What is the WorkFlowMax Add On for Xero?

7th July 2015

What is the WorkFlowMax Add On for Xero?

With the growth of Xero and the numerous Add-Ons that have become available I thought I would highlight one of the better Add-Ons that will help you run and control your business. 

What is it? 

WorkflowMax is a project management system geared for service businesses to enable them to manage their projects, business processes and workflows. 

What does it do? 

WorkflowMax is an online software program that is fully integrated with Xero (now being a Xero Product) that offers the following solutions: 

1.   Timesheets

2.   Job Tracking

3.   Project management

4.   Invoicing

5.   Leads and quotes

6.   Purchase orders  

How can it help you and your business? 

1.   Enter client and service data once thereby avoiding duplication of  data entry on different systems

2.   Measure client and job profitability

3.   Quickly identify unprofitable or slow moving projects

4.   Allows stage invoicing rather than one invoice at the end

5.   Tracks sales team performance

6.   Identify high value leads entered by team so you can assist

7.   Ability to create a template quoting process to ensure standardisation throughout your business. If accepted this can then be quickly converted to sales invoices.

8.   Keeps track of purchase orders on projects so that costs are measured at order time not just when the   suppliers sends their invoices

9.   Get a snapshot of your business performance to quickly obtain an overview of your business activity. 

For more information and support please contact us on 01273 701200 or jamiey@plusaccounting.co.uk 

See www.workflowmax.com for more information on pricing. 

 

 

Jamie Young, Director at Plus Accounting and Head of the Xero team

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