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Get process, profitability and projects in streamlined order with this all-in-one project management tool that will transform your engineering business.
Track time online and create invoices automatically from your timesheets.
Coordinate work on jobs with staff, clients, council and subcontractors. Track your jobs from start to finish in one place.
Your purchase orders and sales invoices are pushed directly into Xero - saving you time and eliminating double-handling.
With powerful custom reporting, you can see which jobs earn you the most money.
Invoice based on time, costs, flat-rate, percentage of quoted value or however you like.
Raise purchase orders in WorkflowMax, and add them in as job costs as you receipt supplier invoices.
WorkflowMax project management and time billing software for engineers speeds up your admin process so you have more time to spend on your work.
See plans & pricingXero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.
Become an expert in managing capacity and workload when you use Plan Right and WorkflowMax together.
Combine this online payroll system with WorkflowMax timesheeting for an effortless payroll process.
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 moreManage your outgoings and track purchase orders
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 guideStreamline job management from end to end so you can save time, improve your processes and produce better results
Download checklistHelpful information for business owners. Reach your full potential with WorkflowMax.
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