ProWorkflow Reviews

I've been using PWF for a year now and see there is potential for this to be a convenient, easy to use tool once development improvements have been implemented. The support staff are friendly and provide assistance where possible. The software enables us to pay per user and grants multiple users to access the platform with individually allocated access rights, allowing us to set security levels pending the role of the user and adjust our monthly payments pending the number of consultants we currently have on board. You are able to live track time which is helpful for our consultants in allocating to billable projects. Review of time entered and staff workload is also a useful function.

I feel this software is still in its developmental stage and has a lot of improvements to be implemented. For example, integration with MYOB is poor and non usable, invoicing fields need expanding (ie choice of PO or street address, ABN field for recipient, etc), templates and emailing tools are very basic and limited, contact listings are restrictive and missing vital fields (ie ABN, PO Box, etc) or requiring double handling (ie single contacts need to be connected to a non existent company, for example where no company is applicable you have to create fake one to connect them contact to), reports need to have more functionality and retrospective time reports come up with errors in date ranges making data inaccurate, add/edit tasks need further options such as sort functions, window resizing/positioning needs to be added, pro bono projects cannot be marked as non billable unless you tick them off as "invoiced" (which is incorrect and misleading). These are just a few of the issues we have recently been struggling with.

Task management, organization and the collaboration piece are what I like most. Also we were able to successfully integrate the tool with Salesforce

The UI good be improved to have a bit more professional feel.

Proworkflow is wonderful!. When our business was expanding we needed software to manage our workflow, invoicing, project management and so much more and we needed to move out of the spreadsheet nightmare. We carried out a thorough search of products that integrated with Xero, our online accounts and then we did a live comparison and we could find no fault with PWF. We adopted and have used it ever since and we are completely organised as a result. We also are able to scale up or business effortlessly.

Honestly, I can't think of anything right now that I don't like about PWF

I love the ability to customize my clients schedules

I wish I had more automation options for emailing and followups so ensure nothing gets missed.

I've been using ProWorkFlow for many years now and find the ease of use, as well and the invoicing and quoting management massive time savers. I like how it is perfect for this industry, whether you're a one man band or a large agency.

It does tend to lack some flexibility in the layout, and I'd love to see an App version. the mobile version isn't that great.

We have been using ProWorkflow for 5 years. It is very easy to use. We can customize general settings, look and feel, and project settings. We are able to create our own project categories, tasks and reports. We are able to easily add additional users when needed.

I would like to see some enhancements to the notes section and contact section. Such as being able to have categories for Notes, like we do for projects. For the contacts tab. Add a tab under Companies for Contacts and Notes. I need to see all my contacts for a company on one page not off to the side. The profile page should display key standard fields, but then I would like to add custom fields too. Such as Customer start date, key contact, account number, etc.

Ability to organize projects any time from anywhere and delegate tasks effectively.

Xero integration could be improved. It's not possible to make any changes to an invoice after it is sent to Xero. It would also be great to be able to categorize line items into Xero's revenue accounts directly from PWF. Also, I find it takes too long to just add a quick task to a project while on the phone with a client — I always end up keeping notes in a text file because it's faster/easier, and then creating tasks in PWF later when I have more time.

Web-based, easy to use, customizable, customer portal, notifications

There's not a good mobile app to use in conjunction.

I do not have any employees, but I work with a couple of freelancers on specific projects. This software makes it easy to collaborate to ensure that each person knows the status of the project and to complete their tasks in a timely manner. Even when I work alone, I use ProWorkFlow to manage projects, as it makes planning and tracking projects efficient.

I used to have the quote and billing module, but they were useful enough for me, so I cancelled. I wish ProWorkFlow offered a module for not only billing but also accounts receivable. I would sign up for that right away.

WE use PWF everyday for tasking and keeping track of hours allocated and spent on projects. We also use it for invoicing+ quoting. Its a great programme for keeping track of everything and the apps are great.

The idiosyncratic tendancies that the apps have - the Weekly workloader for example, its difficult to see at a glance the project title as the client name is first. We have several projects with the same name. The hours allocated to a task are also not noted on this app. The ability to drag a task from one day to the next would be great too. I find that custom reports are very hard to create too...

This software has helped us a lot as we came from excel spreadsheets.
The reports capability is fantastic. The timesheet is easy to use. The customer support is also great.

The templates for invoicing is quite basic and can look a little unprofessional.
Not having filters in reports that calculate the number of hours per staff member.

Not enough report templates. It would be good if there were more ready-made templates.
The syncing process with myob works but isn't the easiest.

Definitely a great cost for the money. Linking capabilities among the various tabs (tasks, file attachments, calendar, quotes) is somewhat seamless. The multiple options of time keeping is a plus.

