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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 Sage Timeslips?

Timeslips enables you to efficiently track billable hours, enhance your profitability, and generate professional invoices for your business. For over three decades, Sage Timeslips has supported organizations in providing prompt and precise billing solutions. With our time tracking software, monitoring your billable hours has never been simpler. You can utilize various time entry methods to streamline your workflow and automatically apply rates to specific tasks or team members. A quick click allows you to produce comprehensive reports across all sectors of your organization. By utilizing the extensive collection of over 100 predefined Timeslips reports, you can oversee your team's productivity and safeguard your profitability through detailed insights. There’s no need to wait until you return to your office to log hours or initiate a file for new clients. With Sage Timeslips eCenter, you can create time slips instantly online or on a mobile device. This capability not only enhances efficiency but also empowers clients with direct access to their accounts, ultimately improving your service experience.

Media

Media

Integrations Supported

Box
Causal
Datameer
Deputy
Exsalerate CRM
Freshservice
Google Drive
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
MYOB
Oncord
Peaka
Rippling
Runn
WebRezPro
Xero
Zendesk

Integrations Supported

Uptime Legal
iTimekeep

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$43 per month
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

Windows

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

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

Sage

Date Founded

1983

Company Location

United States

Company Website

www.sage.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

Billing and Invoicing

Billing Portal
Contact Database
Customizable Invoices
Dunning Management
Invoice History
Payment Processing
Tax Calculator

Legal Billing

Accounting Management
Calendar Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Time Tracking

Not specified

Time and Expense

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

Time Tracking

Automatic Time Capture
Billing & Invoicing
Employee Database
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Time per Project Reporting
Timesheet Management

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