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With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Engineering project management software.

Get process, profitability and projects in streamlined order with this all-in-one project management tool that will transform your engineering business.

engin

Why WorkflowMax works so well for engineers

This customisable software will help you manage, track and report on multiple, complex projects that you can keep an eye on anytime, anywhere.
time7

Time tracking

Track time online and create invoices automatically from your timesheets.

job-category

Job, task and staff management

Coordinate work on jobs with staff, clients, council and subcontractors. Track your jobs from start to finish in one place.

feature xero_systems

Xero integration

Your purchase orders and sales invoices are pushed directly into Xero - saving you time and eliminating double-handling.

report-builder

Performance reporting

With powerful custom reporting, you can see which jobs earn you the most money.

Recurring-Invoices-1

Invoicing

Invoice based on time, costs, flat-rate, percentage of quoted value or however you like.

purchase-order-info

Purchase orders

Raise purchase orders in WorkflowMax, and add them in as job costs as you receipt supplier invoices.


WorkflowMax project management and time billing software for engineers speeds up your admin process so you have more time to spend on your work.

See plans & pricing
testimonial
"The ability to handle complex tasks with different charge-out rates is an invaluable feature."
Peter Yeates Water Resources Engineer & Director, HydroNumerics
 
 

Popular integrations used by engineers

Power up your team's project management software with more than 30 add-ons. From accounting to payroll, document management to CRM, we’ve got your entire business covered.
Xero
Accounting

Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Zendesk
Customer Support

When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.

Plan Right
Staff Scheduling

Become an expert in managing capacity and workload when you use Plan Right and WorkflowMax together.

iPayroll
Payroll

Combine this online payroll system with WorkflowMax timesheeting for an effortless payroll process.

Pricing and plans

Get all the benefits of an enterprise-grade system without having to pay thousands of dollars. No setup fees. No upfront costs.
USD $
/ month USD excluding Sales Tax

Drag the slider to select the right option for your business

Users
Not including tax
Add on the tools your business needs:
Easy online lead management

Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.

All in one place

Follow up emails, quotes, notes - all get cc’d into the unique lead email address so you can pick up right where you left off.

Lead templates save time

Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.

View a snapshot of lead status

Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!

Reduce lead to customer time

Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!

Easily convert leads to jobs

In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.

Additional cost:

$15/month
Productivity Reporting

An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.

Client Groups

Using the Client Groups feature it is possible to group a series of clients together to view all of their jobs, invoices and quotes in one central view.

Recurring Invoices

If you have regular jobs that you work on throughout the year, now you can invoice your clients for the work by using monthly recurring invoices in Xero.

Xero Invoice Import

You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.

Additional cost:

$50/month

Read over these handy business guides
to boost your knowledge and be more profitable!

FEATURED GUIDES

The Essential Guide to Project Management

Helpful information for business owners. Reach your full potential with WorkflowMax.

Read the guide
GUIDES

Job Management Checklist for Engineering Firms

Streamline job management from end to end so you can save time, improve your processes and produce better results

Download checklist
GUIDES

The Ultimate Guide to Client Management

Helpful information for business owners. Reach your full potential with WorkflowMax.

Read the guide
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