Reporting is lacking. Various report drop options is lacking and not clear. Lacks pliability.
Invoicing is also lacking with the QuickBooks external quotient not adjustable which makes it unusable. The creator hasn't had to create 50 manual invoices because the unnecessary key strokes, date input inflexibility, cursor flow inept, lack of default movement is frustrating, time consuming and leads to errors.

This allows us to see our jobs and assigned employees at a glance. Our whole team uses it as the main tool for scheduling the work for the week, checking off tasks and keeping our customer service on point.

Reporting isn't the best. Would like to be able to see hours scheduled per person on any given day more easily (right now I have to manually calculate it because the reporting isn't accurate). This makes doing our production schedule take MUCH longer.

This software helped us streamline our work process. We have several people working on dozens of projects all the time. ProWorkflow helps us meet deadlines, look ahead for planning, and keep everyone on task so all deadlines are meet despite heavy workloads.

I would like to be able to add a status column to the main project page. Many of our projects get put on hold, or we are waiting for the client. It would be nice to be able to quickly change the status of a project so my employees know what's happening with one glance.

Support is responsive to wish-list items
Makes my life easier.
Intuitive interface.
Many functions (on desktop) are quick and easy (changing dates, editing task titles, changing project task heirarchy)

Relies on hovering - doesn't work on mobile devices (some functions are only accessible by hovering
Often slow to load pages
No easy way to switch right back to your user if you've switched to a Team or Individual user
The orange is ugly.
No daily summary of total hours of tasks assigned to a user. This may be a deal breaker for some.

Like the versatile options - you can use it the way you want to. Customizable templates. Easy to track the work on all projects. Easy to prepare a project report for my internal customers.

Would like to be able to have the option to have just due dates appear in the dashboard/activity list. Right now it shows both start dates and due dates and is bit cluttered. There may be a setting that I could use, not sure.

Template implementation makes new projects easy to kick off. The software is versatile enough to work for our sales, engineering and production departments.

A native app would be preferred, their mobile tool isn't as powerful and user-friendly as the web portal.

We evaluated a lot of platforms and ultimately selected ProWorkFlow. We have been with the platform for over five years so it has worked solidly enough to continue on with it. It's functionality covers the basics and yet has some customization built into it. The best feature is the search function for finding archived projects.

The support team is excellent.

ProWorkFlow has been really slow to roll out new features. In many ways it feels like the platform was left behind by other more progressive platforms. The two biggest cons of the platform is that it is difficult for people to enter time sheets - ProWorkFlow has tried to provide lots of options for doing so but in the end it is overwhelming for employees to find a specific project and a specific task and then log their time. The second issue is that once you build schedules you can't export them in a client ready/friendly version with certain tasks hidden and all of it formatted nicely. We find ourselves rebuilding schedules in Excel for every project.

Everything in the one place, great for projects containing multiple jobs.
We attend to particular projects from 1 to 5+ times, can view everything, to supervisors to invoicing and the message function is also great to keep a track of communications between builders and also staff.
Uploading photos to each job has saved us on several occasions
Fast and easy to use for all employees via the app or in the office.

Nothing yet, so far so good. Always informing us or additional features that have been added
There was one particular report I was trying to create, currently not available. Support staff said it is the making and gave an alternate in the mean time

All the information for the project is together

You cant link project easily. You can search for similar titles but not see other same name projects. It would be very helpful if there was a tab or client profile page to log onto and see all the projects that relate to that client.

Simply being able to keep track of jobs, what their status is, and our team having access to check into it at any time.

The client companies cannot overlap, or you can't assign two client companies to the same project.

The software is jammed packed with features and is really well-thought out.

The layout can be confusing and some features are lacking. The ability to change the list view of projects to show important information (hiding/adding columns) needs to be added. The layout feels old.

Overview of all ongoing projects, easy to handle different requests from various users, can work with multiple users/projectmanagers/requests at the same time.

You can't easily re-plan/move tasks in the weekly overview by drag/drop to different days. Super unhandy.
You don't see the amount of hours planned per person in total (only possible to see amount of hours planned within a special project). This would make overbooking much more easy to solve.

What makes this stand out from other project management I have used is that it is extremely organized when it comes to tasks within a project. I can see the overall project purpose and request from clients, but the organization of subtasks is amazing. I was a project manager prior to my current position as my team's digital marketing manager so I have perspective from both positions. I really enjoy Proworkflow.

So far, I don't gave complaints except for the time calendar. Sometimes I put in all my time at once each day and when sliding it up and down on the calendar, it is very easy to accidentally add or remove time from a task.

It's very intuitive and easy to use. I love the upgrade they released a while back that allows you to drag/drop the tasks in order.

I feel like I could be using it even better and more efficiently than I currently am.