WorkflowMax

WorkflowMax Hero
WorkflowMax is an all-in-one project management software by Xero

About this App

Online project management made easy.

WorkflowMax project management software allows you to run your projects from beginning to end with quoting, scheduling, time tracking, invoicing and reporting.

Run your jobs remotely with WorkflowMax cloud project management software. Do it all in one place, from anywhere – quoting, scheduling, time tracking, invoicing and reporting. Enjoy greater visibility over your people and your profit.

Grow your customers

From converting more leads, to keeping customer relationships strong, to money in the bank. With centralised lead and client management features alongside fast, customised quoting, you can spend more time on billable hours, and less on the paperwork.

Build better efficiency

Enjoy powerful integrated tools for job management, time tracking, task and staff allocation to help you manage and quote more effectively. Reduce admin, and save time and money so you can focus on more important things like growing your business.

Get paid your worth

Manage your cash flow, gain insights to improve quoting and time allocation, and streamline estimating and invoicing. Use the WIP manager to ensure no payments fall through the cracks and no time is left unbilled. Integrate seamlessly with your accounting software.

Drive profitability

Using business intelligence, you can track and report to gain real-time insights into your project and client profitability. Make better business decisions, quote accurately, and prioritise jobs. Identify poorly performing jobs quickly and devise strategies to fix them.

NOTE: WorkflowMax is being retired on 26 June 2024 and are no longer taking on any new customers. BlueRock has acquired theWorkflowMax brand.

Cost (from)

£20/month

Free Practice Subscription

Trial

14 day free trial, fully functional, no credit/debit card required

Partner Program

The WorkflowMax advisor course is open to Xero Partners and approved implementation partners and consultants

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms

Integrations

Geographies Served

  • Australia

  • Canada

  • Ireland

  • Malaysia

  • New Zealand

  • Singapore

  • South Africa

  • United Kingdom

  • USA

App features per category

Job & Project Management, Practice Management

Never miss a deadline again - manage all jobs, tasks and people from one place.

  • Communications

    • Job notes

  • Contacts

    • Custom fields 

    • Types 

  • Documents

    • Storage

  • Proposals & Engagement

    • Proposals

  • Reporting

    • Work KPI

Time Tracking

Track and report on every minute with over eight different ways to enter time.

  • Approve time

  • Manual time entries 

  • Time & budget estimates

  • Time clock 

  • Work and Work Templates

    • Statutory deadlines

    • Work status'

    • Work subtasks

    • Work tasks

    • Work templates

Visit WorkflowMax

Some details on this page are subject to change. If you see something wrong please contact us here.

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