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2024-05-07 12:00:00
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Why WorkflowMax works so well for creatives

Time is money when you run a creative agency.

Quoting

Create and send detailed, custom-branded quotes. Enjoy how your quote information flows to jobs and invoices seamlessly.

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Document management

Document management

Store every detail of a job online and access it from anywhere so you never lose important information again.

Time tracking

Track time against a job, then create invoices automatically from your timesheet data. Never miss a minute of billable time again.

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Job, and staff management

Coordinate work with staff, clients, council, engineers, designers, fabricators and other subcontractors. Track your jobs from start to finish in one place.

Reporting and insights

Use powerful reporting insights to understand which project type earns you the most money or where you’re under-charging your clients.

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Xero and QuickBooks integration

Your purchase orders and sales invoices are pushed directly into Xero, saving you time and eliminating double handling.

Frequently asked questions

How does WorkflowMax help creative agencies manage their time?

WorkflowMax makes it easy to track time against every job and task, so nothing slips through the cracks. Capture every billable hour, turn timesheets into invoices automatically, and focus more on the creative work not chasing time entries.

Can I manage documents and project details in one place?

Yes. All your project information lives in one central place. Store briefs, files, and feedback online, access them from anywhere, and make sure every detail is easy to find when you need it.

Are quotes customisable for my agency’s brand?

Absolutely. You can create detailed, custom-branded quotes and estimates that look and feel like your agency. All approved quotes automatically flow through to jobs and invoices with no double handling.

Does WorkflowMax help me identify which types of projects are most profitable?

Yes. Reporting tools reveal which projects and clients deliver the best margins, and where  profit might be leaking. It’s insight that helps you price smarter and grow faster.

Is there an integration with accounting software?

Yes, WorkflowMax integrates with Xero and QuickBooks so your invoices and purchase orders sync automatically saving hours of manual entry and reconciliation.

Can I manage staff and projects together?

You can. Allocate work, monitor progress, and keep your team and clients aligned from one platform. Everyone knows what’s next  so you can deliver on time, on budget, and without last-minute surprises.

How will WorkflowMax help me reduce admin overhead?

By automating quotes, timesheets, invoicing, and reporting and keeping everything in one place, WorkflowMax cuts down on repetitive admin so your team can focus on creative delivery and client work.

Is there a trial available so I can test it out with my agency workflows?

Yes, you can start a 14-day free trial to see how WorkflowMax fits your agency’s way of working.

Do I need a contract, or pay upfront?

It depends on your plan.

  • Standard and Premium: No setup fees or long-term contracts, you can cancel anytime.

  • Advanced: Billed annually upfront, providing the best value for growing teams that want full access to advanced features and support.

Will I be able to access WorkflowMax when I’m not in the office?

Yes. You can manage jobs, track time, and access documents from anywhere via native iOS and Android apps, or through any web browser on iPad or desktop. Learn more about mobile access.

Can WorkflowMax scale as my agency grows?

Yes. WorkflowMax is built to grow with you. Add new users easily as your team expands, with flexible pricing that scales based on your team size and plan.

What kind of support is available if my agency needs help?

WorkflowMax provides 24/7 support, you can access our Help Centre with step-by-step guides, raise a support ticket, or join live and on-demand webinars. The free WorkflowMax Academy offers online training, and our Certified Implementation Partners provide premium, hands-on support worldwide. Find a partner near you.