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En savoir plus sur WorkflowMax

Une plateforme unique pour tous vos besoins en gestion de projet, des devis aux feuilles de temps, suivi des travaux, établissement des coûts, reportings, etc.

En savoir plus sur WorkflowMax

Avantages :

Ease of use day to day, product updates regularly.

Inconvénients :

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

WorkflowMax - Notes

Note moyenne

Facilité d'utilisation
4,0
Service client
4,0
Fonctionnalités
3,8
Rapport qualité-prix
4,1

Probabilité de recommander le produit

7,3/10

WorkflowMax a reçu une note globale de 4,3 étoiles sur 5 d'après 120 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (120)

David
David
Director ()
Utilisateur LinkedIn vérifié
, 2–10 employés
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

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

5,0 il y a 9 ans

Commentaires : 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

Avantages :

- 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

Inconvénients :

- 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 (Afrique du Sud)
Design, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées précédemment :

Ideal for organisations looking for large scale project and financial management

5,0 il y a 2 ans

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

Avantages :

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

Inconvénients :

A greater app integration list would benefit this platform

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Génie mécanique ou industriel, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis
Source : GetApp

Dont use if quoting is important

2,0 il y a 6 ans

Avantages :

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

Inconvénients :

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 (Afrique du Sud)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

WorkFlowMax review

4,0 il y a 5 ans

Commentaires : Reasonably happy with the experiences

Avantages :

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

Inconvénients :

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

Maree
Maree
Utilisateur LinkedIn vérifié
Comptabilité
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : GetApp

Value for Money Time and Project Management System

5,0 il y a 8 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Richa
Business Manager (Australie)
Génie civil, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Reasonable tool for a small - medium business

3,0 il y a 2 mois

Commentaires : It was OK for until we grew over 50 staff, beyond that, it is hard to manage projects, staff and financials

Avantages :

Ease of use, simple reporting and easy ti manage time sheets

Inconvénients :

Limited features and tools available, reporting is not very effective and inclusive

Daniel
Daniel
Utilisateur LinkedIn vérifié
Construction
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

WorkflowMax is very user-friendly

5,0 il y a 9 ans

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Mitch
Mitch
Owner ()
Utilisateur LinkedIn vérifié
, 11–50 employés
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

WorkflowMax has changed the way we work

5,0 il y a 10 ans

Commentaires : 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.

Marc
Marc
Owner (Canada)
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Integral to our project and time tracking

4,0 il y a 6 ans

Avantages :

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.

Inconvénients :

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

Kayley
Accountant (Australie)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

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

5,0 il y a 8 mois

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

Avantages :

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.

Inconvénients :

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.

Ryan
Network Admin (É.-U.)
Entreposage, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

WorkflowMax

4,0 il y a 3 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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 (Philippines)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

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

5,0 il y a 4 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Justin
Justin
sales (Nouvelle-Zélande)
Construction, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

workflow max

5,0 il y a 4 ans

Commentaires : overall we really like it. It is perfect for a small business with limited needs.

Avantages :

We really like workflowmax. We started using it right after it was first released. It is very easy to use and gives us very good visibility into the costs of our projects. Back costing is so easy when all products and labour get reconciled against the project.

Inconvénients :

No really bad comments to be made about workflowmax. It does what it says it will and doesn't pretend to be be bigger than it is.

Simon
Senior Building Surveyor (R.-U.)
Administration publique, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : SoftwareAdvice

Timesheet entry standardised and simplified.

5,0 il y a 5 ans

Avantages :

I particularly like the WorkflowMax app which I have loaded onto my work phone (iPhone). I prefer to use the WorkflowMax app on my phone than the PC as I have a large number of codes and sub-codes that I have to choose from and once I have selected the 'client' it filters out all of the potential entries that I don't need, then I enter 'job' and again it filters down to just what I need to choose from. Like most people, I reeeeeally don't enjoy doing timesheets and yet I can do them in my car or anywhere out of the office quite quickly and I know that it will be updated centrally immediately . The app helps a lot in streamlining the timesheet entry process.

Inconvénients :

I don't like doing timesheets but that's not WorkflowMax's fault! :) I suppose if I was really picky I'd say that the PC version is a bit clunky compared to the app.

Joseph
Marketing (R.-U.)
Marketing et publicité, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Basic but Good for an SME

5,0 il y a 5 ans

Commentaires : WorkflowMax was a good tool for the needs of the company. It is however lacking in terms of visualision of reports and data.

Avantages :

I found this tool to be simple to set up tasks and to log time.

Inconvénients :

The software lacked some functionality which means it might not be a good fit for all companies. Lack of visualisation in terms of reporting.

