Job Costing

Our powerful job costing software helps you understand where your profit is being earned.

Workflowmax
Workflowmax


How workflowMax helps our customers

"I can produce an amazingly accurate quote in less than 5 minutes. It's been transformative for us."

Eric Catania
Eric Catania, CEO
Digital Reality / IT services

Pricing Plans

Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.

Optional upgrades

Track staff performance

Find out who is bringing in the most business. Add specific lead activities to certain staff members and ensure these are ticked off when completed.

View leads by category

Group leads by category and get an overview of lead status, represented visually.

Recurring Invoices

Track your business from month to month and see results that really matter.

Capture precious lead information in one place

Enter as many details as possible on the client and nature of work. See a history of lead activity – so if the lead needs to be picked up by another staff member, or in a few weeks time, it’s easy to tell exactly what activity has taken place.

Additional cost:

$15/month
Productivity Reporting

An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.

Client Groups

Using the Client Groups feature it is possible to group a series of clients together to view all of their jobs, invoices and quotes in one central view.

Recurring Invoices

If you have regular jobs that you work on throughout the year, now you can invoice your clients for the work by using monthly recurring invoices in Xero.

Xero Invoice Import

You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.

Additional cost:

$50/month

Reasons you’ll love job costing in WorkflowMax

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Stay on top of all your jobs

View all your organisation’s jobs, filter different views of your jobs, see staff allocation, and important milestones and dates all from one place.
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Track time against estimated

See how many hours a job is taking compared to the estimate, and avoid nasty cost overruns.
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Easy job setup!

All you need to create a new job is the client, the job name, and the job state.
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Clever reporting

Understand deadlines, job status and staff allocation at a glance.
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Plan ahead with job scheduling

Get an overview of who’s working on what so you can forecast better.
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Never miss another deadline

Stay on top of important dates or view the calendar to see upcoming deadlines.

Get started today

No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.

Got questions? We have answers

If you want to group your job costing by phase only at the job level, you can use Job Folders. Unfortunately, it is not possible to directly group tasks and cost items by phase at the quote stage. Contact one of our product specialists for more advice.

You sure can, but there is only ever one “master quote” on the job. So for example – if you created multiple quotes on the job then only the latest accepted quote would be referred to when creating an invoice based on the quoted value.

Yes you can! Run the report from the Financial Reports menu and simply select the client and date. If you run it from Financial tab on the job however, it will show you the entire summary for that job.

WorkflowMax gives you the option of using job folders for each phase. When quoting, make use of job templates to create your quote. On your job template you can create default folders, save the template header and then add your milestones, tasks and cost, selecting the appropriate default folder for each item.

Then, when you create your quote, all you need to do is select the first phase template and then within the quote choose Options > Apply additional templates.