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FEATURES

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Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

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Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.

EzzyBills

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

Resources

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Implementation options - coming soon
View the range of ways to get WorkflowMAX setup, DIY, guided and bespoke options available
Find a partner
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WorkflowMAX academy
Bolster your knowledge and use of WorkflowMAX with free online training courses
Visit the help centre
Learn how to configure and use WorkflowMAX and search a wide range of help topics
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FAQs
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12D synergy INTEGRATION

Integrate with 12d Synergy

Experience seamless project management with WorkflowMAX and 12d Synergy. Synchronise data, streamline workflows, and enhance collaboration for efficient project delivery. Achieve success with the powerful synergy of WorkflowMAX and 12d Synergy.

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How WorkflowMAX works with 12d Synergy

Both of these two tools goes hand in hand to make your job and work more easier and better. Here’s how:

Document management

Change the way you handle your documents. With 12d Synergy, all your inbound and outbound project information is managed for you, taking the headache out of document management.

  • Centralise your data and documents.
  • Simplify collaboration and always access the latest version.
  • Keep documents properly named and organised.
  • Automate the job creation process.
Lead manager

Automated workflows

Save time and reduce manual errors with automated workflows. By setting up triggers and actions between WorkflowMAX and 12d Synergy, you can automate repetitive tasks, streamline approvals, and keep your projects on track.

Lead manager

Sync project data

With the 12d Synergy integration, your project data is synced from WorkflowMAX to 12d Synergy. This synchronisation lets you work with the jobs and customers you’ve already set up in WorkflowMAX right within 12d Synergy, so you don't have to enter the same information twice across different systems.

Lead manager

Project insights

Gain valuable insights into your project performance by syncing data from your WorkflowMAX account into 12d Synergy. Analyse project metrics, track progress, and make data-driven decisions to optimise your project outcomes.

Lead manager
WorkflowMAX has transformed how my clients manage projects. Its powerful features streamline every aspect of job management at an unbeatable value. The pricing is incredibly reasonable for the efficiency and control it brings to business operations.

Michelle JV Rensberg

Nimacc Business Intelligence

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Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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