WorkflowMax Reviews & Ratings

WorkflowMax

4.5 out of 5 stars

Ratings and Reviews 2 Ratings

Total 4.5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is WorkflowMax?

WorkflowMax is an affordable and comprehensive tool designed to enhance the profitability of your projects. This cloud-based workflow and job management software, developed by Xero, is trusted by over 10,000 businesses. It offers a variety of features, including time tracking, quoting, efficient billing, and job management, along with insightful reporting capabilities. WorkflowMax proves to be particularly beneficial for professionals in creative fields, engineering, surveying, law, information technology, construction, consulting, and anyone else who charges for their time. Its versatility makes it an excellent choice for a wide range of industries looking to optimize their operations.

What is Contractors Cloud?

Contractors Cloud offers a comprehensive cloud-based CRM solution that streamlines and automates all aspects of your business operations, including sales, administration, and production. We are committed to supporting you throughout your journey, assisting with everything from tracking leads to managing commission payments and handling all the details in between. With our platform, you can focus on growing your business while we take care of the complexities.

Media

Media

Integrations Supported

Acterys
Datameer
Exsalerate CRM
Freshservice
HubSpot CRM
Oncord
PayHero
Runn
Shift
StarfishETL
Teamstack
Time Doctor
WebRezPro

Integrations Supported

EagleView
Google Calendar
Mailgun
QuickBooks Desktop Pro
QuickBooks Online Advanced
SalesRabbit
Zapier

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$50.00/user
4 packages to choose from. All packages require a monthly minimum of $149
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

ThinkUp Technologies

Date Founded

2010

Company Location

United States

Company Website

www.contractorscloud.com

Categories and Features

Architecture

Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator

Construction Management

Budget Tracking/Job Costing
CRM
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
Timesheets

Job Costing

Bills of Material
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking

Legal Time Tracking

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Calendar Management
Collaboration
Contact Management
Document Management
Task Management
Templates

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Proposal Management

Subcontractor

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Construction CRM

Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Mobile Access
Offline Access
Residential
Subcontractor Management

Job Costing

Bills of Material
Budgeting & Forecasting
Cost-to-Completion Tracking
Invoice Management
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Work Order Management

Project Management

Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Milestone Tracking
Time & Expense Tracking

Subcontractor

Not specified

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