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.

Zapier Zapier is a powerful integrations platform that connects WorkflowMax to thousands of your favourite applications for use in automated workflows.

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.

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

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.

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

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

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

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.

Zapier Zapier is a powerful integrations platform that connects WorkflowMax to thousands of your favourite applications for use in automated workflows.

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.

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

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.

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

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

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

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

🚀 Q1 wrapped : More Visibility, Less Guesswork

This quarter was about getting you the information you need, where you need it. Quote Variations gives you a clear audit trail when scope changes. The ...

Read Article 4 min read

All topics
whitepaper
ai
bluerock knowledgebase
product

When Architecture Firms Outgrow Spreadsheets & Manual Tracking

By Ryan Kagan

Read Article ->

What Creative Agencies Get Wrong Choosing Project Software

By Ryan Kagan

Read Article ->

Why Architecture Firms Outgrow Generic Project Management Tools

By Ryan Kagan

Read Article ->

Features Architecture Firms Need in Project Management Platforms

By Ryan Kagan

Read Article ->

How to Evaluate Project Management Platforms for Agencies

By Ryan Kagan

Read Article ->

Preparing internal operations for enterprise-level client expectations

By Ryan Kagan

Read Article ->

How agencies future-proof operations as demand increases

By Ryan Kagan

Read Article ->

Q1 Product Update

Featured

🚀 Q1 wrapped : More Visibility, Less Guesswork

This quarter was about getting you the information you need, where you need it. Quote Variations...

Read Article ->

The Project Death Spiral: Why Your Sales Team Isn’t Actually the Problem

By Ryan Kagan

Read Article ->

Featured

🚀 Q1 Update 2026: How to Save 10+ Hours a Week on Project Admin

MAX Impact: Integrated Calendar turns meetings into timesheets, so billable time doesn’t get...

Read Article ->

What's New in WorkflowMAX: Revise Purchase Orders, Create Jobs on Mobile, Monthly Summary Report, Custom Timesheet Fields and Much More

workflowmax features

🚀 What's New in WorkflowMAX: November 2025

TL;DR: A handful of handy features are now live across all plans. Revise purchase orders, create...

Read Article ->

PRODUCT Product Updates

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

Read Article ->

1 2 3 4 5 Next Last

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

© 2026 WorkflowMax project management software. All rights reserved.