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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 Invoice Organizer Pro?

Invoice Organizer Pro is a multifunctional invoicing and billing software tailored to meet the needs of a wide array of professionals such as lawyers, artists, builders, developers, consultants, specialists, designers, architects, accountants, software engineers, landscapers, medical practitioners, and gardeners. It features a user-friendly interface that simplifies the management of invoices, quotes, contract requests, and other related activities through the use of pre-made templates. Once familiar with the software's navigation, it can be utilized for diverse database tasks, offering flexibility in creating a customized invoicing system or leveraging pre-existing solutions from the solution center for both professional and personal applications. Furthermore, it helps streamline repetitive and time-intensive tasks by allowing users to save them as templates. Within these templates, you can store a range of settings, including data views, reporting preferences, label configurations, HTML report setups, and new record entries, significantly boosting productivity and efficiency. The software's adaptability to individual needs makes it a crucial asset for professionals aiming to enhance their billing processes, while also ensuring that users can tailor the experience to fit their specific workflow. By effectively implementing Invoice Organizer Pro, users can expect a smoother billing experience that ultimately saves time and effort across various projects.

Media

Media

Integrations Supported

Acterys
Causal
Datameer
Dropbox
Freshdesk
Freshservice
Google Drive
HubSpot CRM
HubSpot Customer Platform
Lyftrondata
MYOB
PayHero
Peaka
Salesforce
Shift
Teamstack
TheHouseMonk
WebRezPro
Xero
iPayroll

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$245 one-time payment
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

Windows

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

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

PrimaSoft PC

Company Location

Canada

Company Website

www.primasoft.com/pro_software/invoice_software_pro.htm

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

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Payment Processing
Tax Calculator

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