Everything you need - in one integrated platform
WorkflowMax offers you a complete, cloud based solution to manage projects and jobs. It’s often all your business needs – but if you need even more features, we integrate with more than 30 world-class add-ons, so it’s easy to customise WorkflowMax exactly to your needs.
Get more customers
- Client Manager
- Track your leads, proposals and sales performance all in one place.
- Automatically store emails, documents and other data against a lead.
- Set up reminders so less leads fall through the cracks.
- And once a lead is won, you can turn it into a new job with just a few clicks without having to reenter data.
Our lead manager module makes a powerful CRM solution affordable. Learn more
Save time & money
- Job Management
- Save time by letting your employees enter how much time they spend on projects - from wherever they are.
- See how this measures up in real time against your quotes
- Quickly pass time tracking data on to payroll.
- Track time completely within WorkflowMax or use a third party widget that we integrate with (Actual, Adobe, Eon, EndGame, Prod Timer, Time Doctor).
Quickly and easily uncover inefficiencies and see where you can improve your business. With all data is in one place, you can see many useful standard performance reports at a glance - or quickly build your own custom reports.
- View estimated hours for a project against the actual time it's taking, so you know if you're on track.
- Quickly see how much money you make from different staff members or which projects are the most profitable.
- See which clients you are under- or overbilling.
- Improve cashflow by getting an instant snapshot of billable jobs.
And much more! Learn more
- Xero Integration
- Invoice online in a few quick clicks with only basic information about the project.
- Control every aspect of your invoice, from how it looks through to what information gets displayed.
- If you want, create a highly detailed invoice for your clients by adding staff, times, rate details, and extra notes with just a couple of clicks.