ProWorkflow

Comments: The benefits of day to day performance of PWF software far outweighs the lack of adequate financial reporting. Appreciating that this tool is project management / scheduling focussed, some basic cost analysis is necessary when scheduling projects which have gone over estimates,etc. Overall, we are satisfied with the product and would happily recommend it to people we know as being one of the better ones to consider.

Pros: Project management, work scheduling, standard reports, quality of support service; response times to emails; time sheets; time widget;

Cons: Financial reporting - being able to export expenses information, in an excel format, functionally - including expense title; description, cost, dated entered into PWF and invoice/d status.
Being able to see the status of the expense on the front screen, rather than drilling into the individual expense would be very beneficial.
Employee Leave - as a time management / project management tool, recording / reporting leave has been overlooked;
There is no ability to duplicate a project.
Recording an employee's hourly rate. There is no provision to record an individual's hourly rate. It would be great if this could be included in Staff Users & Permission profile for each employee and then be exported as part of a report which reports project income against wages expense.
Financial comparisons / breakdown information. It would be great to be able to have a standard report which reports on project income, project expenses and project wages expenses as separate items, in excel format.
Custom Reporting - it is very difficult to discern / interpret how to draft a custom report. The process is ambiguous.

Comments: Our marketing agency had evaluated time tracking tools in the past and ended up scrapping the tool shortly after installation due to lack of support from the vendor. It was a significant time and money investment that was essentially wasted. With that history, we approached a new tool with great caution and extreme due diligence. Unless you are going to hire developers and build your own solution, there will always be compromises and a constant state of development and upgrades. We started with a list of 50 vendors, whittled it down to 5, and ultimately went with ProWorkflow. The PWF team is stellar. Beyond stellar really. From the get go, our contact Ivan was incredibly patient with our extreme due diligence. He was readily available to understand our needs and answer questions. Besides being impressed with the platform, we were very drawn to the lack of implementation fee or contract. Highly unusual compared to the other vendors we evaluated. We loved this commitment to happy customers and they have more than proven that they are interested in happy customers. Our Implementation Specialist Dena has been super helpful in getting everything set up correctly. Our Support Specialist Jack is easily accessible and often answers questions with a quick screencast which is super helpful. The platform itself is easy to use and the internal team has migrated to it well. We have set up over 20 project templates which has aided our project team tremendously saving time creating schedules and making the steps relatively consistent between projects. The design team loves having fully built out schedules with clear expectations and deadlines. One compromise we did have to make is in regards to reporting. Due to client agreements, we cannot give financial visibility of projects to all team members and the advanced plan didn't work for us as we have resources that span multiple clients. This has left some managers without the ability to pull their own reports which took some getting used to but they are adjusting.

Pros: • Support. The PWF team is the gold standard of customer service!!
• Value
• Ease-of-use
• Using the platform has broadened awareness of what it really takes to complete a project (both from a time and budget perspective)
• Ability to estimate jobs prior to work commencing
• Project templates
• Organization-wide project visibility
• Project and task visibility increases accountability because resources and deadlines are clearly articulated.
• Scalable platform

Cons: • Unfortunately we cannot give all team members visibility to the reporting features due to client confidentiality reasons. It puts an extra burden on the admins to provide reports (which is totally manageable at this time) but ideally you could set reporting permissions on a client level.

Comments: The company has been very responsive; customer support is amazing. One time there was a relatively minor problem with the timer. I submitted a ticket, and a customer support rep called me on the phone and spent a long time troubleshooting to resolve the problem. I was very impressed that rather than going back and forth via email, he took the initiative to call me and spent as much time as needed. I'm very happy with ProWorkflow.

Pros: It makes it easy to manage projects with an associate. Although there are only two of us and the client, there is a lot of back and forth on each project. It used to be hard to keep track of where we were and who needed to take the next step, but now it's simple. I also like the ease of tracking time on each step of a project. I can do a better job of estimating new projects based on the actual time for older projects, and I can see if a project is out of sync. The customer support is fantastic.

Cons: I really wish it had a feature that is missing. It has a great invoicing feature, but I really need an accounts receivable component. There is a list of all outstanding invoices, but there's way to keep track if a client makes only a partial payment or if there are several individual invoices. I can track individual invoices, but there is no way to know the total balance due from a specific client. I realize this is not something the software is designed to do, but it creates extra work for me because I have to record all the invoices and payments on a manual spreadsheet to have complete information.

Pros: ProWorkflow is a big secret that people don't know about. I have seen it all, and I have tried it all- You name the tool, and I've seen it. I have been continuously looking for the exact thing that would work for my situation, making me a national expert on what other tools are out there and ProWorkflow does the job! What's great is that no one else has been able to steal this- ProWorkflow is genius - I understand that the first 30 days takes learning and I was committed to being a power user and thought it was amazing that someone would call me! The CEO himself as well! His dream and vision are clear, and it takes a particular kind of person to create this. My clients love the reports and how instantaneous it is. I tell my clients about ProWorkflow and when they into the tool and see what it's all about they go "what! this is couture software but at Walmart prices!! ProWorkflow is like my car- I know it's going to be there when I need it and work when I get in the car. ProWorkflow is powerful! The folks that thought this up - are geniuses and this goes back to one thing, the customer experience, and research and this is what the CEO did. He created ProWorkflow from the experience from the customer of the customer.

Comments: Other than not being able to keep track of invoices and payments, I love ProWorkflow. It is excellent for collaboration but also works well for solo use. It's the best way I've found to stay on track on multiple projects simultaneously.

Pros: I love how easy it is to manage multiple projects. I can keep track of where I and my associate are on any job. Even when I work alone on a project, I use ProWorkflow to keep track of every step. Having an archive of all previous projects, including related documents, is very useful. Being able to create templates for tasks, invoices, etc. saves a lot of time and effort. Although I rarely have any problems, when I have had issues, customer service has been outstanding.

Cons: Since I bill for projects incrementally, I wish there was a better way to invoice and keep track of incremental payments. ProWorkflow reminds you to invoice at the end of a project for the entire amount. There's no way to set up invoices for incremental payments, and there's no way to show an invoice partially paid. So I if receive a partial payment, I have to mark the original invoice paid (or delete it) and issue a new invoice for the balance. I'd really like an accounting component to be able to keep track of payments instead of having to have another system for that.