Easily customise WorkflowMax your way.

Don’t get railroaded into a project management software that can't flex to meet your needs. Discover how powerful these customisable features are when applied to quoting, jobs, invoicing and more.

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Unlimited options, powerful flexibility

Use custom fields to personalise your data, your way

You can use custom fields to extend the range of standard data fields in the WorkflowMax database. More than a dozen custom fields types can be added to any of the following data tables: clients, contacts, jobs, job costs, job tasks, leads, suppliers and time Sheets. Then use our report builder to generate specialised reporting on the contents of these custom fields, or using the custom fields to group and/or filter data.

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Create your own job 'states' to match the way that work flows through your business

Set up job states to match the stages in your company's job workflow. Then, add notifications to each job state, so you can automatically alert key people as to how any job is progressing – and when it's time for them to take action.

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Use unique job categories to better understand your business segments

Job categories give you a way to group various types of jobs together for reporting and management purposes. Group, filter and report across your job categories in our report builder. And 'map' revenue and cost of sales according to job categories across into Xero for financial reporting benefits.

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Design your own custom templates for quoting, invoicing, and more

Reinforce your branding strategy. Create your own professional looking branded custom print templates, for quoting, invoicing, statements, purchase orders and job briefs. Complete with your own logos, colour schemes, fonts and layouts. Create as many variations as you want!

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Set up custom notifications to keep everyone on the same page

Use notifications as a way of informing the right people when certain job-related events occur. The staff assigned to the job, team members or clients can be notified by email, on-screen alerts or RSS feeds - keeping everyone on the same page.

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Build & customise your own reports

Extend on the thousands of reports you can already build in our report builder by using your user-defined custom field to group, sort and filter data.

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Custom billing rates will help you bill what you're worth

Do you have different billing rates for different clients? Or different task billing rates by staff member? Or maybe custom rates just for one specific job. No problem. WorkflowMax's custom billing rates can handle it all.

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Our pricing

Check out the range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
View pricing

6 reasons you’ll love WorkflowMax customisation tools

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Customise to your needs

Store customised information. Define work flows. Slice and dice financial data. Reinforce your brand strategy.

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Seamless information transfer

When a lead is won, any custom fields shared between the lead and job will automatically be copied to the newly created job.

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Unlimited possibilities

You can pretty much store any information you want! Get creative, have fun and make WorkflowMax work for you!

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Impress clients

From birthdays to custom payment terms and coffee preferences, surprise clients with your memory the next time they’re in!

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Report on your fields

Make every datapoint count. Use the Report Builder to create a customised report in whatever format you need.

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Forecast revenues

Add a date when you expect a lead to be won, enabling you to report forecasted revenues. You want to view the report.

"Thanks to Custom Fields, I set up 9 jobs in less than 10 minutes. Is there another system that allows that much that fast? I doubt it!"
John Ffooks Director, John W Ffooks & Co / Law practice
 
 

Got questions? We have answers!

There is no limit to how many custom fields you can create in WorkflowMax so make your database as detailed as you need!
 Yes you can.  Just set up the appropriate Job Categories.  Then 'map' them to the appropriate Xero chart of account codes, and that will all happen automatically for you whenever you issue an invoice.
 Yes you can.  Just set up a Custom Notification and make sure it is targeted at the right person or persons.
Yes it can.  All Custom Field on job records can be added as merge fields into your job brief custom print template.

Additional Features

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Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
Client Manager Manage your client relationships and store information about them one place and sync with other apps. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
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Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
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Time tracking Track and report on every minute, of every day, for every staff member throughout the year, with over 6 different ways to enter timesheets. Learn more
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Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
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Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager allows you to easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never miss being underpaid again. Learn more
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Invoicing Create invoices, any way you want, and send them, all in a few simple clicks. Control every aspect of your invoice, from how it looks to what information gets displayed. Learn more
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Xero integration Instantly and automatically keep your job management software and accounting software fully reconciled at all times with the seamless flow of information. Learn more
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Reporting Use the report builder to build any report you want in seconds. Invoice analysis, debtors, performance, time and WIP. Never miss getting underpaid again. Learn more
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Purchase orders Manage your Purchase Orders and accurately track actual costs against budgeted costs. Learn more
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Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
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Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
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