WorkflowMax reporting tools help you work smarter and gain insights into productivity, performance, workflow and profitability. Stop losing money and make better business decisions based on real-time data.
With business performance reporting you can get a snapshot of how you’re tracking at anytime. See who your most profitable employees are and understand profitability across different client categories. Uncover which services are most valuable and which ones are holding you back. Improve your business processes and make more money!
This series of invoicing reports helps you understand where your time is going. View staff timesheet entries to see resource allocation and capacity. View estimated hours against actuals and know if you're on track with what you have quoted. Get better visibility over staff productivity by viewing time billed versus time remaining.
This suite of reports will help you get full visibility and understanding over profitability. Get an instant snapshot of billable jobs and improve cash flow. See how much money you've generated and find out who hasn't paid. View work in progress billing by job, partner or whatever you like.
Want to report on custom fields? Create relevant and specific reports for your business. Add as many or as few fields and criteria as you like to get the information you need. There are also dozens of sample reports that you can modify.
Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
Drag the slider to select the right option for your business
If you need information about your business, simply generate a report - it's all at your fingertips.
Graphs, diagrams and charts help you discover trends you can utilise to increase profit.
Learn from previous projects, identify opportunities and make better business decisions.
Fields such as job numbers are presented as links that you can follow to that job's information screen.
Create reports that are specific and relevant to your business. Slice and dice your data however you like.
Easily publish your report and distribute with stakeholders.
We invest heavily in protecting your data from malicious attacks and system failures. Your data is safe with us.
WorkflowMax is hosted in Enterprise Grade hosting facilities in the USA. We use redundant hardware, networks, data centres 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 centres 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 organisation. 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.