WorkflowMax - A Xero Product
WorkflowMax offers you a complete, cloud based solution to manage projects and jobs. It’s often all a small business needs - and if you need even more features, WorkflowMax integrates with more than 30 add-ons, so it’s easy to customize it to your needs.
If you spend too much time on quotes, time-tracking, invoices and other workflow tasks, you need WorkflowMax; powerful and easy-to-use job-management software.
WorkflowMax is built specifically for small to medium-sized service businesses.
Complex quotes and invoices can be created in minutes and pushed out electronically to your clients.
With a click of a button your client can accept a quote, and this becomes a job in WorkflowMax.
Your team can now track their time against this job, even when they’re out in the field and the job manager can keep track of who is working on what.
When the job is complete, you can quickly send out the invoice, track how your company is performing with reports, and switch over to your accounting software to find all the job details.
Because WorkflowMax is online, you can be anywhere in the world and still be able to manage your business.
WorkflowMax integrates with Xero accounting meaning all invoices created in WorkflowMax are seamlessly pushed into Xero.
Leads, quotes, time tracking, job management, invoicing and reports.
Access anywhere, anytime
Complete transparency & visibility. Because all the data is real-time – you can see where every job in your business is at, who is doing what, and when you can schedule in more work
With Reports, you can get actionable insights on your business. With a few clicks you can find out the net profitability on any job, or which invoices are still outstanding.
WorkflowMax integrates with Xero accounting, providing Invoices, purchase orders and other information.
An end-to-end, fully integrated job management solution
WorkflowMax has the whole package, saving you time in so many ways. With a simple easy layout of the Dashboard.
Quoting & estimating
The importance of creating accurate quotes, or estimates, cannot be underestimated. It’s probably your first business transaction with a client, so getting it right at this stage is important for building trust and confidence. Whether you use a job template to create a new quote or create them from scratch. WorkflowMax makes managing them a breeze.
WorkflowMax allows you to see all the information about your clients from one easy-to-navigate screen. Click on the different tabs to see all the details about your client. All the information is in one place for easy access. Quickly find out a client’s number, email or street address. Store any information you like against a client, from credit details to birthdays.
You will be able to view all your company’s jobs at a glance. If you want to know the who, what, when, how and why, you can see it at a glance from the Job Management Screen.
Instead of manually putting in timesheet information, employees take control of their own timesheets. Our time tracking software will show you who has been working on each job and how long it has taken them. Use the data gathered from the time and billing software to provide accurate quotes for.
Store, manage and share documents on WorkflowMax. Documents uploaded into WorkflowMax can be pushed into Box, Dropbox or Drive, so you can leverage these document management tools.
Collaboration manager (clients & contractors)
Work together with clients, staff and contractors in WorkflowMax with a range of online collaboration tools. Restrict staff access to certain jobs or functions. Maintain complete control over who sees what. Set up WorkflowMax to allow clients to log in and see progress on their job.
Manage your outgoings and track purchase orders against job costing. Separate out items in a purchase order across multiple jobs. Supplier invoices are pushed seamlessly into Xero.
Invoicing & billing
With WorkflowMax, you control every aspect of your invoice, from how it looks through to what information gets displayed. Go all out with staff, times, rates, and extra notes to create a highly detailed invoice.
Integration with Xero accounting software
When you create a sales invoice in WorkflowMax, you can push that data through to Xero. Payments in Xero are automatically synced with the corresponding invoice in WorkflowMax, giving you an accurate picture of profitability per job.
Discover trends in your business you can utilize to increase profit. With the powerful report builder, you can create your own custom reports and slice and dice your data however you like.