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.
Send beautiful, custom-branded quotes and invoices. Enjoy how data flows seamlessly from quote to job to invoice.
Coordinate work on jobs with staff, clients, council, engineers, designers, fabricators and other subcontractors. Track your jobs from start to finish in one place.
Whether you’re at the job site, in a client meeting, or at your beach house, WorkflowMax helps you manage your business from anywhere.
Create invoices automatically from your timesheets. Data flows seamlessly from quote to job to invoice.
Your purchase orders and sales invoices are pushed directly into Xero - saving you time and eliminating double-handling.
With powerful reporting insights, you'll know what type of project earns you the most money or where you’re under-charging clients.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
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Become an expert in managing capacity and workload when you use Plan Right and WorkflowMax together.
Save and share large files with clients and staff through the WorkflowMax/Dropbox integration.
Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.
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