Yes. Define custom job states that match your business process such as 'Awaiting Brief', 'In Review', or 'Ready for Invoicing' and set up notifications that trigger when a job moves into a specific state. This automates handoffs between teams without building separate workflow tools.

WorkflowMAX connects every job to quoting, time tracking, costing, WIP, and invoicing in a single platform so job management decisions always have financial context. Generic project tools track tasks and deadlines but leave financial tracking to separate systems. Purpose-built job management means every task, timesheet entry, and cost drives your profitability picture in real time.

Yes. WorkflowMAX lets you set up a customisable @emailworkflowmax.com address for your organisation. Forward any email with the job number in the subject line, and the email and attachments are automatically filed against that job. Emails without a matching reference land in the Collaboration Manager inbox for manual assignment, so nothing is lost.

WorkflowMAX provides list, Kanban board, and Gantt-style schedule views for managing jobs and tasks. Kanban lets you visualise work by status and drag tasks between columns, while the schedule view shows task timelines and dependencies. Combined with filtering by job state, client, or assigned staff, you can tailor the view to how your team works.

Yes. All job data time, costs, documents, notes, invoices, and communication history is retained indefinitely. Completed and archived jobs remain fully accessible and searchable. For firms that need to reference past engagements for audits, disputes, or repeat work, your project history is always available.

Job templates let you pre-configure phases, tasks, costs, milestones, staff assignments, and estimated hours for job types you run repeatedly. When a new job is created from a template, the entire structure populates automatically saving setup time and ensuring consistency across engagements.

Yes. Custom notifications can be triggered when actual time reaches a percentage of the estimated hours for example, alerts at 75% and 100%. You choose the thresholds and the recipients, so the right people are warned before a task runs over budget.

Create internal jobs for non-billable activities leave, training, meetings, business development and have staff log time against them just like client work. This gives you a complete picture of where your payroll investment goes across the entire year, not just the billable portion. Reports can then show utilisation rates that account for all hours.