ProWorkflow

Benefits:

Variety of ways of tracking time (from pre-planning the day or week to tracking as you work) Mobile app as well as other online apps work well. Project planning and allocating time for tasks are great to analyzing how much time to allow for projects and tasks. Templates for tasks / workflows makes it easy to plan out projects. Integration with Google maps is very handy when traveling to client's homes or project sites. Integrates well with Xero, after company is manually added into Xero (see con below), for sending over invoices and keeping track of invoice payments.

Drawbacks:

I like knowing what features / improvements are in the works for software / online tools I use. With PWF there really isn't a way of knowing what's in the planning stage from the developers. Xero integration would be better if we could import companies / contacts into Xero rather than having to add to Xero manually. Events would work better if they would show on task lists. Currently the only place to see them is on the calendar view.

In sum:

We are still learning to take advantage of all the valuable tools PWF offers for project planning and time management. The tools we are using have helped us realize the actually amount of time we should be allocating for different project types as well as keeping tasks / projects slipping through the cracks.

Benefits:

Ease of use - organization, etc.

Drawbacks:

There are 2-3 things we struggle with: 1) there is not a real space to keep client information , we are web development company and need logins and other areas of reference that cannot easily be located. Sort of a bummer that we have a workaround for, but the larger we get the more unlikely it will be a good solution. 2) the inability to create & link "Tasks" single tasks to a client - we often have trouble tickets where we don't need a full project but do need the documentation of work being being and completed, we haven't figured out a good solution for this and hope SOON you have something to offer. We have the Maintenance or General task but it doesn't link to the client from what we can find anywhere. 3) a wishlist item, storage space - although we use the cloud we don't have a universal network of our files there - so each person will need to add files to tasks, projects they it is something that isn't an issue now, but can be in the near future.

In sum:

The support staff is amazing! They reply quickly and with solutions to anything we have needed so far.

Benefits:

I've been using PWF for a year now and see there is potential for this to be a convenient, easy to use tool once development improvements have been implemented. The support staff are friendly and provide assistance where possible. The software enables us to pay per user and grants multiple users to access the platform with individually allocated access rights, allowing us to set security levels pending the role of the user and adjust our monthly payments pending the number of consultants we currently have on board. You are able to live track time which is helpful for our consultants in allocating to billable projects. Review of time entered and staff workload is also a useful function.

Drawbacks:

I feel this software is still in its developmental stage and has a lot of improvements to be implemented. For example, integration with MYOB is poor and non usable, invoicing fields need expanding (ie choice of PO or street address, ABN field for recipient, etc), templates and emailing tools are very basic and limited, contact listings are restrictive and missing vital fields (ie ABN, PO Box, etc) or requiring double handling (ie single contacts need to be connected to a non existent company, for example where no company is applicable you have to create fake one to connect them contact to), reports need to have more functionality and retrospective time reports come up with errors in date ranges making data inaccurate, add/edit tasks need further options such as sort functions, window resizing/positioning needs to be added, pro bono projects cannot be marked as non billable unless you tick them off as "invoiced" (which is incorrect and misleading). These are just a few of the issues we have recently been struggling with.

In sum:

Whilst PWF has potential and I'm sure the intention to rectify and further develop the software is there, in it's current format it does not meet our business needs, requiring us to use external software sitting outside of PWF's functionality. It appears to be set up for a niche market and would do well to expand its capabilities to provide fuller functionality for all clients.

Benefits:

The customization is unmatched. You can really make this exactly what you need it to be. I have a very creative and visual brain but need to stay organized. This allows me to create what works best for my brain and has changed the game for onboarding clients, running projects and much more. I now come across like a type-a CEO.

Drawbacks:

I wish there was more automation. That would be really great. I had tried out dubsado for this, but it is a really crap product in comparison. It automates and love the templates they had, but when it came to project management, there's no comparison.

In sum:

I've been a customer for many years. I feel like a value to the company with the communication I get from you guys and support. I love how you take feedback and actually make your product better based on our suggestions. It makes me feel like I'm a part of building this great software.

Benefits:

ProWorkFlow keeps me organized. It helps me to track the progress of a project and the time spent on that project.

Drawbacks:

I don't really have anything that I don't like. I feel like there is so much functionality that it can do that I don't utilize. I wish I knew more about how the product works. Maybe offer some more tutorials?

In sum:

I chose ProWorkFlow when I was with a previous company. I knew when I started my own company that THIS was going to be the software I was going to use. No doubt in my mind.

Benefits:

I've been using ProWorkFlow for many years now and find the ease of use, as well and the invoicing and quoting management massive time savers. I like how it is perfect for this industry, whether you're a one man band or a large agency.

Drawbacks:

It does tend to lack some flexibility in the layout, and I'd love to see an App version. the mobile version isn't that great.

In sum:

I'm extremely happy with ProWorkFlow. It makes taste such as invoicing and quoting effortless and fast, and in terms of job management, no matter how busy I am it makes my workload manageable.

Benefits:

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.

Drawbacks:

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

In sum:

PWF is the most important management tool in our company.

Benefits:

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

Drawbacks:

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.

In sum:

So much easier to make sure all time is billed. I love when myself and staff can fill a solid day with tracked time - lets me know nothing has been left on the table before billing. Capturing all of the time we spend on projects pays for the monthly PWF licence many times over. We are simply more profitable with this tool.

Benefits:

This program is the easiest system and most comprehensive we have utilised to manage ministry of health funding requests with Enable NZ, being able to attach and follow the flow of reports and information is great.

Drawbacks:

I am a user of this software, it is frustrating that when EMS advisors at Enable NZ are finished with a client it removes the client from the system for me. I would be working with a client and checking updates and using the information to help manage the patients equipment or housing alterations, and then it would disappear.

In sum:

I am able to have all of my patients information on equipment and housing modifications all in one place.

Benefits:

It gives you the ability to get pretty detailed on your tasks if you want to. It allows you to see all the projects next to their due date on one screen. Tasks can be arranged with specific headings so that tasks can be grouped in separate categories all within one project.

Drawbacks:

The mobile app felt useless to me (granted, the last time I tried was over a year ago). The app only allowed you to see tasks that you're specifically assigned to in a project. This doesn't help the manager of a department who needs to see the status of all projects. The software as a whole is not intuitive. Once you've spent time playing around with PWF and creating many projects you have a better grasp of the core functionality, but I feel it takes too long to get to that point.

In sum:

I'm the marketing director for my company and proworkflow has helped my small marketing team stay on track. I have 3 licenses for this. So for the money, PWF delivers a good amount!