Boost your project management with WorkflowMax Premium. Get enhanced reporting, visibility and more control over your jobs, projects and people.
An instant view of how well you, the staff, and the team as a whole, are meeting their productivity goals. WorkflowMax gives you the power to set and track capacity of work and time.
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.
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.
You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.
The KPI dashboard lets you track the productivity of staff 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 view 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.