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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.

Resources

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Implementation options - coming soon
View the range of ways to get WorkflowMAX setup, DIY, guided and bespoke options available
Find a partner
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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
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Raise a ticket with our support team for help or technical product information
FAQs
Read over our frequently asked questions to get answers quickly
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Features
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Projectworks Plans Resources.
WorkflowMAX Protects Margins.

Projectworks is all neon on the outside, but when you log in it still feels like 2015, feature-heavy, profit-light. WorkflowMAX gives you the real upgrade; live profitability, flexible workflows, and a dedicated account manager who makes sure it all works for your business.

See WorkflowMAX in Action  -->

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Both platforms at a glance

Real-time profit dashboards, see leaks before month-end

Quoting, invoicing, time + job management in one

Capacity + utilisation insights for teams

Built for consultants, A/E firms, and creatives

Dedicated account rep with Advanced package

Mostly cost tracking, less clarity on margins

Heavy on resource planning, light on profit visibility

More inward-looking, less reporting flexibility

Geared to consultants, weaker outside that lane

Light-touch support, little human guidance

Why service firms choose WorkflowMAX

Projectworks is fine if you just want spreadsheets with a nicer UI. But when you need more than staff planning, WorkflowMAX delivers:

Profit in focus

Not just costs, but margins and ROI, live.

Control without complexity

Workflows that fit your firm, not the other way round.

People in your corner

Advanced means a dedicated rep invested in your success.

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Not just software, a partner

Your WorkflowMAX rep helps set up integrations, custom dashboards, and profit alerts so you see issues before they hit margins. Pair that with reporting, capacity planning, and job visibility and you’re not just running projects, you’re protecting profits.

Discover Our Advanced Package -->

Projectworks invested in bold colours and bright branding.

But look past the paint job and you’ll find the same old feature-heavy, consultant-focused tool.

WorkflowMAX is different

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

Ready to see the difference?

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

Start free trial -->
Book a Demo with Our Team -->

Trusted by 100,000+ Professionals
Across 150+ Countries

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