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 lets you track and record every detail on every job so that you have one single source of truth. Locate jobs in seconds, along with everything else you need to know about them.
You can allocate staff to tasks and then give them a checklist of to-dos, estimated task times and due dates so everyone knows what they're meant to be working on and for how long.
WorkflowMax lets you assign start and finish dates for jobs and for every task on those jobs. You can also 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 assigned staff. Setting recurring jobs is great if you do repetitive work for the same client on a regular basis.
The staff capacity planning feature can give you an at-a-glance view of how much work individual staff members have been allocated. You will easily see where there are gaps or overloads 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 and finish dates plus job 'percentage complete'. Track milestones and get notifications so you have an accurate picture of upcoming deadlines.
Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
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View your jobs, apply one or more filters to generate different views, 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, when, and for how long so you can better forecast your capacity.
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 and 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.