What is WorkflowMax?
WorkflowMax is a project management software built to take care of all your business management needs, including project tracking, timesheets, reporting, invoicing, job monitoring, and all other aspects of project management in between.
Acquire & retain more clients
Lead Manager- Track your leads, proposals and sales performance all in one place.
Quoting- Templates enable you to send custom branded, professional quotes in minutes.
Client Manager- Stay organised by having all relevant information about your clients.
Reduce administration, save time & money
Job Managment- Easily see how your jobs are progressing against quotes
Time Sheets- Save time by letting your employees enter how much time they spend on projects
Mobile- Track time, view jobs and clients on the go, from anywhere
Stay organised & on-top of your business
Job Costing- Understand your profitability and learn whether you need to raise rates.
Purchase orders- Manage your outgoings and track purchase orders against job costing
Document Managment- Store, manage and share documents through world- class third party apps.
Get paid faster & scale
Invoicing- Invoice online in a few quick clicks with only basic information about the project.
Xero Integration- Owned by Xero, WorkflowMax offers the best integration with Xero accounting.
Reporting- Quickly and easily uncover inefficiencies and see where you can improve your business.
Xero and WFM
Xero-owned and integrated. Enter information into one system and it pops through on the other automatically.
With Xero and WFM you can maximise your performance with these features:
- Push sales invoices into Xero
- Get payment confirmation in WorkflowMax
- Send purchase invoices
- View net profitability
We have a certified WFM accredited advisor
Contact Emma Hardwick for charges if you would like to join our partner scheme.
Timeframes when it comes to training and implementation
If you have decided to make the change and are new to WorkflowMax, we can help you migrate from your existing platform, or set up a brand new system. We will assess the existing arrangements, set up WorkflowMax to reflect the way you wish the system to operate and transfer the data. A full implementation and migration service costs will be bespoke tailored package to your needs.
Look at our video series to understand some of the stand-out features of Xero and find out what’s available to you.