Explore the Premium Features of WorkflowMAX

Productivity reporting

See an instant view of how well you, staff, and the team as a whole are meeting your productivity goals. WorkflowMAX gives you the power to set and track capacity of work and time.

Client groups

Client groups lets you group a series of clients together to view all of their jobs, invoices and quotes in one central place.

Recurring invoices

If you have regular jobs that you work on throughout the year, you can invoice your clients for that work by using monthly recurring invoices in Xero.

Xero invoice import

You can import recurring or manually entered invoices from Xero into WorkflowMAX Premium to power your KPI dashboard and revenue reports.

And as for what's next? Even if GB-A were to double in size over the coming years, WorkflowMAX is built to scale right alongside them.

“When team members join us here at Guymer Bailey, it’s really quick for people to get on board with WorkflowMAX and understand initially the basic functions and then go across all the details that it allows us to achieve.”

Kavan Applegate

Director at GB-A

50% Less Admin Time

Spend less time on admin work, more on valuable client work.

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

100,000+

Users worldwide trust WorkflowMAX to track and manage their jobs.

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?

WorkflowMAX Premium sounds great, but does it cost extra?

Yes, WorkflowMAX Premium is an optional upgrade from your standard subscription plan. See our pricing here.

Can I trial WorkflowMAX Premium?

All WorkflowMAX trials include Premium and Lead manager features for you to try out.

Can I change my subscription at any time?

You sure can! You can switch between Standard and Premium by going to your subscriptions tab in your account. We pride ourselves on our easy monthly plans – no setup fees and no hidden costs. No obligation, no contracts. You can also downgrade or cancel at any time.

Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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FEATURES

Estimating and quoting

Xero and QuickBooks integration

Customisation

Time tracking

Document management

Reporting and dashboard

Invoicing

Lead manager

Job management

INDUSTRIES

Architects

Engineers and designers

Building and construction

Business consultants

Creative agencies

INTEGRATIONS

Xero

Airwallex

Suitefiles

QuickBooks

Google Drive

Box

Hubspot

Dropbox

EzzyBills

Resources

Visit the blog

Watch a webinar

Implementation options - coming soon

Find a partner

WorkflowMAX academy

Visit the help centre

Contact sales

Contact support

FAQs

For powerful insights upgrade to Premium.

Premium

Productivity reporting

See an instant view of how well you, staff, and the team as a whole are meeting your productivity goals. WorkflowMAX gives you the power to set and track capacity of work and time.

Client groups

Client groups lets you group a series of clients together to view all of their jobs, invoices and quotes in one central place.

Recurring invoices

If you have regular jobs that you work on throughout the year, you can invoice your clients for that work by using monthly recurring invoices in Xero.

Xero invoice import

You can import recurring or manually entered invoices from Xero into WorkflowMAX Premium to power your KPI dashboard and revenue reports.

50% Less Admin Time

100,000+

Any questions?

WorkflowMAX Premium sounds great, but does it cost extra?

Can I trial WorkflowMAX Premium?

Can I change my subscription at any time?

Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Reporting

Lead manager

Invoicing

Time tracking

Quoting

Start your 14-day free trial with WorkflowMAX

Trusted by 100,000+ ProfessionalsAcross 150+ Countries

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Implementation Partners

Trusted by 100,000+ Professionals
Across 150+ Countries