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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.

About

Worksection is an all-in-one project management platform that replaces five separate tools — a task manager, planner, time tracker, work chat, and file storage — with one system on a single per-user price. Built for teams of 5 to 50+ — agencies, IT, consulting, manufacturing, and construction — especially teams that bill clients by the hour. Manage tasks and subtasks, plan with Gantt charts, Kanban boards and a calendar, track time with hourly rates for client billing, discuss work inside each task, and keep files where they belong. Reports and dashboards turn project data into decisions. Unlike tools that sell time tracking and client billing as paid add-ons, both are built in. Free for teams up to 5 users. Worksection has been doing this since 2008 — GDPR and ISO 27001 certified, available in 11 languages.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

Audience

Marketing agencies, design studios, software developers, law firms, architectural offices and other businesses which sells services billed by the hour

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$33/month
Free Version Not Supported
Free Trial Supported

Pricing

$5/user/month
Per-user pricing. Free for up to 5 users. Paid plans: Basic $5, Business $10, Premium $15 per user/month. Annual billing -25%, 2-year -30%.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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.

Pros & Cons from Real Users

Pros

  • - Less hunting, more doing - Nothing gets lost in chat - Easy to pick up where you left off - Clear priorities at a glance - The whole task history stays together - Fewer “Where is that file?” moments
  • Organized workflows, all delivery information in one place, quick status tracking, clear task allocation, time savings, less back-and-forth in messengers, easy delay tracking, team visibility, practical for small teams.
  • - Easy to use - Everything in one place - Easy project management - Organization and structure Improved efficiency
  • Easy task management, deadline tracking, clear project progress, built-in time tracker, client access, fewer client messages, discussions within tasks, files stored within tasks, streamlined workflows, less mental load, time savings.
  • • Easy to use from day one • Complete transparency across all workflows • Built-in time tracking you can trust •Maximum focus with task-based communication

Cons

  • It takes some time to get used to all the features and workflow.
  • Some settings take time to figure out, the mobile version could be more convenient, a slight learning curve.
  • We’re still discovering all the possibilities the platform has to offer
  • Limited notification customization, some features take time to get used to, the mobile version could be more convenient, sometimes there's too much information on one screen, more automation options would be helpful, and not all features are equally intuitive.
  • So far, my experience has been entirely positive, and I haven't noticed any issues worth mentioning.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Xero
Founded: 2007
New Zealand
www.workflowmax.com

Company Information

Worksection
Founded: 2008
Kyiv, Ukraine
worksection.com

Alternatives

Alternatives

BigTime

BigTime

BigTime Software
BigTime

BigTime

BigTime Software
Cyanic Job Book

Cyanic Job Book

Cyanic Automation

Categories

Architecture Supported
Job Costing Supported
Project Management Supported
Quoting Supported
Subcontractor Supported
Time and Expense Supported
Time Tracking Supported

Categories

Collaboration Supported
Gantt Chart Supported
Process Mapping Supported
Project Management Supported
Time and Expense Supported
Time Tracking 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

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

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

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

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 Not 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 Not Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking 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

Collaboration Features

Brainstorming Not Supported
Calendar Management Not Supported
Chat / Messaging Not Supported
Contact Management Not Supported
Content Management Not Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Not Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Supported
Color Coding Supported
Dependency Tracking Supported
Drag & Drop Not Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

Integrations

Time Doctor Supported
Bookkeeper360 Supported
Box Supported
Deputy Supported
Exsalerate CRM Supported
Freshdesk Supported
Freshservice Supported
Google Drive Supported
HubSpot Marketing Hub Supported
Lyftrondata Supported
MYOB Supported
Oncord Supported
PayHero Supported
Peaka Supported
Runn Supported
Salesforce Supported
SaveMyLeads Not Supported
StarfishETL Supported
TheHouseMonk Supported
Xero Supported

Integrations

Time Doctor Supported
Bookkeeper360 Not Supported
Box Not Supported
Deputy Not Supported
Exsalerate CRM Not Supported
Freshdesk Not Supported
Freshservice Not Supported
Google Drive Not Supported
HubSpot Marketing Hub Not Supported
Lyftrondata Not Supported
MYOB Not Supported
Oncord Not Supported
PayHero Not Supported
Peaka Not Supported
Runn Not Supported
Salesforce Not Supported
SaveMyLeads Supported
StarfishETL Not Supported
TheHouseMonk Not Supported
Xero Not Supported
Claim WorkflowMax and update features and information
Claim WorkflowMax and update features and information
Claim Worksection and update features and information
Claim Worksection and update features and information