Brand : WorkflowMax
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WorkflowMax is an all-in-one job management platform designed to meet the needs of over 10,000 service businesses globally. It offers comprehensive job costing features, allowing users to track expenses and avoid unexpected bills. With WorkflowMax, you can instantly see how costs and invoices are stacking up, break down estimated costs into individual tasks, and measure actual costs as they come in. This ensures accurate quoting and provides full visibility into job profitability at a glance. The platform is user-friendly and offers a free trial to get started.
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WorkflowMax is a cloud-based business solution ideal for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants, and anyone else who bills by time. It helps these professionals manage their projects efficiently, from quoting and scheduling to time tracking and invoicing, enhancing overall business performance and profitability.
Reports
Quickly and easily uncover inefficiencies and see where you can improve your business.
Lead Management
Track your leads, proposals and sales performance all in one place.
Quote Management
Templates enable you to send custom branded, professional quotes in minutes.
Client Management
Stay organised by having all relevant information about your clients.
Job Management
Easily see how your jobs are progressing against quotes.
Time Management & Scheduling
Save time by letting your employees enter how much time they spend on projects.
Windows 
Android 
Desktop 
Mobile 
Web-Based, Perpetual
Have recommended this product
Overall Score
Pros
This platform seamlessly integrates project and financial management functionalities, offering a holistic view of our organization's efficiency. The ability to monitor both aspects in one place has proven invaluable, enhancing our decision-making processes and overall performance.Chaitali Agarwal - April 18, 2024
Cons
While the platform excels in its core functionalities, expanding its app integration list would further elevate its utility and flexibility for users.Chaitali Agarwal - April 18, 2024
| Brand Name | WorkflowMax |
| Information | Xero owned WorkflowMax is a powerful project management solution to help businesses track and report on their profitability. We’ve got over 100,000 amazing customers around the world - and we’re just getting started! Learn more about our story. |
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