Boris
Project Manager (Australie)
Équipements publics, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : SoftwareAdvice

Workflowmax is an excellent product with great value

5,0 il y a 6 ans

Avantages :

- Great value for money - does 95% of what other more sophisticated systems do at a fraction of the price - Easy set up and implementation - Excellent reporting functionality - Very robust and reliable - Leads and quoting functionality

Inconvénients :

I find the layout a bit clunky While it is great for simple quotes, Workflowmax is not very suitable for complex quotations. Any quotation with more than a dozen lines become hard to follow.

Doug
Litigation Technology Analyst (É.-U.)
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Excellent features and value and part of the Xero ecosystem

4,0 il y a 7 ans

Avantages :

Great features such as calculation of unbilled revenue, invoicing, accounting integration, notifications.

Inconvénients :

Not super customizable, not a true workflow system, no ability to automate steps such as calling APIs instead of having a human do something.

Adrian
General Manager (Australie)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Easy to use. Lots of flexibility

4,0 il y a 3 ans

Avantages :

Cloud based, no updates required. great technical support

Inconvénients :

Could integrate better with xero and other document management

Connor
Accounts Administrator (Australie)
Automobile, 11–50 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

WorkflowMax is very specific

4,0 il y a 6 ans

Commentaires : It is a good system but should be used properly and not just for one aspect. This would cause issues either reporting or tracking information. Review the systems functions because implementing to see if it suits your needs/wants

Avantages :

Admin users are able to create custom reports to display information based on their own needs. This is very useful because you can show certain aspects of your work while omitting others.

Inconvénients :

Our company uses WFM is a unique way. We focus more on the timekeeping functions rather than the full-functionality of the system. In doing this, we are not able to go as in depth with our reporting or time-keeping accuracy because WFM was simply not made for just that purpose

Morten
Video Editor (Australie)
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Easy to use, haven't had any big issues and good way to keep track

4,0 il y a 6 ans

Avantages :

I love that it doesn't take me too long to get my timesheets in. Easy for my producers to keep track over time spent on projects, down to all the tasks within.

Inconvénients :

The layout feels a bit old and clunky. The week overview in the quick-submission software is a bit clunky to get through.

Kyle
Kyle
Managing Director ()
Utilisateur LinkedIn vérifié
, 11–50 employés
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

Accurate intelligence and time saving

5,0 il y a 9 ans

Commentaires : We are using WFM as the hub for our business - a central point for all our job related information. The key saving for us is the ability to create a quote accurately which then turns into a job with tasks and costs. The tasks can be quickly assigned to a staff member and costs can quickly be organised using purchase orders. Staff can also self-manage their productivity as they can see the billable vs non billable time. The change to WFM & Xero has halved our accounts admin time – a saving of approximately 10 hours per week! This has allowed us to focus this time into marketing and business development – further amplifying the savings. Moving to cloud based job and accounting software has given our staff more flexibility in where they work – no need to be at the office now.

Avantages :

Customer support team is fast to answer questions

Inconvénients :

More features and customisation in the reports to make them present better would be good

Michael
Michael
Utilisateur LinkedIn vérifié
Comptabilité, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : GetApp

Workflow Max

4,0 il y a 8 ans

Commentaires : As accountants, we have used WFM for around 6 years in our practice. We have recommended it to many of our clients and once you have it running well - its a dream. Because we use it daily we are able to support our clients as they run and develop their own business, so WFM is a natural progression for appropriate clients.

Avantages :

Can do anything you want from a job management perspective

Inconvénients :

It can do so much that there is always something new to learn.

Mohammed Abdul
Strategic Advisor (R.-U.)
Administration publique, 10 000+ employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Work to the Max

4,0 il y a 4 mois

Avantages :

Brilliant software from Xero, makes scheduling and tasks management very easy with this.

Inconvénients :

Nothing at the moment as this has been an easy software to use.

Matthew
Matthew
Accountant (R.-U.)
Utilisateur LinkedIn vérifié
Comptabilité, 2–10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis
Source : GetApp

Implementation for a planning consultancy.

3,0 il y a 6 ans

Avantages :

The time sheet app that links to mobile is very easy to use and consultants have no excuses for not recording time on projects. This can be done whilst on the go without costing the business time with unwanted admin.

Inconvénients :

The link to Xero works well for timesheets but adding standard purchases invoices to a project is very time consuming and not efficient.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

A brilliant and easy to use platform

5,0 il y a 6 ans

Avantages :

Xero is super easy to use, it flows in a logical manner, information is easy to find, view and edit quickly. Handles multiple users really well.

Inconvénients :

The only real issue I have with this software is that it isn't capable of 'talking to' some of the other platforms I am required to use however I anticipate this could change in the future.