ADVANTAGE vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ADVANTAGE
Score 2.1 out of 10
N/A
ADVANTAGE is a construction and estimation software offering from HomeTech Information Systems.N/A
WorkflowMax
Score 9.2 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
ADVANTAGEWorkflowMax
Editions & Modules
No answers on this topic
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
ADVANTAGEWorkflowMax
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ADVANTAGEWorkflowMax
Considered Both Products
ADVANTAGE
Chose ADVANTAGE
We only use Advantage for time tracking and billing, which Wrike provides but does not organize in the best way. Wrike, however, is far superior when it comes to a project management system and has much more flexibility in how to use the system.

I would say that Salesforce is …
Chose ADVANTAGE
We have also used BidClips. I find that Advantage gave us more flexibility with custom estimates & report tracking.
Chose ADVANTAGE
I was not a member of the team that made the decision about whether to use Advantage, so I can't provide this level of context. I can say that I've evaluated other solutions in the past and Advantage is a far more robust product than any of the others. As a user, I can say that …
WorkflowMax
Chose WorkflowMax
It was overwhelming to configure ConnectWise Manage and was pricey compared to WorkflowMax, which was well embraced by all our employees.
Chose WorkflowMax
I think workflowmax does a little more than Thomson Reuters workflow because they have the additional feature of employee tracking for payroll use. Thomson Reuters does a good job at getting a project from start to finish, but workflowmax gives better reports and allows more …
Chose WorkflowMax
Loan Assistant is a virtual business, entirely operated in the cloud. We do not have an office. Team members are located in diverse locations such as Munich, Canada and Sri Lanka as well as various locations in Australia. WorkflowMax is what ties us together. The fact that the …
Chose WorkflowMax
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
Chose WorkflowMax
I made comparisons with two Legal Practice Management systems, InfinityLaw and OneLaw. These systems were more expensive and had functionality/modules which we did not require. I am experienced with WorkflowMax so that was a key factor, along with pricing. I also felt it was …
Chose WorkflowMax
It's been so many years now I don't remember. I haven't needed to look anywhere else. I'm happy with WorkflowMax.
Chose WorkflowMax
Not as easily configured for the architecture and design field.
Chose WorkflowMax
I chose WorkflowMax because it seamlessly integrated with my accounting system Xero
Chose WorkflowMax
We tried a couple of solutions before settling on WorkflowMax, we chose WorkflowMax for as it did what we needed without being over complicated.

