Project Management Software for IT Professionals

WorkflowMax acts as a project tracker, enabling you to collaborate with your development team, and see all aspects of a project from start to finish. And it integrates with Zendesk and Freshdesk to streamline bug tracking and support.

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Manage IT
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"Being able to track and measure the profitability of each job has transformed our business". Rose Retter, Co-founder and CEO, Conquest Solutions
Atlanta-based IT services
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Top 8 reasons why IT and software developers love WorkflowMax

With WorkflowMax and Zendesk working together, your helpdesk team can input time directly from their support tickets. Sweet!
With WorkflowMax reporting, you can pull out practically any number relating to your business and see where you can improve.
Get your team working together with awesome collaboration tools. Your clients can even add their two cents in project files and see when tasks are due.
WorkflowMax integrates seamlessly with Freshdesk, so time tracked against tickets goes against the job. Brilliant.
Whether you’re at a client’s premises, at a tech conference in SIlicon Valley, or catching some rays in Hawaii, you can manage your business from wherever you like.
Sick of running around trying to find copies of the account specs or original artwork? WorkflowMax stores every detail of a job, including associated emails and documents, so everyone on the team can access them.
From the project management dashboard you can assign jobs to your team, track project timelines and receive email notifications when jobs are running late.
Want to know what type of project earns you the most money? Or whether you’re under-billing a customer? Reporting answers your pressing business questions.

Why WorkflowMax is the best all-in-one project management software for IT Professionals

It's the all-in-one job management software built with IT profesionals in mind. Online and accessible from anywhere you have all the details you could ever need, at anytime.

See how your engineering team can use WorkflowMax

Software Company CEO

As a professional IT company, it’s time you walked the walk and used a cloud-based IT management software that dealt with your needs. Want to see which clients haven’t paid their invoices, and which types of jobs earn the most profit? Get all the insights on your IT company’s inner workings with clever custom reporting. Use quote, job and invoice templates to save hours of admin time each month.

Accounts Administrator

See at a glance in the schedule which team member is working on what project, so you can plan tasks accordingly. Quickly and easily pull reports on your developers, technicians and support staff, so everyone has clarity on the number of hours worked each month. With hours logged accurately direct from your support tickets, monthly payroll takes minutes, instead of hours. Plus, in WorkflowMax you can store all the information about each job in one location – filing has never been so simple.

Support Desk

Track your time directly from support tickets thanks to WorkflowMax’s handy helpdesk integrations. Eliminate double-entry, and create client invoices with a single click – it couldn’t be simpler. Clients get an accurate view of exactly what you did, so they can see where their money is going. Watch your data flow from the support desk right through to project tracking and your online accounting system.

Software Developer

With WorkflowMax as your IT management software, you’ll ship on time, every time. The clever job management tools allow your team to prototype, design, develop and deploy with ease. See a snapshot of all the projects you’ve been assigned to, so you can plan your day. And you can track time accurately on each stage of a project, so your efforts will always be counted.

Freelance Technician

With WorkflowMax as your project tracker, you can enter time and manage projects wherever you are – whether that’s from a client’s premises, in the car, or just chilling out at the beach. Store client data, bug fixes and projects files in one secure location, and use the collaborative features to work with the rest of your team.

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Popular integrations used by IT professionals

Manage your entire IT company in one integrated system by combining WorkflowMax’s awesome project management prowess with over 30 software add-ons. From accounting to helpdesk tickets, document management, and CRM, we’ve got your entire business covered:

Xero

Beautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.

Zendesk

The WorkflowMax time widget allows support agents to enter time against the ticket they are working on.

Freshdesk

Track your time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk admin.

WorkflowMax integrates with over 30 world class apps. See all of them.

Got questions? We have answers


My dev team needs something that can record the time they spend on different tasks and iterations. Will WorkflowMax do this?

We’ve got you covered for all your software development needs. Our time tracking functionality includes six different options, so your team can choose the method that works best. Many of our software development clients use WorkflowMax to track iterations and stages in Agile or Waterfall methodologies. For helpful tips on how to track and enter time using WorkflowMax, watch this quick 1:36 minute video.

