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Software Status:Active

About WorkflowMax

WorkflowMax is an all-in-one project management software from Xero that supports job costing, quoting, estimating, time tracking, invoicing, and reporting. It provides invoicing, job management, and time tracking so businesses can manage their projects effectively. The platform includes features for creating customized invoices quickly to facilitate faster payments. Additionally, it offers comprehensive reporting tools to track project progress and profitability. Users can also access various integrations to connect with other tools they use. Key capabilities: job costing invoicing time tracking reporting estimates Best for: small to medium-sized businesses that need to manage project workflows efficiently.

WorkflowMax Details

Vendor
Xero
Year Launched
2023
Location
Melbourne, AU
Deployment
cloud, ios, android
Training Options
documentation, videos, live online
Countries Served
All Countries
Languages
English
Users
Administrator, Project Manager, Accountant, Sales Representative, Field Technician, Team Leader, Business Owner, Consultant, Customer Service Representative.
Industries Served
Professional Services, Creative Agencies, Construction, Engineering, Information Technology, Consulting, Architecture, Marketing Agencies, Legal Services, Accounting
Tags
Billing and Invoicing, Business Management, Field Service Management, Lead Management, Quoting, Task Management, Time and Expense, Scheduling, Project Management.

WorkflowMax's In-App Market Place

Does WorkflowMax have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($)

Pros & Cons

  • • Affordable
  • • Integrates with Xero accounting software
  • • Easy to use
  • • User friendly
  • • Great tutorial videos
  • • Powerful reporting engine with the ability to extend with custom reports
  • • Flexible and extensive feature set that can manage most business processes
  • • Significant job and task templating abilities allow multiple activity streams to be systematized within one application
  • • Good management of jobs and costs
  • • Seamless push of sales and supplier invoices to Xero
  • • Clients find WorkflowMax effective for project costing and estimating job costs
  • • Customizable reports are limited and basic
  • • Lacks multi-line quotes itemization
  • • Can be difficult to use if you don't watch the tutorials first
  • • Support can be slow
  • • Reports can be clunky at times
  • • Getting head around some of the accountant figures can be difficult
  • • Retentions and variations can be difficult to manage for construction companies
  • • Inventory management is non-existent
  • • Mobile app could do with further extensions to the range of features available

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