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Über WorkflowMax

Eine einzige Plattform für alle Anforderungen deines Projektmanagements; Von Angeboten bis hin zu Arbeitszeittabellen, Auftragsverfolgung und Kostenrechnung, Berichterstellung und mehr.

Erfahre mehr über WorkflowMax

Vorteile:

Ease of use day to day, product updates regularly.

Nachteile:

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

Bewertungen zu WorkflowMax

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,0
Kundenservice
4,0
Funktionen
3,8
Preis-Leistungs-Verhältnis
4,1

Weiterempfehlungsquote

7,3/10

WorkflowMax hat eine Gesamtbewertung von 4,3 von 5 Sternen basierend auf 120 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (120)

David
David
Director
Verifizierter Nutzer auf LinkedIn
, 2–10 Mitarbeiter
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung
Quelle: GetApp

It does what it says on the tin. Work-Flow-MAX

5,0 vor 9 Jahren

Kommentare: I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account

Vorteile:

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Nachteile:

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

Eabyn
Graphic Designer in Südafrika
Design, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Ideal for organisations looking for large scale project and financial management

5,0 vor 2 Jahren

Kommentare: Brings detailed project management workflows while offering portals and features that manage both the financial records and client facing invoices

Vorteile:

Offers the benefits of both handling the financial and project management, this link is valuable for our company to monitor the integral efficiency of our organisation

Nachteile:

A greater app integration list would benefit this platform

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Maschinenbau oder Wirtschaftsingenieurwesen, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung
Quelle: GetApp

Dont use if quoting is important

2,0 vor 7 Jahren

Vorteile:

It's OK for tracking jobs once the quote is accepted, and links with Xero quite well. If you have a simple business it'll probably be OK

Nachteile:

Despite repeated requests, WFM is not interested in improving this side of the product. WFM cannot handle multi-line itemised quotes, is slow to use and has very limited functionality. While you can add profiles, and append them to orders it insists on blending all the profiles in together, making itemising a messy, manual process. The cost is OK, again if you have a simple business. Don't try to imagine that these costs are anything like inventory. It is basically a free text field. Tasks can't be combined with costs, so you can't organize complex jobs at the quote stage. I believe you can do more in jobs, but this is handling the data twice. I am searching for an alternative and will be gone as soon as possible. The biggest thing keeping me using it is that I spend 40+ hours doing 20 hours worth of quoting and run out of time to search!

Uwais
Senior Financial Consultant in Südafrika
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

WorkFlowMax review

4,0 vor 5 Jahren

Kommentare: Reasonably happy with the experiences

Vorteile:

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Nachteile:

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Maree
Maree
Verifizierter Nutzer auf LinkedIn
Buchhaltung
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

Value for Money Time and Project Management System

5,0 vor 8 Jahren

Kommentare: As Certified Implementation Partners, we have implemented and trained WorkflowMax for over sixty clients in the UK. Industries have included Creative Agencies, Architects & Engineers, Ecologists, Training Companies and General Consultancy firms.

Vorteile:

WorkflowMax is highly flexible and every client will tend to use it slightly differently. Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2. The ability to develop attractive quotes and proposals. 3. Being able to pull processes and systems together in a centralised location. Often clients are holding project information in lots of different locations/spreadsheets around the office. 4. Huge flexibility through the custom reporting and being able to quickly see Project Profitability. 5. 'Talks' nicely to Xero your Accounting Software, sending through invoices and supplier invoices. 6. Great Value for Money when taking into account the breadth of features.

Nachteile:

1. Capacity Planning. There is a Staff Availability grid, but time must be clearly allocated to staff and tasks for this to provide meaningful and accurate information. 2. Expenses Tracking. There are various options for Expense Tracking such as bulk purchase orders, but could be clearer and easier to use.

Daniel
Daniel
Verifizierter Nutzer auf LinkedIn
Bau
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung
Quelle: GetApp

WorkflowMax is very user-friendly

5,0 vor 10 Jahren

Kommentare: I am the Director of Melbourne-based commercial fit-out and property maintenance company, Symmetry Commercial. After migrating from MYOB to Xero, we were looking for a work scheduling and quotation software, and that’s when we discovered WorkflowMax. For us, the beauty of WorkflowMax has been creating a really tight process around purchasing and sending online purchase orders. Typically, paperwork goes missing, emails go missing. But now it’s so much easier; we can just log on and see all the information in one place. If we need to re-submit a quote or a purchase order, it’s all there. The biggest thing for us is the quotation side of things. What’s terrific is that this information then feeds directly through to Xero to create an invoice, which cuts down on invoicing time. Functionality was a focus for us; we didn’t want something that was going to be too difficult to use. But WorkflowMax is very user-friendly; we’ve had new people start here and it’s been really easy for them to pick up. WorkflowMax has been great for us in the sense that it has got so much scope. We were looking for something that could grow with us; as the company grows we can actually expand our use of the system. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited to explore.

