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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 PROAD Software?

Elevate your success regardless of your location: PROAD acts as your digital repository! Centralize all your business functions within one all-encompassing platform, enabling you to devote more time to your essential operations. It’s crucial to understand that our agency software extends beyond just agencies; a variety of sectors and organizations encounter similar challenges in terms of acquisition, planning, and project management. With an increasing number of consulting and IT firms embracing our solutions, we have cultivated a robust understanding of this field as well. As organizations expand, their structures, organization, and management processes naturally grow more complex. Backed by 30 years of experience and a clientele surpassing 1,000, we possess the expertise required to pinpoint effective strategies tailored to various needs. The main factor to consider is your company's size. Simply choose the package that best fits your situation and make adjustments to meet your specific requirements. Furthermore, our adaptable approach guarantees that we can modify our services to accommodate future developments in your business environment. This commitment to flexibility ensures that we remain a valuable partner as you navigate the changes and challenges ahead.

Media

Media

Integrations Supported

Box
Causal
Deputy
Exsalerate CRM
Freshdesk
G-Accon
Google Drive
HubSpot Customer Platform
MYOB
Oncord
Rippling
Runn
StarfishETL
TheHouseMonk
Time Doctor
WebRezPro
Xero
Zendesk
iPayroll

Integrations Supported

Memtime

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$25 per user per year
Free Version
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

J+D Software

Date Founded

1989

Company Location

United Kingdom

Company Website

www.proadsoftware.com/en/

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

Advertising Agency

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Architecture

Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals

Construction Management

Budget Tracking/Job Costing
CRM
Change Orders
Contract Management
Equipment Tracking
Mobile Access
Offline Access
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
Resource Management
Time & Expense Tracking
Traditional Methodologies

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