Features
Industries
Integrations
Pricing
Resources
Sign In
Start Free TrialBook A Demo

FEATURES

View All Features ->
Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

View All Integrations ->

Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Resources

Visit the blog
Keep up-to-date on the latest news, product updates, and announcements
Watch a webinar
Register for our live or on demand webinars on migration, education, and training
Implementation options - coming soon
View the range of ways to get WorkflowMAX setup, DIY, guided and bespoke options available
Find a partner
Search the directory for a certified implementation partner in your area
WorkflowMAX academy
Bolster your knowledge and use of WorkflowMAX with free online training courses
Visit the help centre
Learn how to configure and use WorkflowMAX and search a wide range of help topics
Contact sales
Got a question? Reach out to us
Contact support
Raise a ticket with our support team for help or technical product information
FAQs
Read over our frequently asked questions to get answers quickly
Book A Demo
Features
Industries
Integrations
Pricing
Resources
Start Free Trial

Power up your job management by integrating

Get even more from your software through integrating with other great apps in our ecosystem

Start a 14-day free trial -->

No Credit Card Required.

Search integrations

ACCOUNTING

STAFF SCHEDULING

REPORTING

DOCUMENT MANAGEMENT

PAYROLL

TIME TRACKING

PROPOSAL/CRM

ACCOUNTS PAYABLE

AUTOMATION

PAYMENTS

PRODUCTIVITY

ACCOUNTING

Xero integration

Xero is a powerful accounting and financial reporting platform that integrates with WorkflowMAX to automatically sync invoices, purchases, contacts and more.

Learn MoreVisit website -->

ACCOUNTING

QuickBooks integration

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows seamlessly between platforms, reducing manual work and helping you stay on top of your business performance.

Learn MoreVisit website -->

PROPOSAL/CRM

Hubspot integration

Combine this powerful CRM and marketing platform with WorkflowMAX to nurture prospects into happy customers.

Learn MoreVisit website -->

AUTOMATION

Zapier

Zapier is a powerful integrations platform that connects WorkflowMAX to thousands of your favourite applications for use in automated workflows.

Learn MoreVisit website -->

PAYMENTS

ACCOUNTS PAYABLE

Airwallex

Tired of waiting on payments? WorkflowMAX and Airwallex have joined forces to help you streamline your invoicing and get paid faster, with more flexibility for your customers.

Learn MoreVisit website -->

PRODUCTIVITY

Google Calendar integration

Sync your Google Calendar with WorkflowMAX to keep team schedules and job timelines aligned. Calendar events can be converted into timesheet entries, reducing double-handling and ensuring billable time is never missed.

Learn MoreVisit website -->

PRODUCTIVITY

Microsoft Outlook integration

Connect Microsoft Outlook with WorkflowMAX to sync calendars and convert meetings into timesheet entries automatically. Keep your schedule, emails and billable time tracking in one connected workflow.

Learn MoreVisit website -->

DOCUMENT MANAGEMENT

Microsoft SharePoint integration

Microsoft SharePoint integration Integrate SharePoint with WorkflowMAX to manage and share project documents directly from your jobs. Files stay secure, version-controlled and accessible to your team – without leaving the platform.

Learn MoreVisit website -->

DOCUMENT MANAGEMENT

Google Drive integration

Google Drive is a safe and secure file storage platform that allows you to store all your files in one place. You can access your files from any device, including your computer and phone.

Learn MoreVisit website -->

DOCUMENT MANAGEMENT

Dropbox integration

Dropbox™ helps people be organized, stay focused & get in sync with their teams. Sync WorkflowMAX to backup files in the cloud, share photos and videos, and more.

Learn MoreVisit website -->

DOCUMENT MANAGEMENT

Box integration

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Learn MoreVisit website -->

DOCUMENT MANAGEMENT

SuiteFiles integration

Transform your firm with our digital workspace solution: unlock new business opportunities, elevate your client experiences, and significantly reduce your overheads.

Learn MoreVisit website -->

STAFF SCHEDULING

PlanRight integration

Don't second guess how much work your business can take on. Get full visibility of your scheduling and future-planning confidently with PlanRight - the powerful add-on for WorkflowMAX.

Learn MoreVisit website -->

REPORTING

Vibe CFO integration

A platform that empowers your data strategy through real-time insights from EVA, their AI-powered data assistant. Take advantage of their Power BI finance dashboard templates

Learn MoreVisit website -->

REPORTING

SyncHub integration

SyncHub connects your cloud software with popular business intelligence tools like Power BI and Tableau. Start making business decisions on real business data.

Learn MoreVisit website -->

TIME TRACKING

TimeSlice

TimeSlice is a time management tool for teams of any size. See your entire week in a unique calendar view.

Learn MoreVisit website -->

DOCUMENT MANAGEMENT

AUTOMATION

12d Synergy

12d Synergy offers a common data environment for the engineering and construction industry.

Learn MoreVisit website -->

REPORTING

Dashboard Insights

Dashboard Insights connects WorkflowMAX and all your platforms and consolidates your data into a single location for beautiful insights.

Learn MoreVisit website -->

REPORTING

Rally

Rally's cutting edge data integration and reporting deliver the insights that help you unlock your potential and retain more of each dollar earned.

Learn MoreVisit website -->

ACCOUNTS PAYABLE

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Learn MoreVisit website -->

PAYROLL

UpSheets

Upload payroll data from WorkflowMAX to Xero. Save time. Reduce errors. No more copy & paste. Available in Australia, New Zealand and UK.

Learn MoreVisit website -->

Start your 14-day free trial with WorkflowMAX

No credit-card required

24/7 Support

No contracts

Cancel anytime

Start free trial -->
See all features -->
See Pricing  -->

Trusted by 100,000+ Professionals
Across 150+ Countries

WorkflowMAX logo
Product Features
Estimating & QuotingJob ManagementTime TrackingCapacity PlanningWIP ManagementInvoicingReportingIntegrationsAll Features
Industries
ArchitectsEngineers & DesignersBusiness ConsultantsCreative AgenciesBuilding & Construction
Resources
Support CenterBlogFeature RequestsProduct RoadmapDeveloper API
Compare
ProjectworksScoro
Company
FAQsContact UsAbout UsCareers
Implementation Partners
Find a PartnerBecome a partner
Implementation Partners
Find a PartnerBecome a partner
Privacy PolicyTerms of UseSecurityCookie PolicyData Addendum
© 2026 WorkflowMAX project management software. All rights reserved.
WorkflowMAX Logo