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.

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Maximise the power and productivity from WorkflowMax

Productivity reporting

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.

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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.

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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.

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Xero invoice import

You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.

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Our pricing

Check out 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

6 reasons you’ll love WorkflowMax Premium

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More visibility over productivity

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

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Save time on manual tasks

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

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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 view all jobs, invoices, and quotes for a series of clients in one central view.

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Create ad-hoc jobs

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

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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

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Lead manager Track your leads, proposals and sales projections all in one place. Learn more
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Client Manager Manage your client relationships and store information about them one place and sync with other apps. 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, with over 6 different ways to enter timesheets. Learn more
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Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
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Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager allows you to easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never miss being 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 of your invoice, from how it looks to what information gets displayed. Learn more
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Xero integration Instantly and automatically keep your job management software and accounting software fully reconciled at all times with the seamless flow of information. Learn more
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Reporting Use the report builder to build any report you want in seconds. Invoice analysis, debtors, performance, time and WIP. Never miss getting underpaid again. 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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