WorkflowMax

Overview

Reviews

Why I love WorkflowMax

9
For my own company it is used to: track time, cost jobs, issue proposals, and invoice clients. It addresses the problem of knowing how …

Loving WorkflowMax

9
WorkflowMax is used by all technicians and engineers. It takes care of all time tracking, job monitoring and management, parts and other …

WorkflowMax Review

10
WorkflowMax is being used across the whole organisation. It allows us to have transparency around jobs and our contractors. It is also …

WorkflowMax your time today.

8
We use WorkflowMax as our online data base, for online filing of tax returns and GST returns with the IRD syncing data with Xero which …
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Can even herd cats.

10
We use WorkflowMax for every aspect of our jobs other than strategy and design. We use it to open new jobs, allocate staff and costs as …
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WorkflowMax review

9
It is used by all staff to record time. It is then used to generate invoices.
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Popular Features

View all 15 features

Timesheet Tracking (21)

10.0
100%

Invoicing (24)

9.0
90%

Integration with accounting software (24)

9.0
90%

Task Management (22)

8.0
80%

Pricing

View all pricing

Standard

$20

Cloud
per month

Premium

$70

Cloud
per month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.workflowmax.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Features Scorecard

Project Management

6.9
69%

Professional Services Automation

9.3
93%

Product Details

What is WorkflowMax?

WorkflowMax is a web-based project management solution, owned by Xero, Inc. It is designed to be user-friendly and intuitive. The platform offers end-to-end functionality standard to project management software, with a comprehensive suite of features including lead management, quotes and estimates, time and job tracking, milestone management, job costing, purchase orders, flexible permission for clients, staff and contractors, email integration, invoicing, and a custom report builder.

Approximately 25 different software systems integrate with WorkflowMax, enabling the functionality to be expanded – integrations include Google Drive, Salesforce, Xero, MYOB, Zendesk, Freshdesk, and Dropbox. A free 14-day trial is available, and packages are available for between 1-200 employees.

WorkflowMax Features

  • Supported: End-to-end, Fully Integrated Job/Project/Workflow Management Software
  • Supported: Lead Manager (CRM)
  • Supported: Quoting/Estimating
  • Supported: Integrated Project Management
  • Supported: Job Costing
  • Supported: Time Tracking
  • Supported: Staff Scheduling
  • Supported: Client & Contractor Login
  • Supported: Purchase Order
  • Supported: Invoicing & Billing
  • Supported: Powerful Custom Reporting
  • Supported: Integration with Xero Accounting Software
  • Supported: Integration with over 25 other leading products
  • Supported: Custom Fields
  • Supported: Cloud-based - Access Anywhere, Anytime

WorkflowMax Screenshots

WorkflowMax Quoting SoftwareWorkflowMax CRM SoftwareWorkflowMax Project Management SoftwareWorkflowMax Mobile SiteJob Costing | WorkflowMaxPowerful Custom Reporting | WorkflowMax

WorkflowMax Video

Visit http://www.workflowmax.com to watch WorkflowMax video.

WorkflowMax Integrations

WorkflowMax Competitors

WorkflowMax Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)95%
Mid-Size Companies (51-500 employees)5%
Enterprises (more than 500 employees)0%

WorkflowMax Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry
Supported CountriesUnited States, United Kingdom, Australia, New Zealand, Canada, Singapore, South Africa
Supported LanguagesEnglish

Alternatives

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Frequently Asked Questions

What is WorkflowMax?

WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.

What is WorkflowMax's best feature?

Reviewers rate Timesheet Tracking and Quotes/estimates highest, with a score of 10.

Who uses WorkflowMax?

The most common users of WorkflowMax are from Small Businesses and the Accounting industry.

Reviews

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