Pipeline Suite vs. WorkflowMax

Pipeline Suite is a very niche product, but for anyone who has ever dealt with the construction bidding process, you can understand the need for it. With Pipeline Suite, it is so easy to request bids, share documents and plans, and coordinate schedules for submittals. We are able to prequalify sub contractors and vendors at a faster pace as well with the product

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

• Sharing documents and plans with project stakeholders is a piece of cake.
• The product makes tracking the status of bids so much easier.

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

• The onboarding process was difficult for us just because we had some pretty disorganized databases.
• The product is pricey for small to medium sized firms.

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

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

I have found that the customer support team has an understanding of the construction bidding process. They have been able to see issues through our eyes, so to speak, not just through the eyes of a software company. They have always been very timely in their responses and seem to go above and beyond to solve issues

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

I don't have a lot of personal experience with SmartBid, but from what I hear from other colleagues, Pipeline Suite makes it easier for subcontractors to access documents/plans and to respond to bids. The interface and design of Pipeline Suite is more modern and the user experience is a major upgrade from SmartBid

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

• We have been able to respond to more bids using Pipeline Suite.
• Our proposals are more accurate and organized, which has made our projects come under budget more often.

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