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FEATURES

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Estimating and quoting
Send professional, customisable quotes, estimates & 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

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

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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 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.

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WorkflowMAX vs Deltek

Enterprise Power Without the Enterprise Fatigue

AEC firms shouldn't need a PhD in software just to see their margins. WorkflowMAX gives you the same "Burn vs. Budget" visibility in one agile, human-first platform.

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Both platforms at a glance

Burn vs Budget clarity: real-time dashboards, no waiting for month-end

Frictionless mobile time entry, built for the field and the office

One focused, agile platform, not a 9-product maze

Seamless lead-to-project: won work flows straight into live, costed jobs

Human-first support team that partners in success

Powerful reporting, but real-time clarity is buried in complex structures

Time and expense entry through complex, legacy interfaces, with more friction

A powerful, deep AEC ERP, but a suite of separate products that's heavy to run

Multiple modules to stitch together for the full lead-to-project flow

Enterprise complexity and admin burden that can need dedicated staff

Why service firms choose WorkkflowMAX

Profitability at the core

More than tracking time, WorkflowMAX surfaces hidden costs, shows real-time margins, and helps leaders take action before month-end.

Flexibility without complexity

Deltek offers structure; WorkflowMAX adapts to your business. No “one-size-fits-all” rigidity.

Built for all service firms

Strong alignment with A/E firms, consultants, and mid-sized service businesses.

Human first, always

Behind every ticket and call is a real person. WorkflowMAX is a partner, not a faceless platform.

Advanced Package advantages

The Advanced Package pairs powerful tools with a dedicated WorkflowMAX rep who knows your business. From setting up integrations to spotting margin leaks before they hurt, your rep helps turn real-time data into confident decisions. It’s not just software, it’s guidance, insight, and profit you can count on.

Learn More - WorkflowMAX Advanced

WorkflowMAX vs. Deltek: Stop Overcomplicating Your Operations

No more corporate, transactional, and designed to “check boxes” platforms.

WorkflowMAX is different

Confident, human, and built to give service firms calm control where it matters most inside the numbers.

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Ready to see the difference?

Stop tracking jobs after the fact. Start managing profit in real time with WorkflowMAX.

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Across 150+ Countries

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