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Wasted time is wasted money. With PlanRight you can easily reallocate work between staff members by drag and drop to ensure all the team are at 100% capacity, not more or less. Data moves between PlanRight and WorkflowMax with a single click. Syncing of data can be automatic or manual.
The week planner lets you schedule jobs and tasks using a drag-and-drop calendar, with full visibility of your team’s workload.
The month planner lets you prioritise work for each month. A quick glance at the capacity worm will show you exactly how much work has been planned and completed.
With the year planner you can allocate work to staff, then plan it over the whole year. Tasks are split into ongoing (ie support), fixed (ie a GST return that must be completed in a month) and variable (flexible timing).
With PlanRight and WorkflowMax integrated together for your business, you can become an expert manager of capacity and generate more revenue by maximising capacity management.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.
Connect WorkflowMax with PI to streamline your workflow and automate client onboarding.
Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.