With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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PlanRight is a powerful add-on for WorkflowMax. It enables you to become an expert in managing capacity and workload for you and your staff. Enter your jobs and tasks in WorkfowMax, then allocate time to your staff in PlanRight. See the capacity of one or many of your staff at a glance. Monitor the impact on your staff’s schedule and new job capacity.

Time is money

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.

Plan Right_Time is money

Plan your week

The week planner lets you schedule jobs and tasks using a drag-and-drop calendar, with full visibility of your team’s workload.

Plan Right_ Plan your week

Plan your month

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.

Plan Right_plan your month

Plan your year

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).

Plan Right_ Plan your year

A complete solution

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.

Plan Right_ A complete solution

Other popular integrations

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Accounting

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Zendesk
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When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.

Practice Ignition
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Connect WorkflowMax with PI to streamline your workflow and automate client onboarding.

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