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Project management software for IT professionals.

WorkflowMax is the all-in-one project management tool that will transform your IT services business.

it professionals

Why WorkflowMax works so well for IT professionals

Manage every aspect of every job so you can get more done in a day and get paid what you’re worth.

Performance reporting

WorkflowMax reporting tools help you work smarter and gain insights into productivity, performance, workflow and profitability.

feature xero_systems


WorkflowMax integrates seamlessly with applications like Freshdesk, so time tracked against tickets goes against the job.


Document management

Store every detail of a job online and access it from anywhere so you never lose important information again.


Job, task and staff management

Assign jobs to your staff, track project timelines and receive notifications when jobs are running late.

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Job costing

Use powerful reporting insights to know what type of project earns you the most money or where you’re under-charging clients.

WorkflowMax project management and time billing software for IT service companies speeds up your admin process so you have more time to focus on clients.

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"From a workflow and an accounting standpoint, it could not be any better."
Rose Retter Conquest Solutions

Popular integrations used by IT services

Power up your team's project management software with more than 30 add-ons. From accounting to payroll, document management to CRM, we’ve got your entire business covered.

Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Plan Right

Become an expert in managing capacity and workload when you use Plan Right and WorkflowMax together.

Customer Support

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

Time Tracking

TimeSlice is a time management tool for teams of any size. See your entire week in a unique calendar view.

Pricing and plans

Get all the benefits of an enterprise-grade system without having to pay thousands of dollars. No setup fees. No upfront costs.
/ month USD excluding Sales Tax

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Not including tax
Add on the tools your business needs:
Easy online lead management

Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.

All in one place

Follow up emails, quotes, notes - all get cc’d into the unique lead email address so you can pick up right where you left off.

Lead templates save time

Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.

View a snapshot of lead status

Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!

Reduce lead to customer time

Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!

Easily convert leads to jobs

In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.

Additional cost:

Productivity Reporting

An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.

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.

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.

Xero Invoice Import

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

Additional cost:


Read over these handy business guides
to boost your knowledge and be more profitable!


The Essential Guide to Project Management

Helpful information for business owners. Reach your full potential with WorkflowMax.

Read the guide

Getting Ready for Project Management Change

This guide is for forward-thinking businesses that understand the need for change.

Download eBook

Job Management Checklist for IT Consultancies

Streamline job management from end to end so you can save time, improve your processes, and produce better results

Download checklist
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