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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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Keep up-to-date on the latest news, product updates, and announcements
Watch a webinar
Register for our live or on demand webinars on migration, education, and training
Implementation options - coming soon
View the range of ways to get WorkflowMAX setup, DIY, guided and bespoke options available
Find a partner
Search the directory for a certified implementation partner in your area
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
Contact sales
Got a question? Reach out to us
Contact support
Raise a ticket with our support team for help or technical product information
FAQs
Read over our frequently asked questions to get answers quickly
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Partner with WorkflowMAX

Join us to unlock opportunities for your advisory/consultancy firm or your product offering.

Why become a partner?

Join a community of passionate software experts who are helping small businesses every day

Boost the value of your practice by earning commission on advisory and referral fees

Get access to new features, full certification, training, education, and marketing support

Get started and become a partner with us

Frequently asked questions

Do I have to sign a contract?

If you'd like to join our partnership program, you will need to sign an agreement.

What benefits and support do I get?

There are many benefits to joining our community from premium support to marketing. Read over the information on the website and book a call with our Head of Growth and Partnerships if you are interested in joining us.

Do I need to be certified?

We are building a new certification process which we will launch in 2025 to help you stay up to date to support your client base with the new product. Look out for communications from us about this.

How am I profiled on your website?

If you become a certified implementation partner you will be included in our partner directory on this website linked here. You will also get a free listing on Coachbar's global directory.

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