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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 Rform?

Leverage rform to enhance the efficiency of logging, reviewing, and tracking submissions in a streamlined manner. With a single click, users can easily create, share, log, and approve various forms, ensuring a smooth workflow. The platform also provides online file storage that is accessible to all project team members, regardless of their location or the time they require access. Developed by an Architect, rform is a Cloud-based solution specifically designed to increase the productivity of Architects while reducing resource costs. It efficiently organizes and manages contract administration, allowing tasks to be accomplished much faster. Additionally, rform features a quickstart video that allows teams to become operational in merely five minutes. As the construction industry faces challenges such as supply chain disruptions and a lack of skilled labor amid a surge in project demands, adopting Cloud-based contract administration tools like rform can lead to significant improvements in efficiency and productivity overall. Embracing such forward-thinking solutions equips teams with the necessary resources to tackle the complexities of today’s construction landscape more effectively.

Media

Media

Integrations Supported

Acterys
Box
Datameer
Deputy
Dropbox
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Lyftrondata
MYOB
Oncord
PayHero
Peaka
Rippling
Runn
Salesforce
Shift
Teamstack
TheHouseMonk
Zendesk

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$29.95 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

Not specified

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

R-Form Technologies

Date Founded

2006

Company Location

United States

Company Website

www.rform.ca

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
Equipment Tracking
Mobile Access
Offline Access

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