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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 SQUAVA?

SQUAVA serves as a comprehensive tool for time-tracking, project management, accounting, and forecasting, specifically designed for professional service firms. This all-in-one online software integrates all aspects of your business operations seamlessly, providing a user-friendly interface that simplifies workflows. With its smart features, SQUAVA enables you to concentrate on crucial tasks that drive growth and profitability. It empowers you to tackle challenging queries such as when to expand your team or assess your current workload. Our straightforward pricing model adapts to your business's growth, ensuring that the savings in time and money far exceed the costs. We also provide training and onboarding for our clients at no initial expense, allowing you to pay monthly in alignment with your cash flow. Discover the transformative power of SQUAVA, the ultimate software solution you've been looking for to streamline your business management. It's truly remarkable and can lead to significant improvements in your operational efficiency!

Media

Media

Integrations Supported

Acterys
Bookkeeper360
Datameer
Deputy
Dropbox
Exsalerate CRM
Freshdesk
Freshservice
G-Accon
HubSpot CRM
HubSpot Customer Platform
Oncord
Peaka
Salesforce
StarfishETL
Teamstack
Time Doctor
WebRezPro
Xero
Zendesk

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$40/user/month
One, simple pricing plan eliminates user license assignment and permission management. We also train and onboard your business information for free!
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard 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

Squava

Date Founded

2014

Company Location

United States of America

Company Website

www.squava.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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Multi-Currency
Project Accounting

Accounts Payable

Bank Reconciliation
Cash Management
Check Writing
General Ledger Entry

Accounts Receivable

Billing & Invoicing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Contact Database
Contingency Billing
Customizable Invoices
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Project Billing

Business Management

Billing & Invoicing
Employee Management
Financial Management
Time & Expense Tracking
Vendor Management

Dashboard

Interactive
KPIs
Private Dashboards
Public Dashboards
Visual Analytics
Widgets

Job Costing

Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Quotes / Estimates
Time Tracking

Professional Services Automation

Billing & Invoicing
Project Management
Proposal Generation
Resource Management
Time & Expense Tracking

Project Planning

Budget Management
Due Date Tracking
Gantt Charts
Progress Tracking
Resource Management
Task Management

Project Tracking

Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Time & Expense Tracking

Task Management

Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Reporting/Analytics
Task Planning
Task Scheduling
Task Tracking
Time Tracking

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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