Q2 Strategy

Powered by Job Profitability OS

AI-Powered Job Management Software for Service Businesses.

Purpose-built for professional services firms rather than retrofitted from generic PM software or spreadsheets. See the difference in thirty minutes.

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13 years of advisory work

3 numbers that change everything

1 goal: better business, better life

Trusted by 100,000+ Professionals Across 150+ Countries

NEW

AI ASSISTANT (MCP)

Ask your jobs anything.

Works with Claude, ChatGPT, Copilot, and Gemini.

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Not sure where to start? Take the 2-minute Workflow Health Check

8 questions to benchmark how your firm manages jobs from quote through to invoice. Takes about 2 minutes.

You'll get a maturity score compared to firms your size, your biggest gap area, and specific recommendations for your industry.

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RUN YOUR NUMBERS

Two free tools. See how your firm compares.

Profit Leak Calculator

Put a dollar figure on the margin your current workflow gives away each year.

Firm Benchmark

See how you compare to the industry average and to top performers.

SEE JOB PROFITABILITY OS IN ACTION

Product Tour

A short tour of the full job lifecycle inside WorkflowMAX.

Firms Like Yours

Video stories from professional services firms.

NEW

AI ASSISTANT (MCP)

Ask your job data a question. Get a real answer in seconds.

Connect WorkflowMAX to Claude, ChatGPT, Copilot or Gemini and work with your live jobs, time and margin data in plain language. No exports, no report builder, no waiting on someone else to pull it.

"Which jobs are over budget this month?"

A live list, ranked by overrun, before the invoice goes out instead of after.

"Which jobs are over budget this month?"

A live list, ranked by overrun, before the invoice goes out instead of after.

"Which jobs are over budget this month?"

A live list, ranked by overrun, before the invoice goes out instead of after.

"Which jobs are over budget this month?"

A live list, ranked by overrun, before the invoice goes out instead of after.

"Which jobs are over budget this month?"

A live list, ranked by overrun, before the invoice goes out instead of after.

"Which jobs are over budget this month?"

A live list, ranked by overrun, before the invoice goes out instead of after.

Sits inside the stack you already run

No new app, no extra seat, no training. Connect WorkflowMAX to Claude, ChatGPT, Copilot or Gemini and your team asks about jobs in the assistant they already have open.

Included on the 14-day free trial and on every WorkflowMAX Advanced plan.

See it on your own data -->

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100,000+

Professionals running their jobs on WorkflowMAX

150+

Countries

Built for professional services.

Purpose-built for accountants, architects, engineers and consultants.

Proven by the Pros

Join the community of experts scaling with WorkflowMAX.

Kavan Applegate

Director of Guymer Bailey Architects

"The data within WorkflowMAX helps me as the owner manage the profitability of projects from start to finish."

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Amy Darvall

Founder of Holistic Nursing Solutions

"Life before WorkflowMAX was very labour intensive. Now I can easily see the full job lifecycle."

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Luphus Oosthuizen

Director at Engenera

"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."

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Sarah No

Brand and Marketing Director of BlueRock Digital

"We needed a system that is able to work in real time, share visibility to decision makers so we can make those decisions really quickly. WorkflowMAX makes it really easy to do that."

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Steve Luxmoore

Director of Your HR System

"With WorkflowMAX, we've been able to have real-time data, so that we get a great picture
on profit and understanding what our profit is."

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Before you book

Before you book

Is the AI assistant an extra cost?

No. It is included on the free trial and on every Advanced plan.

Does WorkflowMAX work with our accounting system?

Invoices sync to Xero or QuickBooks Online, along with purchases and contacts, so there is no double-handling between job management and the ledger.

Can I share these with my partners or finance team?

Yes, and most people do. Send them the link.

What actually happens on a demo?

Thirty minutes with someone who works with firms your size. Bring one job you are unsure about, and we will walk through where the margin went. No slides unless you ask for them.

Do I need to be a WorkflowMAX customer to use them?

No. They are free and there is no sign-up.

How accurate are these calculators?

They work off the inputs you give them, so they are directional rather than audited. They are built to show you the size of a gap, not to close your books. If a number surprises you, that is usually worth a conversation.

See these numbers in your own account.

A calculator gives you an estimate. Thirty minutes with a specialist gives you the real figure, from your jobs, your rates, and your team.

No credit-card required

No contracts

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