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Workflow Max

Manage workflow from quote through to invoice while tracking time and costs, improving project budgeting and gain critical insights into your business. Templates enable businesses to send professionally designed, branded, custom quotes within minutes. Using the the power of the cloud, businesses can collaborate across offices or access and update data from a client site. WorkflowMax integrates with 30+ world-class software solutions.

Key Features:
  • Financial reporting
  • Seamlessly push WorkflowMax invoices into Xero
  • Purchase orders flow between both systems
  • Track time against jobs and understand efficiency
  • Unique custom fields
  • Work from anywhere with WorkflowMax for mobile
  • Create and send quotes
  • Collaborate with your team and clients
  • Update and sync clients & suppliers
  • Use add-ons to create a total business solution
Suitable For:
  • Creative agencies
  • Architects
  • Building and construction
  • Business consultants
  • Engineers
  • IT services