Chose WorkflowMax
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we …
Chose WorkflowMax
WorkflowMax was the first program I evaluated and it suited our business from the word go. There was no need to look elsewhere.
Chose WorkflowMax
Archioffice is clunky by comparison and quite regimented in what you can do or not. WorkflowMax offers quite a high degree of flexibility by comparison. Neither offers perfect graphics for invoice presentation (yet) whereas WorkflowMax's is quite acceptable or presentable. AO …
Chose WorkflowMax
I didn't get an option in the menu above for JobBag which was the previous system we used. My IT/production manager heard of WorkflowMax and invited the team to do a presentation. JobBag was not fulfilling our needs and we also wanted to move to a cloud-based system which could …
Chose WorkflowMax
I have only used Synergy and whilst this is good, the cost of Synergy was far too great for my practice.
Chose WorkflowMax
We trialed several time tracking options, WorkflowMax won as it was the most feature rich, allowed us to take up additional users as our business grew and plugs directly into Xero, allowing for a reduction in number of hours spent in the land of accounting.
Chose WorkflowMax
The previous programs I used are not listed. But having had to use two different programs to store client data and one for doing the quoting and invoicing was very time consuming. Client details and job details needed to be recorded in both programs, so multiple entries of data …
Chose WorkflowMax
In terms of CRM I always found Capsule to be clunky and difficult to use. WorkflowMax makes it easy for me to gather all the relevant info about our clients in one place with the document manager and also the custom fields that we can add in. I have been able to analyse where …
Chose WorkflowMax
More comprehensive than both of the above - better reporting, more flexible, better customisation.
Features
ADVANTAGEWorkflowMax
Human Resource Management
Comparison of Human Resource Management features of Product A and Product B
ADVANTAGE
7.0
Ratings
9% below category average
WorkflowMax
-
Ratings
Employee demographic data9.00 Ratings00 Ratings
Employment history5.00 Ratings00 Ratings
Job profiles and administration2.00 Ratings00 Ratings
Workflow for transfers, promotions, pay raises, etc.10.00 Ratings00 Ratings
Organization and location management9.00 Ratings00 Ratings
Payroll Management
Comparison of Payroll Management features of Product A and Product B
ADVANTAGE
8.0
Ratings
5% above category average
WorkflowMax
-
Ratings
Pay calculation10.00 Ratings00 Ratings
Support for external payroll vendors6.00 Ratings00 Ratings
Salary revision and increment management9.00 Ratings00 Ratings
Reimbursement management7.00 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
ADVANTAGE
2.3
Ratings
107% below category average
WorkflowMax
-
Ratings
Dashboards2.00 Ratings00 Ratings
Standard reports2.00 Ratings00 Ratings
Custom reports2.00 Ratings00 Ratings
Data exportability3.00 Ratings00 Ratings
Construction Project & Field Management
Comparison of Construction Project & Field Management features of Product A and Product B
ADVANTAGE
5.8
Ratings
26% below category average
WorkflowMax
-
Ratings
Plan distribution & viewing9.00 Ratings00 Ratings
Plan markups & sharing8.00 Ratings00 Ratings
Issue tracking & punchlists2.00 Ratings00 Ratings
Photo documentation2.00 Ratings00 Ratings
Jobsite reports4.00 Ratings00 Ratings
Document sharing2.00 Ratings00 Ratings
RFI tools9.00 Ratings00 Ratings
Collaboration & approvals6.00 Ratings00 Ratings
As-built drawings10.00 Ratings00 Ratings
Mobile app10.00 Ratings00 Ratings
Submittal design and management8.00 Ratings00 Ratings
Checklists4.00 Ratings00 Ratings
Specifications3.00 Ratings00 Ratings
Change orders4.00 Ratings00 Ratings
Estimating
Comparison of Estimating features of Product A and Product B
ADVANTAGE
6.0
Ratings
29% below category average
WorkflowMax
-
Ratings
Takeoff tools7.00 Ratings00 Ratings
Job costing5.00 Ratings00 Ratings
Cost databases10.00 Ratings00 Ratings
Cost calculator5.00 Ratings00 Ratings
Bid creation3.00 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
ADVANTAGE
-
Ratings
WorkflowMax
9.3
Ratings
19% above category average
Task Management00 Ratings9.50 Ratings
Resource Management00 Ratings9.50 Ratings
Gantt Charts00 Ratings9.20 Ratings
Scheduling00 Ratings9.40 Ratings
Workflow Automation00 Ratings9.50 Ratings
Team Collaboration00 Ratings9.50 Ratings
Support for Agile Methodology00 Ratings8.90 Ratings
Support for Waterfall Methodology00 Ratings9.20 Ratings
Document Management00 Ratings9.20 Ratings
Email integration00 Ratings9.40 Ratings
Mobile Access00 Ratings9.20 Ratings
Timesheet Tracking00 Ratings9.60 Ratings
Change request and Case Management00 Ratings9.10 Ratings
Budget and Expense Management00 Ratings9.40 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
ADVANTAGE
-
Ratings
WorkflowMax
9.5
Ratings
23% above category average
Quotes/estimates00 Ratings9.70 Ratings
Invoicing00 Ratings9.50 Ratings
Project & financial reporting00 Ratings9.70 Ratings
Integration with accounting software00 Ratings9.20 Ratings
Best Alternatives
ADVANTAGEWorkflowMax
Small Businesses
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FollowUp CRM
Score 10.0 out of 10
Stackby
Stackby
Score 9.0 out of 10
Medium-sized Companies
InEight
InEight
Score 8.3 out of 10
InEight
InEight
Score 8.3 out of 10
Enterprises
InEight
InEight
Score 8.3 out of 10
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Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ADVANTAGEWorkflowMax
Likelihood to Recommend
2.1
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
-
(0 ratings)
9.0
(0 ratings)
Support Rating
-
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.1
(0 ratings)
User Testimonials
ADVANTAGEWorkflowMax
Likelihood to Recommend
In my opinion, UI is outdated, extra work to get simple test done and appears that they’re not investing in the platform. I’ve not seen ADVANTAGE invest in the platform, even since the acquisition. The integration of financial accounting with media billing and invoicing, makes it a unique product, but the cons are outweighing the positives for me.
Read full review
WorkflowMax is a good solution for the architecture and design profession in that it allows for multiple ways to track a project, apply time to a project, and invoice against a project. The ability to do staffing forecasting and future planning fills a need that most firms in this profession require.
Read full review
Pros
  • Information from site visits is easily accessible.
  • Workflow is easy to use
Read full review
  • Great for managing teams which are not in one spot. Awesome for small or growing businesses with employees who might work from home.
  • Really good for teams to keep up with where a project is at against the time left to achieve the goal
  • Great for keeping all the information for each project in one spot.
Read full review
Cons
  • Advantage is hugely cumbersome. There are hundreds of functions I will never use, and that I'm not sure anyone else in the organization uses.
  • The user interface could be better. Every time there's an update, there's a small but definitive learning curve.
Read full review
  • Integration with inventory - there are a lot of companies out there which provide a service which includes selling items either purchased or held in stock or "kitted"
  • User permission levels need to be more flexible and ideally closely tied to Xero
  • Two way integration with Xero - ability to import invoices to specific jobs
  • Ability to save pdfs to purchase orders, invoices (like Xero)
Read full review
Likelihood to Renew
No answers on this topic
Because we can't imagine being without it!
Read full review
Usability
No answers on this topic
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
Read full review
Support Rating
No answers on this topic
We have had very few issues with Max
Read full review
Implementation Rating
No answers on this topic
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
Read full review
Alternatives Considered
I was not a member of the team that made the decision about whether to use Advantage, so I can't provide this level of context. I can say that I've evaluated other solutions in the past and Advantage is a far more robust product than any of the others. As a user, I can say that it's been very easy to use and I have not found a single function I needed that it couldn't deliver for me.
Read full review
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
Read full review
Return on Investment
  • It keeps job time organized by job so we can bill properly for work
  • It keeps POs organized by job so that we can track easier
  • Provides reporting that gives insight into employee time and where it's spent
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  • The time the company saves by using employees efficiently on each project makes the purchase of this software worthwhile. You can clearly verify how much time the staff spends on each project, with each client, and you can compare whether it is profitable or not the hours invested, thus increasing your profits.
Read full review
ScreenShots

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax