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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 TimeManager?

This time and billing software is designed to streamline organizational tasks for your firm efficiently. TimeManager includes billing features that support hourly rates, flat fees, and percentage-based billing, which facilitates effective time tracking. Its comprehensive reporting capabilities ensure that your firm stays updated on key performance indicators. The application produces in-depth reports detailing individual contributions and overall billing for various categories like matter, department, and workgroup. It also offers insights into aged accounts receivables, productivity statistics, client histories, breakdowns of time analysis, evaluations of overhead and budgets, and the ability to create tailored user reports. An essential aspect of TimeManager is its strong security measures, which incorporate a multi-layer password system that restricts user access to sensitive information while allowing other functions to be reached conveniently with a single click. By enhancing efficiency and protecting confidential data, this software serves as a valuable tool for any firm aiming to optimize its operations and maintain a competitive edge in the industry. Additionally, its user-friendly interface ensures that both new and experienced users can navigate the system with ease.

Media

Media

Integrations Supported

Acterys
Bookkeeper360
Causal
Datameer
Deputy
Dropbox
Exsalerate CRM
Freshservice
G-Accon
Google Drive
HubSpot CRM
HubSpot Customer Platform
Lyftrondata
PayHero
Rippling
StarfishETL
Teamstack
WebRezPro
Zendesk
iPayroll

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

Atlantic Associates

Date Founded

1992

Company Location

United States

Company Website

www.atlantic-associates.com/timemanager/

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

Legal Billing

Accounting Management
Client Portal
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
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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