Features
Estimating and quoting Send professional, customisable quotes, estimates and budgets in minutes

Xero and QuickBooks integration Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling

Customisation Personalise quotes, invoices, reports and more so you can run your business your way

Time tracking Capture every minute of every day and never miss a second of chargeable time again

Document management Access all your important project information quickly with centralised document management

Reporting and dashboard Stop losing money and make better business decisions based on real-time data and reports

Invoicing Create beautiful, customised invoices quickly and get paid faster

Lead manager Track every step of your leads, proposals and sales pipeline from one place

Job management Never miss a deadline again - manage all jobs, tasks, and people from one place

View all features
Industries
Architects Manage, track and report on multiple, complex projects from anytime, anywhere

Creative agencies Time is money when you run an agency. Simplify the way you work and do more of what you love

Business consultants Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.

Building and construction Construction is tough work. Let us do the heavy lifting so you can work faster and smarter

Engineers and designers Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
Xero Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex Connect Airwallex with WorkflowMax to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles Integrate SuiteFiles with WorkflowMax to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks Integrate QuickBooks with WorkflowMax to simplify your financial processes. Key data flows seamlessly between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box Upload documents to WorkflowMax and they automatically push into Box. Great for collaboration and storage.

Hubspot Streamline operations & boost growth with WorkflowMax & HubSpot integration. Sync data, automate workflows, get insights for informed decisions

Dropbox Integrate WorkflowMax with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMax.

View All Integrations
Pricing
Resources
Visit the blog Keep up-to-date on the latest news, product updates, and announcements

Watch a webinar Register for our live or on demand webinars on migration, education, and training

Implementation options - coming soon View the range of ways to get WorkflowMax setup, DIY, guided and bespoke options available

Find a partner Search the directory for a certified implementation partner in your area

WorkflowMax academy Bolster your knowledge and use of WorkflowMax with free online training courses

Visit the help centre Learn how to configure and use WorkflowMax and search a wide range of help topics

Contact sales Got a question? Reach out to us

Contact support Raise a ticket with our support team for help or technical product information

FAQs Read over our frequently asked questions to get answers quickly

Book a demo Start free trial Login

Features
Estimating and quoting Send professional, customisable quotes, estimates and budgets in minutes

Xero and QuickBooks integration Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling

Customisation Personalise quotes, invoices, reports and more so you can run your business your way

Time tracking Capture every minute of every day and never miss a second of chargeable time again

Document management Access all your important project information quickly with centralised document management

Reporting and dashboard Stop losing money and make better business decisions based on real-time data and reports

Invoicing Create beautiful, customised invoices quickly and get paid faster

Lead manager Track every step of your leads, proposals and sales pipeline from one place

Job management Never miss a deadline again - manage all jobs, tasks, and people from one place

View all features
Industries
Architects Manage, track and report on multiple, complex projects from anytime, anywhere

Creative agencies Time is money when you run an agency. Simplify the way you work and do more of what you love

Business consultants Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.

Building and construction Construction is tough work. Let us do the heavy lifting so you can work faster and smarter

Engineers and designers Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
Xero Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex Connect Airwallex with WorkflowMax to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles Integrate SuiteFiles with WorkflowMax to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks Integrate QuickBooks with WorkflowMax to simplify your financial processes. Key data flows seamlessly between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box Upload documents to WorkflowMax and they automatically push into Box. Great for collaboration and storage.

Hubspot Streamline operations & boost growth with WorkflowMax & HubSpot integration. Sync data, automate workflows, get insights for informed decisions

Dropbox Integrate WorkflowMax with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMax.

View All Integrations
Pricing
Resources
Visit the blog Keep up-to-date on the latest news, product updates, and announcements

Watch a webinar Register for our live or on demand webinars on migration, education, and training

Implementation options - coming soon View the range of ways to get WorkflowMax setup, DIY, guided and bespoke options available

Find a partner Search the directory for a certified implementation partner in your area

WorkflowMax academy Bolster your knowledge and use of WorkflowMax with free online training courses

Visit the help centre Learn how to configure and use WorkflowMax and search a wide range of help topics

Contact sales Got a question? Reach out to us

Contact support Raise a ticket with our support team for help or technical product information

FAQs Read over our frequently asked questions to get answers quickly
Book a demo Start free trial Login