WorkflowMax vs. inRetail Comparison


WorkflowMax Xero	inRetail Intelometry, Inc.	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products 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. 1,714 Ratings Visit Website Hubstaff Hubstaff is a time tracking software that helps teams log hours, monitor productivity, and automate payments — whether remote, hybrid, in-office, or field-based. Available on desktop, web, and mobile, Hubstaff enables employees to track time against specific tasks and projects from anywhere. Managers get built-in visibility through app and URL usage data, activity rates, and optional screenshots — all configurable by user role. Designed for global, growing and distributed teams, Hubstaff includes built-in productivity monitoring and workforce analytics to help businesses analyze how time is spent, identify inefficiencies, and improve performance — without micromanagement. 3,995 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX! 35 Ratings Visit Website Premier Construction Software Premier Construction Software is a global, AI-powered construction ERP that helps growing general contractors control job costs, cash flow, and risk across every project in one easy-to-use cloud platform. Replace disconnected accounting, project management, and field tools with a single source of truth for WIP, change orders, and forecasting, so your team can shorten billing cycles and keep margins on track. How we're different: • Built for general contractors, owners, and land developers managing multi-project, multi-entity portfolios. • Advanced construction accounting with detailed job costing, real-time WIP reporting, and cash-flow forecasting to spot issues before they hit the P&L. • Project and field management with RFIs, subcontracts, drawings, and change orders tied directly to the budget and schedule. • Automated billing, approvals, and payroll to reduce manual entry and speed up collections. • Unlimited entities, consolidated reporting, and role-based dashboards. 404 Ratings Visit Website Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. 39 Ratings Visit Website Zoho Projects Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices. 1,889 Ratings Visit Website Project Insight Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. 122 Ratings Visit Website Lawmatics Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts. Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue! Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks. Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients. 289 Ratings Visit Website Mitti (by SafetyCulture) Mitti (by SafetyCulture) is the operations system for every site, shift and standard. Trusted by over 80,000 organisations, Mitti brings your people, training records and workflows into one operating picture. From the frontline to the boardroom, it gives everyone a clear understanding of who's trained and ready for the shift ahead, highlights what needs attention and recommends what to do next. Every course completed, skill verified and action taken becomes intelligence your teams can use to improve every day. 648 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 57 Ratings Visit Website
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 Founded in 2003, Intelometry, Inc. is a Technology and Consulting Services Company that specializes in retail electricity and natural gas market operations. Intelometry clients consist of retail energy suppliers, large energy users and user groups, and consulting firms located across the continental U.S. Intelometry’s product lines and offerings fall into three primary categories including: • Retail energy transactional software developed and supported by Intelometry for use by retail energy suppliers, energy brokers, and large end users • Consulting services specializing in retail energy market operations, regulatory matters and new market entry • Production and distribution of retail energy data critical to market operations and analysis Key Intelometry staff have held senior management roles in prominent energy companies and consulting firms. This real world experience affords our team a high level of credibility and insight when working with our clients.
