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.
Try WorkflowMax all-in-one project management software designed just for architects! See how it will transform your business today.See plans & pricing
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
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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Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.
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.
Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.
Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!
Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!
In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.
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.
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.
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.
You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.
Templates enable you to send professionally designed, branded, custom quotes.
Save time by letting your employees enter how much time they spend on projects.
Owned by Xero, WorkflowMax offers the best integration with Xero accounting.
Quickly and easily uncover inefficiencies and see where you can improve your business.
Easily see how your jobs are progressing against your quotes.
Helpful information for business owners. Reach your full potential with WorkflowMax.Read the guide
Streamline job management from end to end so you can save time, improve your processes and produce better results.Download checklist
A guide that will show you how to attract, satisfy and keep your clients coming back for more.Read the guide