Run your business from anywhere on mobile

Mobile app

WorkflowMAX makes it easy to search contacts, track time and add attachments while on the go. Download now!

Manage jobs and drive more efficiency

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Easily access client records, contact details, communication history and project-related information

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You’ll love the flexibility and convenience of viewing all the key information you need on your mobile!

Lead manager
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Access customer info when you're out of the office

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Effortlessly find contact details within WorkflowMAX and reduce the need to search through various platforms

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View all your key information in one place

Lead manager
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Simplified time tracking on the run

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Record time your way - save it as a draft, see a weekly view, or review, edit and enter time retrospectively - all from the app

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Use the start/stop timer, or enter time directly, retrospectively or by total hours worked

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Strengthen client relationships by demonstrating your attention to detail and commitment to meeting their individual needs

Lead manager
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View notes, docs, costs and add attachments

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Seamlessly browse attached documents, notes, tasks and add your own

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Send photos and files - as attachments - from your mobile to jobs

Lead manager
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We moved back and the team actually loves using it—billing is faster and we can see margins live.

Darlene Robertson

Principal, Surveying & Engineering Firm

It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.

Floyd Miles

Implementation Partner

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Any questions?

How does mobile time capture help professional services firms bill more accurately?

Time captured on site, in meetings, or while travelling is often lost because it's entered hours or days later from memory. The mobile app lets staff log time as it happens, so every billable minute is captured at the point of work. This directly improves job costing and invoicing accuracy.

Can I access job documents from my mobile device?

Yes. View and upload documents against jobs from the mobile app. If you've connected a DMS like Google Drive, documents sync automatically.

Which devices does WorkflowMAX support?

WorkflowMAX is available on iOS and Android devices via the native mobile app.

Can I capture expense receipts on the mobile app?

Yes. Photograph receipts and upload them directly to a job as a cost entry. With AI expense extraction (requires AI Credits), WorkflowMAX reads the receipt and auto-populates the cost details amount, date, and supplier so you don't need to key them in manually. This eliminates the paper-based expense process and ensures costs are captured at the point of purchase.

Can I create jobs and log time from my phone?

Yes. Create new jobs, add time entries (including via timer), and manage tasks directly from the mobile app. Entries sync instantly with the desktop platform, so your team's work is reflected in reporting and job costing in real time.

What can I do on the WorkflowMAX mobile app?

The WorkflowMAX mobile app (iOS and Android) supports time entry, job creation, task management, cost capture, expense receipt uploads, document access, and client and contact management. It's designed for staff who need to log time, update jobs, and capture costs while on site or travelling.

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Additional features

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