Whether you’re managing projects, juggling clients, or keeping an eye on margins, WorkflowMAX was designed with service-based teams in mind.
Adjusting a workflow or report shouldn't require a support ticket and a scoping call.
Whether you’re managing projects, juggling clients, or keeping an eye on margins, WorkflowMAX was designed with service-based teams in mind.
Meet the Job Profitability OS
Everything the job needs, in one place
Chapter 1
Quote to invoice, one system
Build the quote, run the job against it, invoice from what was actually delivered. No re-keying between tools.
Chapter 2
Job profitability, live
Time and costs post against the job's quoted value as your team works. Margin is a number you look at, not one you calculate at month end.
Chapter 3
Time capture your team will use
Timers, daily timesheets or weekly grids. Whatever habit your team already has, it works, and every entry lands somewhere useful.
Chapter 4
Set up the way you want
Self-serve with the import tools and WorkflowMAX Academy, or bring in a certified implementation partner. Support is 24/7 either way.
Most firms are running live in WorkflowMAX within a month. Here's exactly what that looks like.
Week 1
We map what you're running today: how many users, how many active jobs, which integrations you can't lose. You leave the call with a migration scope and a realistic go-live date, not a sales pitch.
Week 1–2
Deltek holds more than time, project records, document metadata and correspondence history all need a home. We start with the structured data: clients, projects, staff and time, exported to CSV. Your partner decides what carries over as live jobs versus what stays archived in Deltek for reference, so you're not paying to migrate a decade of closed projects.
Week 2–4
A certified implementation partner rebuilds your job templates, custom fields, quoting rules and permissions in WorkflowMAX, then imports your data and reconciles it against your old reports. You review before anything goes live. Smaller teams can self-serve using the import tools and WorkflowMAX Academy instead.
Week 5–6
Your team starts tracking time and issuing invoices from WorkflowMAX. Keep Deltek in read-only for a billing cycle as a safety net. Support is 24/7 from day one.
Join the community of experts scaling with WorkflowMAX.
Director of Guymer Bailey Architects
"The data within WorkflowMAX helps me as the owner manage the profitability of projects from start to finish."
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Founder of Holistic Nursing Solutions
"Life before WorkflowMAX was very labour intensive. Now I can easily see the full job lifecycle."
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Director at Engenera
"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."
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Brand and Marketing Director of BlueRock Digital
"We needed a system that is able to work in real time, share visibility to decision makers so we can make those decisions really quickly. WorkflowMAX makes it really easy to do that."
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Director of Your HR System
"With WorkflowMAX, we've been able to have real-time data, so that we get a great picture
on profit and understanding what our profit is."
You choose. Most firms migrate active and recently closed jobs, then keep the old system in read-only for a billing cycle so historical records stay reachable. Your partner will reconcile imported data against your existing reports before go-live, so the numbers you've been reporting on don't quietly change. If you'd rather bring everything across, that's a scope conversation on the discovery call.
No. WorkflowMAX includes import tools for clients, suppliers, jobs, staff and time entries, and most teams import their core data during the free trial so they can test the platform with their own information. Partners exist for complex configurations, custom integrations and larger rollouts, not as a gate. If you're on the Advanced plan with 25+ users on annual billing, guided onboarding from the WorkflowMAX team is included at no extra cost.
Longer than our other switch paths, because the data structure is richer. Plan on four to six weeks rather than three to four, with most of the extra time spent deciding what to migrate versus archive.
On breadth, it's deliberately narrower. On the things you use daily, quoting, job costing, time capture, invoicing, profitability reporting, it's faster to run and your team can change it without raising a ticket. Firms usually describe the trade as losing modules they'd never configured and gaining a system they can actually administer themselves.
No. The usual approach is to migrate active and recent projects into WorkflowMAX and retain Deltek in read-only as your historical archive for as long as you need it. Your partner will define the cutoff on the discovery call, typically the last two to three financial years of active work.
