Home/Project Management Software/WorkflowMax
Updated on: September 28, 2021

What is WorkflowMax ?

WorkflowMax - Project Management Software
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85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

WorkflowMax

An Online Workflow and Job Management Solution
(200 Ratings) Write Review

WorkflowMax is a product of Xero and a tool used to manage your workflow from quote through to invoice, improve project budgeting and gain insights into your business. The software integrates with Xero, Hubspot, Salesforce, Time Doctor, and more.

WorkflowMax Awards

WorkflowMax Features Show All Features

WorkflowMax Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Auckland, New Zealand
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Project Management Software Billing and Invoicing Software Time Tracking Software Task Management Software Construction Management Software

WorkflowMax Pricing

Pricing ModelFree Trial , Subscription
STANDARD
$20 /Month

Features

  • 1 User
  • Quoting
  • Mobile application
  • Client manager
  • Custom fields
  • Time sheets
  • Purchase orders
  • Invoicing
  • Job costing
  • Xero integration
  • Document management
  • Reporting
  • Job management

Pricing based on number of users

PREMIUM
$70 /Month

Features

  • Includes features of the standard plan, plus
  • Productivity reporting
  • Client groups
  • Recurring invoices
  • Xero invoice import

Pricing based on number of users

Screenshot of the Vendor Pricing Page
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Disclaimer: The pricing details were last updated on 25/02/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about WorkflowMax pricing.

WorkflowMax FAQs

WorkflowMax is Project Management Software. WorkflowMax offers the following functionalities:

  • Budget Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Project Planning
  • Resource Management
  • Task Management
  • Time & Expense Tracking
  • Timeline View

Learn more about WorkflowMax features.

Yes, WorkflowMax provides API.

Ask the Community View Community

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WorkflowMax Reviews

OVERALL RATING
3.9
Based on 200 Rating(s)
Rating Distribution
  • 17.2 %
  • 41.4 %
  • 6.9 %
  • 6.9 %
  • 10.3 %
SHARE YOUR EXPERIENCE Write a Review
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Hunter
HunterSource : financesonline.com
(Reviewed on 31 August 2020) Engineers should begin using this project management platform

PROS & CONS

What are the best aspects of this product?

This cloud-based project manager is really terrific for the business! Seamless to use, highly intuitive, amazing adaptability, and carries complete useful features. It lets me check a project’s overview instantly through its interface, and it efficiently tracks timesheets for invoicing. And it comes in reasonable price deals that suit my demands too.

What aspects are problematic or could work better?

The personalized reports are hard to browse. Also, it doesn’t come with a built-in inventory tool.

What specific problems in your company were solved by this product?

It makes tracking projects and timesheets easier and quick. It also makes our teamwork more cohesive, which is essential for improving our operational flow.

Are you a current user of this product?

No

...more
Hellen S
Hellen SSource : g2crowd.com
(Reviewed on 11 February 2020) "It has stabilized the way we connect and manage the working procedures."

What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

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.

...more
Brian O
Brian OSource : g2crowd.com
(Reviewed on 10 October 2019) "Best Project Management Software for engineers."

What do you like best?

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.

What do you dislike?

Navigation through custom reporting is sometimes hard.

Inventory management feature is non existent.

Recommendations to others considering the product:

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.

What problems are you solving with the product? What benefits have you realized?

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.

...more
Source : g2crowd.com
(Reviewed on 28 January 2018) "Great for timed and expense billing "

What do you like best?

The ease of tracking , documenting and billing.

What do you dislike?

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

Recommendations to others considering the product

What's more inportant, timelines or tracking.

What business problems are you solving with the product? What benefits have you realized?

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

...more
Source : g2crowd.com
(Reviewed on 18 February 2018) "Strong project management but requires careful planning for setup"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

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.

...more
Rodrick
RodrickSource : financesonline.com
(Reviewed on 30 July 2020) Best platform when it comes to project time tracking

PROS & CONS

What are the best aspects of this product?

This is an easy to use but powerful project management platform with a great time tracking feature. Authorized people can easily open projects, and see the amount of time spent on each one. It is seamless to locate projects through a dependable numbering feature as well.

What aspects are problematic or could work better?

The platform can become too clunky when there are too many projects on the dashboard. We do not think it is an actual problem with the tool, however, since it is about the quantity of workloads it handles.

What specific problems in your company were solved by this product?

