Templates enable you to send professionally designed, branded, custom quotes.
you can track time, manage projects and jobs, and contact clients anywhere in the world.
Stay organized by having all relevant information about your clients.
you have a powerful, customised database at your fingertips
Save time by letting your employees enter how much time they spend on projects
Manage your outgoings and track purchase orders
Easily see how your jobs are progressing against your quotes
Invoice online in a few quick clicks with only basic information about the project.
Understand where profit is made or lost
Owned by Xero, WorkflowMax offers the best integration with Xero accounting
Store, manage and share documents on WorkflowMax
Quickly and easily uncover inefficiencies and see where you can improve your business.
Because we don’t require any credit card or other payment information, you don’t have to cancel anything should you choose to not continue using WorkflowMax. You can test the software completely risk-free.
You can upgrade to the paid subscription plan here after you login to your account.
A 'User' is anyone (staff, manager, administrator, employee) who either 1) Needs to log in to the application to administer it, and/or 2) Anyone who needs to have their time recorded against tasks which are assigned to them regardless of whether they or someone else logs that time.
No. We do not charge any set-up fees and with our free trial you can try out WorkflowMax completely risk-free without any upfront costs.
No. We don’t believe customers should be locked into using WorkflowMax when it doesn’t suit their needs. Instead of paying thousands of dollars on implementing a new system, you pay per month as you go. And if WorkflowMax doesn’t work out for you then you can cancel at any time.
Although we'll be sad to see you go, you can cancel your subscription at any time, without any cancellation fees. If you do decide to cancel, you will never be charged again and will only be responsible for charges incurred up until the end of the current billing period.
If you try WorkflowMax but decide it's not right for your business, we delete your trial account after 90 days.
We accept credit or debit card payments via Visa or Mastercard.
Sure thing: Say you have 5 employees and 3 contractors who you will track time against. 3 of your employees will never log in and use the software. Your monthly total is the monthly plan for 10 users a month for $99 per month. If you decide you also want to use our lead manager module then your monthly total increases to $114 per month. Still confused? Drop us a quick email!
If you're a service business or if you bill based on time, then WorkflowMax is likely right for you. Our customers include creative agencies, architects, engineering firms, builders, construction firms, fabricators, consultants, IT companies and many other professional services businesses and freelancers.
WorkflowMax is ideal for companies with one to a hundred staff. If your business employs more than 100 staff, we recommend trialing other solutions.
Take a look at our case studies for more information on the types of companies who love WorkflowMax and how they use the software in their business.
You sure can. WorkflowMax enables you to import data from a range of products, including customer or product lists, and product files from merchants. You can even import data from spreadsheets or other unspecified systems.
Of course. You can export data such as custom reports, clients, jobs, contacts, costs, etc. or export all your data to XML.
The short answer: Yes. You, of course.
The longer answer: WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centres and infrastructure. These ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centres 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 control who is invited into your organisation. 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.
Being a Xero-owned product, we work awesomely together. Additionally, we also play nice with MYOB and other accounting packages, with more integrations being developed every year. You can find more about WorkflowMax-compatible products on our Add-Ons page.
We sure can. We’ve got hundreds of video tutorials, a self-paced training course and free webinars in to get you up and running quickly. If you still have questions, send an email through to our super helpful product specialists anytime. As part of your subscription, you have access to unlimited online help and email support.
For more extensive help with implementing WorkflowMax in your business and customizing it to your needs, you can also 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.