ProWorkflow

Avantages

My team uses Proworkflow to manage our web design and application build projects. It’s a great tool for seeing projects at a bird’s eye view and for keeping individual tasks on track.

Inconvénients

The communication and messaging tools could be a bit better. Not to say they are bad, but that is the weak point for me.

Avantages

Data input and how it translates to reporting. Seeing data and real-time Job progress on all levels (product production status, burn rate, profitability, etc.)How easy it is to use and figure out. If you don't know how to do something or if a feature exists, you get the answer from support in less time that you think. This system is easy to grow with.

Inconvénients

There are little things here and there that are more about my preference that I'd like to see, but does not hinder me in any way and is more about user experience. Not even worth bringing up because it may not be relevant enough to the majority. I'm too happy with the system to complain about anything, to be honest.

Avantages

ProWorkflow allows my team, and cross-department teams, to collectively manage projects and keep track of time spent and various details and assets.

Inconvénients

The communications and alerts are sometimes not incredibly intuitive. It's not a huge problem, but could benefit from slightly different styling or functionality.

Avantages

It's pretty good for timesheets, and the price is good.

Inconvénients

If your projects mostly have fixed fees and payments linked to milestones, don't pick this software. It's geared for time and expense payments only.

Avantages

I like the ease of functionality on this software. I love being able to toggle between my work and my users and the ability to categorize projects, tasks, etc. The archive function is amazing and very easy to use. The ability to communicate between customers and my staff with the software is very smooth as well. Also, the ability of my customers to respond directly in their email inbox was a game changer. In the world where everyone has a million sites and passwords to remember, they don't necessarily have to remember this one in order to do business with us. My [SENSITIVE CONTENT HIDDEN] and I also really like the reporting that is available for staff time reporting, monthly project updates, etc.

Inconvénients

I feel like the app could use work. Honestly I don't use it and my clients tend not to use it as well. It's a bit hard to navigate to specific projects and the view is a lot different than the website so it's hard to communicate with them where they need to go.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir ProWorkflow 

Pourquoi passer à ProWorkflow

Avantages

Easy to use
Easy to customise
Easy to track time and projects
Connects seamlessly with xero

I love it, I tested many demos, it has an attractive interface, accuracy, great support - this task management system gets a 9.8/10 from me :)

Inconvénients

Sadly there is no pause button on the timer

When invoices transfer to xero they keep the hourly rate - so I can't activate auto invoice reminder in xero otherwise i have to remove that rate off each task (no time for that)

Large scale project management and team communication tools could have improvements made

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Pourquoi choisir ProWorkflow 

Pourquoi passer à ProWorkflow

Avantages

This software has a perfect team integration, custom field addition and also the integration of other financial softwares. Aside from the appealing interface, I love the fact that it easily connects with zero with an excellent tracking tool.

Inconvénients

Its almost impossible to duplicate a recurrent project,I believe such should be possible knowing fully well this is a monthly project. Another issue i have which must be considered is on the purchase of full account access on each of our contractors, its not economical if we have to purchase account access for 25 contractors who seldom use the software except when needed.

Avantages

- Great support for Agile sprints, you can tell that the Agile methodology was thought of in the product's design, offering so many tools and features that enable working on sprints and other fast-paced projects.

- Nice Milestone and Kanban visualisation as well. As I said earlier, points your attention to the most important thing to note; straight to the point.

- Great value for money too.

Inconvénients

- Not great support for all invoicing scenarios; that would be useful to integrate into some projects that perhaps require follow-on funding or fractional and/or incremental payments.

- It doesn't have great support for extra-platform communication with colleagues and third parties that are outside the platform, this could be useful when interfacing with clients who may not be registered users

Alternatives envisagées 

Pourquoi passer à ProWorkflow

Avantages

Pro Work flow is a great software tool to help and business owners stay on track with projects and tasks. It also help the clients stay organized with there business.

Inconvénients

Its an over great software tool to have.

Avantages

• Support. The PWF team is the gold standard of customer service!!
• Value
• Ease-of-use
• Using the platform has broadened awareness of what it really takes to complete a project (both from a time and budget perspective)
• Ability to estimate jobs prior to work commencing
• Project templates
• Organization-wide project visibility
• Project and task visibility increases accountability because resources and deadlines are clearly articulated.
• Scalable platform

Inconvénients

• Unfortunately we cannot give all team members visibility to the reporting features due to client confidentiality reasons. It puts an extra burden on the admins to provide reports (which is totally manageable at this time) but ideally you could set reporting permissions on a client level.

