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On 23 March 2023, Xero announced that WorkflowMax will be retired on 26 June 2024, and that BlueRock has acquired the WorkflowMax brand
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The Premium plan includes all the features of standard plus 4 additional features:
For accounts with over 100 users, additional users will be charged at $5 per user.
All prices in USD excluding Sales Tax.
Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow up.
Follow up emails, quotes, notes - they all get cc’d into the unique lead email address so you can pick up right where you left off.
Use lead templates for prospects that require a similar pattern of follow up, with pre-determined activities that will make the process faster.
Get a visual overview of what stage your leads are at and know exactly when to follow up so you can convert them quickly.
Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect.
In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.
Do it all, from quoting, scheduling, time tracking, invoicing and reporting. WorkflowMax has you covered.
I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account
Workflowmax is a fantastic job mangement program that has saved APT a lot of time in book keeping. The software covers our complete workflow from Quoting and Scoping a Job, Managing the Job and Invoicing. The Stopwatch feature for time keeping adds a level of detail which makes it hard for cutomers to argue - everything is recorded in real time. WFM allows document storage and collaboration straight to the job, all emails, files and notes can be accessed by anyone working on the job - no searching for lost information.
I am the Director of Melbourne-based commercial fit-out and property maintenance company, Symmetry Commercial. After migrating from MYOB to Xero, we were looking for a work scheduling and quotation software, and that’s when we discovered WorkflowMax. For us, the beauty of WorkflowMax has been creating a really tight process around purchasing and sending online purchase orders. Typically, paperwork goes missing, emails go missing. But now it’s so much easier; we can just log on and see all the information in one place. If we need to re-submit a quote or a purchase order, it’s all there. The biggest thing for us is the quotation side of things. What’s terrific is that this information then feeds directly through to Xero to create an invoice, which cuts down on invoicing time. Functionality was a focus for us; we didn’t want something that was going to be too difficult to use. But WorkflowMax is very user-friendly; we’ve had new people start here and it’s been really easy for them to pick up. WorkflowMax has been great for us in the sense that it has got so much scope. We were looking for something that could grow with us; as the company grows we can actually expand our use of the system. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited to explore.
Easy to use similar to Xero accounting - integrates with accounting. Good mobile app and great reports. We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs. Workflowmax has allowed us to improve our productivity as well as tracking work and hours that we previously would have missed.
If you’re an architectural project manager or owner of a firm, this software will help you prioritise from quote to invoice and everything in between. You can manage, track and report on every aspect of every job for a better view of people, profit and performance.
"The move to WorkflowMax and Xero means that account managers know a job is finished and they can bill it out straight away. It has really, really helped with our cash flow situation."
Ian Moore Rock Kitchen Harris Learn more“We needed a better system for managing clients. WorkflowMax handles everything from leads to quotes to purchase orders, saving us time to get on with the serious business of growing our IT company.”
Lance and Ross Retter Conquest Solutions Learn more“We love its scalability. It's got so much scope and you want a system that is going to grow with you.”
Landscape Designers Sticks and Stones Learn more“WorkflowMax is the most awesome, fantastic, best bit of software we’ve used. We’ve saved over 20 admin hours a week implementing this system.”
Trevor Hughes Asset Management Engineers Learn more“WorkflowMax allows me to go back to doing what I love - being an architect, not an administrator.”
Cymon Allfrey Allfrey&South Learn more“Xero and WorkflowMax have enabled us to take our business to the next level and that’s why we regularly recommend it to our clients.”
Katherine O’Carroll BDO Learn more
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50% off the WorkflowMax current list price for 6 consecutive months (Offer) is available to new customers in all regions for standard subscriptions only, by entering the code NOWSTHETIME and redeeming this offer via the WorkflowMax pricing or start trial pages. 6 months after the commencement of the Offer, WorkflowMax’s current list price will apply. WorkflowMax reserves the right to change its list price, charges and billing terms at any time at its sole discretion. This offer cannot be redeemed with an existing paid WorkflowMax subscription or be used in conjunction with any third-party or other WorkflowMax offers. Prices exclude applicable taxes. This offer ends March 30, 2022 at 11:59pm NZDT. WorkflowMax reserves the right to change or cancel this offer at any time at its sole discretion. This offer and use of the WorkflowMax services are subject to the WorkflowMax terms of use.
The Premium plan includes all the features of standard plus 4 additional features: