WorkflowMax is a project management software that includes job costing, quoting, time tracking, invoicing, reporting, and other features. WorkflowMax is simple to use and customizable, allowing the user to monitor and track all activities.
Users can use WorkflowMax Software to streamline all of the core business and project functions required to effectively run and grow their business. This software will assist users in prioritizing everything from a quote to an invoice and everything in between.
Users can manage, track, and report on all aspects of each job to gain a better understanding of people, profit, and performance. WorkflowMax project management reduces admin time, saves money, and allows users to collaborate quickly and easily with the team. WorkflowMax can be used in offices, trucks, and construction sites. WorkflowMax has the best integration with Xero accounting of any app on the market. Create an invoice in WorkflowMax and send the data to Xero. When you enter data into one system, it is automatically transferred to the other.
WorkflowMax Software Features
Project Management
WorkflowMax project management software automates the entire process, from quotes to invoices and everything in between. Manage, track, and report on all aspects of each job to gain a better understanding of your people, profit, and performance.
Relationship Administration
Increase lead conversion while maintaining strong customer relationships.
Client relationship management features and integrated workflow tools will allow users to focus on billable hours rather than administrative tasks.
Efficient
Reduce administrative tasks and save time and money to focus on high-value activities for business growth. With powerful tools for job management, time tracking, and task and staff allocation, you can quote more effectively.
Cash Flow Management
WorkflowMax aids in cash flow management, gaining insights to improve quoting and time allocation, and streamlining estimating and invoicing. It enables users to be paid what they are due.
Drive Profitability
Using business intelligence, track and report on project profitability. Gain real-time insights to improve business decisions, accurately quote, and optimize job performance.
Fully Customizable
Don't be forced to use project management software that can't adapt to your needs. Instead, learn how effective these customizable features are when applied to a user's entire workflow.
WorkflowMax Pricing
To learn more about WorkflowMax pricing plans click on ‘Get Pricing’ to get a custom-tailored price quote for your organizational needs.
WorkflowMax Demo
Users can sign up for a 14-day free trial or WorkflowMax software demo. WorkflowMax protects critical data with Xero login. Click on ‘Watch Demo’ to experience WorkflowMax features.
WorkflowMax Reviews
WorkflowMax has over 100,000 satisfied customers worldwide. ROCK KITCHEN HARRIS, BDO, BLIRT, Air New Zealand, and others.
Our Thoughts
WorkflowMax is a simple project management software that allows you to manage, monitor, track, and report on every aspect of your job. Get closer to users' customers, complete more tasks in a day, and be compensated for your time.
WorkflowMax Software Features

Access Controls/Permissions

Budget Management

Data Import/Export

Employee Management

Milestone Tracking

Planning Tools

Strategic Planning

Task Management

Visual Workflow Management

Workflow Management

Process Modeling & Designing

Real Time Reporting

Timeline Management

Activity Tracking

Remote Support