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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 Monograph?

Monograph offers an all-encompassing solution that consolidates your firm's projects, budgets, and tasks into one user-friendly platform. It collaborates with architects, engineers, and landscape architects to refine design methodologies using data-driven tools. Throughout their interactions with architecture firms, they uncovered a prevalent challenge—many architects and project managers were unhappy with their existing project management software, which was often insufficient or nonexistent. The gap between project management, budget forecasting, and time tracking posed a considerable problem. Users regularly characterized current solutions as "cumbersome" or "tedious" in nature. With Monograph, project planning and design become seamless, allowing for effective budget management and personnel allocation throughout all stages of development. The platform simplifies the recording of both billable and non-billable hours, as well as notes and expenses, to ensure a more efficient workflow. Furthermore, you can perform weekly time audits to uphold accurate and trustworthy data for your projects. This capability not only boosts operational efficiency but also enhances transparency within your organization, fostering a culture of accountability and trust.

Media

Media

Integrations Supported

Acterys
Bookkeeper360
Box
Datameer
Exsalerate CRM
Freshdesk
Freshservice
G-Accon
HubSpot Customer Platform
HubSpot Marketing Hub
Lyftrondata
MYOB
Oncord
Rippling
Salesforce
Teamstack
TheHouseMonk
WebRezPro
Xero
Zendesk

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$15 per user per month

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Online Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

Dixon & Moe

Date Founded

2013

Company Location

United States

Company Website

monograph.io

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

Project Management

Engineering

Not specified

Gantt Chart

Not specified

Project Management

Not specified

Project Planning

Not specified

Project Tracking

Not specified

Time and Expense

Not specified

Time Tracking

Not specified

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