With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Scalable plans to suit you and your business

Get all the benefits of an enterprise-grade system without having to pay thousands of dollars. No setup fees. No upfront costs. **Terms apply for promotional period, check FAQs
STANDARD PREMIUM

Standard

Users
$
/month

What's included

  • Quoting
  • Mobile application
  • Client manager
  • Custom fields
  • Time sheets
  • Purchase orders
  • Invoicing
  • Job costing
  • Xero integration
  • Document management
  • Reporting
  • Job management

Premium

Users
$
/month

What's included

The Premium plan includes all the features of standard plus 4 additional features:


  • Productivity reporting
  • Client groups
  • Recurring invoices
  • Xero invoice import

Learn more about WorkflowMax Premium

For accounts with over 100 users, additional users will be charged at $5 per user.
All prices in USD excluding Sales Tax.

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 - they 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.


LEARN MORE

Additional cost:

$15/month

Industries using WorkflowMax

"The move to WorkflowMax and Xero means that account managers know a job is finished and they can bill it out straight away. It has really, really helped with our cash flow situation."

Ian Moore Rock Kitchen Harris Learn more

“We needed a better system for managing clients. WorkflowMax handles everything from leads to quotes to purchase orders, saving us time to get on with the serious business of growing our IT company.”

Lance and Ross Retter Conquest Solutions Learn more

“We love its scalability. It's got so much scope and you want a system that is going to grow with you.”

Landscape Designers Sticks and Stones Learn more

“WorkflowMax is the most awesome, fantastic, best bit of software we’ve used. We’ve saved over 20 admin hours a week implementing this system.”

Trevor Hughes Asset Management Engineers Learn more

“WorkflowMax allows me to go back to doing what I love - being an architect, not an administrator.”

Cymon Allfrey Allfrey&South Learn more

“Xero and WorkflowMax have enabled us to take our business to the next level and that’s why we regularly recommend it to our clients.”

Katherine O’Carroll BDO Learn more

Frequently asked questions


  • Quoting
  • Mobile application
  • Client manager
  • Custom fields
  • Time sheets
  • Purchase orders
  • Invoicing
  • Job costing
  • Xero integration
  • Document management
  • Reporting
  • Job management
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 log in to your account.
A 'User' is anyone (staff, manager, administrator, employee) who either needs to log in to the application to administer it and/or 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 setup fees with our free trial. You can try out WorkflowMax completely risk-free without any upfront costs.
Yes. If the number of users you have increases, click here to upgrade to a bigger plan quickly. If the number of users on your account decreases, contact us through our support portal and we will adjust your subscription accordingly.
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.
We accept credit or debit card payments via Visa or Mastercard.
This March offer (50% off WorkflowMax’s current list price for 4 consecutive months) is only available for new subscriptions. After 4 months, current WorkflowMax list prices will apply. WorkflowMax reserves the right to change its list price, charges and billings terms at any time at its sole discretion. This offer cannot be redeemed with your existing paid subscriptions or be used in conjunction with third-party or other WorkflowMax offers. Prices exclude applicable taxes. This offer ends March 30, 2021 at 11:59pm NZDT. WorkflowMax reserves the right to change or cancel this offer at any time at its sole discretion. This offer and use of WorkflowMax services are subject to WorkflowMax’s terms of use.

The Premium plan includes all the features of standard plus 4 additional features:

  • Productivity reporting
  • Client groups
  • Recurring invoices
  • Xero invoice import

Learn more about WorkflowMax Premium

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.
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 over one hundred staff. Take a look at our customer stories 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. 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 integrations page.
If you have any questions, contact us to speak to our super helpful product specialists anytime. As part of your subscription, you have access to unlimited online help and our online support team. 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.
Get started today
No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.
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