WorkflowMax is a software tool that will take the pain out of running your business. A total solution covering all operations from prospecting to quoting, time sheeting to invoicing and everything in between. If your business is job focused then WorkflowMax is the tool you need.
Great for Creatives, Agencies, Consultants, Professional Services, IT, Trades
Job, Time and Invoice Management for your business
Timesheets Flexible time entry means there is a method of input to suit everyone. Use a stopwatch, a daily time sheet, a weekly time sheet, a desktop widget or a mobile device to input your time entries.
Job Tracking Get maximum visibility on your jobs. Know who is working on what, when and how long it has taken.
Project Management Graphical scheduling allows easy updating of job, task and milestone deadlines.
Quotes Create professional looking quotes that are linked to the job ensuring maximum transparency over actual versus budget.
Invoices Powerful billing makes generating invoices off actual time, estimated value, or fixed fees simple and easy.
Collaboration Improve information sharing amongst the team and with your clients by sharing notes, and emails on a job.
Reporting Unlock the secrets of your business using both the powerful inbuilt reporting, and the report builder tool to create your own custom reports.
Purchase Orders Track your orders easily, ensuring that everything purchased is both tied to a job and subsequently invoiced.
Lead Management Track your leads, sales pipeline, and proposals in one place. Integration with job management ensures a seamless transition from the sales team to the production team and eventually to your accounting system.
Integration Combine WorkflowMax with your accounting, payroll, and support applications to a create a seamless end to end business solution.
Mobile Edition Access your data anywhere you have an internet connection on any kind of mobile device.
Custom Fields Capture, view and report on your data how you want, by customising the fields to suit your needs.
Custom Themes Change the colour palette, upload your own banner, use your own URL, and customise WorkflowMax to suit your brand.