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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 Kreo Software?

Revolutionary construction software powered by artificial intelligence is created to help avoid costly mistakes while reducing uncertainty from the initial design brief through feasibility studies and into the tender phase. Kreo 2D Takeoff emerges as a state-of-the-art cloud application specifically designed for quantity surveyors and estimators seeking to move beyond conventional practices. In parallel, Kreo Modular acts as a flexible construction solution for real estate developers, contractors, and manufacturers eager to adopt Modern Methods of Construction (MMC) and Design for Manufacture and Assembly (DfMA) from the project's early stages. The mounting pressure from fierce competition and a rapidly changing market demands swift decision-making regarding project feasibility, cost evaluations, and pricing for bids. Yet, clients, contractors, and consultants frequently find themselves unable to keep up with these evolving requirements due to their dependence on outdated techniques and technological resources. The financial burden associated with real estate valuations, procurement, and bidding for new ventures can be quite substantial. Consequently, the sector is witnessing a concerning trend of many projects being abandoned and bids failing, which leads to significant monetary losses. Therefore, it is crucial to seek out more effective and contemporary solutions to address these challenges adequately. Embracing innovative technologies may be the key to revitalizing the industry and ensuring future success.

Media

Media

Integrations Supported

Acterys
Bookkeeper360
Causal
Datameer
Dropbox
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
PayHero
Peaka
Rippling
Salesforce
Shift
StarfishETL
TheHouseMonk
Time Doctor
WebRezPro
Xero
iPayroll

Integrations Supported

Acterys
Bookkeeper360
Causal
Datameer
Dropbox
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
PayHero
Peaka
Rippling
Salesforce
Shift
StarfishETL
TheHouseMonk
Time Doctor
WebRezPro
Xero
iPayroll

API Availability

Has API

API Availability

Has API

Pricing Information

$33/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

Kreo Software

Date Founded

2018

Company Location

United Kingdom

Company Website

www.kreo.net

Categories and Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management

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

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

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
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
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Architecture

2D Drawing
3D Modeling
BIM Modeling
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

BIM

2D Drawing
3D Modeling
Change Management
Collaboration
Conflict Tracking
Design Modeling
Document Management
For Facility Management
Mobile Access
Scheduling

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