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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 JGID?

Job Management Software. Effectively oversee every facet of your business, ranging from quotes to invoices. Effortlessly monitor and manage both your operations and equipment. Your business and equipment are accessible from any location, at any time, and on any device. JGID - Just Get It Done! This software encompasses all the essential functionalities, reducing the need for multiple add-ons and integrations. Endorsed and validated by industry professionals globally, it alleviates the stress of late-night work sessions. Perfect for job management, it also includes a variety of supplementary features to enhance your experience!

Media

Media

Integrations Supported

Dropbox
Xero
Acterys
Datameer
Exsalerate CRM
G-Accon
Google Drive
HubSpot CRM
Lyftrondata
Oncord
PayHero
Peaka
Salesforce
Shift
Teamstack
TheHouseMonk
Time Doctor

Integrations Supported

Dropbox
Xero
QuickBooks Online
QuickBooks Online Advanced
Stripe

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$99 per month
Starts at $99 per month for 2 users
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

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
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

JGID

Date Founded

2013

Company Location

Australia

Company Website

www.jgid.com

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

Arborist

Billing & Invoicing
For Utility Arborists
Inspection Management
Job Scheduling
Photos In Reports
Quotes / Estimates
Recurring Appointments

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Purchasing
Scheduling
Time & Expense Tracking

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Residential
Subcontractor Management
Timesheets

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Scheduling
Service History Tracking
Time Clock
Work Order Management

Landscape Management

Billing & Invoicing
Customer Database
Inventory Control
Job Management
Landscape Design
Mobile Access
Payroll Management
Quotes / Estimates
Scheduling & Appointments
Work Order Management

Maintenance Management

Billing & Invoicing
Dispatch Management
Inventory Control
Inventory Management
Mobile Access
Planning Calendar
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Customer Database
Dispatch Management
Inventory Control
Job Management
Quotes / Estimates
Recurring Appointments
Scheduling
Task Management

Workforce Management

Budgeting & Forecasting
Contractor Management
Labor Projection
Recruiting Management
Scheduling
Time & Attendance

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