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

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Odoo Reviews & Ratings
    4.2 out of 5 stars 1,729 Ratings
    Company Website for Odoo
  • Hubstaff Reviews & Ratings
    4.5 out of 5 stars 3,996 Ratings
    Company Website for Hubstaff
  • WERX Reviews & Ratings
    4.7 out of 5 stars 35 Ratings
    Company Website for WERX
  • Premier Construction Software Reviews & Ratings
    4.7 out of 5 stars 408 Ratings
    Company Website for Premier Construction Software
  • Bidtracer Reviews & Ratings
    4.2 out of 5 stars 39 Ratings
    Company Website for Bidtracer
  • Newforma Reviews & Ratings
    4.2 out of 5 stars 177 Ratings
    Company Website for Newforma
  • AlsoThere Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for AlsoThere
  • Lawmatics Reviews & Ratings
    4.6 out of 5 stars 300 Ratings
    Company Website for Lawmatics
  • Zoho Projects Reviews & Ratings
    4.4 out of 5 stars 1,901 Ratings
    Company Website for Zoho Projects
  • Mitti (by SafetyCulture) Reviews & Ratings
    4.6 out of 5 stars 869 Ratings
    Company Website for Mitti (by SafetyCulture)

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 Cyanic Job Book?

A digital job book can greatly enhance the efficiency of your survey company by allowing you to manage all customer and job location data through user-friendly software tailored for surveyors. With this innovative system, you have the ability to conveniently search for past projects, log work hours, and oversee billing processes. Cyanic Job Book not only enables you to manage customer and job information but also efficiently tracks expenses associated with labor, equipment, and materials for each project, streamlining the invoicing process with a simple click. You can easily generate professional invoices that can be exported as PDFs or integrated into your preferred accounting software, ensuring that every task is billed appropriately without oversight. Additionally, simplifying the quoting process becomes possible by referencing historical jobs in similar areas, as you can search through job details, legal addresses, and map locations for relevant information. This tool allows you to swiftly access essential data from previous jobs to enhance productivity. Furthermore, the system is designed to help you organize all your clients effectively, while also offering the capability to create customizable rate sheet templates for various job types and clientele. Ultimately, adopting such a digital solution not only optimizes your workflow but also supports better financial management within your survey company.

Media

Media

Integrations Supported

Datameer
Deputy
Dropbox
Exsalerate CRM
Freshservice
G-Accon
Google Drive
HubSpot Marketing Hub
Lyftrondata
Oncord
Rippling
Shift
StarfishETL
TheHouseMonk
Time Doctor
Zendesk
iPayroll

Integrations Supported

QuickBooks Desktop Pro
QuickBooks Online
Sage 100 Contractor

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$40 per user per month
$40 per user per month.
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based 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

Cyanic Automation

Date Founded

2014

Company Location

Canada

Company Website

getjobbook.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

Billing and Invoicing

Contact Database
Customizable Invoices
Hourly Billing
Invoice History
Online Invoicing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Land Survey

Not specified

Subcontractor

Not specified

Time and Expense

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

Time Tracking

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

Popular Alternatives

Scoro Reviews & Ratings

Scoro

4.0 out of 5 stars

Popular Alternatives

WorkflowMax Reviews & Ratings

WorkflowMax

Xero
4.5 out of 5 stars
JGID Reviews & Ratings

JGID

5.0 out of 5 stars
BigTime Reviews & Ratings

BigTime

BigTime Software
4.7 out of 5 stars
BigTime Reviews & Ratings

BigTime

BigTime Software
4.7 out of 5 stars