WorkflowMax provides a single platform for all your job, time and invoice management needs
WorkflowMax is a Xero product which offers a seamless, first-class, two-way integration with Xero’s accounting software. Create an invoice in WorkflowMax and simply push that data through to Xero. Enter information into one system and it pops through on the other, automatically.
WorkflowMax is a job management software built with your business in mind. Because the software offers end-to-end job management – from leads through to quotes, job management and invoicing – it makes doing business easy, so you've got more time to focus on growing your company.
WorkflowMax gives you:
Lead Manager (CRM) - Track your leads, sales pipeline, and proposals in one place.
Beautiful branded quotes - Beautifully designed quotes within minutes, complete with your company branding.
Simple, flexible time tracking - Minimal effort required from your staff.
Streamlined invoicing - Brand your invoices, invoice based on hourly or flat-rate, and even save time with bulk invoicing.
Actionable reporting - Understand the profit margin on each job, know who your biggest customer was last quarter and so much more!
Helpful information about WorkflowMax
Who is it for?
WorkflowMax is loved by more than 7000 service businesses around the world, and provides an end-to-end cloud-based project management solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone else who bills by time.
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, its 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 they are automatically pushed to Xero for payment. Your job costing is complete, without you doing a thing.
How do you sync it with Xero?
Syncing with Xero is super easy – tutorials show how-to do it effortlessly.
How much does it cost?
With WorkflowMax you just pay a low monthly fee as you go without being locked into any contract. You can upgrade or downgrade your plan as it suits you, or even cancel at anytime, should WorkflowMax not be right for you. Visit our pricing page to find out more.
Is there a free trial?
Try WorkflowMax for free and see if it's right for you. There are no upfront costs, no commitment, and no risk.
What countries does it operate in?
WorkflowMax operates around the globe.
What support does it offer?
Several different resources to help you get the most out of WorkflowMax. Head on over to the support page to find out more
BE INSPIRED BY THESE REVIEWS
Switched to WorkflowMax to automate the process of taking time billing from timekeeping software to invoice. This has greatly simplified the task saving several hours of admin at month end! Only using this function of WFM but it does it very well and makes it easy to keep tabs on staff billing as well.
We were reflecting the other day on how we ran our business without Wfm and Xero? We have improved our systems, are able to follow up on jobs and leads and have more time to focus on our products and services.