Happy Happy Happy with WorkFlowMax
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
WorkflowMax is used to record all client details, all job details and all quote information. It is also used for entering timesheets and creating invoices. It is being used by all persons in the organisation. It keeps all information in one place and reduces the need for multiple spread sheets.
Pros
- Makes it easier to quote a job as information is set and types of work can be changed. Great as everyone knows our charge out rates and can quote quickly
- Very easy to find client contact details. Having all the clients details is good as you only need to know part of the company or their name and you can find them
- Very easy to review a job to see what needs to be done. Workflows are fantastic!
Cons
- I would like it so that values can be taken out and sent to a word document. May be able to do this, but have not been able to find it.
Likelihood to Recommend
Having used many other programs, spread sheets and word documents to keep this information; having one program that stores client details, quote details and job details together is fantastic.
MW
Mark Williams
Operations Manager at Cadence Consulting Surveyors (Construction, 11-50 employees)
Vetted Review
1 year of experience