What is WorkflowMax?

A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how costs and invoices are stacking up in the job order costing system. See your estimated costs broken down into individual tasks. Measure actual costs as they come in, to see if your staff are quoting accurately. Get full visibility and view job profitability at a glance. Try it now for free!

Who Uses WorkflowMax?

WorkflowMax provides a cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

Where can WorkflowMax be deployed?

Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • Xero
  • Founded in 2006
  • Chat

Countries available

Australia, Canada, China, Germany, India and 4 others

Languages

English

About the vendor

  • Xero
  • Founded in 2006
  • Chat

Countries available

Australia, Canada, China, Germany, India and 4 others

Languages

English

WorkflowMax videos and images

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Compare WorkflowMax pricing with similar products

WorkflowMax

US$15.00/month
Free Version
Free Trial
US$700.00/year
Free Version
Free Trial
US$10.00/month
Free Version
Free Trial
US$65.00/month
Free Version
Free Trial

Features of WorkflowMax

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Tracking
  • Automated Quoting
  • Billing & Invoicing
  • Budget Management
  • CRM
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customisable Branding
  • Customisable Invoices
  • Customisable Templates
  • Customizable Fields
  • Document Management
  • Employee Management
  • Estimating
  • Expense Tracking
  • File Sharing
  • Interaction Tracking
  • Invoice History
  • Mobile Access
  • Online Invoicing
  • Percent-Complete Tracking
  • Performance Metrics
  • Project Planning/Scheduling
  • Project Tracking
  • Quotes/Estimates
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Management
  • Scheduling
  • Task Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Workflow Management

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Reviews of WorkflowMax

Average score

Overall
4.3
Ease of Use
4.0
Customer Service
4.0
Features
3.8
Value for Money
4.0

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
David M.
David M.
Director in
Verified LinkedIn User
2-10 Employees
Used the Software for: Not provided
Reviewer Source
Source: GetApp

It does what it says on the tin. Work-Flow-MAX

5 7 years ago

Comments: I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account

Pros:

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Cons:

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

Uwais A.
Senior Financial Consultant in South Africa
Accounting, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

WorkFlowMax review

4 3 years ago

Comments: Reasonably happy with the experiences

Pros:

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Cons:

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Verified Reviewer
Office Manager in New Zealand
Verified LinkedIn User
Accounting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Workflow max review

5 2 months ago New

Comments: Great, would recommend

Pros:

Ease of use day to day, product updates regularly

Cons:

The report Centre can be difficult to access as in building reports

Yara E.
Office Manager in Australia
Architecture & Planning, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Archaic and limited

3 2 months ago New

Comments: As the title suggests, it's an archaic program. There was no real "flow" to anything you did within Workflow Max and although it integrated ok with Xero, even that was limited. The Gantt charts were terrible, you had to click on numerous things to get to where you wanted to go within a project, the custom reporting was a nightmare and the tasks and milestones were difficult to set up and super limited.

Pros:

It was cheap and integrated ok with Xero

Cons:

Not very user friendly, not very customizable, customer service was slow,

Jon R.
Rental & Sales Manager in Australia
Construction, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

New to WFM

4 3 months ago

Comments: Overall it has been ok but a steep learning curve for us

Pros:

Tracking of costs for projects, purchasing and time writing

Cons:

Lots of mouse clicks to get around, some terminology confusing for first time users but would have improved with training.