This is our favorite time tracking solution. A big help for project management as well, since it lifts huge management burdens off our shoulders.

Are you a current user of this product?

Yes

...more
Jacinto
JacintoSource : financesonline.com
(Reviewed on 11 July 2020) Manages time-consuming workloads efficiently

PROS & CONS

What are the best aspects of this product?

WorkflowMax has impressive features for project management such as efficient time encoding and tracking, reporting, as well as financial management. It is backed by a topnotch team of support too. These make the platform suitable for companies that handle time-sensitive projects, such as construction, engineering, architecture, creative enterprises and accountancy among others. However, one must put extra focus on managing costs, since it demands accurate reporting according to plans and implementations.

What aspects are problematic or could work better?

I feel the reporting feature lacks many options, such as better capacities of digging through data, as well as tweaking filters while keeping other parts of a report. We can’t churn out a personalized report from an old one too, regardless of its report type. Also, we cannot directly sync the cost section of a report to the purchase order, or instantly connect an invoice copy to the cost. These are important because cost needs to be highly accurate in our construction project all the time.

What specific problems in your company were solved by this product?

WorkflowMax is phenomenal in terms of managing and tracking all of our projects. It is dependable for creating quotes and estimations for each project as well. Moreover, this is a big help for calculating project costs and income.

Are you a current user of this product?

Yes

...more
Fabien G
Fabien GSource : g2crowd.com
(Reviewed on 05 March 2020) "Great for multi-day-project management"

What do you like best?

WorkflowMax is awesome for Creative Agencies, Accountants/Bookkeepers, Engineering/Architects and other similar business that have mostly time input into projects.

It also works well for Construction industry, although tracking the projects costs require more carefully planned and executed workflow to make sure the reporting is as relevant as can be.

The following features are those that come top of mind as the things WorkflowMax does great:

- Tight financial integration with Xero.

- Multiple ways to track and enter time.

- Cost is great for how much features it packs.

- Knowledge base and support is A1.

- Reporting capability are encompassing.

What do you dislike?

- Report could be more dynamic. For example, it would be great to be able to drill down, to be able to change filters/parameters without resetting the whole report, to be able to create a custom report based on an already existing report (whether an default or custom created one).

- For construction industry, where there are lots of project costs, it would be great to be able to link back a cost added to the cost tab of a job to a purchase order. It would also be great to be able to attach a copy of an invoice directly to a cost, instead of having

Recommendations to others considering the product:

WorkflowMax is a great software and an excellent bang-for-your-buck compared to the competition.

While their Knowledge Base has everything you need to understand how it works and set it up yourself, I do recommend you connect with an implementation partner if you want to ensure you get the most meaningful information how of it. This is particularly relevant when determining wat should be your jobs, tasks and checklists.

What problems are you solving with the product? What benefits have you realized?

Seamless project tracking, great ability to generate quote and estimates, see each job or task cost and profit.

...more
User in Public Relations and Communications
User in Public Relations and CommunicationsSource : g2crowd.com
(Reviewed on 05 February 2019) "Why WorkflowMax Works"

What do you like best?

I love the ease of use of this software! It really is a one stop shop in terms of time recording, project management, etc.

What do you dislike?

If I am being honest, there is nothing I really dislike about this service.

What problems are you solving with the product? What benefits have you realized?

Time Tracking

...more
Source : g2crowd.com
(Reviewed on 05 February 2019) "Why WorkflowMax Works"

What do you like best?

I love the ease of use of this software! It really is a one stop shop in terms of time recording, project management, etc.

What do you dislike?

If I am being honest, there is nothing I really dislike about this service.

What business problems are you solving with the product? What benefits have you realized?

Time Tracking

...more
Read All Reviews

Videos on WorkflowMax

Top 6 reasons service businesses choose WorkflowMax - Why WorkflowMax
Top 6 reasons service businesses choose WorkflowMax - Why WorkflowMax
Workflow Management Software - WorkflowMax
Job Management Software - WorkflowMax
Online Job, Time and Invoice Management Software

WorkflowMax Screenshots

Set the contractor up as a supplier
Set up the contractor as a staff member
 Set up the contractor using the Hybrid method
Appcues modal screen describing a typical job flow
Set the contractor up as a supplier
Set the contractor up as a supplier
Set up the contractor as a staff member
 Set up the contractor using the Hybrid method
Appcues modal screen describing a typical job flow

WorkflowMax Integration

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Disclaimer

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