Home > Project Management Software > WorkZone > WorkZone vs WorkflowMax

WorkZone vs WorkflowMax

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Our analysts compared WorkZone vs WorkflowMax based on data from our 400+ point analysis of Project Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features User Ratings Analyst Summary Screenshots
WorkZone Software Tool
SelectHub Award Winner
WorkflowMax Software Tool
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Product Basics

WorkZone is a cloud-based solution with a focus on document management and collaboration. Organize projects by task and sub-task while assigning responsibilities and receiving notifications when tasks are due. It offers custom branding for companies wishing to display logos on portals or external customer accounts. It has the ability to share files and collaborate with other team members. Offers real-time status of project progress across workspaces, enabling decision makers to act quickly and make changes where and when needed.

It is suitable for any size of business in industries like construction, consulting, non-profit, healthcare and more. It offers three pricing plans — team, professional and enterprise. Available on iOS and Android, users can access it from anywhere at any time.
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WorkFlowMax is a cloud-hosted job management solution designed for small to mid-sized service-based organizations. It offers capabilities like timesheets, job costing and quote creation to handle projects.

It integrates with popular third-party document management modules to execute projects faster and payroll modules to simplify payroll. Employees can work within their timesheets using the timesheet functionality. It stores all cost-related information in one place and offers a sales dashboard that displays closed, hot or cold leads.
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$24/User, Monthly
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$20 Monthly
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Tailored to your specific needs
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Windows
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Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Secure File Sharing: Share files across clients, employees and vendors. Set permissions for folders or documents so that individuals get access to appropriate items. 
  • File Versioning: Keep track of multiple file versions as they are being revised. Automatically organizes files and adds version numbers to eliminate confusion and ensure that the team uses the latest version. 'Check out' a file to let others know that it is in the revision process. 
  • Approval Workflows: Automate approval workflows by creating and emailing approval requests to the appropriate parties. The approvals dashboard allows users to view and manage all items currently out for approval. The dashboard lists each approver, response status, the date of reply and comments for each item. 
  • Image Markup: Offers the ability to add comments to a printed document or image without additional software like Adobe Acrobat. Users don’t have to dig or ask around for changes as it centralizes collaboration efforts by storing all comments and revisions within the project at hand. 
  • Project Template: Layout all requirements for a project template and save it for iterability, consistency, time saving and efficiency. Reusing existing templates also allows users to bring in associated fields like responsible parties, timeline and information. 
  • Stay Up-To-Date: Get notified of approvals or new documents, comments, tasks or calendar events by setting alerts. Links will take the user directly to the item within Workzone. 
  • Custom Branding: Customize WorkZone by setting default background colors and logos to reflect the organization’s brand. Create an access portal/extranet for each major customer or business partner with their specific brand identity to add extra personalization and professionalism. 
  • Leverage Integration: Offers REST API support, and users can connect the system to Zapier to integrate with more than 1,000 web apps. 
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  • Consolidate Work: Access all business tools from one place. Avoid unnecessary hassles by launching multiple applications from a single suite to deliver work faster and efficiently. 
  • Accessibility: Access data anytime, anywhere using mobile applications for Android and iOS. Manage jobs on-the-go and tick milestones when met. Access client information while syncing with the desktop app quickly. Send photos, videos and other documents as attachments. 
  • Collaboration: Let clients and contractors log in from anywhere to view work progress time against a job. Store all project information in one place while uploading images, documents and pictures. Restrict information action via permission settings for staff and clients. Stay updated with project progress and share details with teams. 
  • Integrations: Seamlessly integrate with Xero’s suite of modules to maximize business performance. Push sales invoices into Xero while automatically syncing corresponding payment dates. Update job profitability reporting and create bills payable. Avoid data duplicity and receive useful business profitability insights. 
  • Customization: Personalize it to suit an organization’s needs. Create branded and professional custom print templates to save time. Extract powerful and specialized data using custom fields to operate a business better. Keep pace with approaching deadlines by creating unique notifications. 
