Avis clients sur WorkflowMax

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
4,0

Probabilité de recommander le produit

7,2/10

WorkflowMax a reçu une note globale de 4,3 étoiles sur 5 d'après 116 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (116)

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 8 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 :

Ideal for organisations looking for large scale project and financial management

5,0 il y a 7 mois

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
Managing Director (Australie)
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 5 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 4 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 7 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.

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 8 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

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 5 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.

Marc
Marc
Owner (Canada)
Utilisateur LinkedIn vérifié
Marketing et publicité, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

WorkflowMax Boosted Job Workflow

4,0 il y a 4 ans

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

Avantages :

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.

Inconvénients :

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

Utilisateur vérifié
Office Manager (Nouvelle-Zélande)
Utilisateur LinkedIn vérifié
Comptabilité, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Workflow max review

5,0 il y a 10 mois

Commentaires : Great, would recommend

Avantages :

Ease of use day to day, product updates regularly

Inconvénients :

The report Centre can be difficult to access as in building reports

Jennifer
Jennifer
Utilisateur LinkedIn vérifié
Construction, 2-10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : GetApp

Great templates for job quoting and scheduling recurring jobs

4,0 il y a 7 ans

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Alternatives envisagées :

WorkflowMax

4,0 il y a 2 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 3 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 3 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.

Nathan
Partner (É.-U.)
Construction, 2-10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Pretty good overall, but just didn't work for my business

4,0 il y a 6 ans

Avantages :

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.

Inconvénients :

I wasn't a fan of how WorflowMax's calendar system worked. I also wanted a task system with Kanban style layout, and that just isn't in there..

Katrin
Finance Manager (R.-U.)
Enseignement primaire et secondaire, 11-50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Brilliant project management system

5,0 il y a 4 ans

Avantages :

It's a great piece of project management software, easy to use, seamless workflow, very user friendly, great tutorial videos, works well with Xero!

Inconvénients :

Not much to add, it's pretty straightforward system and easy to use. Definitely would suggest taking time to watch the tutorials to get the best of it!

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 5 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.

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 2 ans

Avantages :

Cloud based, no updates required. great technical support

Inconvénients :

Could integrate better with xero and other document management

Irene
Administrative Services (É.-U.)
Logiciels, 51-200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis
Source : SoftwareAdvice

At the end of each day, I go into WorkflowMax and put in my time and it's just so easy to use. Since we are an international company, it is easy for our HR in the UK to see our time and how it is spent.

5,0 il y a 4 ans

Avantages :

The quick 1-2-3 of putting my time in and the job I did. At the end of the week, I just click one button and the whole week is recorded. So easy.

Inconvénients :

I don't see any cons at the present time. Everything seems to be pretty well covered. The only thing I think I would like to see changed is, after saving your time for the day, you, personally cannot go in and make a change. You have to have your HR change it.

Doug
Production & Business Development Manager (É.-U.)
Défense et aérospatiale, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

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

4,0 il y a 5 ans

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

Avantages :

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.

Inconvénients :

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.

Andrew
Director (Australie)
Génie civil, 11-50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis
Source : SoftwareAdvice

Poor Service

4,0 il y a 4 ans

Commentaires : Average

Avantages :

Nothing Particularly excites me about this software

Inconvénients :

The support is terrible, reports are clunky at times and you need to pay extra to unlock half decent reports

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 7 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.

Utilisateur vérifié
Account Director (R.-U.)
Utilisateur LinkedIn vérifié
Marketing et publicité, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : GetApp

Great integration, not that great when compared to others

3,0 il y a 5 ans

Avantages :

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.

Inconvénients :

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

Jillian
Jillian
Director ()
Utilisateur LinkedIn vérifié
, 51-200 employés
Temps d'utilisation du logiciel : Non fourni
Source de l'avis
Source : GetApp

Outstanding Workflowmax!

5,0 il y a 8 ans

Commentaires : I am a director of a PR firm which has a range of financial and rural company clients. I have almost been with Workflowmax from its formation - before Xero acquired the business! Workflowmax is a very easy product to use and has continued to innovate and add more features with ease. Despite being part of a big company it still operates like a small one - whenever you email them to ask a question they respond right away. I would highly recommend any PR consultancy or consultancy based business to consider using Workflowmax.

Avantages :

Workflowmax is very easy to use. Their helpdesk is awesome, and always friendly. The layout of the invoices is really clean and tidy.

Inconvénients :

There are none with this product.

Priscilla Anabelle
Malaisie
Utilisateur LinkedIn vérifié
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis
Source : GetApp

Great for Project Management

4,0 il y a 4 ans

Avantages :

WorkflowMax is great in managing project workflow from quote to invoice and at the same time tracking time and costs. Also it can be integrated with Xero Accounting.

Inconvénients :

WorkflowMax is quite affordable but can be quite costly for big company with many users. Also it is a cloud-based app so it requires internet connection for access.

Paul
Electrical Engineer ()
Génie mécanique ou industriel, 11-50 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis
Source : SoftwareAdvice

Moving from Podio to Workflow max has made project management and job tracking much easier

5,0 il y a 6 ans

Avantages :

Easy to use and customize as well as integrating with Xero. The archiving function for projects makes visibility of live projects much easier

Inconvénients :

I feel this it is a little expensive. Maybe this is because Podio was free. However it's still cheaper than custom building a solution