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Xero Projects v Workflow Max

Advise required as to whether to set up Workflow Max or Xero Projects for Contracting Client

I have a client who is trying to get a system set up to avoid double working with quotes, invoices and job costing.  We have moved from Sage 50 to Xero to use Workflow Max which looked like it provided all required.  However we had not realised that the integration was only one way - Workflow to Xero rather than two way.

I wondered if Xero Projects would work better.

 

Looking for someone in Ayrshire/Glasgow area who uses either of them for advice/reviews.

 

Thanks

 

Pamela

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By johnt27
12th Feb 2019 23:15

Hi Pamela,

Xero Projects is a reasonably new addition to Xero and is a slimmed down version of WorkflowMax which has been around for a number of years.

In addition to both of these products there are a number of other add ons specifically for the construction sector.

Without knowing more about your client ie size, scale, tech engagement etc it's hard to recommend one over the other.

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