Keep track of all the moving parts and manage your resources, time, costs and profitability on every job. Enjoy seamless workflow management and insightful reporting.
WorkflowMax enables you to track and record every detail to do with every job, so that you experience one single source of truth. Locate jobs in seconds, and everything else you need to know about them, in just a few seconds more.
Tasks on WorkflowMax’s jobs enable you to specifically allocate staff to appropriate tasks, and then provide those staff with a checklist of to-dos, estimated task times, and due dates, so that it is clear to everyone who is meant to be exactly working on what and for how long.
WorkflowMax enables you to assign start and finish dates for jobs and for every task on every job as well. In addition you can create other milestones independent of project and task due dates. Quickly and easily adjust all of these milestones, dates and deadlines in the Schedule Manager, and run reports on them.
The recurring jobs feature enables you to automatically create a new job in your job manager on a recurring basis, complete with appropriate start and due dates, job name, job template, job category, job state, description and with staff already assigned. Great for those who do repetitive work for the same client on a regular basis.
The staff capacity planning feature can provide an overview of how much work individual staff members have been allocated at a glance. You will easily see where there are gaps or overloads for every staff member in the upcoming work schedule.
Get an overview of all your jobs and apply one or multiple filters as needed. Choose to view by deadline, job state, important dates or staff allocation. See start & finish dates plus 'percentage complete' for jobs and track milestones and get notifications to get an accurate picture of upcoming deadlines.
View your jobs, apply one or more filters to generate different views of your jobs, see staff allocation/capacity, and important milestones - all from one place.
See how many hours a job or task is actually taking, compared to the estimated time, and avoid nasty cost overruns.
Get an overview of who’s working on what, and when, and for how long so you can forecast your capacity better.
All you need to create a new job is the client name, a job name, and a job template. That should take about 10 seconds!
Build your own customised reports - gain actionable intelligence on any and every aspect of your business.
Stay on top of important dates or view the calendar to see upcoming deadlines. Receive notifications in advance.