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WorkflowMax is the all-in-one project management tool that will transform your IT services business.
WorkflowMax reporting tools help you work smarter and gain insights into productivity, performance, workflow and profitability.
WorkflowMax integrates seamlessly with applications like Freshdesk, so time tracked against tickets goes against the job.
Store every detail of a job online and access it from anywhere so you never lose important information again.
Assign jobs to your staff, track project timelines and receive notifications when jobs are running late.
Use powerful reporting insights to know what type of project earns you the most money or where you’re under-charging clients.
WorkflowMax project management and time billing software for IT service companies speeds up your admin process so you have more time to focus on clients.
See plans & pricingXero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
Become an expert in managing capacity and workload when you use Plan Right and WorkflowMax together.
Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.
TimeSlice is a time management tool for teams of any size. See your entire week in a unique calendar view.
Drag the slider to select the right option for your business
Access your lead information anywhere, anytime. Get an overview of what stage your leads are at and know exactly when to follow-up.
Follow up emails, quotes, notes - all get cc’d into the unique lead email address so you can pick up right where you left off.
Use lead templates for prospects that require a similar pattern of follow up, with pre determined activities that will make the process faster.
Get a visual overview of what stage your leads are at and know exactly when to follow-up so you can convert them quickly!
Spend time on only your most qualified leads. Set notifications and never forget to follow up with a hot prospect!
In just a few clicks you can turn prospects into projects! Enter lead information once and it flows through the entire process.
An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.
Using the Client Groups feature it is possible to group a series of clients together to view all of their jobs, invoices and quotes in one central view.
If you have regular jobs that you work on throughout the year, now you can invoice your clients for the work by using monthly recurring invoices in Xero.
You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.
Invoice online in a few quick clicks with only basic information about the project.
Learn moreTemplates enable you to send professionally designed, branded, custom quotes.
Learn moreSave time by letting your employees enter how much time they spend on projects
Learn moreOwned by Xero, WorkflowMax offers the best integration with Xero accounting
Learn moreQuickly and easily uncover inefficiencies and see where you can improve your business.
Learn moreEasily see how your jobs are progressing against your quotes
Learn moreHelpful information for business owners. Reach your full potential with WorkflowMax.
Read the guideThis guide is for forward-thinking businesses that understand the need for change.
Download eBookStreamline job management from end to end so you can save time, improve your processes, and produce better results
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