Audience
Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
About WorkflowMax
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.
Pricing
Starting Price:
$33/month
Free Trial:
Free Trial available.
Integrations
Company Information
Xero
Founded: 2007
New Zealand
www.workflowmax.com
Videos and Screen Captures
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Product Details
Platforms Supported
SaaS
iPhone
iPad
Training
Documentation
Live Online
Webinars
Support
Online
WorkflowMax Frequently Asked Questions
WorkflowMax Product Features
Architecture
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
2D Drawing
3D Modeling
BIM Modeling
Drafting
Manufacturing Design Data
Visualization / Presentation
Billing and Invoicing
Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator
Contingency Billing
Mobile Payments
Online Payments
Recurring/Subscription Billing
Service Ticket Billing
Construction Management
Budget Tracking/Job Costing
CRM
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
Timesheets
Accounting Integration
Change Orders
Commercial
Estimating
Incident Reporting
RFI & Submittals
Residential
Subcontractor Management
Job Costing
Bills of Material
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Overrun Reporting
Work Order Management
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Resource Management
Time & Expense Tracking
Traditional Methodologies
Portfolio Management
Proposal Management
Calendar Management
Collaboration
Contact Management
Document Management
Task Management
Templates
Automatic Formatting
Content Repository
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Proposal Management
Forms Creation
Pricing Management
Product Configurator
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management
Offline Time Tracking
Overtime Calculation
Vacation / Leave Tracking
Time and Expense
Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project
Reimbursement Management
Workflow Management
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration
Approval Process Control
Configurable Workflow
Forms Management
Graphical Workflow Editor
No-Code
WorkflowMax Reviews
Write a Review-
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
Pros: The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless.
Cons: The software could use a bit of an upgrade on the timeline features for overall project management dashboard.
Overall: Overall our company has had a great experience with this software and the support on their product. We continue to see updates showing the software is not slowing down but keeping up with the fast pace change that we are all getting used to with cloud applications.
Read More... -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
Pros: It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration.
Cons: It worked great for me. Nothing to share about cons.
Overall: WorkflowMax is a very productive web-based project management tool. It offers complete management of workflow to maximize efficiency. The project planning works flawlessly and offers great project outcomes.
Read More...