WorkflowMax

Xero owned financial project management software for SMBs

4,3 /5 (107 avaliações) Escreva uma avaliação!

Resumo do WorkflowMax

O que é o WorkflowMax?

WorkflowMax, a Xero-owned product, is used by more than 10,000 businesses all over the world, providing a total cloud-based business solution for construction firms, creative agencies, architects, engineers, surveyors, lawyers, IT companies, consultants and anyone else who bills by time.

Complex quotes and invoices can be created in minutes and pushed out electronically to your clients. With a click of a button your client can accept a quote, and this becomes a job in WorkflowMax. Your team can now track their time against this job, even when they’re out in the field, and you can manage job milestones and keep track of who is working on what. When the job is complete, you can quickly send out the invoice, track how your company is performing with clever reports, and switch over to your accounting software to find all the job details have been added … automagically.

Because WorkflowMax is on the cloud, you can be anywhere in the world and still be able to manage your business. Check timesheets and send invoices from the Amazon jungle or the beach in Bali.

WorkflowMax integrates with more than 30 other systems, including Xero accounting - meaning all invoices created in WorkflowMax are seamlessly pushed into Xero.

With WorkflowMax taking care of all your admin and job management needs, you can spend your time working on the business, rather than IN the business.

Resumo do WorkflowMax

Preços

A partir de
US$ 15,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

1 User - US$15/month
5 Users - US$49/month
10 Users - US$99/month (Most popular)
20 Users - US$149/month
Unlimited Users - US$199/month

Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month.


Recursos do WorkflowMax

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, China e outros 3, Índia, Japão, Alemanha
Idiomas
Inglês

Mídias

WorkflowMax Quoting Software
WorkflowMax Lead Manager
WorkflowMax Job Management Software
WorkflowMax online invoicing software
WorkflowMax Xero integration
WorkflowMax Business reporting/business intelligence software
WorkflowMax Purchase Orders
WorkflowMax integration with 25+ add-ons
Job costing WorkflowMax
WorkflowMax for iOS
WorkflowMax - Vídeo Captura de tela do WorkflowMax: WorkflowMax Quoting Software Captura de tela do WorkflowMax: WorkflowMax Lead Manager Captura de tela do WorkflowMax: WorkflowMax Job Management Software Captura de tela do WorkflowMax: WorkflowMax online invoicing software Captura de tela do WorkflowMax: WorkflowMax Xero integration Captura de tela do WorkflowMax: WorkflowMax Business reporting/business intelligence software Captura de tela do WorkflowMax: WorkflowMax Purchase Orders Captura de tela do WorkflowMax: WorkflowMax integration with 25+ add-ons Captura de tela do WorkflowMax: Job costing WorkflowMax Captura de tela do WorkflowMax: WorkflowMax for iOS

WorkflowMax - Avaliações

WorkflowMax - Avaliações

Classificação geral
4,3
/
5
Excelente
53

Muito bom
40

Regular
9

Ruim
4

Péssimo
1

Relação qualidade/preço
4
Recursos
3,7
Praticidade
4
Suporte ao cliente
4
87% dos usuários recomendam este app
David M.

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

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


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Uwais A.

WorkFlowMax review

Reasonably happy with the experiences


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Keith B.

Proven Preformer

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.


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Avaliador Verificado

Dont use if quoting is important


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Kenneth jhim I.

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

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.


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David M.
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

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

Avaliado em 23/01/2015
Fonte da avaliação: GetApp

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

Vantagens

- 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

Desvantagens

- 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.

Uwais A.
Setor: Contabilidade
Porte da empresa: 13-50 funcionários
Traduzido para o Português
Traduzido para o Português

WorkFlowMax review

Usado Diariamente durante Mais de um ano
Avaliado em 22/07/2019
Fonte da avaliação: Capterra

Reasonably happy with the experiences

Vantagens

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

Desvantagens

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

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação: 7.0/10

Keith B.
Setor: Maquinário
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Proven Preformer

Usado Diariamente durante Mais de dois anos
Avaliado em 31/07/2020
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

Quotes and jobs required a lot of retyping.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Avaliador Verificado
Setor: Engenharia mecânica ou industrial
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Dont use if quoting is important

Usado Diariamente durante 6 a 12 meses
Avaliado em 01/12/2017
Fonte da avaliação: GetApp

Vantagens

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

Desvantagens

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!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 2.0/10

Kenneth jhim I.
Setor: Contabilidade
Porte da empresa: 13-50 funcionários
Traduzido para o Português
Traduzido para o Português

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

Usado Diariamente durante Mais de dois anos
Avaliado em 22/05/2020
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Recomendação do usuário
7,3/10
Baseado em 107 usuários
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Preço do WorkflowMax

Preço do WorkflowMax

A partir de
US$ 15,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

1 User - US$15/month
5 Users - US$49/month
10 Users - US$99/month (Most popular)
20 Users - US$149/month
Unlimited Users - US$199/month

Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month.

