Jetbuilt vs. WorkflowMax Comparison


Jetbuilt	WorkflowMax Xero	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products Expedience Software EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required. 34 Ratings Visit Website optivalue.ai Sovereign AI that turns every answer into lasting expertise. Optivalue.ai helps large organizations build resilience in an increasingly complex environment: regulations piling up, audits tightening, senior expertise walking out the door. Our approach: • 89 Domain-Specific Language Models (DSLMs) — specialized by industry & function, not a generic LLM • Confidence score 0-100 on every answer • Ability to say "I don't know" rather than hallucinate • Strict sourcing: document + page + timestamp Our three pillars of trust: → Precision & epistemic lucidity (right answer, or no answer) → Traceability (every claim is defensible) → Confidentiality (your data never leaves — on-premise or sovereign cloud) At every interaction, your knowledge base grows. Expertise compounds. Your organization becomes more resilient. Trusted by: L'Oréal, Stellantis, Thales Alenia Space, Exaion (EDF Group), Equans, Mango Award: European Digital Sovereignty Prize 2026 (AI Category) 4 Ratings Visit Website P3Source Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind. 16 Ratings Visit Website Pylon Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM. 33 Ratings Visit Website Buildxact Buildxact is an easy-to-use construction management and estimating platform built for residential builders and remodelers. From takeoffs to quoting to scheduling, streamline your entire workflow in one cloud-based tool. Now featuring Blu, your AI-powered digital assistant trained on real residential projects. Blu helps you quote faster, avoid errors, and work hands-free using natural language. Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site. 264 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. 1,729 Ratings Visit Website Total ETO Total ETO is the only fully web-based ERP/ MRP system for Engineer To Order manufacturers. Our software solves the common problems Custom Machine Builders face, so they can increase efficiency, accuracy, and profitability. -Our 2-way native CAD integration with SolidWorks and Inventor saves time and money throughout the organization, especially in engineering. Spreadsheets and double entries are eliminated, so your designers can spend more time designing! -Parts can be released to procurement in stages, including long-lead components. This keeps your projects on time and on budget. -Sales will be able to estimate projects with precision and ease, thanks to the data Total ETO collects and organizes. -Empower management with real-time info by tracking project workflow. You'll see job costing and other reporting metrics at all stages of a project. 46 Ratings Visit Website KonstructIQ KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow. 7 Ratings Visit Website Project Insight Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders. 122 Ratings Visit Website AlsoThere AlsoThere is a turnkey transactional infrastructure that unbundles commercial capabilities from legal incorporation. Built for B2B SaaS and ISVs, we act as your localized operational backbone, enabling parallel GTM deployment across 43 countries (US, EU, LATAM) in under 48 hours. Rapid Deployment: Achieve legal commercial presence in 48h, converting expansion from high-risk CAPEX to an agile OPEX model.Native capability to issue tax-compliant local invoices and execute multi-currency consolidations for enterprise nodes. Compliance-as-a-Service: We comply with local tax, legal, and regulatory frameworks entirely. AlsoThere seamlessly integrates into your channel strategies. We act as your specialized transactional infrastructure allowing you to bypass legacy generalist resellers and maintain 100% customer control. Powered by eSource Capital Group (20 years cross-border expertise) with over US$250M+ successfully processed for third-party enterprise clients. 1 Rating Visit Website
About Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.	About If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported
Audience Companies searching for a solution to remotely collaborate with their team	Audience Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $62.00/month/user Free Version Not Supported Free Trial Supported	Pricing $33/month Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 1.0 / 5 ease 4.0 / 5 features 2.0 / 5 design 1.0 / 5 support 1.0 / 5 Read all reviews	Reviews/Ratings Overall 4.5 / 5 ease 5.0 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
Pros & Cons from Real Users Pros Very basic project management software. At first the price was good but they raised it less than a month after we signed up. Cons From the start it looks to be good software but once you start using it you realize it is very clunky and they have a lot of work to do. Every suggestion it seems they write down and then toss away. The designer portion of the software is similar to using “paint.” Also, they raised the price on us a month after signing up. My last issue they still haven’t replied to.	Pros & Cons from Real Users Pros The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless. It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration. Cons The software could use a bit of an upgrade on the timeline features for overall project management dashboard. It worked great for me. Nothing to share about cons.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Jetbuilt Founded: 2014 United States Jetbuilt.com	Company Information Xero Founded: 2007 New Zealand www.workflowmax.com
