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WorkflowMAX AI: What to Expect as We Move Beyond the Preview

AI credits

AI Credits apply specifically to AI-powered features. The core WorkflowMAX platform – timesheets, quoting, invoicing, job management, reporting – continues to work exactly as it does today, included in your subscription. No credits required.

What's Available Now

AI features are currently available in WorkflowMAX as a beta. If you'd like to try them, contact our support team to enable access on your account.

AI Expense Extraction

Snap a photo of a receipt or invoice in the WorkflowMAX mobile app and AI reads it for you – extracting supplier, date, and amount directly into a job cost. No manual data entry.

AI Reporting Insights

Ask a question about your business data and get a plain-language answer. AI Reporting Insights analyses your jobs, time, costs, and profitability to surface what matters – without building a custom report. Available from the Reports section.

These features are currently available at no additional cost during the beta period. When AI Credits go live, each of these actions will consume a small number of credits from your organisation's allowance.

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What Are AI Credits?

AI Credits are the usage allowance behind WorkflowMAX AI features. Each AI action – like extracting data from a receipt or generating a report insight – will use a small number of credits.

How your organisation accesses credits will depend on your subscription tier. Advanced plans will include a credit allowance scaled to the number of users on your account. Standard and Premium plans will be able to purchase credit packs to access AI features.

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How Credits Will Work

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Credits included with Advanced plans

Advanced tier will include a monthly credit allocation, scaled to the number of users on your account. More users means more credits for your organisation.

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Credit packs for Standard and Premium

Standard and Premium tiers will be able to purchase a credit pack subscription to access AI features.

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Credits reset each billing cycle

Your allocation refreshes at the start of each billing period. Unused credits don't roll over.

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Overage protection

Your admin will be able to choose what happens when credits are exhausted: allow overages up to a ceiling they define, or stop AI feature access until the next billing cycle. No surprise bills.

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Always in Control

WorkflowMAX will give admins full visibility and control over AI credit usage:

  • Live usage dashboard – see exactly how many credits your team is using and how many remain.
  • Smart alerts – get notified by email when you hit 80% and 100% of your allocation.
  • Overage controls – choose to allow overages with a ceiling, or set a hard stop when credits are consumed.
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What's Coming

During the current beta period, AI features are available at no additional cost. When we move to general availability, the credit system will apply based on your subscription tier.

We'll communicate well in advance before any changes to your access. The transition from beta to the credit model won't happen without clear notice and time to prepare.

Credit pack pricing is being finalised. We'll share details before the transition so you can plan ahead. We'll also confirm the included allocation for Advanced plans and the pack options available for Standard and Premium.

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We moved back and the team actually loves using it—billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

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Any questions?

Will I lose access to AI features I currently use?

AI features remain available to any account with an active credit balance. Advanced plans include credits as part of the subscription, scaled to user count. Standard and Professional plans can access AI features by purchasing a credit pack add-on.

Why are AI features moving to a credit-based model?

AI features require specialist processing for every request unlike traditional software where the cost is the same regardless of usage. A credit model lets WorkflowMAX offer AI capabilities at a sustainable, transparent cost that scales with your usage rather than applying a blanket price increase across all plans.

What if I don't want to use AI features?

That's fine. AI Credits only apply to AI-powered features. The core WorkflowMAX platform timesheets, quoting, invoicing, job management, reporting works exactly the same with or without AI enabled.

What happens when my credits run out?

Your admin controls the behaviour they can allow overages up to a ceiling they define, or stop AI access until credits refresh at the start of your next billing cycle. Full control over AI spending with no surprise charges.

How will I know how many credits we're using?

Admins have access to a live usage dashboard in Billing settings showing your organisation's credit balance, consumption by feature, and remaining allocation.

How are credits allocated across my team?

For Advanced plans, included credits are allocated per user as you add users, your organisation's allowance increases. Credits are pooled at the organisation level, so the team shares a single balance rather than individual quotas.

Do unused credits roll over?

No. Credits reset at the start of each billing cycle so you begin each period with a fresh allocation.

Can I buy more credits if I need them?

Yes. Admins can purchase an AI Credit pack as a subscription add-on. One pack can be active at a time, and it renews alongside your billing cycle.

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Additional features

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