RSMeans data, from Gordian (Costworks) vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
RSMeans data, from Gordian (Costworks)
Score 10.0 out of 10
N/A
RSMeans data, from Gordian (formerly Costworks) is a construction and estimation software offering acquired by the Gordian Group in 2014. It includes cost books and construction project estimating software tools.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
RSMeans data, from Gordian (Costworks)WorkflowMax
Editions & Modules
No answers on this topic
Standard
$20
per month
Standard
$35
per month
Premium
$70
per month
Offerings
Pricing Offerings
RSMeans data, from Gordian (Costworks)WorkflowMax
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
RSMeans data, from Gordian (Costworks)WorkflowMax
Considered Both Products
RSMeans data, from Gordian (Costworks)
Chose RSMeans data, from Gordian (Costworks)
CostWorks is much quicker than manually looking up costs and copying them to a spreadsheet.
Chose RSMeans data, from Gordian (Costworks)

CostWorks is a unique software for estimating as compared to the other softwares I have listed above. PACES is mostly used for federal modeling and really cannot be compared to Costworks. It has its own developed modeling database and has its own quirkiness and issues.

MII has …

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
RSMeans data, from Gordian (Costworks)WorkflowMax
Estimating
Comparison of Estimating features of Product A and Product B
RSMeans data, from Gordian (Costworks)
7.8
Ratings
3% below category average
WorkflowMax
-
Ratings
Takeoff tools6.00 Ratings00 Ratings
Job costing9.00 Ratings00 Ratings
Cost databases9.00 Ratings00 Ratings
Cost calculator8.00 Ratings00 Ratings
Bid creation7.00 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
RSMeans data, from Gordian (Costworks)
-
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
RSMeans data, from Gordian (Costworks)
-
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
RSMeans data, from Gordian (Costworks)WorkflowMax
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
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Score 8.3 out of 10
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Score 8.3 out of 10
Enterprises
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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
RSMeans data, from Gordian (Costworks)WorkflowMax
Likelihood to Recommend
9.0
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
-
(0 ratings)
9.0
(0 ratings)
Usability
-
(0 ratings)
9.0
(0 ratings)
Support Rating
5.0
(0 ratings)
7.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.1
(0 ratings)
User Testimonials
RSMeans data, from Gordian (Costworks)WorkflowMax
Likelihood to Recommend
Again, CostWorks is very good at developing models of standard industry facilities/buildings, and it does this very accurately and efficiently. It is not a software that I would use to develop a very detailed line-item cost estimate that would possibly need several revisions to it over the course of the estimate deliverable cycle. And it would not be one I would use where the estimate needs to be broken down into phases or areas of construction. It just doesn't have these capabilities, and maybe it shouldn't. However, it is an excellent resource for running along side other estimating softwares in that its database of line-items is one of immense depth and as I stated before, I use it all the time in conjunction with my other client-specified softwares so that I can find line-items that those softwares just do not contain.
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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.
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Pros
  • CostWorks is very good at generating quick and valid estimates for standardized facilities such as office buildings, schools, etc. It allows you to validate other cost estimates at the UniFormat level when doing an estimate validation.
  • CostWorks' database of detailed line-items is a very resourceful asset when it comes to finding a very specific line-item. Sometimes, when using Success or MII, I will have CostWorks open on the other screen so I can find an item that the other softwares just don't have and build it into the other software from the CostWorks entry.
  • CostWorks does a very good job of generating reports that are both well-developed and have enough detail at the summary level to be able to sit with a client or a project manager and have them follow along and understand without being overwhelmed with detail and numbers.
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  • 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.
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Cons
  • small project costs where labor is a bigger portion than materials on cost
  • markup factors on governmental projects
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)
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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
I've never had the need to discuss CostWorks with a vendor.
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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?
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Alternatives Considered
CostWorks is much quicker than manually looking up costs and copying them to a spreadsheet.
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
  • Good - it saves a lot of time on producing estimates
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

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