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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 ElectroPlan?

Link supplier product identifiers to ElectroPlan Cost Items to ensure precise evaluations of costs and pricing. Incorporate architectural PDFs or graphic files for the importation of plan visuals, which act as the basis for developing project floor layouts. Improve these layouts by integrating various features like line drawings, geometric shapes, annotated rectangles, text annotations, images, and branding logos. Employ a Lighting Circuit Counter to automate the adjustment of switches while also recalibrating pricing and accurately estimating both material costs and time needs. Introduce a plan grid guide that aids in the proper alignment of components, promoting a neat and organized project layout. Allow for the importation of comprehensive plans that may go beyond screen limits or concentrate on specific areas of interest. Furthermore, facilitate the smooth transfer of project details and plans from earlier saved projects into the current workflow. Support robust data export options that enable the seamless integration of ElectroPlan information with various software applications. This all-encompassing strategy not only streamlines project management but also significantly boosts overall productivity and efficiency. By leveraging these features, project teams can work more effectively and achieve their goals with greater ease.

Media

Media

Integrations Supported

Acterys
Causal
Datameer
Deputy
Freshservice
G-Accon
Google Drive
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
PayHero
Peaka
Salesforce
Shift
StarfishETL
Teamstack
TheHouseMonk
Time Doctor
WebRezPro

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

ElectroPlan

Company Location

New Zealand

Company Website

electroplan.co.nz

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

Architecture

2D Drawing
Bills of material
Building Information Modeling
Client Management
Contact Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals

Subcontractor

Not specified

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