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Job costing and profitability

WorkflowMax's powerful job costing software and job financial summary reporting help you understand where your profit is being earned and potentially lost.


How workflowMax helps our customers

"I can produce an amazingly accurate quote in less than 5 minutes. It's been transformative for us."

Eric Catania
Eric Catania, CEO
Digital Reality / IT services

Six reasons you’ll love job costing in WorkflowMax


Stay on top of all your jobs

View all your organisation’s jobs, filter different job views, see staff allocation and important milestones and dates all from one place.

Track time against estimated

See how many hours a job is taking compared to the estimate, and avoid nasty cost overruns.

Easy job set up

All you need to create a new job is the client, the job name and the job state.

Clever reporting

Understand deadlines, job status and staff allocation at a glance.

Plan ahead with job scheduling

Get an overview of who’s working on what so you can forecast better.

Never miss another deadline

Stay on top of important dates or view the calendar to see upcoming deadlines.

Get started today

No credit card required. No contracts to cancel. No setup fees. No hidden costs. No downloads.

Got questions? We have answers

If you want to group your job costing by phase only at the job level, you can use job folders.

When quoting, make use of job templates to create your quote. On your job template you can create default folders. Save the template header and then add your milestones, tasks and cost, selecting the appropriate default folder for each item.

Then, when you create your quote, all you need to do is select the first phase template and then within the quote choose Options > Apply additional templates.

Otherwise it's not possible to directly group tasks and cost items by phase at the quote stage. Contact us for more advice.

Yes it is but you can only have one 'master quote' on a job. For example, if you created multiple quotes on a job, only the latest accepted quote would be referred to when creating an invoice based on the quoted value.

Yes you can. Run the report from the financial reports menu and simply select the client and date. If you run it from the 'Financial' tab on the job however, it will show you the entire summary for that job.