Boost your project management with WorkflowMax Premium. Get enhanced reporting, visibility and more control over your jobs, projects and people.
See an instant view of how well you, staff, and the team as a whole are meeting your productivity goals. WorkflowMax gives you the power to set and track capacity of work and time.
Client groups lets you group a series of clients together to view all of their jobs, invoices and quotes in one central place.
If you have regular jobs that you work on throughout the year, you can invoice your clients for that work by using monthly recurring invoices in Xero.
You can import recurring or manually entered invoices from Xero into WorkflowMax Premium to power your KPI dashboard and revenue reports.
Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
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The KPI dashboard lets you track staff productivity by comparing their actual billable hours against their expected billable hours.
Update the address for one client and choose to update the address for all related clients if needed.
Forget about manual entry. Simply prepare a spreadsheet of contacts and bring it over into WorkflowMax.
Set up client groups to see all jobs, invoices and quotes for a series of clients in one central view.
Enter time directly against a client, even if no jobs are currently active for that client.
Invoices created in Xero flow back to the relevant job in WorkflowMax.