Project Management Software for Architects and Designers.

If you’re an architect or design project manager, this all-in-one software will help you prioritise from lead to quote to invoice and everything in between.

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Why WorkflowMax is the best project management solution for
 Architects and Designers

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Quoting

Send beautiful, custom-branded quotes and invoices. Data flows seamlessly from quote to job to invoice.

job-category

Job, task and staff management

Coordinate work on jobs with staff, clients, council, engineers, designers, fabricators and other subcontractors. Track your jobs from start to finish in one place.

go mobile with the app

Mobile

Whether you’re at the job site, in a client meeting, or at your beach house, WorkflowMax helps you manage your business from wherever you are.

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Invoicing

Create invoices automatically from your timesheets. Data flows seamlessly from quote to job to invoice.

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Xero integration

Your purchase orders and sales invoices are pushed directly into Xero, providing a complete end-to-end business solution.

reporting

Insights & reporting

Know what type of project earns you the most money or where you’re under-charging clients, with powerful reporting insights.

Try WorkflowMax all-in-one project management software designed just for architects! See how it will transform your business today.

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"I would recommend it to anyone, to try it out, try those tutorials. You’ll see the level of customisation and ease of use right away.”
Steve Bonini BYU Design
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Popular integrations used by Architects and Designers

Power up your architect and design team's project management software with more than 30 add-ons. From accounting to payroll, document management, and CRM, we’ve got your entire business covered.
Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.

Learn more Visit website
Plan Right
Staff Scheduling

Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.

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Dropbox
Document Management

Save and share large files with clients and staff through the WorkflowMax/Dropbox integration.

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Hubspot
Proposals / CRM

For an integrated solution add this powerful CRM & Marketing platform to the mix.

Learn more Visit website

Pricing & Plans

Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
USD $
/ month USD excluding Sales Tax

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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 - 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.

Additional cost:

$15/month
Productivity Reporting

An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.

Client Groups

Using the Client Groups feature it is possible to group a series of clients together to view all of their jobs, invoices and quotes in one central view.

Recurring Invoices

If you have regular jobs that you work on throughout the year, now you can invoice your clients for the work by using monthly recurring invoices in Xero.

Xero Invoice Import

You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.

Additional cost:

$50/month

Read over these handy architectural and design business
guides to boost your knowledge and get more profitable!

FEATURED GUIDES

The Essential Guide to Project Management

Helpful information for business owners. Reach your full potential with WorkflowMax.

Read the guide
ebooks

A-Z of Project Management for Architects

Discover how simple and effective your project management system can be. Take your firm to the next level.

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GUIDES

The Ultimate Guide to Client Management

A guide that will show you how to attract, satisfy and keep your clients coming back for more.

Read the guide
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