Paymo

Avantages

What do I like best - the value. When searching for a solution Paymo offered the most for the least and has been continuously working to improve the APP. I work remotely and have been using Paymo to track clients and send time reports to my office for billing a few years now and it has worked flawlessly. The time tracker is great, the time reports are great. There is, I am sure, a tonne of functionality that I haven't even tapped into but it does everything I need very quickly and cleanly. Navigating is a breeze, editing is a breeze, and exporting reports is a breeze.

Inconvénients

My least favorite thing is that every time Paymo refreshes I have to set up all of my preferences again. I have to switch the view, add in a filter to see the projects the way I want, adjust the Time Report forms back the way I had them set up yesterday. Just switching the view from List to Table should be something I should be able to lock-in as a default view.

Avantages

I have looked at several options for my company and decided on Paymo for the following reasons:
- The software has a very clean and intuitive interface
- One of the best features is how you can customize how projects are set up and tracked. You generate a task list that is checked off as you move trough the project. This is an amazing feature that organizes the project while it tracks it. It took a lot of effort to re-design how my company tracks project but in the end I am very happy with results.
- Pricing system is fair and scalable.
- The software comes with a windows desktop application. It also has a more advanced feature where it automatically calculates how your time is used -I have not tired this yet because I don't think it would work for my office.
- The ability to enter the time on a weekly calendar is fantastic. The software also has a bulk time add feature if needed.
- I am able to export all of the data in CSV format
- You are able to invoice directly out of the software - I have not been able to set up this feature yet but i am working with the support team to figure out how to make it work for my company.
- The software has several features that I have not been able to implement yet.
- Customer support has been great, answer is usually within an hour or two directly from the developers.

Inconvénients

Below is a list of some of the limitations i have encountered using the software.
- The calendar time-sheet input is great, but it should allow drag-paste feature. This would make entering time so much faster. Not a deal breaker, because in the end time input is fairly quick.
- I was not able to import the data from my previous time-sheet software. I would like to see the option to import bulk time from an excel spreadsheet if needed. This is not a critical feature, but I have several years worth of data, that for now have to keep in a different software.
- The software comes with some standard invoice formats, it does take some effort to create custom templates. Architectural service invoices tend to be fairly complicated, I have not been able to set up the invoices as I would like yet. Support is working with me on this issue, so hopefully I can report back once I have it all setup.
- You can create custom reports for anything you want, so getting the data out is not a problem however I find that the process is a bit more tedious than what I was accustomed to before. To be fair I still need to learn the software.

Avantages

The time tracking and the desktop app for tracking are one of the best I've seen so far. This is one of the major point we choose this service of others.
The issue mgmt and reports are also quite handy.

Inconvénients

The resource management could be improved and also some minor bugs.

Avantages

- Great, flexible project management tool
- perfectly scalable
- a lot of features and handy shortcuts (saved project lists etc.)
- provides a lot of insights per project and client
- Very friendly and personal customer service.
- Good value for the money

Inconvénients

- Clients did not always get the tool instantly. But recent UX changes could make it easier for them
- Communication with colleagues could get a bit chaotic, takes some time to implement in the workflow.
- A lot of features requires good knowledye whats the best way to use the tool, so definitly assign someone to create a team workflow.

Avantages

easy to use, reliable, accurate time tracking. Robust features. Unlimited clients and projects. Each project will have a dashboard showing total hours worked and how many tasks out of total have been completed. Projects can be tracked by custom categories, like bid, active, on hold, lost/won, archived. Task view can be switched between list, table, and kanban; users can collaborate by commenting on tasks, attaching files, assigning the task, and setting due dates. Team Scheduling allows you to see who is busy (or overwhelmed) and who is free to work on more tasks. Accounting features: Invoicing, Estimates, Expenses. The built-in timer makes tracking time spent working on tasks quick and easy.

Inconvénients

Paymo is constantly improving this software and adding great, new features. One that would be helpful is the ability for each user to have a view showing all the tasks assigned to them, sorted by due date. Currently there is a My Tasks section, but it only sorts by Project Name.