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Trusted by 100,000+ Professionals Across 150+ Countries

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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.

Scale with WorkflowMAX.

Whether you’re managing projects, juggling clients, or keeping an eye on margins, WorkflowMAX was designed with service-based teams in mind.

Stop chasing work. Start closing it.

A scattered sales process leads to lost revenue. Centralise your opportunities and quotes with precision so you never underbid a job again.

Lead & Pipeline Management
Custom Quoting & Estimating
Client Relationship Manager (CRM)

Chaos kills growth. 
Control restores it.

As you hire, visibility drops. Regain control with tools that track every minute, document, and task across your entire team.

Job Management & Scheduling
Mobile Time Tracking (iOS/Android)
Document Management
Collaboration Manager

Convert billable hours into your bank balance.

Stop leaking revenue through unbilled work. Capture every expense, WIP item, and hour, then invoice it.

WIP (Work in Progress) Reporting
Progress & Final Invoicing
Xero & QuickBooks Integration
Purchase Order Management

Connects to your core.

Seamlessly syncs with the tools you trust, so your data flows where it needs to go.

One tab to rule them all.

Replace your fragmented operational stack.

Profitability in your pocket.

The app keeps you connected to the cash flow.

Growth is a science, not a guess.

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.

Real-Time Profitability Dashboards
Job Costing & Budgeting
Custom Report Builder
Staff Performance Analytics

Dreading the switch? Don’t.

Our migration experts help you move your data, dial in your templates, and train your crew.
You aren’t doing this alone.

Capture every billable moment.
No spreadsheets. No blind spots.

AI at the core of WorkflowMAX

New smart features designed to empower your team and let your experts focus on the work.

Stop typing receipts

AI expense extraction

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

AI reporting insights

Don’t just see the data, understand it.

Spot the risk early

MCP Server

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

Built for your industry. Optimised for profit.

Stop scope creep from eating your fees.

Visualise your project phases and track every hour against the budget. When the scope changes, you’ll know exactly how it impacts your margin.

Phase-based job management
Real-time budget vs. actual tracking
Visual scheduling for design teams

Precision billing for complex projects.

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

Mobile time tracking for site visits
Complex rate card management
WIP (Work in Progress) reporting

Track every hour. Protect every dollar.

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.

Retainer management & recurring invoices
Staff utilisation dashboards
Kanban-style job management

Sell your expertise, not your time.

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.

Multi-phased projects
Seamless Xero and QuickBooks integrations
Profitability analysis per consultant

Zero leak margins

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.

Quote-to-job conversion
Material & labour cost tracking
Progress invoicing & claims

Real people.
Real expertise.
Real support.

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

You can't fix...

what you can’t see.

Disconnected tools mean missing hours, delayed invoicing, and margins you only discover after month-end.

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Teams juggle CRM, PM, timesheets, and billing, but profit falls through the cracks.

The right tool for growing teams.

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

Invoicing & Billing

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

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Profitability & Reporting

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

Learn More

Job & Project Management

Quote, assign, and manage every job, from kickoff to final invoice. 
Stay on top of scope, deadlines, and deliverables.

Learn More

Time Tracking

Capture every billable hour with ease, manual, timer, or mobile. No more missed time, no more money left on the table.

Learn More

Quoting & Estimating

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

Learn More

Capacity Planning

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

Learn More

Proven by the Pros

Join the community of experts scaling with WorkflowMAX.

Kavan Applegate

Director of Guymer Bailey Architects

"The data within WorkflowMAX helps me as the owner manage the profitability of projects from start to finish."

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Amy Darvall

Founder of Holistic Nursing Solutions

"Life before WorkflowMAX was very labour intensive. Now I can easily see the full job lifecycle."

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Luphus Oosthuizen

Director at Engenera

"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."

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Sarah No

Brand and Marketing Director of BlueRock Digital

"We needed a system that is able to work in real time, share visibility to decision makers so we can make those decisions really quickly.  WorkflowMAX makes it really easy to do that."

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Steve Luxmoore

Director of Your HR System

"With WorkflowMAX, we've been able to have real-time data, so that we get a great picture
on profit and understanding what our profit is."

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Learn with MAX

All the latest insights from WorkflowMAX

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The impact we deliver.

WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.

Rob P.

MAF Associates

We moved back and the team actually loves using it—billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.

Andrew S.

Episode Two

Not sure if we're the right fit? Let's talk.

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.