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Create invoices automatically from your timesheets. Data flows seamlessly from quote to job to invoice.
Whether you’re at the job site, in a client meeting, or even on holiday in Burma, manage your business from wherever you are.
Coordinate work on jobs with staff, clients, council, engineers, designers, fabricators and other subcontractors. Track your jobs from start to finish in one place.
Your purchase orders and sales invoices are pushed directly into Xero, providing a complete end-to-end business solution.
Know what type of project earns you the most money or where you’re under-charging clients, with powerful reporting insights.
Send beautiful, custom branded quotes and invoices. Data flows seamlessly from quote to job to invoice.
Xero
Beautiful accounting software. Invoices and purchase orders automatically transfer to Xero from WorkflowMax.
Dropbox
This popular cloud storage provider saves and shares large files with clients and staff through WorkflowMax.
Hubspot
Combine a powerful CRM and Marketing platform with WorkflowMax and get your sales and production teams talking to each other.
“WorkflowMax allows me to go back to doing what I love - being an architect, not an administrator.”
Cymon Allfrey
Invoicing
Invoice online in a few quick clicks with only basic information about the project.
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Time Sheets
Save time by letting your employees enter how much time they spend on projects
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Xero Integration
Owned by Xero, WorkflowMax offers the best integration with Xero accounting
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Reporting
Quickly and easily uncover inefficiencies and see where you can improve your business.
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