WorkflowMax Software

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.  


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

Frequently Asked Questions (FAQs)

Does WorkflowMax offer an API?

The WorkflowMax API documentation is presently accessible on the WorkflowMax developer site. It is built on RESTful principles.

Does WorkflowMax support mobile devices?

The WorkflowMax software supports iOS, Android, Windows, and Blackberry mobile phones.

How do you use WorkflowMax?

There are various pathways you may follow to learn how to utilize WorkflowMax to manage your business, based on your interests and needs. Click on "Get Demo" to see how you can use it for your work.

How does WorkflowMax work?

WorkflowMax is project management software designed to meet all of your company's management needs. This includes project tracking, timesheets, reporting, invoicing, work monitoring, and anything else in between.

What is Workflowmax used for?

WorkflowMax is a cloud-based workflow and project management solution for small to medium-sized service firms.

What languages does WorkflowMax support?

The WorkflowMax software only supports one language: English.

What types of pricing plans does WorkflowMax offer?

The WorkflowMax software offers two types of pricing options: standard and premium. To learn more about WorkflowMax pricing plans, click on the ‘Get Pricing’ button above.

WorkflowMax Software Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

WorkflowMax Software reviews

There are no reviews for this product.

Call us at

(661) 384-7070

Call us at

(661) 384-7070