WorkflowMAX lets you structure jobs with multiple phases, tasks, and milestones – so you can mirror how engineering projects actually run. Whether it's civil, structural, electrical, or mechanical, each discipline's scope, budget, and time are tracked within the same job. You get a single source of truth across the entire project rather than stitching together updates from separate spreadsheets or tools.

Yes. Your team can log time against specific jobs, phases, or tasks using timers, manual entry, or weekly timesheets. For engineers splitting their day across several projects – common in multi-discipline consultancies – this means every billable hour is captured accurately and attributed to the right job. Time tracking data flows directly into job costing and invoicing.

Build detailed quotes broken down by phase, discipline, or deliverable – with labour estimates, cost allowances, and margin calculations. Once accepted, your fee proposal data flows into the job automatically, pre-populating tasks and budgets. No re-keying, and your team can start tracking time against the approved scope immediately.

Yes. Real-time reporting shows where each project sits against its fee – hours spent, costs incurred, and budget remaining. You can drill into profitability by job, phase, client, or team member. For principals and project directors, this means WIP is visible as it accrues, not discovered at month-end when it's too late to course-correct.

WorkflowMAX supports the billing methods engineering firms actually use – time and materials, fixed fee, progress claims, percentage of quoted value, or milestone-based. Invoices pull directly from your job data, so every claim is backed by recorded time and costs. You can also invoice by phase, making it straightforward to bill for completed stages while work continues on others.

Yes. Bills and invoices sync directly into Xero or QuickBooks, eliminating double entry and keeping your financial data accurate. For engineering firms already running Xero, this is a native integration – not a third-party connector bolted on after the fact.

Yes. Assign tasks to internal staff and external subconsultants within the same job, and track their costs against the project budget with purchase orders. When subconsultant bills come in, they're matched to the PO and recorded as job costs automatically – giving you full visibility on external spend without manual reconciliation.

Reporting shows where your team's hours are going – across projects, clients, and disciplines. You can identify who's over-committed, who has availability, and where utilisation is falling short of targets. For firms that need to go deeper, capacity planning is available as an add-on to visually allocate resources and forecast availability across your team.

Yes. WorkflowMAX works on any browser and has native iOS and Android apps. Log time from a site visit, check job status between client meetings, or review project budgets from anywhere. Your data is always current, whether you're at your desk or in the field. Learn more about mobile access.

Yes. Start a 14-day free trial with full access to the platform – no credit card required. Test it with your real projects and data so you can evaluate how it fits your firm's workflows.