“95% of what a high-cost, custom program does - at a fraction of the cost”
No setup fees. No upfront costs.
With WorkflowMax you get all the benefits of an enterprise-grade system, without having to pay thousands of dollars in implementation and setup!
With our free trial you can test WorkflowMax completely free and see if it's right for you - no upfront costs, no commitment, no risk.
"With WorkflowMax we save
in admin time a year"
Change or cancel at any time
With WorkflowMax you just pay a low monthly fee as you go - without being locked into any contract.
You can upgrade or downgrade your plan as it suits you - or even cancel at anytime, should WorkflowMax not be right for you.
All our plans include:
Templates enable you to send professionally designed, branded, custom quotes within minutes and speed up the sales process.
- Client Manager
Stay organized by having all relevant information about your clients in one easy-to-navigate screen.
- Time Sheets
Save time by letting your employees enter how much time they spend on what from wherever they are. See how this measures up in real time against your quotes and quickly pass this data on to payroll.
- Job Management
Easily see how your jobs are progressing against your quotes, or when tasks are due. Always know your capacity at a glance, or what work employees have on their desks.
- Job Costing
Understand where profit is made or lost, know if your under- or overcharging your customers, and use this data to send more accurate quotes.
- Client & Contractor Access
Restrict staff or contractor access to certain jobs or functions. Or demonstrate how transparent you are by allowing clients to log in and see the progress on their job.
- Document Management
Store, manage and share documents on WorkflowMax and through third party management tools like Box, Dropbox, or Google Drive.
- Mobile Site
Sitting on a train? Hiking in the Alps? With our simplified mobile site, you can track time, manage jobs, and contact clients anywhere in the world.
- Custom Fields
Custom fields enable you to add information against jobs, clients and leads, and to group this information however you want.
- Purchase Orders
Manage your outgoings and track purchase orders and see more accurately how much jobs really cost you. Save time by entering purchase order data once and have it appear in Xero and WorkflowMax.
Invoice online in a few quick clicks with only basic information about the project. Control every aspect of your invoice, from how it looks through to what information gets displayed. If you want, go all out adding staff, times, rate details, and extra notes to create a highly detailed invoice with just a couple of clicks.
- Xero Integration
Owned by Xero, WorkflowMax offers the best integration with Xero accounting of any available app. Create an invoice in WorkflowMax, and simply push that data through to Xero. Enter information into one system, and it pops through on the other - automagically.
- Integration with 30+ add-ons
WorkflowMax integrates with more products than any other off-the-shelf job management application, and has a number of great add-on solutions to help you tailor WorkflowMax even more to your business.
With all data in one place, you can see many useful standard performance reports at a glance - or quickly build your own: For example, view estimated hours for a project against the actual time it's taking, so you know if you're on track. Quickly see how much money you make from different staff members or which projects are the most profitable. See which clients you are under- or overbilling. Improve cashflow by getting an instant snapshot of billable jobs. And much more!
Rating across 2,179 reviews from a customer satisfaction survey in June 2015Read all reviews