1 User - US$15/month
5 Users - US$49/month
10 Users - US$99/month (Most popular)
20 Users - US$149/month
Unlimited Users - US$199/month

Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month.

Relação qualidade/preço
4/5
Baseado em 107 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do WorkflowMax

Recursos do WorkflowMax

API
Acompanhamento de atividades
Armazenamento de documentos
Auditoria
Cobrança e faturamento
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de documentos
Gestão de conformidade
Gestão de estoques
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração de terceiros
Monitoramento
Notificações automáticas
Painel de atividades
Rastreamento de estoque
Registro de auditoria
Relatórios e estatística
Relatórios em tempo real
Recursos
3,7/5
Baseado em 107 usuários
Compare as alternativas por avaliações dos recursos
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Categorias

Mais informações sobre WorkflowMax

Mais informações sobre WorkflowMax

Principais recursos do WorkflowMax

  • 24/7 email support available
  • An end-to-end, fully integrated job management solution
  • Client management
  • Client portal
  • Collaboration manager (clients & contractors)
  • Custom reporting
  • Document management
  • Free online webinars & video tutorials
  • Integration with Xero accounting software
  • Integration with over 30 other products
  • Invoicing & billing
  • Job costing
  • Job tracking
  • Lead manager (CRM)
  • Native iOS app & mobile site for Android
  • Project management
  • Purchase order
  • Quoting & estimating
  • Staff scheduling
  • Time tracking

Vantagens

WorkflowMax is the best-in-class job/workflow management software for your service business, trusted by 10,000+ businesses globally.

1. All-in-one software - Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.

Leads, quotes, time tracking, job management, invoicing - WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.

2. Access anywhere, anytime: The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.

3. WorkflowMax mobile app: Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.

4. Complete transparency & visibility: Because all the data is real-time - you can see where every job in your business is at, who is doing what, and when you can schedule in more work. Use this data to give more accurate quotes and keep clients informed of progress.

5. Powerful Reporting: With Reports, you can get actionable insights on your business. With a few clicks you can find out the net profitability on any job, or which invoices are still outstanding.

6. Xero owned & integrated: WorkflowMax integrates with Xero accounting - providing a beautiful, seamless software solution you can trust. Invoices, purchase orders and other information flow seamlessly between Xero and WorkflowMax, helping you to get paid faster and giving you a complete business solution.

6. Integration with over 30 Add-ons: WorkflowMax integrates with more than just Xero. Using WorkflowMax as the core of your business, you can integrate it with your accounting, payroll, customer support, staff scheduling and other add-on solutions.

No more messy spreadsheets, no more lost files, no more undercharging. WorkflowMax gives you control of your business with just the push of a button.

There's so much more to WorkflowMax - and it’s easy to get started with a free trial.

Start changing the way you do business.

Perguntas frequentes sobre o WorkflowMax

Perguntas frequentes sobre o WorkflowMax

Abaixo estão algumas perguntas frequentes sobre o WorkflowMax.

P: Que tipo de planos o WorkflowMax oferece?

O WorkflowMax oferece os seguintes planos de pagamento:

A partir de: US$ 15,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

1 User - US$15/month 5 Users - US$49/month 10 Users - US$99/month (Most popular) 20 Users - US$149/month Unlimited Users - US$199/month Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month.

P: Quais são os principais recursos do WorkflowMax?

O WorkflowMax oferece os seguintes recursos:

  • 24/7 email support available
  • An end-to-end, fully integrated job management solution
  • Client management
  • Client portal
  • Collaboration manager (clients & contractors)
  • Custom reporting
  • Document management
  • Free online webinars & video tutorials
  • Integration with Xero accounting software
  • Integration with over 30 other products
  • Invoicing & billing
  • Job costing
  • Job tracking
  • Lead manager (CRM)
  • Native iOS app & mobile site for Android
  • Project management
  • Purchase order
  • Quoting & estimating
  • Staff scheduling
  • Time tracking

P: Quem costuma usar o WorkflowMax?

Os clientes habituais do WorkflowMax são:

Pequenas empresas, Empresas de médio porte

P: Em que idioma o WorkflowMax está?

O WorkflowMax está nos seguintes idiomas:

Inglês

P: Que tipo de planos o WorkflowMax oferece?

O WorkflowMax tem os seguintes planos de preços:

Assinatura

P: O WorkflowMax é compatível com disponíveis móveis?

O WorkflowMax é compatível com os seguintes dispositivos:

Android, iPhone

P: O WorkflowMax se integra com quais outros aplicativos?

O WorkflowMax se integra com os seguintes aplicativos:

9 Spokes, APE Mobile, Deputy, Exsalerate CRM, FileInvite, Freshdesk, HubSpot Marketing Hub, Practice Ignition, RESULTS.com, Xero

P: Que nível de suporte o WorkflowMax oferece?

O WorkflowMax oferece as seguintes opções de suporte:

FAQs, Fórum, Base de conhecimento, Suporte online, Tutoriais em vídeo