WorkflowMaxXero
|
||||||
Related Products
|
||||||
About
PSOhub is professional services automation software that brings the entire project delivery cycle into one platform.
It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place.
It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile.
PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.
|
About
If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Professional Services Organizations
|
Audience
Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$12.50 per user per month
2 months free when paid annually
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$33/month
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
Pros & Cons from Real UsersPros
Cons
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationPSOhub
Founded: 2020
Netherlands
www.psohub.com/en/
|
Company InformationXero
Founded: 2007
New Zealand
www.workflowmax.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Not Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Not Supported
Portfolio Management
Not Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
|
Billing and Invoicing Features
Billing Portal
Supported
Contact Database
Supported
Contingency Billing
Not Supported
Customer Portal
Supported
Customizable Invoices
Supported
Dunning Management
Supported
Hourly Billing
Supported
Invoice History
Supported
Mobile Payments
Not Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Not Supported
Payment Processing
Supported
Project Billing
Supported
Recurring/Subscription Billing
Not Supported
Service Ticket Billing
Not Supported
Tax Calculator
Supported
Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Not Supported
Product Configurator
Not Supported
Proposal Management
Supported
Time Tracking Features
Automatic Time Capture
Supported
Billable & Non-Billable Hours
Supported
Billing & Invoicing
Supported
Employee Database
Supported
Expense Tracking
Supported
Mobile Time Tracking
Supported
Multiple Billing Rates
Supported
Offline Time Tracking
Not Supported
Online Time Tracking
Supported
Overtime Calculation
Not Supported
Time per Project Reporting
Supported
Timesheet Management
Supported
Vacation / Leave Tracking
Not Supported
Time and Expense Features
Activity Tracking
Supported
Billable Hours Tracking
Supported
Billing Rate Management
Supported
Expense Tracking
Supported
Invoice Processing
Supported
Multiple Billing Rates
Supported
Project Tracking
Supported
Reimbursement Management
Not Supported
Time Tracking by Client
Supported
Time Tracking by Project
Supported
Architecture Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Bills of material
Supported
BIM Modeling
Not Supported
Building Information Modeling
Supported
Client Management
Supported
Contact Management
Supported
Contract Management
Supported
Document Management
Supported
Drafting
Not Supported
Manufacturing Design Data
Not Supported
Presentation Tools
Supported
Project Management
Supported
Proposal Management
Supported
Quotes/Proposals
Supported
Visualization / Presentation
Not Supported
Construction Management Features
Accounting Integration
Not Supported
Budget Tracking/Job Costing
Supported
Change Orders
Not Supported
Commercial
Not Supported
Contract Management
Supported
Contractors
Supported
CRM
Supported
Equipment Tracking
Supported
Estimating
Not Supported
Incident Reporting
Not Supported
Mobile Access
Supported
Offline Access
Supported
Residential
Not Supported
RFI & Submittals
Not Supported
Subcontractor Management
Not Supported
Timesheets
Supported
Job Costing Features
Bills of Material
Supported
Budgeting & Forecasting
Not Supported
Change Orders
Not Supported
Cost-to-Completion Tracking
Not Supported
Invoice Management
Supported
Overrun Reporting
Not Supported
Percent-Complete Tracking
Supported
Production Cost Tracking
Supported
Purchase Order Management
Supported
Quotes / Estimates
Supported
Time Tracking
Supported
Work Order Management
Not Supported
Proposal Management Features
Automatic Formatting
Not Supported
Calendar Management
Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Not Supported
Document Management
Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
RFP Management
Not Supported
Task Management
Supported
Templates
Supported
Version Control
Not Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Not Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Not Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Not Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Supported
No-Code
Not Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
|
|||||
Integrations
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Salesforce
Supported
Xero
Supported
Acterys
Not Supported
Bookkeeper360
Not Supported
Box
Not Supported
Causal
Not Supported
Dropbox
Not Supported
Freshdesk
Not Supported
|
Integrations
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Salesforce
Supported
Xero
Supported
Acterys
Supported
Bookkeeper360
Supported
Box
Supported
Causal
Supported
Dropbox
Supported
Freshdesk
Supported
|
|||||
|
|
|