Partner Perspective

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Features

FEATURES

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Estimating and quoting

Send professional, customisable quotes, estimates & budgets in minutes

Capacity planning

See who has bandwidth and plan work across your team from a single visual timeline

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

WIP management

Stay on top of unbilled time and costs across every active job before they slip through at invoicing

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

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Integrations

INTEGRATIONS

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Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Microsoft SharePoint

Integrate SharePoint with WorkflowMAX to store, manage and share project documents directly from your jobs – keeping files secure and always up to date.

QuickBooks

Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.

Microsoft Outlook

Connect Outlook with WorkflowMAX to sync calendars, convert meetings into time entries and keep your schedule and timesheets in one place.

Google Drive

Upload documents to WorkflowMAX and they automatically push into Google Drive. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Google Calendar

Sync your Google Calendar with WorkflowMAX to keep team schedules aligned and convert calendar events into timesheet entries automatically.

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.

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Industries

INDUSTRIES

Architects

Manage, track and report on multiple, complex projects from anytime, anywhere

Engineers and Designers

Customisable software that helps you manage, track and report on multiple, complex projects

Building and Construction

Construction is tough work. Let us do the heavy lifting so you can work faster and smarter

Business Consultants

Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.

Creative Agencies

Time is money when you run an agency. Simplify the way you work and do more of what you love

Pricing

Resources

RESOURCES

Visit the Blog

Keep up-to-date on the latest news, product updates, and announcements

Watch a Webinar

FAQs

Read over our frequently asked questions to get answers quickly

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

Success Stories

Learn how WorkflowMAX customers have transformed their business.

Contact Sales

Got a question? Reach out to us

Contact Support

Raise a ticket with our support team for help or technical product information

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Browse partner-led guides

Explore practical perspectives from WorkflowMAX partners working with service firms, advisors, and project-based businesses every day. Filter by topic to find guidance on profitability, scaling, time tracking, WIP, implementation, and operational visibility.

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AI reporting insights

AI expense extraction

Trusted by 100,000+ Professionals
Across 150+ Countries

Product Features

Industries

Resources

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Company

Implementation Partners

Implementation Partners

Browse partner-led guides

AI reporting insights

AI expense extraction

Trusted by 100,000+ ProfessionalsAcross 150+ Countries

Product Features

Industries

Resources

Compare

Company

Implementation Partners

Implementation Partners

Trusted by 100,000+ Professionals
Across 150+ Countries