Don’t get railroaded into a project management software that can't flex to meet your needs. Discover how powerful these customisable features are when applied to quoting, jobs, invoicing and more.
You can use custom fields to extend the range of standard data fields in the WorkflowMax database. More than a dozen custom fields types can be added to any of the following data tables: clients, contacts, jobs, job costs, job tasks, leads, suppliers and time Sheets. Then use our report builder to generate specialised reporting on the contents of these custom fields, or using the custom fields to group and/or filter data.
Set up job states to match the stages in your company's job workflow. Then, add notifications to each job state, so you can automatically alert key people as to how any job is progressing – and when it's time for them to take action.
Job categories give you a way to group various types of jobs together for reporting and management purposes. Group, filter and report across your job categories in our report builder. And 'map' revenue and cost of sales according to job categories across into Xero for financial reporting benefits.
Reinforce your branding strategy. Create your own professional looking branded custom print templates, for quoting, invoicing, statements, purchase orders and job briefs. Complete with your own logos, colour schemes, fonts and layouts. Create as many variations as you want!
Use notifications as a way of informing the right people when certain job-related events occur. The staff assigned to the job, team members or clients can be notified by email, on-screen alerts or RSS feeds - keeping everyone on the same page.
Extend on the thousands of reports you can already build in our report builder by using your user-defined custom field to group, sort and filter data.
Do you have different billing rates for different clients? Or different task billing rates by staff member? Or maybe custom rates just for one specific job. No problem. WorkflowMax's custom billing rates can handle it all.
Store customised information. Define work flows. Slice and dice financial data. Reinforce your brand strategy.
When a lead is won, any custom fields shared between the lead and job will automatically be copied to the newly created job.
You can pretty much store any information you want! Get creative, have fun and make WorkflowMax work for you!
From birthdays to custom payment terms and coffee preferences, surprise clients with your memory the next time they’re in!
Make every datapoint count. Use the Report Builder to create a customised report in whatever format you need.
Add a date when you expect a lead to be won, enabling you to report forecasted revenues. You want to view the report.