Project Management Software for Architects

Effortless time tracking, invoicing and project management software designed with architects in mind. Help your firm collaborate with engineers and designers, manage jobs with ease, and turn your business data into valuable insights.

No credit card required.

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Practice Moving

"WorkflowMax allows me to go back to doing what I love - being an architect, not an administrator." Cymon Allfrey, Registered Architect
Christchurch-based architecture practice
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Top 8 reasons why your architecture firm will love WorkflowMax

With architecture project management software, your team can track time online against a job. Create invoices automatically from your timesheets. Enjoy the seamless flow of data from quote to job to invoice.
Whether you’re at the job site, in a client meeting, or on holiday in Burma, with WorkflowMax as your architect project management software, you can manage your business from wherever you like.
WorkflowMax and Xero work together to provide a complete end-to-end architecture business solution. You know you’re getting beautiful, industry-leading business tools.
Use our collaboration tools to coordinate work on jobs with staff, clients, council, engineers, designers, fabricators and other subcontractors. Track your jobs from start to finish in one place, and utilize resources across your whole team.
Never undercharge a client again! With powerful custom reporting, you can see which jobs earn you the most money, improve your estimating, and answer your pressing business questions.
Invoice based on time, costs, flat-rate, percentage of quoted value or however you like. Our quick, simple and customisable architecture invoice builder allows you to send custom-branded invoices in a flash, helping you get paid faster.
Use your architecture firm’s branding to send beautiful custom quotes and invoices. Unlike other siloed software for architects, data flows seamlessly from quote to job to invoice.
Your purchase orders and sales invoices are pushed from your project management software directly into Xero, providing a complete end-to-end business solution.

Why WorkflowMax is the best all-in-one project management software for Architects

It's the all-in-one job management software. Online and accessible from anywhere. You have all the details you could ever need, at anytime.

See how your architecture team can use WorkflowMax

Director

Keep informed about every aspect of the business, from wherever you are. Want to see which clients haven’t paid their invoices, and which types of project earn the most profit? Get all the insights on your architecture firm’s inner workings with clever custom reporting.

Quantity Surveyor

With WorkflowMax’s job management system for architects, you can monitor tasks and costs on all the firm’s projects. Drill down into each job to track every nail, and keep abreast of exactly where tasks and costs are running over. And, with the handy WorkflowMax iOS app, you can access and edit job details while you’re out on site or visiting with suppliers.

Practice Manager

See at a glance in the schedule which drafter or architect is working on what, so you can plan tasks accordingly. Quickly and easily pull reports for your drafters and other contractors, so everyone has clarity on the number of hours worked each month. Receive notifications when projects are about to go over time, and satisfy clients by being able to answer their questions within minutes.

Senior Architect

Let WorkflowMax manage the process, so you can focus on creating the next architectural masterpiece. See a snapshot of all the projects you’ve been assigned to, so you can plan your day. Now you’ll never miss a deadline. You can track time accurately on each stage of a project, so your creative efforts will always be counted.

Project Manager

You can enter time and manage projects wherever you are, whether that’s out on site, visiting a supplier, or on the deck of your boat. Break jobs down into tasks and costs so you can track every stage. Store assets and projects files and collaborate with the rest of your team.

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Popular integrations used by architects

Power up your architecture project management with more than 30 software add-ons. From accounting to payroll, document management, and CRM, we’ve got your entire business covered:

Xero

Beautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.

WorkflowMax iOS app

Work from wherever you are whether you’re out on site or visiting with subcontractors.

Dropbox

This popular cloud storage provider saves and shares large files with clients and staff through WorkflowMax.

WorkflowMax integrates with over 30 world class apps. See all of them.

Got questions? We have answers


We need project management software for architects that will enable us to coordinate project details with engineers, designers, quantity surveyors, and others. How does WorkflowMax help us to collaborate?

The advantage of having your architecture project management in the cloud is that you can share real-time data with contractors, on site teams, and stakeholders that need it most.

Your contractors can log in from any location on earth and track their time against the jobs assigned to them. Run different reports to learn about how your whole team is performing, and get an instant look at any job in real time.

You can even restrict access to certain jobs or functions to maintain complete control over who sees what. Contact one of our product specialists if you need help setting this up.


