WorkflowMax partner toolkit

WorkflowMax offers your clients a complete, all-in-one cloud-based solution to manage projects and jobs. It’s powerful customisable project management software from Xero that works for any kind of business.

Get started

Five reasons your clients will love WorkflowMax

Fetch data

Its suite of customised reports provide powerful financial analysis.

Fetch data

It has the ability to track time, costs and profitability from quote through to job and invoice.

Fetch data

The staff allocation feature gives businesses greater visibility of workflow, team productivity and capacity.

Fetch data

Clients can manage their business on-the-go from anywhere with everything in one system.

Fetch data

It’s Xero-owned and integrated, with robust customer support and ongoing product development.

quote

“WorkflowMax is a foundational piece of software for a business: it covers the core tasks of quoting, job management, invoicing and reporting, and cuts out double data entry. That’s what many businesses want, and WorkflowMax is our answer.”

– Daniel Richardson, Managing Director,  FGS Advisory
(Xero and WorkflowMax implementation partner)

Loved by over 100,000 people and 10,000 businesses worldwide – check them out

Watch case studies

Partner toolkit

Setup online invoicing

Job management in Xero

Read more
Add payment options

Become an expert

Read more
Add payment options

Get rewarded

Read more
Setup online invoicing

Upcoming webinars and events

Read more
Setup online invoicing

Find resources

Read more
Setup online invoicing

Need help?

Read more
Fetch data

Get expert help with implementing WorkflowMax

You’ll often get the best results when you and your client work with a system implementor.

Check out our implementation partners

Fetch data

Check out the 30+ add-on apps for WorkflowMax

Streamline workflows with seamless integration of 30+ world-class apps with WorkflowMax.

See the apps

Further resources

thumbs up

The Essential Guide to Project Management

Read more
handshake

The Ultimate Guide to Client Management

Read more
handshake

Tip of the Week

Read more