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With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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For powerful insights upgrade to Premium.

Boost your project management with WorkflowMax Premium. Get enhanced reporting, visibility and more control over your jobs, projects and people.


Maximise the power and productivity from WorkflowMax

Productivity reporting

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

Client groups lets you group a series of clients together to view all of their jobs, invoices and quotes in one central place.


Recurring invoices

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.


Xero invoice import

You can import recurring or manually entered invoices from Xero into WorkflowMax Premium to power your KPI dashboard and revenue reports.


Our pricing

See the range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system without having to pay thousands of dollars. No setup fees. No upfront costs.
View pricing

Six reasons you’ll love WorkflowMax Premium


More visibility over productivity

The KPI dashboard lets you track staff productivity by comparing their actual billable hours against their expected billable hours.


Save time on manual tasks

Update the address for one client and choose to update the address for all related clients if needed.


Easily import staff

Forget about manual entry. Simply prepare a spreadsheet of contacts and bring it over into WorkflowMax.

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Better relationship management

Set up client groups to see all jobs, invoices and quotes for a series of clients in one central view.


Create ad hoc jobs

Enter time directly against a client, even if no jobs are currently active for that client.


Intuitive invoicing

Invoices created in Xero flow back to the relevant job in WorkflowMax.

"As a reporting tool, WorkflowMax carries huge value, because you can splice and dice the data however you like. You can ask WorkflowMax to do triple back flips and it will."
Clive Weston Practice Manager, Cymon Allfrey Architects

Got questions? We have answers!

Yes, WorkflowMax Premium is an optional upgrade from your standard subscription plan. You can choose to enable it from $50 extra per month. Just contact our support team to help you get set up.
Unfortunately we don’t have a trial for WorkflowMax Premium, but our accounts and billing team can easily enable it for you and if you decide you don’t want it, we’ll switch you back.
You sure can! Simply contact our support team and we can turn on this module for you. We pride ourselves on our easy monthly plans – no setup fees and no hidden costs. No obligation, no contracts. You can also downgrade or cancel at any time.

Additional features

Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
Client manager Manage your client relationships and store information about them in one place. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
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Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
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Time tracking Track and report on every minute of every day, for every staff member throughout the year. Choose from six different ways to enter timesheets. Learn more
Collaboration manager Send emails and attachments directly to a job or quote so everyone can collaborate. Learn more
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Mobile Track time offsite, view jobs, contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager lets you easily view and manage all of your un-invoiced work in progress on all of your jobs. Don't get underpaid again. Learn more
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Invoicing Create invoices any way you want and send them all in a few simple clicks. Control every aspect from how your invoices look to what information gets displayed. Learn more
Xero integration Link with Xero to instantly and automatically keep your job management and accounting data fully reconciled at all times. Learn more
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Reporting Use the report builder to build any report you want in seconds including invoice analysis, debtors, performance, time and WIP. Learn more
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Purchase orders Manage your purchase orders and accurately track actual costs against budgeted costs. Learn more
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Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
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Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
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