Enter all the details into the lead management software.
Mark your lead as ‘won’ and flip your quote or estimate to be a job template. Assign your staff, add in your schedule and close your sales loop.
When the job is finished, generate an invoice and get paid quickly.
NICK STILWELL, SENIOR & FOUNDING PARTNER, STILLWELL / SURREY-BASED ENGINEERING FIRM
It’s easy - no credit cards, no contracts.
Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.
Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!
Follow up emails, quotes, notes - all get cc’d into the unique lead email address so you can pick up right where you left off.
Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!
Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.
In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.
Brett Hancock, Creative Director, Born Digital
Generally businesses within specific industry types tend to invoice in a similar fashion but it depends very much on the type of work you do. For example, if you’re a creative agency, you might invoice when the job is complete, based on a quoted price. If you have much longer term work engagements you might use work in progress (WIP) billing processes, where all time and costs worked in a period are captured and bundled up as a progress invoice. The great thing is that WorkflowMax is flexible enough to cater for the varying nature of invoicing within your industry vertical
You sure can! WorkflowMax lets you customise your invoice. Use Custom Templates to create beautiful invoices that reflect your brand.
It sure is. You can create multiple progress invoices when you need to invoice a client for ongoing work on a job.
Yes it sure can! If you have created a quote for the project, you can issue a progress invoice as a percentage of the quoted value as you go. Keep track of your uninvoiced 'Work-In-Progress' (WIP) from the financial tab of the job or under Business and “Work in Progress”. !
Currently – if you’ve chosen to integrate your WorkflowMax account with Xero – you can set up recurring invoices in Xero and import this manually into recurring jobs in WorkflowMax. If you upgrade to Workflowmax Premium, as long as the references matchup, invoices can automatically flow back from Xero to the respective jobs. For more information contact one of our product specialists and they’ll be happy to help!