Ratings and Reviews 2 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • Odoo Reviews & Ratings
    1,729 Ratings
    Company Website
  • Hubstaff Reviews & Ratings
    3,996 Ratings
    Company Website
  • WERX Reviews & Ratings
    35 Ratings
    Company Website
  • Lawmatics Reviews & Ratings
    300 Ratings
    Company Website
  • Premier Construction Software Reviews & Ratings
    408 Ratings
    Company Website
  • Bidtracer Reviews & Ratings
    39 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Xero Reviews & Ratings
    6,132 Ratings
    Company Website
  • Zoho Projects Reviews & Ratings
    1,901 Ratings
    Company Website
  • Mitti (by SafetyCulture) Reviews & Ratings
    869 Ratings
    Company Website

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 Taskeo?

Taskeo aspires to be the go-to platform for service-oriented companies that are tired of managing multiple applications for their operations. This comprehensive solution includes project management, appointment scheduling, customer relationship management, time tracking, and billing features. It proves to be an essential asset for various service-based industries such as legal practices, agencies, and consulting firms that need effective support in managing their business and practices. By simplifying these crucial tasks, Taskeo empowers organizations to focus on what is most important: delivering exceptional client service and fostering business growth. Users can access all functionalities with a single account, allowing for the consolidation of tools and improved productivity, which makes it an excellent option for contemporary businesses. This integration not only saves valuable time but also facilitates a more streamlined workflow across various service management sectors, enhancing overall operational efficiency. Ultimately, Taskeo’s all-in-one approach is designed to adapt to the evolving needs of businesses in a dynamic environment.

Media

Media

Integrations Supported

Dropbox
Acterys
Datameer
Freshdesk
Freshservice
HubSpot CRM
HubSpot Marketing Hub
MYOB
Salesforce
Shift
StarfishETL
Teamstack
TheHouseMonk
WebRezPro
Zendesk
iPayroll

Integrations Supported

Dropbox
Bitbucket
Google Calendar
Slack
Stripe

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$5 per user per month
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

Taskeo

Date Founded

2018

Company Location

Estonia

Company Website

taskeo.co

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

Advertising Agency

Not specified

Business Management

Not specified

CRM

Not specified

Email Marketing

Not specified

Legal Time Tracking

Not specified

Project Management

Not specified

Time Tracking

Not specified

Popular Alternatives

Popular Alternatives

BigTime Reviews & Ratings

BigTime

BigTime Software