Avantages

Proworkflow is simple to use and the customer service is excellent. It enables us to readily manage client engagements and individual tasks and is a great tool for recording and billing time.

Inconvénients

I think the only way of recording expected hours worked for part time and casual staff is to set any days they don't work as "out of office" or "vacation". This makes it challenging for forward managing projects against available staff time.

Avantages

ProWorkFlow has been essential for our business. It is so easy to use and keeps our projects and tasks organized and easy to manage. Our clients are onboarded easily and they like it because they can always see where their projects are at. Our employees love it because it makes it clear what they need to work on each day. We can organize tasks by priority and by the deadline. The software is so versatile and as our business processes morph over the years, ProWorkFlow morphs along with us.

Inconvénients

One thing that could be improved are adding an option to create auto-generated reports. This way we could send an automatic monthly report to our clients on all tasks/jobs completed and they can easily see what was worked on for them over the month.

Avantages

Projects. Tasks. Task Templates. Categories. Built-in Gantt chart (customers love it). Customer tracking. Build-your-own reports. Multiple ways to track time are built-in. Integration with Zapier is smooth.

Inconvénients

It integrates with Quickbooks desktop, but I didn't like how it moved over hours and rates. PWF uses a lot of hover menus to keep the interface clean, but if you don't know where to click, you'll miss functionality. The color contrast is very light for older eyes.

Avantages

This software does so much more than people realize, it is great for the entire company to use for reports, time management, billing, employee tracking.

Inconvénients

It is sometimes difficult to reach someone for support, since this company is based in another country

Avantages

Timesheets are great giving the time of day, assigned projects and notes for documentation.
Projects section is good with the budget, staff assignments and notes sections.
Invoices are easy to create.

Inconvénients

There should be an option to mark time as billed and a summary for all unbilled time by the project with the estimated billing amount for tracking. Our projects are completed over the course of a year with bi weekly billings but finding out what was and was not billed is a pain. Quickbooks online timesheets has this built in and it seems like that should be a simple add on to PWF.

Avantages

It's very intuitive and easy to use. I love the upgrade they released a while back that allows you to drag/drop the tasks in order.

Inconvénients

I feel like I could be using it even better and more efficiently than I currently am.

Avantages

Super easy to use; great customer support; great training videos and on-boarding; robust features at a reasonable price

Inconvénients

Specifically for marketing/advertising agency...a client proofing/review feature would be great, along with better asset management specific to a project/client. A more robust client portal would be great, too.

Alternatives envisagées 

Avantages

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.

Inconvénients

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.

Avantages

We enjoy being able to load a task template each month for repeating projects.
Also having multiple people able to track their time in the projects from various locations.
Being able to print reports of tasks and times inside of the projects.

Inconvénients

It is a bit "buggy" in certain browsers - ie Can't seem to be able to create a pdf (in chrome) when wanting to print a "tasks and time" report so I just "print" it and then save as pdf that way....also, unable to open new project and use template in one of the browsers (Safari I think). There is usually a workaround though.

I find the archive section a little difficult to navigate when I need to search for quite a few archived projects ie when you hit the back button it takes you out of the archive page, but perhaps I've overlooked something.

Avantages

Very easy to use
API with call
Intuitive
Flexible

Inconvénients

The ability to copy jobs
Certain issues around invoicing e.g.from a quote the invoice sometimes doesn't appear in the job
Lack of customised reports (even if a higher monthly cost)
Lack of centralized "storage" e.g. For documents that need to be emailed out with every job

Avantages

The support team and response times have been amazing.

Inconvénients

The fact that the mobile app was discontinued, and that for two years of being with the platform there doesn't look like there have been changes to support the changing needs of project management.

Avantages

I like the functionality and how intuitive it is to use. This product is robust but not overwhelming.

Inconvénients

I feel like if reports could be sent in emails automatically. Or say, when a project is 75% complete, the project manager is notified by email, that would be helpful!

Avantages

The software helps you compartmentalize if you were in experience you can search the software and it will help you launch your business. It has many features that will get you organized.

Inconvénients

Time difference for customer support. Sometimes it was difficult to get a response when we needed it.