Benefits | WorkflowMax

Some of the more obvious benefits of using WorkflowMax are self evident. As
soon as any of our customers spend time using the solution they quickly realise
the benefits of having a very simple and effective tool available to track
their jobs and projects wherever they need it. Being web-based has significant
advantages.

Often when demonstrating the product to different people within an
organization, individuals want to know how Max will benefit them personally.
With that in mind I've put together a few key benefits that the people in the
roles highlighted below will enjoy when they adopt WorkflowMax as the tool to
manage the work at the coalface.

Management

• At a glance status and profit analysis of each job
• Comprehensive reporting making business trends obvious, allowing for improved
  operational efficiency
• Accurate financial information for forecasting and decision-making
• A job-centric interface providing access to all specific project information
  from costs and employee timesheets to job related document attachments.

Account Management

• CRM functionality in terms of client contact details, contact database, notes
  and reminders
• Meeting or call reports viewable via both client and job
• Access to a jobs current status
• Access to a history of work completed for individual clients, including
  attachments and PDFs. In the event where similar jobs are requested, the
  historical details can be cloned easily into a new job and estimate
• Quoting/Estimating process is flexible yet powerful, including a full revision
  history of each quote produced for each job
• Current times against each job can be viewed at a glance to ensure that cost
  overruns are minimized where possible
• Templated job types, with standardized tasks and time estimates for each job
  type allow for efficient and accurate job estimates/quotes.

Production

• Access to a central job information repository, detailing the exact
  requirements of the job, including estimated times, additional job notes, call
  reports and deadlines
• View the status of all current jobs instantaneously
• Graphical timeline illustrating how each job is progressing with regards its
  expected delivery dates
• Track time against each specific job task
• Upload and view attachments to the job for greater job clarity
• At a glance reporting on employee and job timesheets

Financial

• The quoting process is flexible and robust, inheriting the tasks created for
  each job and any fixed costs
• Markups can be adjusted for each individual task
• All timesheets are collated together and there is an interfaces to various
  payroll systems - reducing timesheet calculation overhead
• Invoices can be generated from the quote directly or from time and materials
• Invoices can be partly issued - Max will take care of the hours that are still
  to be billed
• Interfaces through to all leading accounting systems ensures no double entry
  and accurate 'at source' data capture