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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 PASconcept?

PASconcept is a cutting-edge web application designed specifically for architectural and engineering firms, focused on improving collaboration among administrators, team members, sub-consultants, and clients alike. It enables the rapid creation of proposals, allows for effective tracking of opportunities, and facilitates project approvals through a fully digital interface. Users can ensure compliance with budgets and schedules while overseeing all aspects of a project, including real-time updates, from a unified dashboard. The platform makes it easy to generate invoices and statements, streamlining the online payment process for clients. It centralizes client and contact management, promoting effortless communication and ensuring clients are kept in the loop at all times! With just one click, multiple sub-consultants can be invited to submit their bids, simplifying the bidding process. Additionally, essential project information can be shared without complications. Your team can benefit from an intuitive central hub where they can log their hours, access detailed project data, and upload necessary files—all in one centralized location—thereby significantly boosting productivity and efficiency. This comprehensive approach ultimately leads to better project outcomes and enhanced client satisfaction.

Media

Media

Integrations Supported

Acterys
Bookkeeper360
Box
Deputy
Dropbox
Exsalerate CRM
Freshdesk
Freshservice
G-Accon
HubSpot CRM
HubSpot Marketing Hub
Lyftrondata
MYOB
Rippling
Salesforce
Shift
TheHouseMonk
Xero
Zendesk
iPayroll

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$15 per month
Free Version
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
On-Site Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

AXZES

Date Founded

2013

Company Location

United States

Company Website

www.pasconcept.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

Construction Management

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

Invoice Generators

Not specified

Subcontractor

Not specified

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