As a busy IT company, you’ll have tons of jobs on the go. If you accidentally enter time under the wrong job, you can easily move it to the correct job in just a few simple steps. This video offers step-by-step directions in under a minute.


My software company bills using fixed fee/hourly rates/in-progress invoices/a random combination of all these. Can WorkflowMax deal with this?

We sure can! With WorkflowMax as your project management and bug tracking software, you can incorporate every quote and invoice. Check out the invoicing options for more details on just what you can do.


We’re fixing IT issues all over our city, so our team is always on the go. Do you have a mobile app?

We sure do! With the WorkflowMax iOS app, you can see your daily tasks at a glance, access client information and project tracking tools, capture time, and manage job details effortlessly, all from a clever interface from your smartphone.

For more information, visit the mobile job management section on our website!


Is there a way for clients to log in to view project tracking details?

Great question! You can set WorkflowMax to allow clients to log in and see the progress of their jobs. Plus, this is a fantastic way to add value to your clients and stand out from competition. Contact one of our product specialists if you need help setting this up.


We produce a ton of working documents and code for our clients. We’d love to store and share these via WorkflowMax. What are your storage limits?

You can store up to 25GB of documents (for FREE) on WorkflowMax servers, which enables you to cut costs on cloud storage.

Plus documents uploaded into WorkflowMax marketing tracking software can be pushed into Box, Dropbox or Drive. With powerful project management software like WorkflowMax, your clients will be able to easily download and see all your pretty code.


We run our whole IT company in the cloud. What other products does WorkflowMax integrate with?

We’re glad you asked! WorkflowMax IT management software integrates with tons of awesome products, and has a number of great add-on solutions to help you manage your business.

Integrate the services you use for accounting, CRM, helpdesk, staff scheduling, time tracking, payroll and so much more. For a full list of products that integrate with WorkflowMax, visit our Add-On page.

 


So … I heard you integrate with Xero. What does that mean for my IT company?

Xero is a simple, beautiful cloud accounting solution that’s taking the world by storm. WorkflowMax offers the best integration with Xero Accounting of any available app.

If you really hate admin, you’ll love the way Xero and WorkflowMax move data between each other with a single click. It’s great for IT and software companies as it enables you to manage invoices, payments and purchase orders from one location.

For more information, check out our Xero Integration page or watch our helpful Xero Integration tutorial videos.

 


We have an awesome team of freelancers, developers, support staff and other contractors. Can they use WorkflowMax too?

Of course! That’s the advantage of having your IT project management in the cloud.

Your contractors can log in from any location on earth and track their time against the jobs assigned to them. You can even restrict access to certain jobs or functions to maintain complete control over who sees what. Contact one of our product specialists if you need help setting this up.

 


What are the best videos for training my team and clients on the product?

Our WorkflowMax TV section is the best place to become more familiar with your shiny, new WorkflowMax toy. Check out our “Using WorkflowMax” section for helpful step-by-step tutorials and training videos.  

To learn how to set up your WorkflowMax account in under three minutes, watch this super helpful tutorial video. If your IT company needs help setting up your account, contact one of our IT Setup Partners. These guys are professionally trained software experts who will be happy to help you get started with WorkflowMax.


Cybersecurity is a concern for my software company and our clients. With WorkflowMax, how secure is my data?

WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centers and infrastructure to ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centers in multiple locations, with data being synced between them. In the event of a disaster at one location, we can switch to another, ensuring our service continues to operate.

No one can get access to your files unless you let them. You set the level of user permission, and are able to control who is invited into your organization. We encrypt all data between you and WorkflowMax to ensure it can’t be seen by others. Your web session is encrypted using industry-standard TLS (Transport Layer Security) protecting your user ID, password and financial data.

Best see the software yourself:
Try it for FREE for 2 full weeks

No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
Get full access to our standard software in less than 2 minutes.
(And if after 2 weeks you need more time, just ask us.)

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