Features
Estimating and quoting Send professional, customisable quotes, estimates and 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

View all features
Industries
Architects Manage, track and report on multiple, complex projects from anytime, anywhere

Creative agencies Time is money when you run an agency. Simplify the way you work and do more of what you love

Business consultants Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.

Building and construction Construction is tough work. Let us do the heavy lifting so you can work faster and smarter

Engineers and designers Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
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 seamlessly 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.

View All Integrations
Pricing
Resources
Visit the blog 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

Book a demo Start free trial Login

Features
Estimating and quoting Send professional, customisable quotes, estimates and 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

View all features
Industries
Architects Manage, track and report on multiple, complex projects from anytime, anywhere

Creative agencies Time is money when you run an agency. Simplify the way you work and do more of what you love

Business consultants Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.

Building and construction Construction is tough work. Let us do the heavy lifting so you can work faster and smarter

Engineers and designers Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
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 seamlessly 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.

View All Integrations
Pricing
Resources
Visit the blog 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
Book a demo Start free trial Login

2024-05-07 12:00:00

Special EOFY offer - Sign up by 31 July 2025 and enjoy 6 months at 50% off - Learn more

Welcome to our blog

Articles, resources and content designed to boost your productivity, profitability and performance

Featured

June 2025 Product Update: Enhanced Navigation, Reporting, and Quoting

Read Article 3 min read

All topics
whitepaper
ai
bluerock knowledgebase
product

illustration of engineers and project management

PRODUCTIVITY efficiency

9 advantages of online project management for engineers

Read Article ->

Development workflowmax PRODUCTIVITY

9 tips for creating an effective budget

Read Article ->

8 steps for building a strategic plan for your small business

SMALL BUSINESS

8 steps for building a small business strategic plan

As a new business owner, you likely spend most of your time in the day-to-day operations of your...

Read Article ->

4 email templates for difficult client situations

5 MIN READ

Read Article ->

Development PRODUCTIVITY

31 unique ways to encourage team productivity

Read Article ->

Featured PRODUCT

WorkflowMax in holiday office hours

Wishing you all a very happy and relaxing holiday period. Our crew will be taking a short break,...

Read Article ->

First Prev 5 6 7 8 9

Start your 14-day free trial with WorkflowMax

Brand new product 24/7 Support No contracts Cancel anytime

Start free trial See all features Pricing plans

WhatsApp_Image_2025-09-10_at_15.33.23-removebg-preview

Product

Lead manager
Quotes
Time tracking
Job management
All features
Mobile
Dashboard & reporting

Industries

Creative agencies
Architects
Building & construction
Business consultants
Engineers & surveyors

Support

Contact us
Support centre
Setup partners
Developer API
Data addendum
System status

Resources

Blog
Webinars
Resources
Feature requests
Product Roadmap

Company

About us
FAQ's
Careers

Partner With Us

Become an advisor
Become a set up partner
View setup partner directory

Privacy Policy
Terms of use
Security
Cookie Policy

© 2025 WorkflowMax project management software. All rights reserved.