very easy and intuitive way. As a consultancy, its having that information in hand to be able to go back to clients where we are with individual projects.

The way WorkflowMax enables us to tailor the information has saved us 70-80% of the time we used to spend on that system. In terms of return on investment, WorkflwoMax is a no-brainer. We can recoup the invest on a monthly basis by just having one more hour of consistency.

As a business owner, WorkflowMax makes my life easy by having all the information in one place - so we can see where we are at in terms of projects, we can see who is working on it, we can see where we are with invoicing, we can see how much money in the budget is left over and much more.
There is less admin involved in the business now. WorkflowMax has given us an unfair advantage to stay ahead of our competitors. Highly recommended for forward-thinking service businesses.

Toni
Toni
  • Industry: Consumer Goods
  • Review Source
Value for Money
0
Features
0
Ease of Use
0
Customer Support
0

5
Reviewed on 30/07/2014

WorkflowMax is working for us

"WorkflowMax has been like someone turning the light on for our business.
We knew our old software wasn’t giving us the information we needed to know whether we had been profitable on each job. Manual costings were so labour intensive we didn't tend to do them very often.

Now at the touch of a button WorkflowMax gives us a profitability report on each job which is amazing. We share this information with our staff, who really take ownership of the job to ensure good profitability.
This and other reports in Xero help give us the information we need to make decisions within our business.

Forgive me if I am starting to sound a little bit evangelical, but the change to WorkflowMax really has had a dramatic impact on our business, and put us back in the driver’s seat, linking through to Xero and giving us all the information we need.

Guided patiently by the team at Equation we undertook a seamless transfer over to WorkflowMax and Xero. Bonnie was able to understand our business and how we needed Work Flow Max to work for us. She ensured we set up and customized WorkflowMax correctly to meet these needs. Not only is Peter May Ltd is a canvas fabrication but a marquee and event hire business. Bonnie has set WFM to cater to both sides of our business."

Pros

Good management of jobs, and costs.

Yara
  • Industry: Architecture & Planning
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
3

3
Reviewed on 27/03/2022

Archaic and limited

As the title suggests, it's an archaic program. There was no real "flow" to anything you did within Workflow Max and although it integrated ok with Xero, even that was limited. The Gantt charts were terrible, you had to click on numerous things to get to where you wanted to go within a project, the custom reporting was a nightmare and the tasks and milestones were difficult to set up and super limited.

Pros

It was cheap and integrated ok with Xero

Cons

Not very user friendly, not very customizable, customer service was slow,

Leaine
Leaine
  • Industry: Accounting
  • Review Source
Value for Money
0
Features
0
Ease of Use
0
Customer Support
0

5
Reviewed on 22/07/2014

Timesavings for billing and quoting

At Jones Business Solutions we used WFM to move off MYOB Time Billing - conservative estimate that saved around 10-12 hours each month with invoicing. Even better now to have the Tax Practice - previously used an excel template for financials - the combination with WFM, Xero and Spotlight Workpapers is sensational for a small Tax Agency like us. WFM Support is prompt and helpful and we love WFM so much we now regularly implement and support other businesses wanting to get the max out of job costing and reporting. Have tested other similar systems and yet to see something that stands out for a comparable price.
We have used since 2011; we operate in a virtual office and users are both employees and contractors.

Pros

Timesavings for billing and quoting
Seamless integration with Xero
Tax practice version - auto synch with IRD
Good functionality with reporting
Brilliant for our virtual office

Cons

Work arounds needed for retentions - but to be fair not really designed for construction industry - but it can work
Not too much else that is a problem - especially for the price

Karen May
Karen May
  • Industry: Accounting
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 1/11/2020

WorkflowMax is the best at tracking time and project costs

I was looking for a project management software that I can offer as a business solution to my small business clients and WorkflowMax is the clear winner. It has excellent functionalities at an affordable price and integrates with Xero very well. It is user friendly and their contact supports are also very helpful.

Pros

- Easy to use
- Affordable cost of entry
- Links well with Xero
- Real-time tracking of progress and budgets
- Owned by Xero

Cons

- Customizable reports are still limited and basic
- Lacks multi-line quotes itemization

Alternatives Considered

Microsoft Project

Reasons for Switching to WorkflowMax

Integration with Xero

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