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 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 Companies searching for a solution to manage retail electricity and natural gas market operations
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $33/month Free Version Not Supported Free Trial Supported	Pricing Pricing is dependent on a number of factors, including, but not limited to, software footprint, markets/utilities covered, and implementation nuances. Free Version Not 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 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
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 Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Supported
Company Information Xero Founded: 2007 New Zealand www.workflowmax.com	Company Information Intelometry, Inc. Founded: 2003 United States www.intelometry.com/applications/inretail-energy-transaction-suite/
Alternatives Scoro	Alternatives Optima Optima Energy Systems
JGID	Energy Hippo EEM Suite Energy Hippo
Zigaflow	EnergyWitness Interval Data Systems
BigTime BigTime Software	EnergyVIEW SystemView
MinuteDock View All	Kinetiq View All
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	Categories Accounts Receivable Supported Billing and Invoicing Supported Business Intelligence Supported Contract Management Supported Energy Management Supported Pricing Optimization Supported Product Configurator Supported Proposal Management Supported Quoting Supported Sales Enablement Supported Utility Billing 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 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 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	Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Not Supported Online Invoicing Not Supported Online Payments Not Supported Payment Processing Supported Project Billing Not Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Supported Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Not 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 Not 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 Not Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Show More Features Accounts Receivable Features ACH Payment Processing Not Supported Billing & Invoicing Supported Check Processing Not Supported Collections Management Not Supported Online Payment Processing Not Supported Overpayment Processing Supported Partial Payments Supported Receivables Ledger Not Supported Recurring Billing Supported Business Intelligence Features Ad Hoc Reports Supported Benchmarking Not Supported Budgeting & Forecasting Not Supported Dashboard Not Supported Data Analysis Not Supported Key Performance Indicators Not Supported Natural Language Generation (NLG) Not Supported Performance Metrics Not Supported Predictive Analytics Not Supported Profitability Analysis Not Supported Strategic Planning Not Supported Trend / Problem Indicators Not Supported Visual Analytics Not Supported Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Not Supported Compliance Tracking Not Supported Contract Lifecycle Management Supported Electronic Signature Supported Full Text Search Not Supported Government Contracts Not Supported Pre-built Templates Supported Sell Side (Customers) Not Supported Specialty Contracts Not Supported Version Control Not Supported Workflow Management Supported Energy Management Features Benchmarking Supported Bill Audit Supported Bill Database Supported Bill Importing Supported Budgeting & Forecasting Supported Compliance Management Not Supported Contract Management Supported Cost / Use Reporting Supported Emissions Monitoring Not Supported Energy Price Analysis Supported Facility Scheduling Not Supported Greenhouse Gas Tracking Not Supported Load Control Not Supported Load Forecasting Supported Meter Tracking Supported Risk Management Supported Weather Normalization Supported Pricing Optimization Features Channel Analysis Supported Competing Product Analysis Not Supported Forecasting Supported Market Analysis Not Supported Multi-Store Management Not Supported Price List Management Supported Price Optimization Automation Supported Pricing Analytics Supported Profitability Analysis Not Supported Scenario Planning Supported Product Configurator Features 2D Drawing Not Supported 3D Modeling Not Supported Analysis & Constraints Not Supported Custom Pricing Options Supported eCommerce Not Supported Inventory Management Not Supported Recommendation Engine Not Supported Sales Enablement Features Collaboration Not Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Not Supported Meeting Management Not Supported Performance Management Not Supported Presentation Management Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Utility Billing Features Account Management Supported ACH Payment Processing Supported Billing & Invoicing Supported Cable Not Supported Collections Management Supported Customer Management Supported Electricity Supported Meter Management Supported Metered Billing Supported Move In / Move Out Supported Natural Gas Supported Non-Metered Billing Supported Online Payment Processing Supported Penalty / Cut-Off Processing Supported Rate Management Supported Service Call Management Not Supported Trash Not Supported Water Not Supported Work Order Management Not Supported
Integrations Acterys Supported Bookkeeper360 Supported Box Supported Causal Supported Deputy Supported Dropbox Supported Exsalerate CRM Supported Freshdesk Supported Freshservice Supported G-Accon Supported Lyftrondata Supported MYOB Supported Oncord Supported PayHero Supported Runn Supported Shift Supported Teamstack Supported Time Doctor Supported WebRezPro Supported Xero Supported Show More Integrations View All 32 Integrations	Integrations Acterys Not Supported Bookkeeper360 Not Supported Box Not Supported Causal Not Supported Deputy Not Supported Dropbox Not Supported Exsalerate CRM Not Supported Freshdesk Not Supported Freshservice Not Supported G-Accon Not Supported Lyftrondata Not Supported MYOB Not Supported Oncord Not Supported PayHero Not Supported Runn Not Supported Shift Not Supported Teamstack Not Supported Time Doctor Not Supported WebRezPro Not Supported Xero Not Supported Show More Integrations
Claim WorkflowMax and update features and information Claim WorkflowMax and update features and information	Claim inRetail and update features and information Claim inRetail and update features and information