Vorteile:

- Inexpensive - Programmers are constantly improving WFM - Seamless compatibility with Xero - Easy to use and intuitive. Easy to train new comers on.

Nachteile:

- Would prefer if it was a bit more Building/ Construction industry centric

Marc
Marc
Owner in Kanada
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Integral to our project and time tracking

4,0 vor 6 Jahren

Vorteile:

Easy to use similar to Xero accounting - integrates with accounting. Good mobile app and great reports. We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs. Workflowmax has allowed us to improve our productivity as well as tracking work and hours that we previously would have missed.

Nachteile:

A little bit of difficulty linking to Xero accounting - mainly due to our awkward setup. Looking forward to a smoother link between these apps.

Marc
Marc
Owner in Kanada
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

WorkflowMax Boosted Job Workflow

4,0 vor 5 Jahren

Kommentare: Huge improvement in our job workflow which means we captured more billable time and expenses.

Vorteile:

Major benifit was the integration with its sister accounting cloud service. All time and project billing info is captured in Workflow and financial data is passed to Xero for accounting... huge improvement in our job workflow.

Nachteile:

It was difficult to configure and setup from an invoicing perspective.

Kayley
Accountant in Australien
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Essential addition to Xero for ease of tracking, managing and reporting.

5,0 vor 10 Monaten

Kommentare: The main benefit is time, I am able to complete many jobs and assist many clients.

Vorteile:

It helps my day flow effortlessly and allows me to be more time efficient. Time tracking and reports are essential as it ensures we as a business provide our clients a reliable service as nothing gets missed.

Nachteile:

There has been a few times were it has crashed but the team always provide updates and correspondence on a fix and its within the hour.

Jennifer
Jennifer
Verifizierter Nutzer auf LinkedIn
Bau, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

Great templates for job quoting and scheduling recurring jobs

4,0 vor 8 Jahren

Kommentare: We've been using this for almost 2 years It keeps us on track with quoting, creating jobs and issuing invoices then doing the same steps again for recurring jobs. It's a rinse and repeat kinda thing which works for us in the long run.

Vorteile:

Great and customizable templates for job quoting, tracking and scheduling of recurring jobs

Nachteile:

Task section of the Quote Due to the fact that the way the task is set up in workflowmax that the tasks are can be viewed by the employees of the contractor as the sensitive information on the task. We use the tasks for the purpose of providing the quote/estimate only. We create an invoice then we copy and paste the information from task into the cost so we can generate the invoice.

Ryan
Network Admin in USA
Lagerung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

WorkflowMax

4,0 vor 3 Jahren

Kommentare: We have used workflowmax for years with the integration to Xero accounting software. The software has been reliable and the added mobile upgrades have increased our insight from out of the office.

Vorteile:

The software doesn't have too many features. I had just the right things that were needed for our internal staff to create basic tickets, projects and invoices for our clients. Straight forward and simple.

Nachteile:

I think the software could gain a lot with a better landing page or dashboard for users. Especially Managers and the Billing side to watch the status of the jobs easier.

Kenneth Jhim
Senior Accountant in Philippinen
Buchhaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Now Xero Practice Manager - the de facto project management software for your Xero client

5,0 vor 4 Jahren

Kommentare: Despite the interface being "crowded", the software is still good at what it does. It helps you manage clients well. If you have an accounting practice, especially in New Zealand, you will realize the benefits that it provides in terms of tax filing for your clients.

Vorteile:

WorkflowMax (now XPM) provides most of the project management's functionality that you need in for your Xero client. From adding the client in Xero, assigning jobs to staff, budgeting hours, etc. It has all your needs.

Nachteile:

The software's interface is a bit crowded. There's a lot going on at each screen. It really takes time to master the software. What I find also confusing is that you can add returns for individuals under the company account where they are owners or shareholders.

Keith
President in USA
Maschinerie, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Proven Preformer

5,0 vor 4 Jahren

Kommentare: Fantastic product for the price. used it to meet all requirements of a quality system. custom reports are great. It kept us on track with schedules.

Vorteile:

Basic needs to schedule task. A basic purchase section allowing areas for notes and visibility. Track job progress at an affordable cost for software. Was great to be able to Port data directly into XERO accounting package.

Nachteile:

Quotes and jobs required a lot of retyping.

