Features
Estimating and quoting
Send professional, customisable quotes, estimates and budgets in minutes
Xero Integration
Power up with the Xero 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
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place
View all features
Industries
Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
Xero
Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Hubspot
Streamline operations & boost growth with WorkflowMax & HubSpot integration. Sync data, automate workflows, get insights for informed decisions
Upsheets
Make payroll easier! Send timesheet data to Xero in just a few clicks!
Timeslice
Integrate Timeslice with WorkflowMax for seamless time tracking and project management. Better productivity with real-time insights. Try now
Airwallex
Integrate WorkflowMax with Airwallex to manage invoices, payments, and expenses effortlessly on one platform.
Google Drive
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
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.
Rally
Integrate WorkflowMax with Rally for powerful business intelligence solutions. Enjoy customisable dashboards, and interactive reports
View All Integrations
Pricing
Resources
Visit the blog
Keep up-to-date on the latest news, product updates, and announcements
Watch a webinar
Register for our live or on demand webinars on migration, education, and training
Implementation options - coming soon
View the range of ways to get WorkflowMax setup, DIY, guided and bespoke options available
Find a partner
Search the directory for a certified implementation partner in your area
WorkflowMax academy
Bolster your knowledge and use of WorkflowMax with free online training courses
Visit the help centre
Learn how to configure and use WorkflowMax and search a wide range of help topics
Contact sales
Got a question? Reach out to us
Contact support
Raise a ticket with our support team for help or technical product information
FAQs
Read over our frequently asked questions to get answers quickly
Book a demo
Start free trial
Login
Features
Estimating and quoting
Send professional, customisable quotes, estimates and budgets in minutes
Xero Integration
Power up with the Xero 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
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place
View all features
Industries
Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Integrations
Xero
Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Hubspot
Streamline operations & boost growth with WorkflowMax & HubSpot integration. Sync data, automate workflows, get insights for informed decisions
Upsheets
Make payroll easier! Send timesheet data to Xero in just a few clicks!
Timeslice
Integrate Timeslice with WorkflowMax for seamless time tracking and project management. Better productivity with real-time insights. Try now
Airwallex
Integrate WorkflowMax with Airwallex to manage invoices, payments, and expenses effortlessly on one platform.
Google Drive
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
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.
Rally
Integrate WorkflowMax with Rally for powerful business intelligence solutions. Enjoy customisable dashboards, and interactive reports
View All Integrations
Pricing
Resources
Visit the blog
Keep up-to-date on the latest news, product updates, and announcements
Watch a webinar
Register for our live or on demand webinars on migration, education, and training
Implementation options - coming soon
View the range of ways to get WorkflowMax setup, DIY, guided and bespoke options available
Find a partner
Search the directory for a certified implementation partner in your area
WorkflowMax academy
Bolster your knowledge and use of WorkflowMax with free online training courses
Visit the help centre
Learn how to configure and use WorkflowMax and search a wide range of help topics
Contact sales
Got a question? Reach out to us
Contact support
Raise a ticket with our support team for help or technical product information
FAQs
Read over our frequently asked questions to get answers quickly
Book a demo
Start free trial
Login
2024-05-07 12:00:00
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We have a community of passionate partners who know WorkflowMax inside out
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