Buildertrend vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Buildertrend
Score 8.0 out of 10
N/A
BuilderTrend is a construction management system. It includes functionality for pre-sale, project management, financial management, and customer management processes. It also provides mobile accessibility.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
BuildertrendWorkflowMax
Editions & Modules
Core Subscription
Contact for quote
per year
Premium
Contact for quote
per month
Premium
Contact for quote
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
BuildertrendWorkflowMax
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
BuildertrendWorkflowMax
Considered Both Products
Buildertrend
Chose Buildertrend
I have not used anything like this before.
Chose Buildertrend
(Hubspot) For Sales & Marketing, it is really a killer awesome program that I would encourage Buildertrend to look into.
Hubspot is just on another level of intelligence and access that Buildertrend doesn't match up to.
At the same time, perhaps HubSpot lacks what Buildertrend …
Chose Buildertrend
I have tried some competitors. Overall, there are some alternatives but personally, I feel that Quickbooks is the "Google" of management systems. The customer service is amazing and they offer a no-hassle product. The only wish would be that they had offered a true "free trial" …
Chose Buildertrend
I am still very new with using BuilderTrend but enjoy using the application. When we have an issue or a feature addition the BuilderTrend team is very responsive to help or point us to where we may seek an answer.
Chose Buildertrend
The program has outstanding customer service. With project scheduling, project management, financial management, customer management, and service management capabilities in a single suite, there's really not much this program can't do! Owners generally love the use of this …
Chose Buildertrend
BuilderTrend allows me to see a full view of all my jobs in one place. I picked it for this reason. I wanted a solution that subcontractors would be able to use without having to do anything except open their email to get the information they needed to get the job done on time. …
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
BuildertrendWorkflowMax
Construction Project & Field Management
Comparison of Construction Project & Field Management features of Product A and Product B
Buildertrend
4.3
Ratings
55% below category average
WorkflowMax
-
Ratings
Plan distribution & viewing1.00 Ratings00 Ratings
Plan markups & sharing2.00 Ratings00 Ratings
Issue tracking & punchlists2.20 Ratings00 Ratings
Photo documentation6.10 Ratings00 Ratings
Jobsite reports9.00 Ratings00 Ratings
Document sharing2.30 Ratings00 Ratings
RFI tools8.20 Ratings00 Ratings
Collaboration & approvals4.00 Ratings00 Ratings
As-built drawings8.70 Ratings00 Ratings
Mobile app1.30 Ratings00 Ratings
Submittal design and management3.00 Ratings00 Ratings
Estimating
Comparison of Estimating features of Product A and Product B
Buildertrend
1.2
Ratings
148% below category average
WorkflowMax
-
Ratings
Takeoff tools1.00 Ratings00 Ratings
Job costing1.00 Ratings00 Ratings
Cost databases1.00 Ratings00 Ratings
Cost calculator1.10 Ratings00 Ratings
Bid creation2.00 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Buildertrend
-
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
Buildertrend
-
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
BuildertrendWorkflowMax
Small Businesses
FollowUp CRM
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Score 10.0 out of 10
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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
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Score 8.3 out of 10
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Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
BuildertrendWorkflowMax
Likelihood to Recommend
2.5
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
10.0
(0 ratings)
9.0
(0 ratings)
Support Rating
10.0
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.1
(0 ratings)
User Testimonials
BuildertrendWorkflowMax
Likelihood to Recommend
Perfect for General Contractor's and subcontractor's that want to be a leader in their industry. Sure, you can limp along without a management system but you won't be able to take your business to the next level in most cases. If you are small enough and only doing one maybe two jobs at a time and you are good at keeping every single detail in your head and don't have any issues with schedule or timeframes then you may not need this. However, I have not been in a situation where software like Buildertrend didn't/couldn't add significant value and a need in my company
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
  • The subcontractor PO management area makes managing the scope of work and payments for each subcontractor extremely easy and is well organized.
  • The material selections section also greatly simplifies and organizes a somewhat challenging aspect of remodeling.
  • The ability for customers to view the total project cost and make payments online is a major time saver and improves our cashflow.
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
  • In messaging an Out of Office type auto response would be great for when people go out on vacation
  • When using the Job Type field of Mutli-Family this should allow the interface to group that all in one job but be section out into the different unit in that building. So different selections can all be located within that same unit.
  • Building new jobs from templates can take up to 10 minutes some times. Please reduce the amount of time it take to make jobs off templates.
  • Owner accounts should not be directly tied to a job, they should be completely separate so the account can be linked to different jobs and not cause problems to that account or what that account has access to.
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
Its simple to use and intuitive. The level of support that we have from online videos, to access to customer support, and the ability to call anyone at anytime on the main line has been invaluable to utilize and not get stuck on something you don't know yet. We've never not had anyone that couldn't respond in time for us.
Read full review
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
I highly recommend. The only suggestion I have would be to offer a free trial. They do offer a 30 day money back guarantee. The price point isn't daunting if you have had a 100 % no strings attached/no effort to cancel or try to remember to get your money back - no strings attached chance to try out the product. Especially for such a big purchase decision, I think Buildertrend would see an incredible increase in sales. They have the value and companies just need a chance to see it first hand.
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We have had very few issues with Max
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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
(Hubspot) For Sales & Marketing, it is really a killer awesome program that I would encourage Buildertrend to look into. Hubspot is just on another level of intelligence and access that Buildertrend doesn't match up to. At the same time, perhaps HubSpot lacks what Buildertrend has on the Finance and Construction Management side - that I don't know. Our business is virtually complete by combining both of these platforms together across our teams.
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
  • I started my business because of BuilderTrend.
  • My return on investment was 933% in year one.
  • BuilderTrend has not only helped me double my business year over year, but it's also created a new career for myself as a BuilderTrend consultant for new or existing users looking to maximize their ROI faster.
Read full review
  • 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

Buildertrend Screenshots

Screenshot of the homeowner portalScreenshot of a summary pageScreenshot of the scheduling interface & Gantt chartScreenshot of photos

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