WorkflowMax helps you stay in control from concept to completion. Manage jobs, track progress, and coordinate staff, clients, and subcontractors, all in one platform. It’s the structure you need, without the stress that usually comes with it.

Absolutely. Build detailed, custom-branded quotes and estimates that reflect your firm’s process and precision. Every number flows automatically into your jobs and invoices, so there’s no double handling and no surprises later.

You’re in charge. Choose to invoice by progress, quoted amount, or actual time and costs whatever suits your client, contract, or stage of delivery best.

Yes. Real-time reporting shows exactly where time and money are going, which projects are performing well, and where margins are slipping so you can make smarter calls with confidence.

Yes, it integrates with Xero and QuickBooks. Purchase orders and invoices flow directly into your accounts, cutting down manual entry and keeping financials accurate.

Yes. You can manage jobs, track time, and access documents from anywhere; via native iOS and Android apps, or through any web browser on iPad or desktop. Whether you’re in a client meeting, on site, or on the move, WorkflowMax keeps your projects within reach. Learn more about mobile access.

Definitely. Create workflow stages, fields, and automated notifications that fit how your practice operates, not the other way around.

You can generate invoices based on progress amounts, actual time and cost, quoted time and cost, offering flexibility to invoice in the way that suits your firm.

Yes. Coordinate work with internal teams, councils, engineers, designers, and contractors; all in one place, with shared visibility on timelines and deliverables.

Pricing depends on your plan.

• Standard and Premium: Scalable pricing based on team size, not per user.
• Advanced: Priced per user, billed annually, and designed for firms needing deeper functionality and enhanced support.

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Yes, there is a 14-day free trial so you can test whether it meets your needs.

By automating quotes, invoices, and purchase orders, integrating with accounting tools, and giving you mobile access to everything, WorkflowMax clears the admin clutter so you can focus on the design work that matters.