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Grow your customers
Convert more leads and keep customer relationships strong. Client relationship management features and integrated workflow tools will help you focus on billable hours, not on admin.
Lead manager
Boost leads, nurture clients, and win more work
Simplify your lead and client management
Track every step of your proposals and sales pipeline from one place
Client manager
Optimise your client management
All the tools you need for more productive and profitable relationships are right here
Easily search, filter and customise your client information for faster processing
Quoting and estimating
Create professional looking quotes in seconds
Deliver swift, precise, and polished quotes in seconds
Include time and cost estimates to price your services accurately and bill instantly
Document management
Never lose a document again
Access all your project information quickly with centralised document management
Everything is in one place is great for remote working and team collaboration
Build better efficiency
Reduce admin and save time and money to free yourself to focus on high-value activities for business growth. Quote more effectively with powerful tools for job management, time tracking, and task and staff allocation.
Job management
Streamline your job management
Keep track of all the moving parts and manage your resources, time and costs on every job
The job overview dashboard will help you see gross margin and job profitability easily
Time tracking
Track time with ease
Record time your way with eight different methods
Capture every minute of every day and never miss a second of chargeable time again
Collaboration manager
Collaborate with your team
Easily send emails, attachments, images and documents to your leads, jobs or quotes
Always see a complete history of your communications - all in one place!
Mobile
Manage jobs on the go and drive more efficiency
View your day at a glance, see your jobs and tasks, and stay on top of your daily to-dos
Use the simplified start/stop/pause timer for time tracking on the run
Get paid your worth
Manage your cash flow, gain insights to improve quoting and time allocation, and streamline estimating and invoicing.
Work in progress
Don’t let billable work fall through the cracks
See and manage all your un-invoiced work and create invoices on the go
Never get underpaid again
Invoicing
Create beautiful, customised invoices
Get paid faster with our easy-to-use invoice feature
Invoice anyway you want - progress amounts, actual time and costs, quoted time and costs, or percentage of value
Reporting and dashboards
Report on absolutely everything
Customise the new dashboard to show the key information and metrics relevant to you
Choose from a range of standard reports or build them from scratch to visualise key information that can help with making better business decisions
Xero integration
Manage jobs on the go and drive more efficiency
Data entered into WorkflowMax flows seamlessly into Xero
Connect the integration today to save time and eliminate double handling
Drive profitability
Track and report on project profitability using business intelligence. Gain real-time insights to make better business decisions, quote accurately and optimise job performance.
Performance and profitability reporting
Work smarter and gain insights into productivity, performance, workflow and profitability
Stop losing money and make better business decisions based on real-time data
Job costing
Know your numbers
Our powerful job financial summary report helps you understand where your profit is being made and potentially lost
See a time summary, staff efficiency, non-billable time and time to be invoiced for a big-picture view of the entire job
Purchase orders
Keep on top of your costs
Purchase orders let you push bills through to Xero automatically and eliminate double handling
Use partial or full receipts to get full control over your business costs
Customise to your needs
Don't settle for rigid job and job management software. Enjoy customisable features that help you personalise quotes, invoices, reports and more so you can run your business your way.
Custom fields
Use custom fields to personalise your data your way
Tailor the customisable features to your workflow's unique requirements
Custom templates
Let print templates do the work
Design your own custom templates for quoting, invoicing and more
Reinforce your branding strategy with professional looking custom print templates
Notifications
Keep the team in sync and never miss a deadline
Set up custom notifications to keep everyone on the same page
Use notifications as a way of informing the right people when certain job-related events occur
"WorkflowMax has transformed how my clients manage projects. Its powerful features streamline every aspect of job management at an unbeatable value. The pricing is incredibly reasonable for the efficiency and control it brings to business operations."
