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WorkflowMax Review

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WorkflowMax Review

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Date Established
2012
Location
New Zealand
Wesley Kriz

Wesley Kriz

Writing from the Pacific Northwest (read: the Best Coast), Wesley graduated from George Fox University in 2014 with a degree in History, then again from George Fox in 2016 with a Masters of Arts in Teaching. He has been writing about project management for 2 years, and keeps a running list of wacky software brand names; seriously, it's wild out there.



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4 Comments

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    Kara

    Organization Name: Dazium Design

    Integration with Xero is really the biggest benefit… also their estimate-to-invoice system is pretty good.You can’t trust their document management system to appropriately save emails to the correct folders. It duplicates, stalls and, after a month of waiting for customer support, ended up loosing several months of emails, attachments, images and documents that were supposed to be saved to job folders. Very frustrating. When we asked customer service, they didn’t know why and didn’t offer a solution.Interface is ok, but takes several months to setup and get used to. Also managing tasks for employees for small business is based on larger, long-term projects rather than short design projects. I wouldn’t recommend it for small design agencies.

    2
    • Organization Name: Dazium Design

    This comment refers to an earlier version of this review and may be outdated.

    Julie

    Thanks for the review. I am considering integrating WFM with Xero, but have reservations. I like the idea of a seamless integration with Xero but am concerned about the reporting limitations, as well as being able to create and track subtasks within budgets (an absolute must in general contracting). I agree with you in that it seems just okay. But will it will supply reports that I can at least piece together, will save me from managing huge spreadsheets and having to do double data entry.

    On a side note, we chose Xero because it seemed to be comparable to QB in ways more than one. If we weren’t an Apple-based company, I would have gone with QBDT, for nothing more than it’s reporting capabilities. But I have heard mixed reviews about using QBDT for Macs. Any thoughts there?

      This comment refers to an earlier version of this review and may be outdated.

      Jessica Dinsmore

      Hi Julie,

      I am not sure I entirely understand your question, but if you are concerned about WorkflowMax’s reporting features, I think they have enough functionality for what you need. Even if the base reporting options don’t include tracking subtasks, you can create custom reports that use custom fields. It might take a bit of doing, but if you really want the Xero integration, it is probably worth it. I hope that helps!

        This comment refers to an earlier version of this review and may be outdated.

        Jeffery Davidson

        Organization Name: Jeffery Davidson & Associates

        Hi! I’m assuming by QBDT for Mac, you’re referring to QuickBooks Desktop for Mac, as opposed to QuickBooks Online. In which case, you ought to know that QuickBooks for Mac just avoided being discontinued. After intuit announced they were discontinuing it, the hew and cry was so bad that they changed their mind and announced QB 2019 for Mac. Personally, I’d be hesitant to use a product with that shaky a future.

        QuickBooks Desktop as a product is okay, and I’ve used it for several years. However, I have drunk the Kool-Aid, and now wholeheartedly prefer Xero to both QBDT and QBO – and I have clients on all three platforms.

        • Organization Name: Jeffery Davidson & Associates

        This comment refers to an earlier version of this review and may be outdated.

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