Don’t let billable work fall through the cracks.

Get an immediate and transparent view of the billable value of your work in progress all in one place, with the WIP Manager. See and manage all your un-invoiced work and create invoices on the go. Never get underpaid again.

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Your work in progress all in one place

With the WIP Manager, you can get a snapshot of how your current jobs are tracking at any time. See the age of your work in progress, the total live billable value, which jobs and clients are most profitable, and the status at which they currently sit.

Screenshot showing time, disbursements, interims, total wip, and estimated billings

Drive profitability

Gain real-time insights into your project and client profitability. Make better business decisions, the bill effectively, and prioritise jobs. Identify poorly performing jobs quickly and devise strategies to fix them.

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Never miss an invoice again

With all your un-invoiced work in one place and the ability to generate intuitive and customisable invoices as you go, the WIP manager is designed to make sure that all WIP is invoiced out, and none is accidentally lost.

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Prioritise clients and projects

With the WIP Manager the projected billable values of your clients and jobs are easily distinguished. Whether you are looking at improving cash flow or clearing job backlogs to streamline capacity, prioritising your clients and projects has never been easier.

Screenshot of WIP Manager

Our pricing

Check out the range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
View pricing

6 reasons you’ll love WIP management in WorkflowMax

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Drill down deeper

Get clarity at a granular level. Fields such as time and disbursements are presented as links allowing you to drill in to the details of that field in the list tab. Basic commands then refine your data even further.

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Improve accountability

Prioritise current projects and clients based on projected profitability and time, manage resourcing and make better business decisions.

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Seamless invoicing

Invoice your way and generate draft invoices directly from the WIP Manager as you go. Invoices will automatically appear in your invoice manager for final dispatch.

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Understand your value

The dashboard panel separates out the total WIP into the value of your time and disbursements less any interim payments, (usually deposit invoices), meaning the value of your outstanding WIP is always clear.

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Easier forecasting and cash flow management

Get a snapshot of all un-invoiced work on your books, and manage future costs and commitments/(projected income) with greater clarity.

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Get a birds-eye view

With a transparent view of all your work in progress in one spot, you can plan both billings and necessary resource with accuracy and confidence.

“In a matter of seconds I can look in WorkflowMax and see the profitability of all my jobs instantly - that’s priceless”
Jarrad Morgan Owner/Builder SA Construction
 
 

Got questions? We have answers!

Yes. Whether or not the job has a quote, whether or not any actual time and costs have accumulated and irrespective of the job state (even jobs in the ‘Cancelled’ job state still will be listed here), every job you ever create will be listed on the List tab of the WIP Manager.

Jobs will stay indefinitely on the WIP Manager until one of the following occurs. A ‘final’ invoice is issued from within the job and no WIP is left on that job, the ‘Remove from Invoice List’ option is used on the ‘Financial’ tab of the job, or the job is removed from the ‘List’ tab in the WIP manager (this method can be used to remove multiple jobs once, rather than single jobs individually).

Additional Features

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Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
Client Manager Manage your client relationships and store information about them one place and sync with other apps. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
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Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
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Time tracking Track and report on every minute, of every day, for every staff member throughout the year, with over 6 different ways to enter timesheets. Learn more
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Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
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Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager allows you to easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never miss being underpaid again. Learn more
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Invoicing Create invoices, any way you want, and send them, all in a few simple clicks. Control every aspect of your invoice, from how it looks to what information gets displayed. Learn more
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Xero integration Instantly and automatically keep your job management software and accounting software fully reconciled at all times with the seamless flow of information. Learn more
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Reporting Use the report builder to build any report you want in seconds. Invoice analysis, debtors, performance, time and WIP. Never miss getting underpaid again. Learn more
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Purchase orders Manage your Purchase Orders and accurately track actual costs against budgeted costs. Learn more
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Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
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Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
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