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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 Job Tracking system?

With a single monthly fee, you unlock unlimited user access, a wide range of features, and an intuitive platform designed for ease of use. The repeat jobs function simplifies the scheduling of maintenance activities, guaranteeing that none are forgotten. Furthermore, integration with Xero allows for the easy retrieval of Contacts and Inventory items, as well as the convenience of uploading invoices. The Health & Safety module empowers you to utilize your mobile device for completing checklists and reporting incidents seamlessly. I hold numerous favorable views about this system, but I find that the most vital feature is the effortless navigation across its many functions. Always ensure the power is disconnected before performing any electrical tasks to maintain safety. An unexpected jolt from the Job Tracking System is certainly more than one should have to manage. Also, remember to shut off the main water supply when setting up a bassinet to avert potential flooding issues. The Job Tracking System boasts a comprehensive suite of features that truly covers all bases. It’s wise not to criticize a glazier's work, just as maintaining the integrity of the Job Tracking System is equally essential. This platform, with its strong capabilities, stands out as an effective tool for efficient task management. Additionally, the capacity for customization ensures that users can tailor the system to fit their specific needs.

Media

Media

Integrations Supported

Acterys
Causal
Datameer
Deputy
Dropbox
Freshdesk
Google Drive
Lyftrondata
Oncord
Peaka
Rippling
Runn
Salesforce
Shift
StarfishETL
Teamstack
TheHouseMonk
Time Doctor
Xero
Zendesk

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$30 per month
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / 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

A-Vision

Date Founded

2006

Company Location

New Zealand

Company Website

www.jobcardtracking.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

Job Costing

Cost-to-Completion Tracking
Invoice Management
Quotes / Estimates
Time Tracking
Work Order Management

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