Project Management Software for Architects

The advantage of having your architecture project management in the cloud is that you can share real-time data with contractors, on site teams, and stakeholders that need it most.

Your contractors can log in from any location on earth and track their time against the jobs assigned to them. Run different reports to learn about how your whole team is performing, and get an instant look at any job in real time.

You can even restrict access to certain jobs or functions to maintain complete control over who sees what. Contact one of our product specialists if you need help setting this up.

We sure do! With the WorkflowMax iOS app, you can see your daily tasks at a glance, access client information, capture time, and manage job details effortlessly, all from a clever interface from your smartphone.

For more information, visit the mobile job management section on our website!

There sure is. You can set WorkflowMax to allow clients to log in and see the progress of their jobs. The client will only see their own jobs – they won’t have access to the rest of your account, so everything stays secure. This is a fantastic way to add value to your clients and stand out from competition. Contact one of our product specialists if you need help setting this up.

We’ve got you covered in that department: Our time tracking functionality includes six different options, so your team can choose the method that works best. For helpful tips on how to track and enter time using WorkflowMax, watch this quick 1:36 minute video.

As a busy architecture firm, you’ll have tons of jobs on the go. If you accidentally enter time under the wrong job, you can easily move it to the correct job in just a few simple steps. This video offers step-by-step directions in under a minute.

You can store up to 25GB of documents (for FREE) on WorkflowMax servers, which enables you to cut costs on cloud storage.

Plus documents uploaded into WorkflowMax architecture project management software can be pushed into Box, Dropbox or Drive.

You’re in luck! WorkflowMax’s architecture project management software features a robust system for managing all types of invoices, from simple invoices giving basic information about a project, to detailed drilldowns, progress payments, multi-job invoices, and percentage of quoted value. If you can name it, we can help your architecture firm invoice for it.

Check out the invoicing options for more details on just what WorkflowMax can do.

We’re glad you asked! WorkflowMax project management software integrates with tons of awesome products, and has a number of great add-on solutions to help you manage your business.

You can integrate the services you use for accounting, CRM, staff scheduling, time tracking, customer support, payroll and so much more. For a full list of products that integrate with WorkflowMax, visit our Add-On page.

Xero is a simple, beautiful cloud accounting solution that’s taking the world by storm. WorkflowMax offers the best integration with Xero Accounting of any available app.

If you really hate admin, you’ll love the way Xero and WorkflowMax move data between each other with a single click. It’s great for architecture firms as it enables you to manage invoices, payments and purchase orders from one location.

For more information, check out our Xero Integration page or watch our helpful Xero Integration tutorial videos.

We have some great tools in place to help your whole team learn to get the most out of WorkflowMax.  One of the best resources to help staff get to grips with the new architecture project management system are our Self-Paced Education Courses.

Our WorkflowMax TV section is another great place to become more familiar with your shiny, new WorkflowMax toy. Check out our “Using WorkflowMax” section for helpful step-by-step tutorials and training videos.  

To learn how to set up your WorkflowMax account in under three minutes, watch this super helpful tutorial video. If your firm needs help setting up your account, contact one of our IT Setup Partners. These guys are professionally trained software experts who will be happy to help you get started with WorkflowMax.

WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centers and infrastructure to ensure that if any component fails, WorkflowMax will keep on running – with little or no disruption to your service. WorkflowMax uses data centers in multiple locations, with data being synced between them. In the event of a disaster at one location, we can switch to another, ensuring our service continues to operate.

No one can get access to your files unless you let them. You set the level of user permission, and are able to control who is invited into your organization. We encrypt all data between you and WorkflowMax to ensure it can’t be seen by others. Your web session is encrypted using industry-standard TLS (Transport Layer Security) protecting your user ID, password and financial data.