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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 ScopeStack?

In a single easy step, you can generate your pricing and statement of work with the ScopeStack platform. This innovative tool allows you to seamlessly choose features from different technology categories, significantly simplifying the scoping procedure. No longer will you waste countless hours struggling with word templates and fixing grammar issues on your computer. As you choose various features and functions, ScopeStack automatically crafts the scope for you, ensuring a smooth experience. Furthermore, you can visually evaluate the profitability of your projects while utilizing key business metrics to facilitate automatic project approval, enhancing both efficiency and insight in your workflow. With ScopeStack, the entire process is not only streamlined but also empowers you to make better-informed decisions for your projects.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Bookkeeper360
Box
Causal
Dropbox
Exsalerate CRM
Freshdesk
Freshservice
G-Accon
Lyftrondata
MYOB
Oncord
PayHero
Rippling
Salesforce
StarfishETL
Teamstack
Xero
Zendesk

Integrations Supported

HubSpot CRM
HubSpot Customer Platform

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$500 per month
Free Trial Offered?

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

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

ScopeStack

Date Founded

2017

Company Location

United States

Company Website

scopestack.io

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

CPQ

Approval Workflow
Product Configurator
Proposal Generation
Quotes / Estimates

Document Generation

Batch Processing
Digital Signature
Multiple Output Formats
Templates

IT Project Management

Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

IT Service

Service Catalog
Service Reporting

Job Costing

Budgeting & Forecasting
Change Orders
Quotes / Estimates
Work Order Management

Proposal Management

Collaboration
Contact Management
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Templates
Version Control

RFP

Collaboration
Content Management
Data Import / Export
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates

Sales Enablement

Collaboration
Content Management
Document Management
Proposal Management

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BigTime

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