WorkflowMax Reviews

A great ally in project management and more

When using it, one feels the order and professionalism with each use. It is friendly to work with.

WorkflowMax WAS my favourite system to use

When it was active, WorkflowMax was the absolute gold standard for project management software. It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.

Not perfect, but good enough

Even it is not perfect, but it is good enough for our IT services and business consultants.

Ideal for organisations looking for large scale project and financial management

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

WorkFlowMax review

Reasonably happy with the experiences

Very easy to reconcile project costs!

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

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

User-Friendly!

I have really enjoyed working with Workflow Max. I never used it before and found it to be very user-friendly.

Reasonable tool for a small - medium business

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

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

Work to the Max

Workflow max review

Great, would recommend

Great product, such a timesaver

As the director of Threerooms, a graphic design agency in Nottingham, UK - I was watching my company struggle to grow because the admin demands were becoming overwhelming. We used to have job bags and job sheets, keep the record of time spent on paper — thats just seem like a historic way of doing things.

But since we implemented WorkflowMax, it’s been smooth sailing. We use WorkflowMax to manage all of our projects from the start to the finish. The great thing about WorkflowMax is that everything is integrated into one package. I can deal with the quoting part of the process, through to actually managing of the project, managing time, budgets and then move through to purchase orders and invoices -- everything in one system.

Because everything is integrated in one system, I can convert a quote into a live job by just pressing one button. When the job is complete — we can just turn it into an invoice, again just at a click of a button, and then seamlessly pushes the invoice into our accounting software Xero.

The integration with Xero is just brilliant really. Being able to just seamlessly push sales and supplier invoices straight out of workflowmax into xero is excellent. It gives us a great overall solution for the business. Together, WorkflowMax & Xero must have saved us thousands and thousands of pounds.

As a business owner, there is so much to think about — I think WorkflowMax has really given me the ability to hand over some of those responsibilities to my staff. They can use WorkflowMax to manage the project independently without any input from myself. Its given me time to work on the business rather than in the business, which is what every sort of manager really wants.

Functionality & Reporting

Workflow max helps to solve the issue of effective invoicing of time worked on each client. Workflow max has also helped our firm when it comes to GST time - the way workflow max integrates with Xero makes filing GST returns with Inland Revenue very simple, and lets you easily keep track of GST returns and to make sure that all returns have been filed before the due date.

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.

Integrates perfectly with Xero but oh so Expensive

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.

Streamlined job processes

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

Great for time based billing

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

Brilliant project management system

Excellent features and value and part of the Xero ecosystem

It was really easy to get started

My name is Ruth Cole, and I’m the office manager for environmental consultancy Greengage. I’ve been using WorkflowMax for a while now and love it. It was really easy to get started, and there’s no paperwork. One of the great things about Workflowmax is the fact that it’s paperless. This is important to us because as an environmental agency we should practice what we preach.

Now, all our invoices are sent out online, so we can guarantee our clients receive those invoices. Our whole office is streamlined, and admin time has been drastically cut, thanks to WorkflowMax.

Great time management software

As a sole practitioner Architectural Designer I use WorkflowMax for keeping track of my time over multiple projects. I love the way it integrates with the Xero accounting package enabling me to easily produce invoices based on time spent, and to produce a detailed timesheet to back-up that invoice.
As I use it more and more, I also build a database of information in an easy to access and understand format, that enables me to more accurately estimate the potential time involved when providing fee proposals for new projects.

Poor Service

Average