WorkflowMAX gives you a single view across all active engagements – track progress, deadlines, and budgets without jumping between spreadsheets or tools. Whether you're running three engagements or thirty, every job is managed from one place with full visibility for principals and project leads.

Yes. Your team can log time against specific jobs, tasks, or phases using timers, manual entry, or weekly timesheets. WorkflowMAX supports time and materials, fixed-fee, and milestone billing – so you can match your time tracking to however the engagement is structured.

Build detailed, custom-branded quotes with task breakdowns, cost estimates, and margin forecasts. Once approved, your quote data flows directly into the job and through to invoicing – no re-keying, no discrepancies.

Yes. Real-time reporting shows profitability at the job, client, and team level. You can see exactly where time and costs are tracking against budget, identify under-performing engagements early, and make pricing decisions based on actual data rather than gut feel.

Yes. Purchase orders and invoices sync directly into Xero or QuickBooks, eliminating double handling and keeping your financial data accurate. For AU/NZ/UK consultancies already running Xero, this is a native integration – not a third-party connector.

Yes. WorkflowMAX works on any browser and has native iOS and Android apps, so you can manage jobs, log time, approve timesheets, and check profitability from anywhere. Whether you're at a client site, working from home, or between meetings, your business data is always within reach. Learn more about mobile access.

Generate invoices based on actual time and costs, quoted amounts, progress milestones, or a combination – whatever suits your engagement terms. Invoices pull data directly from your jobs, so billable time is never missed and every invoice is backed by the detail your clients expect.

By automating the flow from quote to job to invoice, integrating with your accounting platform, and centralising documents against each engagement, WorkflowMAX cuts the manual admin that eats into your billable hours. Less time on process, more time on client delivery.

With reporting across time logged, budgets, and staff allocation, you can see who's at capacity, who has availability, and where your team's hours are actually going. For firms looking to go deeper, capacity planning is available as an add-on to visually manage resource allocation across your team.

Yes. Start a 14-day free trial with full access to the platform – no credit card required. Test it with your real workflows and data so you can make an informed decision.