Nick
Director in Australien
Design, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

10 year seasoned user.

3,0 vor 2 Jahren

Kommentare: We use it because we have to, not because we want to.

Vorteile:

It has lots of features necessary to effectively manage workflow.

Nachteile:

Clunky interface. Antiquated UI and UX does not measure up to current standards. Has not seen any major improvements in over a decade.

Ross
Web Developer in Neuseeland
Grafikdesign, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: SoftwareAdvice

You lose your running time on down times

5,0 vor 6 Jahren

Kommentare: Please develop a front end caching for the timer so it would save it for a couple of hours in the browser cache.

Vorteile:

It's great for timing tasks and has a great customer support as well. Easy operation, you can turn it on and off with ease when there are sudden things that happen that needs you to stop your timer on tasks.

Nachteile:

If the site goes down or has a problem when you save your current running timer, there is a high chance that you would lose that data so keep an eye on the numbers.

Kyle
Owner in Australien
Maschinenbau oder Wirtschaftsingenieurwesen
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung
Quelle: SoftwareAdvice

Streamlined job processes

4,5 vor 8 Jahren

Vorteile:

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.

Nachteile:

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.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Marketing & Werbung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

Great integration, not that great when compared to others

3,0 vor 7 Jahren

Vorteile:

In a previous role I help with the app integration, i think the features can be good and when used by an SME in an accounting space it fits really well. It's really good for project budgeting and it gives you insights into your business running.

Nachteile:

I didn't find it to be the best and for the price it has there's other competitors doing a better job.

Jon
Rental & Sales Manager in Australien
Bau, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

New to WFM

4,0 vor 2 Jahren

Kommentare: Overall it has been ok but a steep learning curve for us

Vorteile:

Tracking of costs for projects, purchasing and time writing

Nachteile:

Lots of mouse clicks to get around, some terminology confusing for first time users but would have improved with training.

Doug
Production & Business Development Manager in USA
Verteidigung & Raumfahrt, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

For the money probably the best option out there for production and distribution.

4,0 vor 7 Jahren

Kommentare: Scheduling an organization for manufacturing. The quote process has been made easier and standardized. Ability to keep everything in one location.

Vorteile:

Easy to navigate, fulfilled all of our needs for the company as far as manufacturing, scheduling, easy to assign two different employees four tasks. Integrates with our current CRM. For the price I believe it's the best quoting software and Manufacturing distribution and organization software out there.

Nachteile:

Not easily customizable. Very time-consuming to set up. And customer service was below average. The video tutorials don't go into depth as far as instructing on customizable features example importing and using customizable quotes.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Unternehmensberatung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: GetApp

Excellent for Small to Medium business without IT support

4,0 vor 5 Jahren

Kommentare: Excellent if you have small, stable staff numbers and no permanent on top IT support. If you're quite tech savvy, it could probably be achieved a bit cheaper.

Vorteile:

Both the desktop version and the app are easy to use and laid out for keeping the majority happy. Integrations are a must these days and the accounting data flow is most desirable to small business and their often long-suffering accounts.

Nachteile:

The pricing structure "per user " is a big turn off for me, particularly for project-based tools, this is due to the massive flux in numbers of users over a short period. It can get costly to get all your project contractors accessing project documents.

Todd
Director in Neuseeland
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

User and Implementation Provider

5,0 vor 8 Jahren

Kommentare: 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.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung
Quelle: GetApp

Great for time based billing

4,0 vor 8 Jahren

Kommentare: We have been using WFM for 3 years now for our training business, it' great for a time based business and does ok for others that are more product based. 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

Vorteile:

Easy to learn Links to Xero Ability to configure quotes and templates

Nachteile:

Not the best for retention and variations.

Randal
Consultant
Design, Selbstständig
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

WorkflowMax is almost there

3,0 vor 7 Jahren

Kommentare: If WorkflowMax changed the structure so that Project Tasks could accumulate both labour and non-labour costs they would have a really good product

Vorteile:

Fairly easy to use Ability to build customer reports Has some reasonable dashboards Easy integration with Xero

Nachteile:

It doesn't do project management all that well. Project tasks only allow the aggregation of labour costs. You can't put multiple actual costs against a single line of estimated costs

Chris
Director in Australien
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

There's Gold in the Detail

5,0 vor 8 Jahren

Kommentare: 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.

Christy
owner in USA
Buchhaltung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Xero Workflow Max

4,0 vor 5 Jahren

Kommentare: Using it for time maintenance and billing has been great

Vorteile:

very easy to use and to show those in my department

Nachteile:

sometimes steps in a process are not self-evident