WorkflowMax
About WorkflowMax
WorkflowMax, a Xero-owned product, is used by more than 10,000 businesses all over the world, providing a total cloud-based business solution for construction firms, creative agencies, architects, engineers, surveyors, lawyers, IT companies, consultants and anyone else who bills by time.
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 you can manage job milestones and 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 clever reports, and switch over to your accounting software to find all the job details have been added … automagically.
Because WorkflowMax is on the cloud, you can be anywhere in the world and still be able to manage your business. Check timesheets and send invoices from the Amazon jungle or the beach in Bali.
WorkflowMax integrates with more than 30 other systems, including Xero accounting - meaning all invoices created in WorkflowMax are seamlessly pushed into Xero.
With WorkflowMax taking care of all your admin and job management needs, you can spend your time working on the business, rather than IN the business.
Key benefits of WorkflowMax
WorkflowMax is the best-in-class job/workflow management software for your service business, trusted by 10,000+ businesses globally.
1. All-in-one software - Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.
Leads, quotes, time tracking, job management, invoicing - WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.
2. Access anywhere, anytime: The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.
3. WorkflowMax mobile app: Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.
4. 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. Use this data to give more accurate quotes and keep clients informed of progress.
5. Powerful Reporting: 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.
6. Xero owned & integrated: WorkflowMax integrates with Xero accounting - providing a beautiful, seamless software solution you can trust. Invoices, purchase orders and other information flow seamlessly between Xero and WorkflowMax, helping you to get paid faster and giving you a complete business solution.
6. Integration with over 30 Add-ons: WorkflowMax integrates with more than just Xero. Using WorkflowMax as the core of your business, you can integrate it with your accounting, payroll, customer support, staff scheduling and other add-on solutions.
No more messy spreadsheets, no more lost files, no more undercharging. WorkflowMax gives you control of your business with just the push of a button.
There's so much more to WorkflowMax - and it’s easy to get started with a free trial.
Start changing the way you do business.
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Reviews
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- Company size: 2–10 Employees
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Review Source
Overall rating
Organized task specification and time tracking
Reviewed on 2015/03/20
Catamaran Marketing is utilizing WFM to boost overall efficiency and smoothen administrative tasks...
Catamaran Marketing is utilizing WFM to boost overall efficiency and smoothen administrative tasks that can easily be mismanaged by any entrepreneur running their own business. Its organized structure and multitude of customization options has enabled us to track time on tasks more accurately than ever before. All tasks are fine tuned - avoiding things that fall through the cracks, which in turn, eliminates so many of the technical headaches that business owners waste time and energy problem-solving. Not only has scheduling vastly improved our customer service to clients in estimated turnaround, but its enabled us to process many jobs more quickly than ever! WFM has been the lubrication to help run Catamaran Marketing like a well-oiled machine and I now have more time and energy to devote to scaling up my business.
Pros
We love the job templates. Our business model is to do many things for a select group of businesses. Some are small and some are large. WFM helps us clearly define each type of job and create a template for that.
- Industry: Financial Services
- Company size: 11–50 Employees
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- Value for Money
- Ease of Use
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Seamless Workflow for On The Road Coaching
Reviewed on 2015/06/12
As a consultant travelling to my clients I find Workflowmax invaluable. i can use it for leads to...
As a consultant travelling to my clients I find Workflowmax invaluable. i can use it for leads to jobs to billing. It sends me reminders and I never forget to follow up. I can use it remotely and from my office. I get to track the jobs and status of leads. I can see what time and cost I soend on my clientrs and therefore what I shoudl be charging to make money. Its seamless integration with XERO really helps make themonitoring of my business performance, and therefore my own performance, a breeze. I wouldnt be without it!
Pros
Ease of use and access
Reminders
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 2+ years
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- Ease of Use
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- Likelihood to recommend 1.0 /10
10 year seasoned user.
Reviewed on 2022/03/29
We use it because we have to, not because we want to.
We use it because we have to, not because we want to.
Pros
It has lots of features necessary to effectively manage workflow.
Cons
Clunky interface. Antiquated UI and UX does not measure up to current standards. Has not seen any major improvements in over a decade.
- Company size: 11–50 Employees
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Review Source
Overall rating
Accurate intelligence and time saving
Reviewed on 2015/03/12
We are using WFM as the hub for our business - a central point for all our job related information....
We are using WFM as the hub for our business - a central point for all our job related information. The key saving for us is the ability to create a quote accurately which then turns into a job with tasks and costs. The tasks can be quickly assigned to a staff member and costs can quickly be organised using purchase orders. Staff can also self-manage their productivity as they can see the billable vs non billable time.
The change to WFM & Xero has halved our accounts admin time – a saving of approximately 10 hours per week! This has allowed us to focus this time into marketing and business development – further amplifying the savings. Moving to cloud based job and accounting software has given our staff more flexibility in where they work – no need to be at the office now.
Pros
Customer support team is fast to answer questions
Cons
More features and customisation in the reports to make them present better would be good
- Industry: Higher Education
- Company size: 1,001–5,000 Employees
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Great Product for Quoting / Job tracking / Timesheeting
Reviewed on 2016/03/15
My team have been using WFM for around 4 years now. It took quite a while to harness the full...
My team have been using WFM for around 4 years now. It took quite a while to harness the full potential of the App, and really we needed 5+ people before it really took off.
With 15+ people now using the app to manage weekly quotes, jobs, timesheets, and invoicing, it is a massive timesaver for our company.
Pros
Great timesheeting / job tracking and quote generation abilities
Cons
interface took 2+ years to be updated. The iOS app is still very basic and doesnt allow me to check or add quotes on the go.
WorkflowMax FAQs
Below are some frequently asked questions for WorkflowMax.Q. What type of pricing plans does WorkflowMax offer?
WorkflowMax offers the following pricing plans:
- Starting from: US$10.50/month
- Pricing model: Subscription
- Free Trial: Available
1 User - US$15/month 5 Users - US$49/month 10 Users - US$99/month (Most popular) 20 Users - US$149/month Unlimited Users - US$199/month Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month.
Q. Who are the typical users of WorkflowMax?
WorkflowMax has the following typical customers:
2–10, 11–50, 51–200, 201–500
Q. What languages does WorkflowMax support?
WorkflowMax supports the following languages:
English
Q. Does WorkflowMax support mobile devices?
WorkflowMax supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does WorkflowMax integrate with?
WorkflowMax integrates with the following applications:
Box, Deputy, Dext Prepare, Dropbox Business, Exsalerate CRM, Freshdesk, Google Drive, HubSpot CRM, HubSpot Marketing Hub, MYOB Business, Salesforce Sales Cloud, Spotlight Reporting, Xero, Zendesk Suite
Q. What level of support does WorkflowMax offer?
WorkflowMax offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
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