WorkflowMax

Leaine Jones from Jones Business Solutions

At Jones Business Solutions we used WFM to move off MYOB Time Billing - conservative estimate that saved around 10-12 hours each month with invoicing. Even better now to have the Tax Practice - previously used an excel template for financials - the combination with WFM, Xero and Spotlight Workpapers is sensational for a small Tax Agency like us. WFM Support is prompt and helpful and we love WFM so much we now regularly implement and support other businesses wanting to get the max out of job costing and reporting. Have tested other similar systems and yet to see something that stands out for a comparable price. We have used since 2011; we operate in a virtual office and users are both employees and contractors.

Pros: Timesavings for billing and quoting Seamless integration with Xero Tax practice version - auto synch with IRD Good functionality with reporting Brilliant for our virtual office

Cons: Work arounds needed for retentions - but to be fair not really designed for construction industry - but it can work Not too much else that is a problem - especially for the price.

James from Greengage

I’m an ecological consultant at Greengage - a London-based environmental consultancy.

I use WorkflowMax to manage jobs, timesheets, and reports. From a timesheet perspective, WorkflowMax is importn, because a lot of our work is fixed fee, so we’re working to a tight budget and need to be aware of those costs adding up. I’m often out on site, and it’s great to be able to access WorkflowMax remotely to stay on top of all my project management tasks.

Jason George from Steelcraft Engineering

Steelcraft – an engineering and fabrication firm – have been in the business for more than 20 years. We had a custom-build spreadsheet system for managing jobs, and it was a disaster. We weren't tracking time or costs in a consistent way, and we would spend hours creating quotes or invoices. Sometimes clients would forget to pay their invoices, and we wouldn't notice for six months. When we started growing rapidly, the problems got even worse. Luckily, WorkflowMax came along.
Now we can accurately track job costs and time spent, and instantly see if we're turning a profit. WorkflowMax is also very flexible – some clients want to be invoiced weekly, some monthly, others want very detailed information and reports on their invoices. WorkflowMax does all this with a few clicks.

I used to go home in the evenings and spend hours doing the invoicing and quoting. WorkflowMax has given me this time back, so I can spend time with my family and tuck my kids in at night.

Lisa Spiden from fibreHR

We love working with Workflow Max. Our business model is based on charging client an hourly rate for work completed. Workflow Max makes it so much easier for us to accurately track what we have done (in the level of detail our clients' require) and it is so easy to turn these records into invoices. We have saved a lot of time and money. I would highly recommend Workflow Max.

Ruth Cole from Greengage Environmental LLP

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.

Miriam Shell from Threerooms design and branding agency, Nottingham, UK

I'm Miriam Shell and I am an Account Manager at Threerooms, a UK based design and branding agency in Nottingham.

Before using Workflow there were several different systems for quoting, job tracking, project management and for keeping track of CRM leads. This meant that a lot of time was spent flicking from system to system to find relevant information which looking back was a really poor use of time and gave us less time to devote to our actual clients.

Since implementing Workflow Max it has really helped by providing an integrated platform which enables us to work in a much more effective and productive way. By having all the information in one place it's a seamless process for taking all client work through from the start to the end - all using one, very user friendly system.

Adam Baynes from Woodstock Industries

My name is Adam Baynes, I am the Production Manager for Woodstock Industries, we specialise in High End Residential and Commercial Joinery servicing the Central Coast NSW, Sydney, Newcastle and the Hunter Region. At Woodstock I used to spend hours on Purchase Orders, Quotes, Looking up Supplier Details and Client Details, then I would have to upload all that data to our Project Management Software and accounting Software. It was a very time consuming Endeavour. After Implementing WorkflowMax, I know have everything at my fingertips, saving me countless hours, reduced production time, and as it links with our Accounting Software, Xero, it has streamlined our quoting, invoicing and Purchase ordering, giving us more time to dedicate to our builders, architects and clients. The support staff are fantastic and always to happy to help with anything and everything. I can honestly say Workflow has helped our business streamline everything. Take the free trial today, you will not regret it. Adam Baynes
Woodstock Ind