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  • Project Dashboard: Get real-time insight into all projects' status for effective management of teams and workflows. The project column is broken down into task dependencies, start and end dates, resources and notes. Overdue, completed or late projects are represented by a color bar, symbol and percentage. 
  • Gantt Charts: Get a clear and visual representation of time frames with its interactive Gantt chart. Changes made to a project are reflected in the chart in real time. The default view shows a monthly project schedule for a period of six months. Select weeks or years to switch to a shorter or longer project timeframe. 
  • To-Do Lists: Assigned to-dos are automatically emailed to each user. Tasks are organized according to date and priority for efficient workflows. It also provides real-time updates for any changes made. 
  • Team Discussion: Provides a centralized comment area for discussions or feedback. It has an organized, time-stamped record of all the relevant discussions. Tag users to send or receive notifications on new comments. 
  • Workload Reports: Identify over or under-utilized resources across the organization via All Workspaces to balance workloads for efficient productivity. Time periods are shaded in red to warn users about over-allocation. 
  • Time Tracking: Get visibility of time worked on each project for client billing. Time reports show reported hours organized by workspace, project or responsible party that can be filtered by date and category. Export reports via Excel, PDF or API. 
  • Group Calendar: Provides centralized visibility on the entire organization’s timeline of events such as vacations, occasions, tasks and approvals. Users can filter specific workspaces or projects and drill down to get details on the item. Workspaces are displayed with different colors based on items. 
  • Project Request Forms: Manage all project requests for approval through one central dashboard. Teams can customize the form depending on the type of request that is being made and also include lead time. 
  • Task Dependencies: Set task dependencies to manage planning processes and deliver projects efficiently. Any date changes made to the task will automatically change the date of all tasks that depend on it to ensure the correct order flow of the project. 
  • Status Alerts: View the status of each project via notification and colorful icons. Set automatic email alerts for overdue tasks. 
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  • Lead Management: Track leads, sales projections and proposals from a single location. Transform leads into winning quotes, jobs, invoices and eventually into profits. Customize lead categories to forecast lead conversion correctly while projecting cash flows. Monitor team activities and overdue tasks for new business developments. 
  • Client Management: Maintain profitable and productive relationships with clients. Use custom fields to store unique customer and client information. Store unlimited contact details to client records and contact them directly. Use a global search function to search for a client’s details while using filters to locate information quickly. Build stronger relationships by adding custom information like birthdays, preferred time to contact, pet’s name and more to client data. 
  • Document Management: Use the document management tool to access all crucial project-related information. Save time by automating document storage processes and emails. Set up a unique email account to send important attachments required for a job. Sync with multiple devices and integrate with Google Drive, Dropbox and Box to access documents easily. 
  • Staff, Task and Job Management: Manage people, jobs and tasks from one place. Track resources, costs, profitability and time for every job. Delegate tasks, to-do checklists, estimated time on each task and due dates using the task manager. Create adjustable milestones, deadlines and project due dates. Automate recurring jobs and tasks to reduce time spent on repetitive tasks. 
  • Time Tracking: Enter time in eight different ways and track and report on every single minute daily. Record time within dashboards, by tasks or timesheets. Track employee time on-the-go using mobile apps. Record how time was spent and share information with clients. Optimize billable values by choosing the nearest decimal rounding option. 
  • Invoicing: Get paid faster by creating invoices just in a few clicks. Design invoices based on actual time and costs, quoted time and costs, progress amounts or percentage values. Create a simple invoice with basic project information or a detailed one by adding costs, tasks and rates. Save time by sending multi-job invoices. 
  • Reporting: Make smarter business decisions by gaining real-time insights into productivity, workflows, performance and profitability. Understand profitability across multiple client categories and improve business processes. Extract relevant information by building reports using multiple fields and criteria. Improve cash flows by getting a snapshot of billable jobs. 
  • Purchase Order Management: Streamline job cost management using purchase order management tools. Track actual orders, cost and bills payable, ensuring nothing falls through the cracks. Integrate with Xero to keep financial job reporting intact. Use flexible receipt processes to display full or half orders received. 
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Product Ranking

#76

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#27

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User Sentiment Summary

Excellent User Sentiment 192 reviews
Great User Sentiment 417 reviews
91%
of users recommend this product

WorkZone has a 'excellent' User Satisfaction Rating of 91% when considering 192 user reviews from 3 recognized software review sites.

85%
of users recommend this product

WorkflowMax has a 'great' User Satisfaction Rating of 85% when considering 417 user reviews from 6 recognized software review sites.

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4.4 (8)
4.3 (41)
3.2 (22)
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4.31 (95)
4.7 (124)
4.3 (112)
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4.3 (116)
4.2 (27)
4.2 (64)

Awards

WorkZone stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Functionality: Nearly 93% of users who mentioned functionality said that they liked the combination of features provided, like request forms, dashboards, project lists, image markup and more.
User Interface: The web console is easy to use and deploy, as noted by 72% of users who mentioned the system's ease of use.
Great Customer Support: All reviewers said that customer support teams are patient, responsive to training or any issues and open to suggestions.
Collaboration: All customers like that it has a centralized comment area for feedback or discussion on the project at hand, helping users stay up-to-date and streamline productivity.
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Client Management: WorkflowMax offers tools to manage client information, including contact details, project history, and billing information, providing a centralized location for client data.
Project Tracking: The platform allows users to track project progress, budgets, and deadlines, ensuring projects stay on track and within budget. This includes features such as Gantt charts and task management tools.
Time Tracking: WorkflowMax simplifies time tracking for both employees and contractors, with options for manual entry, timers, and timesheet approvals. This streamlines payroll and billing processes.
Reporting: The software provides various reporting options, including project reports, financial reports, and staff productivity reports, offering insights into business performance and areas for improvement.
Integrations: WorkflowMax integrates with other popular business tools, such as Xero accounting software and Google Apps, allowing for seamless data flow between systems.
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Search Issues: Around 89% of the users who specify search issues said locating or finding things is difficult and time consuming.
Slow Performance: Load times are longer than usual during timeline updates, as observed by 83% of reviewers who referred to slow performance.
Shortcomings: Customers would like to see improvements in the dashboard and the addition of advanced accounting or budgeting functions, as noted by 73% of reviewers.
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Limited Functionality: WorkflowMax may not be suitable for larger or more complex projects due to limitations in features such as resource management and project portfolio management.
Usability Challenges: Some users find the interface to be clunky and unintuitive, leading to a steeper learning curve and potential frustration during daily use.
Reporting Limitations: Generating customized reports can be challenging, and the available reporting options may not meet the specific needs of all businesses.
Integrations: While WorkflowMax offers some integrations, it may not seamlessly connect with all the tools and software that a business uses, potentially leading to data silos and inefficiencies.
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WorkZone provides a robust tool and features for efficient project management. It is easy to use and adopt, and standardizes workflows using project request forms and project templates. It provides a centralized conversation area, so everyone stays on the same page, making status reviews more productive. Users enjoyed contacting the customer support team as they are very responsive to training or issues. Updates on the timeline can take longer than usual, and several users complained that it was difficult to locate things. WorkZone is open to taking suggestions and careful with adding new features. However, users want to see improvement in their dashboards and more advanced accounting functions.

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WorkflowMax, a project management software developed by a small team in New Zealand, has garnered a reputation for its innovative approach to task management. It has gained popularity among professional service businesses seeking to streamline their job and project management processes. Users frequently praise WorkflowMax for its user-friendly interface, robust features, and cost-effectiveness, making it a compelling choice for small and medium-sized businesses. The software's integration with Xero accounting software further enhances its appeal, providing a comprehensive solution for managing projects, tracking time, and invoicing clients. However, some users have expressed concerns regarding WorkflowMax's limitations. Specifically, the software's lack of integration with certain other systems and its limited support options have been points of contention. While WorkflowMax excels in core project management functionalities, its integration capabilities may not meet the needs of businesses that rely on a diverse tech stack. Additionally, users seeking extensive support resources might find the available options to be somewhat restricted. Despite these drawbacks, WorkflowMax remains a solid project management solution for businesses prioritizing ease of use, essential features, and affordability. Its intuitive interface and comprehensive project management tools make it particularly well-suited for small and medium-sized businesses that require a streamlined solution for managing their projects, tracking time, and invoicing clients, especially those already utilizing Xero's accounting software.

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