Frequently asked questions...
If you have a service business or if you bill based on time, then WorkflowMax is right for you. It's as simple as that. Creative agencies, architects, engineering firms, builders, construction firms, fabricators, consultants and IT companies are some of our common customers.
Take a look at our case studies for more information on the types of companies who love WorkflowMax and how they use the software.
You sure can. WorkflowMax enables you to import data from a range of products, including customer or product lists, even 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 at Rackspace - a tier-one facility in Texas, USA. Rackspace have never had a failure on their SAN, and monitor our servers and firewalls 24/7/365. Many cloud-based companies use Rackspace because of their stellar reputation, including Xero and Zendesk, and their other clients include banks and international corporations. The safety and security of your data is our primary concern. We use only the best, most up-to-date security measures, and our systems are monitored 24/7/365 to ensure they’re safe. We don’t store credit card details, and no one can get access to your files unless you let them.
Being a Xero-owned product, we work awesomely together. Additionally, we also play nice with MYOB and Moneyworks, 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, help files and free webinars in our support section. If you still have questions, you can ask in the support forum, or send an email through to our unlimited 24/7 support team.
For help implementing WorkflowMax in your business, contact one of our IT setup Partners near you. These guys are professionally trained IT-geeks who will be happy to help you get started with WorkflowMax.
Yes. If the number of users you have increases or decreases in line with our different price bands, then just let us know and we can 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.
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 cancellation date.
We will delete your account data 7 days after cancellation.
We accept credit or debit card payments via Visa or Mastercard.