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Projectworks

By SpiderWorks Limited
Featured app
4.88 out of 5 stars
Free trial available
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Professional service automation software for resource planning, revenue forecasting, invoices, timesheets, expenses, utilisation, rate cards, margin prediction and project management.
Rated
4.9
out of 5
Reviewed by
49
Xero users
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Overview

28/03/23 update: We are currently waiving the migration fee for all WorkflowMax customers and offering an exclusive deal. More details here: https://projectworks.io/workflowmax.

Projectworks is a cloud-based business management platform designed to help professional & creative services businesses better manage their organisations. It offers functions designed for project, financial, and workforce management.

Projectworks core features include resourcing, forecasting, invoicing, timesheets, leave, expenses, project management, budget burn and reporting.

Projectworks will also provide your firm with the following benefits:

• Simple rates management, with the function to assign and edit customisable rates by project.

• Improved timesheeting, with easy and intuitive timesheets, and a stop-start timer.

• Forward-looking insights, through projected burn and projected margin reporting.

• Prevent bench time or overwork, through capacity and personalised target utilisation rates.

• Easy invoicing, that can be customised to fit your firm's unique guidelines.

• Eliminate manual data handling, with an all-in-one solution for consultancies.

To learn more about Projectworks' features, click here: projectworks.io/features

Projectworks
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Projectworks + Xero

Invoices: Projectworks sends approved invoices to Xero and receives payment records back.

Leave: Projectworks sends approved leave to Xero, and receives updated leave balances back.

Expenses: Projectworks sends reimbursable expense claims to Xero, and they become bills to reimburse your staff. You can also plan expenses in advance.

Tracking Categories: You can include tracking categories on your Projectworks expenses and invoices and they will flow through to Xero, removing the need to manually set them in both systems.

Reviews & ratings

4.9 out of 5 stars
49 Reviews

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Most recent reviews

PH
Patrick Heck
Posted 1 Jun 2024
1 out of 5 stars

web site broken

Tried to sign up and the join now page had broken javascript that complained of uncaught type error (in promise)... tried to find their contact form to let them know and that page has multiple javascript errors and the contact form doesn't load. If this is the level of website I can expect from them, I'm out.

Response from Projectworks

Thank you for bringing this to our attention. We have looked into this issue extensively and have determined that the most likely cause of this would be if you have an ad blocker that would have blocked the Hubspot cookie which is a part of the process for procuring a trial or using the Contact Us form. We are releasing a fix tonight which should address the issue moving forward. If you have any additional issues or questions, please contact support@projectworks.io via email.
MF
Mark Forbes
Posted 23 Jan 2024
5 out of 5 stars

Fantastic for professional services businesses.

Projectworks is optimally suited for Professional Services firms with 10 or more employees who want fast and easy employee timesheet, expense claim and leave management entry and approval processes.. Projectworks has great staff resourcing, future capacity and revenue forecasting features. Reports on actual and anticipated project burn against budgeted revenue, staff utilisation, performance against individual capacity targets, as well as margin by project, by person, and by client.
GB
Greg Brown
Posted 4 Sep 2023
5 out of 5 stars

Great tool. Well designed for professional services businesses

Can't fault the Projectworks team and tool. Feels like they've really thought it through for a professional services firm without the classic issue of it feeling like it's just designed for a small collective of freelancers as with other tools. Deep functionality without being so vast that it's impenetrable. Really responsive customer service team. Frequent roadmap releases. Highly recommend.
One person found this review helpful.

Additional info

Shared data

Xero
Projectworks
Invoicesshared from Projectworks to Xero
Credit Notesshared from Projectworks to Xero
Timesheetsshared from Projectworks to Xero
Accountsshared from Xero to Projectworks
Tracking Categoriesshared from Xero to Projectworks
Currenciesshared from Xero to Projectworks
Contactsshared from Xero to Projectworks

Functions

Time trackingInvoicing and jobs

Industries

Professional services

App details

By SpiderWorks Limited
Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@projectworks.io

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Try Projectworks for free

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