Being able to do business on the go – while you’re out and about running errands, visiting job sites and clients – is a beautiful thing. And now it’s something you can do a lot more of with the new WorkflowMax app for iOS.
Let’s face it, signing into the Practice Manager desktop app just isn’t possible when you’re on the go. Likewise, having to remember the details of all the jobs you worked that day as well as time spent on each can be tricky. And the truth is, some functions are simply better suited to mobile. They’re easier to accomplish and are less time consuming on your personal device.
Highly intuitive and user friendly, the new WorkflowMax app for iOS has been designed to help you go about your day-to-day tasks as efficiently as possible and to give you a simpler, better experience on the move. Check out this video below and the following summary of benefits for a look at how the new WorkflowMax app can help you do beautiful business while you’re on the go.
Quickly access your account
Jump right into your Practice Manager account using a PIN or Apple Touch ID.
Use the timer to effortlessly record time on the go
Logging time from a job site? Just start the timer to begin recording. Or you can easily enter the hours worked afterwards too. And if you’re pressed for time – set a draft time entry, adding more detail when you’re back at your computer.
Easily manage job details
Want to get a quick overview of your jobs? Or see what tasks have been assigned to you that day? The WorkflowMax app for iOS makes it easy to check the status of all active jobs, including costs, or any notes and documents associated with them. Tick off milestones as you meet them, for jobs, add or edit tasks and mark them ‘complete’ as you go. All your updates will then also be instantly available for anyone logged in back at the office.
View client information at a glance
Access all your client details when you’re on the move, and make contact if you need to, directly from the app.
Swap between accounts with the touch of a button
If you’re using multiple accounts with WorkflowMax, it’s super easy to switch between organizations.
Download the new WorkflowMax app today
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