As a project manager for a busy architecture firm, I’m always out on site or visiting with subcontractors. Do you have a mobile app?

We sure do! With the WorkflowMax iOS app, you can see your daily tasks at a glance, access client information, capture time, and manage job details effortlessly, all from a clever interface from your smartphone.

For more information, visit the mobile job management section on our website!


Is there a way for clients to log in to view their projects?

There sure is. You can set WorkflowMax to allow clients to log in and see the progress of their jobs. The client will only see their own jobs – they won’t have access to the rest of your account, so everything stays secure. This is a fantastic way to add value to your clients and stand out from competition. Contact one of our product specialists if you need help setting this up.


My team needs something that can record the time we spend on different tasks. Will WorkflowMax do this?

We’ve got you covered in that department: Our time tracking functionality includes six different options, so your team can choose the method that works best. For helpful tips on how to track and enter time using WorkflowMax, watch this quick 1:36 minute video.

As a busy architecture firm, you’ll have tons of jobs on the go. If you accidentally enter time under the wrong job, you can easily move it to the correct job in just a few simple steps. This video offers step-by-step directions in under a minute.


We produce a ton of hi res images and CAD files for our clients. We’d love to be able to share them via WorkflowMax. What are your storage limits?

You can store up to 25GB of documents (for FREE) on WorkflowMax servers, which enables you to cut costs on cloud storage.

Plus documents uploaded into WorkflowMax architecture project management software can be pushed into Box, Dropbox or Drive.


Our architecture firm bills using progress invoices/fixed fee/estimates time & costs/a unique mixture of all of these. Will WorkflowMax be able to send accurate invoices to our clients?

You’re in luck! WorkflowMax’s architecture project management software features a robust system for managing all types of invoices, from simple invoices giving basic information about a project, to detailed drilldowns, progress payments, multi-job invoices, and percentage of quoted value. If you can name it, we can help your architecture firm invoice for it.

Check out the invoicing options for more details on just what WorkflowMax can do.


We run our whole architecture firm in the cloud. What other products does WorkflowMax integrate with?

We’re glad you asked! WorkflowMax project management software integrates with tons of awesome products, and has a number of great add-on solutions to help you manage your business.

You can integrate the services you use for accounting, CRM, staff scheduling, time tracking, customer support, payroll and so much more. For a full list of products that integrate with WorkflowMax, visit our Add-On page.


So … I heard you integrate with Xero. What does that mean for my architecture firm?

Xero is a simple, beautiful cloud accounting solution that’s taking the world by storm. WorkflowMax offers the best integration with Xero Accounting of any available app.

If you really hate admin, you’ll love the way Xero and WorkflowMax move data between each other with a single click. It’s great for architecture firms as it enables you to manage invoices, payments and purchase orders from one location.

For more information, check out our Xero Integration page or watch our helpful Xero Integration tutorial videos.


Excellent. I’ve implemented your architecture project management software. Now, what are the best videos for training my team and clients?

We have some great tools in place to help your whole team learn to get the most out of WorkflowMax.  One of the best resources to help staff get to grips with the new architecture project management system are our Self-Paced Education Courses.

Our WorkflowMax TV section is another great place to become more familiar with your shiny, new WorkflowMax toy. Check out our “Using WorkflowMax” section for helpful step-by-step tutorials and training videos.  

To learn how to set up your WorkflowMax account in under three minutes, watch this super helpful tutorial video. If your firm needs help setting up your account, contact one of our IT Setup Partners. These guys are professionally trained software experts who will be happy to help you get started with WorkflowMax.


Cybersecurity is a concern for my architecture firm and my clients. With WorkflowMax project management software, how secure is my data?

WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centers and infrastructure to ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centers in multiple locations, with data being synced between them. In the event of a disaster at one location, we can switch to another, ensuring our service continues to operate.

No one can get access to your files unless you let them. You set the level of user permission, and are able to control who is invited into your organization. We encrypt all data between you and WorkflowMax to ensure it can’t be seen by others. Your web session is encrypted using industry-standard TLS (Transport Layer Security) protecting your user ID, password and financial data.

Best see the software yourself:
Try it for FREE for 2 full weeks

No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
Get full access to our standard software in less than 2 minutes.
(And if after 2 weeks you need more time, just ask us.)

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