Home » Xero Accounting Software Blog » Workflowmax Job & Project Management Software

Workflowmax Job & Project Management Software

April 5, 2021
Bill Kimball

workflowmax xero

Track your time and costs from quotes through to invoices. Our unbiased reviews and content are supported in part by affiliate partnerships, and we adhere to strict guidelines to preserve editorial integrity. The editorial content on this page is not provided by any of the companies mentioned and has not been reviewed, approved or otherwise endorsed by any of these entities. Get a 30-day free trial to access discounted USPS and UPS shipping rates and print labels in no time. We highly recommend Lightspeed POS for small businesses looking for a feature-rich, tablet-based point of sale system. OnDeck is our featured vendor for business loans and lines of credit.

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Obviously, the more users you have the better value these subscriptions become. Once you get more than 50 users, both options offer more features-for-dollars than nearly any other competitor.

workflowmax xero

We will make it as complicated as possible, string it out for months and then drop it in favour of some more urgent issue’. Not bad, but it focuses on jobs – though you can create categories for the jobs, which can be better in some cases.

Overview Of Workflowmax Features

It is really clunky and I cant get a good over view of all my projects. WFM has a very clunky interface, especially how each job is laid out. There needs to be more more flexibility with costs, purchase orders and invoices rather then them all put under the financial tab.

  • If you have not set up the integration yet, click here to get started.
  • I really like the features, and I would love to help WFM improve its usability and knowledge base to make those WFM features actually usable.
  • If you have particularly detailed templates, I will pay for them.
  • If you want to connect to more than one account, you can repeat the steps above and select another account.
  • One of the great things about Workflowmax is the fact that it’s paperless.

There are well-liked and widely used solutions in each software group. But are they necessarily the best fit for your company’s specific wants?

Although WorkflowMax doesn’t do anything to drive those customers away, neither is it particularly enticing. additional fields become available on the WorkflowMax job categories screen, and on the tasks and costs screens . These fields allow you to apply account codes and tracking categories in these areas if you wish. You can use a combination of Xero general ledger account codes and Xero tracking categories to extend the integration between WorkflowMax and Xero.

It’s creative project management software that’s user-friendly and customisable so you can see every dollar you’re making. Get an up-to-date view of capacity and profitability wherever you are. Using business intelligence, you can track and report to gain real-time insights into your project and client profitability. Make better business decisions, quote accurately, and prioritise jobs. Identify poorly performing jobs quickly and devise strategies to fix them. The Xero ODBC Driver is a powerful tool that allows you to connect with live data from Xero accounting software , directly from any applications that support ODBC connectivity.

Mapping Of Account Codes

So we now use WorkflowMax, and no longer require separate time tracking and a host of spreadsheets. It’s fully customisable, which also means it can be daunting to start and get set-up. There’s plenty of help from support, and since it’s widely used there’s lots of third party help too, so you can’t go wrong. I haven’t found a downside to switching yet, and still have lots of features to fully utilise. As usual, I would recommend signing up for the free trial if you think WorkflowMax might be a good fit for you. Use the two free weeks to get the hang of things — maybe even pilot a test job or two with a test group of employees to see if they like it.

Ironically, these were the very reasons we signed up with Xero and WFM, but the information and wonderful reviews were from business categories dissimilar to ours. I would just hate to see someone else make the same mistake we did. Get referrals to your business category prior to signing up.

I really wish it had the ability to list applications we work with for the clients (regardless if there are active jobs/projects or not). Many of our clients have applications that are part of our “inventory”, and I do not want to create jobs just to list them. It would be nice to see “inventory” as a tab in WFM to be able to track jobs against them . Switched to WorkflowMax to automate the process of taking time billing from timekeeping software to invoice.

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Connect Office Tools With Xero Accounting

As a tax agent being able to e-file returns from WFM is amazing especially when coupled with the data pulling through from Xero. I am certain that I am not even close to using it to it’s full potential yet, but can’t wait to explore and use more as my business continues to grow. Overall, despite the cons listed, WFM does most of what we need. So overall I give WFM 4 stars up from a previous rating of 3 stars as I get more familiar with it. I think further investment is required to modernise WFM otherwise it will be surpassed by newer job management apps. Been using Harvest for nearly a month , and am finding it super-easy to get my head around, invest with base information, fire off professional-looking estimates and invoices, and run reports.

We’ve been using WFM to run our engineering firm for over 3 years now. The more we use it, the more benefit we get from the stored data. We can easily see what’s in the work pipeline, manage costs and have very professional documents that impress our clients and safeguard us. When I started using the platform it was possible to select the header colour to differentiate between the two businesses. That option was removed last year and it’s a painful loss. It might sound like the simplest of problems but we waste a huge amount of time correcting entries that have been made into the wrong business by mistake because the GUIs look identical.

workflowmax xero

We have improved our systems, are able to follow up on jobs and leads and have more time to focus on our products and services. This brings me finally to the biggest problem with WFM/Xero, support. I received an answer to my request for the ability to colour the header bar that was unbelievable. It read something like ‘we think there are bigger issues with knowing what business you are working with’. In other words, ‘we know it’s a problem but we won’t implement a really simple fix.

WorkflowMax helps us a heck of a lot to not do that. It’s a simple thing, but if you can be the one guy in the industry that just shows up on time and gets the job done, it gives us a real competitive advantage. If you you have workers, who are not admin staff and want to accurately back cost, or find a job costing software, WFM is not an efficient program. We are a maintenance business working from Franklin to Rodney and everything in between. Our staff used to get job sheets and complete them by hand.

I really like this kind of thing; otherwise, it can be hard to figure out what to do first. As is customary in this field, there is a free trial. With only an email address, you can try WorkflowMax for two weeks. WorkflowMax also wants you to be able to remain flexible, so there are no yearly contracts.

If you’re an architectural project manager or owner of a firm, this software will help you prioritise from quote to invoice and everything in between. You can manage, track and report on every aspect of every job for a better view of people, profit and performance. Manage construction projects from beginning to end using software designed with construction project managers in mind. Add WorkflowMax to your toolkit and reduce your admin time, save money and collaborate quickly and easily with your team. Use it from your office, truck or the building site and transform your business. Manage your cash flow, gain insights to improve quoting and time allocation, and streamline estimating and invoicing.

workflowmax xero

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.

Might go and fire that up again; I understand it hooks into Xero. I think that offering a reporting tool without all of the relevant information for users to be able to make proper use of it is really not up to scratch. I would like to agree with the previous comment about reporting in WFM. Tallyfy aims to do the more complex features that people need for workflows, quoting, decision trees, conditional branching, etc. We can integrate to Xero and 400+ other apps via Zapier.