ProWorkflow

Vorteile

Ability to organize projects any time from anywhere and delegate tasks effectively.

Nachteile

Xero integration could be improved. It's not possible to make any changes to an invoice after it is sent to Xero. It would also be great to be able to categorize line items into Xero's revenue accounts directly from PWF. Also, I find it takes too long to just add a quick task to a project while on the phone with a client — I always end up keeping notes in a text file because it's faster/easier, and then creating tasks in PWF later when I have more time.

Vorteile

Proworkflow requires minimal effort to stay on top of your business. I think the importance of this gets overlooked too often. Setting Quotes and invoices are minutes at most, and setting projects and adding tasks can be done on the fly with little investment of your time. You can see the impact on resources scheduling before you even finish setting up your planning your tasks. I don't have enough words how valuable of a tool this has been without scrambling our brains to operate.

Nachteile

If you need a more sophisticated system for proposals and invoices Proworkflow is not there. It will give you just enough flexibility to customize a quote and send your invoices to quickbooks/Xero directly from a quote or proposal. But if you need quote/proposal templates for multi page terms and conditions, and percentage invoicing or progress billing, be prepared to do these manually.

In Betracht gezogene Alternativen

Avaza, Kantata, ActiveCollab und Teamwork

Warum ProWorkflow gewählt wurde

Bqe had too many steps to start a project for our fast paced architectural busoness. We are a small firm, so we will not have a full time person dedicated to managing the system. We just needed to take changes that are thrown our way and get it into the project management system fast and capture all the time, and progress. Quotes should be able to get done in minutes to get a small project signed off on.

Gründe für den Wechsel zu ProWorkflow

Proworkflow had the least amount of on-boarding required while having the most features. Their support team was great at teaching us how to use it, at no cost.

Vorteile

We evaluated a lot of platforms and ultimately selected ProWorkFlow. We have been with the platform for over five years so it has worked solidly enough to continue on with it. It's functionality covers the basics and yet has some customization built into it. The best feature is the search function for finding archived projects.

The support team is excellent.

Nachteile

ProWorkFlow has been really slow to roll out new features. In many ways it feels like the platform was left behind by other more progressive platforms. The two biggest cons of the platform is that it is difficult for people to enter time sheets - ProWorkFlow has tried to provide lots of options for doing so but in the end it is overwhelming for employees to find a specific project and a specific task and then log their time. The second issue is that once you build schedules you can't export them in a client ready/friendly version with certain tasks hidden and all of it formatted nicely. We find ourselves rebuilding schedules in Excel for every project.

Vorteile

Simple but robust, does everything we need from time tracking, project/task management and assignment to invoicing

Nachteile

Might not have been the coolest looking option to start with but has gotten steadily better, but regardless, the functionality is the key and it doesn't disappoint

Vorteile

I've been a subscriber since 2011.
In the last years the number of new functions skyrocketed.
I love that we can add custom fields, it is really helpful.
I am also happy with the quote and invoice module, the Xero integration is crucial for us.
I can't imagine my company without PWF.

Nachteile

Possible improvements:
- direct email import to projects
- a bit more fancy Fixed Cost Items list editor
- thumbnails for the pictures