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 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.

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

• 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.

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

• 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)

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

We have had very few issues with Max

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

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.

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

• 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.

Incentivized