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WorkflowMax

Invoicing + Jobs, Time Tracking

A Xero owned product - WorkflowMax offers a seamless, first-class and a two-way integration with Xero accounting software.

WorkflowMax provides a single platform for all your job, time and invoice management needs; from quotes to time tracking, job tracking and costing, project management and reporting, invoicing and lead management and more. Everything you need a single, seamlessly integrated system. If you run a service business, WorkflowMax is probably perfect for you!


WorkflowMax gives you:
  • Lead Manager (CRM) - Track your leads, sales pipeline, and proposals in one place.
  • Custom Quotes - beautifully designed quotes within minutes, complete with your company branding.
  • Simple, flexible time tracking - requiring the least effort from your staff.
  • Easy job management - you can assign jobs, track timelines, and receive notifications when projects are running late.
  • Streamlined invoicing - you can invoice based on hourly or flat-rate, brand your invoices, and save time with bulk invoicing.
  • Actionable reporting - Figure out the profit margin on each job, who your biggest customer was last quarter, and so much more.
  • A complete business solution - With Xero and WorkflowMax integrated together, you have a powerful, end-to-end business solution at your fingertips.
  • Workflowmax integrates with more than just Xero. Using WorkflowMax as the core of your business, you can integrate it with your accounting, payroll, customer support, staff scheduling, CRM and other world-class software.
Who is it for?

WorkflowMax is trusted by over 5000 creative agencies, architecture practices, engineering firms, construction companies, law firms, Business Consultants, IT companies and other service businesses across the world.

How does it work with Xero?
  • Push sales invoices to Xero – When you create a sales invoice in WorkflowMax, it is automatically pushed into Xero.
  • Get payment confirmation back into WorkflowMax – Once an invoice has been reconciled in Xero, it’s marked off as paid in WorkflowMax - giving you an accurate picture of profitability per job.
  • Push WorkflowMax purchase order receipts into Xero as Account Payables – Raise purchase orders and receipt supplier invoices in WorkflowMax. Once receipted this is automatically pushed to Xero for payment. Your job costing is complete, without you doing a thing.
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