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What is WorkflowMax?

WorkflowMax is an affordable and comprehensive tool designed to enhance the profitability of your projects. This cloud-based workflow and job management software, developed by Xero, is trusted by over 10,000 businesses. It offers a variety of features, including time tracking, quoting, efficient billing, and job management, along with insightful reporting capabilities. WorkflowMax proves to be particularly beneficial for professionals in creative fields, engineering, surveying, law, information technology, construction, consulting, and anyone else who charges for their time. Its versatility makes it an excellent choice for a wide range of industries looking to optimize their operations.

What is Chase Software?

Chase Software is recognized as a frontrunner in the realm of advertising management, providing a distinctive array of agency management solutions that empower agencies around the globe with sophisticated tools and industry-leading practices. Whether dealing with small startups or expansive corporations, businesses turn to Chase for efficient project oversight, time tracking, media purchasing management, billing, payment collection, and overall profitability enhancement. Utilizing Chase's groundbreaking tools, teams can collaborate effectively from various locations, ensuring that jobs, media, documents, engagements, traffic, time, workflows, archiving, and costs are managed in real time with minimal effort and maximum effectiveness. The world's largest agencies place their trust in Chase to seamlessly manage all aspects of their operations. Corporate departments also reap significant benefits from Chase’s robust features, which help them maximize their advertising budgets. Moreover, a growing number of smaller agencies are utilizing Chase’s indispensable tools to carve out their space in the competitive market. Chase Software not only delivers state-of-the-art tools and unwavering support but also imparts crucial knowledge, enabling agencies to excel in a challenging environment. This unwavering dedication to quality establishes Chase as a crucial ally for organizations aiming to enhance their advertising strategies and achieve sustainable growth. With its innovative approach and comprehensive solutions, Chase is poised to continue leading the industry forward.

Media

Media

Integrations Supported

Bookkeeper360
Deputy
Dropbox
Freshservice
G-Accon
Google Drive
Oncord
PayHero
Rippling
Salesforce
Shift
Zendesk
iPayroll

Integrations Supported

Akoya
Blue Onion
Learnsoft
Portside
Smart Clerk
Uptix
onePOS

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$17.50 per user, per month

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

Chase Software

Date Founded

1999

Company Location

South Africa

Company Website

www.chasesoftware.biz

Categories and Features

Architecture

Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals

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

Construction Management

Budget Tracking/Job Costing
CRM
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
Timesheets

Job Costing

Bills of Material
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking

Legal Time Tracking

Not specified

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

Proposal Management

Calendar Management
Collaboration
Contact Management
Document Management
Task Management
Templates

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Proposal Management

Subcontractor

Not specified

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

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

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

Categories and Features

Ad Management

Not specified

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Project Management

Collaboration Tools
Resource Management

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time and Expense

Activity Tracking
Expense Tracking
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Overtime Calculation
Timesheet Management
Vacation / Leave Tracking

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