Frequently asked questions...
If you have a service business or if you bill based on time, then WorkflowMax is right for you. It's as simple as that. Creative agencies, architects, engineering firms, builders, construction firms, fabricators, consultants and IT companies are some of our common customers.
Take a look at our case studies for more information on the types of companies who love WorkflowMax and how they use the software.
You sure can. WorkflowMax enables you to import data from a range of products, including customer or product lists, even product files from merchants. You can even import data from spreadsheets or other unspecified systems.
Of course. You can export data such as custom reports, clients, jobs, contacts, costs, etc. or export all your data to XML.
The short answer: Yes. You, of course.
The longer answer: WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centres and infrastructure. These ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centres in multiple locations, with data being synced between them. In the event of a disaster at one location, we can switch to another, ensuring our service continues to operate. No one can get access to your files unless you let them. You set the level of user permission and control who is invited into your organisation. We encrypt all data between you and WorkflowMax to ensure it can’t be seen by others. Your web session is encrypted using industry-standard TLS (Transport Layer Security) protecting your user ID, password and financial data.
Being a Xero-owned product, we work awesomely together. Additionally, we also play nice with MYOB and other accounting packages, with more integrations being developed every year. You can find more about WorkflowMax-compatible products on our Add-Ons page.
We sure can. We’ve got hundreds of video tutorials, help files and free webinars in our support section. If you still have questions, you can ask in the support forum, or send an email through to our unlimited 24/7 support team.
For help implementing WorkflowMax in your business, contact one of our IT setup Partners near you. These guys are professionally trained IT-geeks who will be happy to help you get started with WorkflowMax.
Yes. If the number of users you have increases or decreases in line with our different price bands, then just let us know and we can adjust your subscription accordingly.
No. We don’t believe customers should be locked into using WorkflowMax when it doesn't suit their needs. Instead of paying thousands of dollars on implementing a new system, you pay per month as you go. And if WorkflowMax doesn't work out for you then you can cancel at any time.
Although we'll be sad to see you go, you can cancel your subscription at any time, without any cancellation fees. If you do decide to cancel, you will never be charged again and will only be responsible for charges incurred up until the cancellation date.
If you try WorkflowMax but decide it's not right for your business, we delete your trial account after 90 days.
We accept credit or debit card payments via Visa or Mastercard.