Packed full of features
Everything you need to run a successful, profitable business
Manage, track and report on every aspect of every job for a better view of your people, profit and performance.
Whether you’re managing projects, juggling clients, or keeping an eye on margins, WorkflowMAX was designed with service-based teams in mind.
A scattered sales process leads to lost revenue. Centralise your opportunities and quotes with precision so you never underbid a job again.
As you hire, visibility drops. Regain control with tools that track every minute, document, and task across your entire team.

Stop leaking revenue through unbilled work. Capture every expense, WIP item, and hour, then invoice it.
Seamlessly syncs with the tools you trust, so your data flows where it needs to go.

Replace your fragmented operational stack.

The app keeps you connected to the cash flow.

Most firms wait until the end of the month to see if they made money. You’ll know by lunchtime. Spot profit leaks before they sink the project.
Our migration experts help you move your data, dial in your templates, and train your crew.
You aren’t doing this alone.
New smart features designed to empower your team and let your experts focus on the work.
Stop typing receipts

Scan a receipt, and let our AI categorize it instantly.

Don’t just see the data, understand it.
Spot the risk early
Give your AI tools like Claude and ChatGPT direct access to WorkflowMAX - query jobs, update timesheets, create quotes, and much more.
Connect your whole stack
Visualise your project phases and track every hour against the budget. When the scope changes, you’ll know exactly how it impacts your margin.

Manage retainers, variations, and complex billing rates with ease. Guarantee every site visit and consultation is captured and billed accurately.

Stop overservicing clients for free. See exactly which retainers are profitable and which ones are draining your resources. Keep your team utilised and your cash flow positive.

Move from hourly billing to value-based pricing without losing sight of your costs. Track time effortlessly across multiple clients and gain total visibility into your firm’s efficiency.

Materials, labour, and subcontractors — track it all in one place. Quote accurately, track costs in real time, and get progress claims out faster so you can keep the cash flowing.

Forget cookie-cutter advice. We understand the service business struggle because we've lived it.
Ready to level up? You’re never flying solo.



Disconnected tools mean missing hours, delayed invoicing, and margins you only discover after month-end.
Teams juggle CRM, PM, timesheets, and billing, but profit falls through the cracks.

We’re a purpose-built platform for service businesses that need control, clarity, and profitability. Here’s what’s inside:

Send sleek, accurate invoices with just a few clicks. Integrates directly with Xero and QuickBooks Online, so cash flow stays clean.

Know your margins in real-time. See what’s working, what’s leaking, and where to optimize.

Quote, assign, and manage every job, from kickoff to final invoice. Stay on top of scope, deadlines, and deliverables.
Capture every billable hour with ease, manual, timer, or mobile. No more missed time, no more money left on the table.

Win more work with professional quotes built from your real job data. Send, track, and convert to a job the moment they say yes.

See who's overloaded and who has room – before it becomes a problem. Keep your team balanced, billable, and out of burnout.


Join the community of experts scaling with WorkflowMAX.

All the latest insights from WorkflowMAX


Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.
WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.

Spend less time on admin work, more on valuable client work.
We moved back and the team actually loves using it—billing is faster and we can see margins live.

Users worldwide trust WorkflowMAX to track and manage their jobs.
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Users worldwide trust WorkflowMAX to track and manage their jobs.
WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.

Our discovery calls aren’t sales pitches, they’re real conversations.

No screen-sharing. No slide decks. Just 20 minutes with a WorkflowMAX expert to understand:
What’s not working in your business right now
Where you’re losing time, money, or visibility
Whether WorkflowMAX is even the right fit
If we can help, we’ll show you how. If we can’t, we’ll tell you straight.

No credit-card required
24/7 Support
No contracts
Cancel anytime


