Engineering Project Management Software

WorkflowMax engineering project management software helps you manage the team with ease, track time, send invoices, and work together with clients and contractors. Get geared up for rapid growth while you continue to solve real world problems.

No credit card required.

Who said business and
family can’t mix?

See how Jason & Darren grew Steelcraft Engineering from 6 to 80 people while being home in time to tuck their kids in every night. Darren George & Jason George, Directors, Steelcraft Engineering
Auckland-based engineering firm
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Top 8 reasons why your engineering firm will love WorkflowMax

With WorkflowMax as your engineering project management software, your team can track time online. Create invoices automatically from your timesheets. Enjoy the seamless flow of data from quote to job to invoice.
From the dashboard you can achieve a complete overview of a project, track project timelines, see who is working on what, and receive email notifications when jobs are running late.
Whether you’re at the job site, in a client meeting, or on a beach in Fiji, with WorkflowMax as your project engineering software, you can manage your team and track your business from wherever you like.
WorkflowMax and Xero work together as a complete end-to-end solution for engineering firms. You know you're getting industry-leading business tools and seamless transition of data from project management to accounting.
Use our collaboration tools to coordinate work on jobs with staff, architects, clients, surveyors, 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.
Clients can be demanding, but that doesn’t mean your engineering invoicing software needs to be. Invoice based on time, costs, flat-rate, percentage of quoted value or however you like. Change all the details to suit your needs.
Raise purchase orders in WorkflowMax, and add as job costs as you receipt supplier invoices. These are automatically pushed into Xero for payment. Now you can keep on top of job costs and bill your clients accordingly.

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

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

See how your engineering team can use WorkflowMax

Director

Get visibility on every aspect of the business, from wherever you are. Clever custom reporting lets you see your engineering firm’s inner workings: bring stakeholders up to speed, know which clients haven’t paid their invoices and which types of project earn the most profit. Receive notifications when projects are about to go over time, and satisfy clients by being able to answer their questions within minutes.

Quantity Surveyor

With WorkflowMax’s project engineering software, you can monitor tasks and costs on all the firm’s projects. Drill down into each job to track every I-beam, 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 subcontractors.

Accounts Administrator

See at a glance in the schedule which engineer is working on what, so you can plan tasks accordingly. Quickly and easily pull reports to get clarity on the number of hours worked each month. With hours logged accurately, payroll takes minutes, instead of hours. Plus, in WorkflowMax you can store all the information about each job in one location – filing has never been so simple.

Engineer

Let WorkflowMax manage the process, so you can focus on the job at hand. See a snapshot of all the projects you’ve been assigned to, making planning a breeze. Never miss a deadline or run over on a job again! Track time accurately on each stage of a project and share data with other subcontractors to make sure everyone has the technical specifications they need.

Project Manager

You can enter time and manage projects wherever you are: out on site, visiting a supplier, or even from your couch at home. 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 – you’ll never lose an important document or miss an alert.

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Popular integrations used by engineering firms

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

WorkflowMax iOS app

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

Xero

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

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

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

Using the handy WorkflowMax iOS app 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.

We want to change to project engineering software, but we need minimal disruption to our factory floor. How long does the setup process for WorkflowMax take?

Your WorkflowMax account can be set up in under three minutes (watch this super helpful tutorial video to learn how). However, for some, the time it takes to set up your WorkflowMax account depends on how you’re planning to use the system, the size of your company, and the complexity of your needs. Contact our awesome support team for a more accurate estimation.

If you need 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

My engineering 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 engineering 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.

As a project manager for a busy engineering firm, I’m always out on site or visiting with fabricators or 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 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 engineering clients and stand out from competition. Contact one of our product specialists if you need help setting this up.

Our engineering 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 engineering 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 engineering firm invoice for it.

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

We produce a ton of hi res images, CAD files and technical specs 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 with WorkflowMax’s document management function, you can take advantage of two-way integration with apps like Box, Dropbox or Google Drive. Documents uploaded into WorkflowMax can be stored in these apps, pushed back into WorkflowMax and vice versa.

So … I heard you integrate with Xero. What does that mean for my engineering 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 engineering and fabrication 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.

I’ve implemented your engineering 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 get the most out of WorkflowMax. One of the best resources to help staff get to grips with the new software are our Self-Paced Education Courses. Our WorkflowMax TV section is another great place to become more familiar with the power of WorkflowMax. 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 professionally trained software experts will gladly help you get started with WorkflowMax.

Cybersecurity is a concern for my engineering 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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