Purchase Orders

Workflowmax
Workflowmax

A flexible receipting process

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Full receipt

Got the full order? Check and pay now.
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Partial receipt

Use this option if you’ve only received part of your order.
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Number of items received

Changing this will automatically update the number of items that are outstanding.
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Need to add stuff?

Easily include additional items to the purchase order.
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How workflowMax helps our customers

“The purchase orders functionality is awesome and saves us hours and hours of time.”

 
 

 

Lance Retter, Co-Founder and COO
Conquest Solutions / Atlanta-based 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 management 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

You sure can! Customise your purchase orders including the layout and your own branding. And you can do it all from within Microsoft Word. Find out more about custom templates or contact one of product specialists for help.

Unfortunately this isn't a feature that is currently available in the app, you would have to raise the PO through the website.

WorkflowMax automatically generates numbers for purchase orders, but you can also edit the default prefixes and number sequencing to suit your own requirements. Check out this quick 0:57 min video on how to do this or contact one of product specialists for help.

Yes, as long as you’ve enabled integration with Xero the process is seamless! Simply raise purchase orders in WorkflowMax, and add as job costs as you receipt supplier invoices. These are automatically pushed into Xero for payment. Then switch to Xero to approve payment - Easy!