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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
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
INTEGRATIONS
View All Integrations ->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
