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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 Planyard?

You can streamline your construction projects by avoiding repetitive data entry. Managing your budget becomes a breeze with Excel, eliminating the need for endless email exchanges. Your subcontractors can handle the data entry tasks, freeing up your time. Before the completion of a project, you can assess its profitability, effectively identifying any design and estimating discrepancies. This approach allows each project manager to reclaim 3-5 days annually. By removing manual calculations and copy-pasting, you can enhance efficiency and ensure that processes are standardized for compliance. It's crucial to prevent any oversights from happening throughout the project. Subcontractors can easily receive bid requests, enabling a collaborative review of RFQs, making it simple to request bid revisions through multi-round bidding, and seamlessly turning the selected bid into a contract with just one click. This comprehensive strategy not only saves time but also ensures that all aspects of the project are handled efficiently and accurately.

Media

Media

Integrations Supported

Xero
Acterys
Bookkeeper360
Datameer
Dropbox
Google Drive
HubSpot CRM
HubSpot Marketing Hub
MYOB
Oncord
PayHero
Peaka
Shift
StarfishETL
Teamstack
Time Doctor
WebRezPro
iPayroll

Integrations Supported

Xero
Gmail
QuickBooks Online

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$20 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online 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

Planyard

Date Founded

2018

Company Location

Estonia

Company Website

planyard.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 Accounting

Accounts Payable
Accounts Receivable
Billing & Invoicing
Budgeting & Forecasting
Construction Breakdowns
Job Costing
Overrun Projections
Purchase Order Management
Quotes / Estimates

Construction Bid Management

Bidder Management
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Version Control

Construction Management

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

Contractor Management

Contractor Database

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Quotes / Estimates

RFQ

Not specified

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