B2W Maintain vs. WorkflowMax

We use the full suite of features in Maintain as it covers most of our needs, it is nice to have most of your data in one system, much easier to manage. We use telematics from third parties and even though we use the Parts/Inventory/Purchasing we sometimes need to go through the vendor portal to order but for the most part those work well most of the time, very little issues or minor ones at that. We can manage our shop/fleet/mechanic departments through this one program for the most part and users adapt to it very quickly.

Incentivized

WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.

Incentivized

• Automatic Scheduling of Maintenance through Programs
• Other users can submit requests through track
• Telematics plug-ins help keep track of hours/mileage
• GPS location to track equipment

Incentivized

• You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
• It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
• It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.

Incentivized

• Viewpoint Vista sync limits level of detail exchanged between systems
• Telematics import occasionally missed some readings
• Dashboards could be easier for common end user to configure

Incentivized

• Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
• The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
• No search function to find a specific job, you have to scroll through all jobs allocated to you.

Incentivized

Because we can't imagine being without it!

Incentivized

Very easy for users to learn the system. The interface is easy to navigate. Contains fields for all the info we want to capture. Very little bugs occur and maintenance is low. Available on mobile (tablet/phone). Doesn't take long to perform most functions. Configuration isn't difficult except for when integrating with third parties for telematics and other data transfer. Aside from those few integrations, it performs most of the functions we need within the program.

Incentivized

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

Incentivized

The support team are excellent. The only downside is that you can't phone them!

Incentivized

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?

Incentivized

B2W Maintain is the only program we used day-to-day to manage our fleet. We also have Viewpoint Vista but it isn't really used for equipment other than to track the financials (purchase, sale, depreciation, taxes, etc.). Vista does have features for fleet management but they aren't as good our easy to use as B2W Maintain and it isn't close. Vista as a whole is an older program (getting retired 1/1/2027) without a web interface or easy to use user interface, it doesn't really compare, but it is what we we use for accounting so equipment records need to be stored there. I would never use Vista to actually actively manage the fleet and shops.

Incentivized

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 needed and they had a no refund policy!

Incentivized

• Regular maintenance is scheduled before a problem occurs
• Items are easily created and prioritized for the shop
• Mechanic hours (work orders assigned) can be easily managed

Incentivized

• Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
• Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.

Incentivized