Alternatives PSQuote CLD Partners	Alternatives Scoro
QuoteRobot.com QuoteRobot	JGID
Roadbase	Zigaflow
Ascend Mindbox Studios	BigTime BigTime Software
ProjectMark View All	Cyanic Job Book Cyanic Automation View All
Categories Proposal Management Supported Quoting Supported RFP Supported	Categories Architecture Supported Billing and Invoicing Supported Construction Management Supported Job Costing Supported Legal Time Tracking Supported Project Management Supported Proposal Management Supported Quoting Supported Subcontractor Supported Time and Expense Supported Time Tracking Supported Workflow Management Supported
Proposal Management Features Automatic Formatting Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Supported Pipeline Management Supported Requirements Management Supported Revision Management Supported RFP Management Supported Task Management Supported Templates Supported Version Control Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Show More Features RFP Features Bid Management Supported Collaboration Supported Content Management Supported Data Import / Export Supported Due Date Tracking Supported Knowledge Library Supported Progress Tracking Supported Requirements Management Supported RFP Creation Supported RFP Responding Supported Task Management Supported Templates Supported Vendor Management Supported	Proposal Management Features Automatic Formatting Not Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Not Supported Document Management Supported Electronic Signature Not Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Not Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Not Supported Product Configurator Not Supported Proposal Management Supported Show More Features Architecture Features 2D Drawing Not Supported 3D Modeling Not Supported Bills of material Supported BIM Modeling Not Supported Building Information Modeling Supported Client Management Supported Contact Management Supported Contract Management Supported Document Management Supported Drafting Not Supported Manufacturing Design Data Not Supported Presentation Tools Supported Project Management Supported Proposal Management Supported Quotes/Proposals Supported Visualization / Presentation Not Supported Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Supported Online Invoicing Supported Online Payments Not Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Supported Construction Management Features Accounting Integration Not Supported Budget Tracking/Job Costing Supported Change Orders Not Supported Commercial Not Supported Contract Management Supported Contractors Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Not Supported Mobile Access Supported Offline Access Supported Residential Not Supported RFI & Submittals Not Supported Subcontractor Management Not Supported Timesheets Supported Job Costing Features Bills of Material Supported Budgeting & Forecasting Not Supported Change Orders Not Supported Cost-to-Completion Tracking Not Supported Invoice Management Supported Overrun Reporting Not Supported Percent-Complete Tracking Supported Production Cost Tracking Supported Purchase Order Management Supported Quotes / Estimates Supported Time Tracking Supported Work Order Management Not Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Not Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Time Tracking Features Automatic Time Capture Supported Billable & Non-Billable Hours Supported Billing & Invoicing Supported Employee Database Supported Expense Tracking Supported Mobile Time Tracking Supported Multiple Billing Rates Supported Offline Time Tracking Not Supported Online Time Tracking Supported Overtime Calculation Not Supported Time per Project Reporting Supported Timesheet Management Supported Vacation / Leave Tracking Not Supported Time and Expense Features Activity Tracking Supported Billable Hours Tracking Supported Billing Rate Management Supported Expense Tracking Supported Invoice Processing Supported Multiple Billing Rates Supported Project Tracking Supported Reimbursement Management Not Supported Time Tracking by Client Supported Time Tracking by Project Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Not Supported Customizable Dashboard Supported Document Management Supported Forms Management Not Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations Acterys Not Supported Bookkeeper360 Not Supported Docusign Supported Google Drive Not Supported Google Sheets Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported Lyftrondata Not Supported MYOB Not Supported MindCloud Supported Oncord Not Supported PayHero Not Supported QuickBooks Online Supported Sage BusinessWorks Supported Teamstack Not Supported TheHouseMonk Not Supported Woo Supported Xero Not Supported Zendesk Not Supported Show More Integrations View All 10 Integrations	Integrations Acterys Supported Bookkeeper360 Supported Docusign Not Supported Google Drive Supported Google Sheets Not Supported HubSpot CRM Supported HubSpot Customer Platform Supported Lyftrondata Supported MYOB Supported MindCloud Not Supported Oncord Supported PayHero Supported QuickBooks Online Not Supported Sage BusinessWorks Not Supported Teamstack Supported TheHouseMonk Supported Woo Not Supported Xero Supported Zendesk Supported Show More Integrations View All 32 Integrations
Claim Jetbuilt and update features and information Claim Jetbuilt and update features and information	Claim WorkflowMax and update features and information Claim WorkflowMax and update features and information