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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 Ultradox?

Ultradox allows you to simplify tedious tasks and create tailored business applications on your own, removing the necessity for a development team. Its cutting-edge combination of workflow and templating features enables users to merge, send, and print documents, as well as to design websites and automated response emails effortlessly within their workflows. In addition to background tasks, like generating and distributing weekly reports, you can create interactive applications that enhance user participation, such as approval workflows. You can easily share your created applications with colleagues or users through Google Drive. The applications you publish conform to material design guidelines, ensuring smooth operation across both desktop and mobile devices. Ultradox caters to individuals of all coding skill levels, empowering anyone to develop applications and showcasing the incredible possibilities that non-programmers can achieve. This platform not only makes app development accessible to all but also cultivates creativity and highlights the innovative potential that exists within every user, encouraging them to explore their ideas further.

Media

Media

Integrations Supported

Acterys
Bookkeeper360
Causal
Datameer
Deputy
Exsalerate CRM
Freshdesk
Freshservice
G-Accon
HubSpot Customer Platform
HubSpot Marketing Hub
Lyftrondata
Oncord
Salesforce
Shift
StarfishETL
Teamstack
TheHouseMonk
Xero
iPayroll

Integrations Supported

API Availability

API Availability

Pricing Information

$33/month
Free Trial Offered?

Pricing Information

$29 per user per month
Free Version
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

Company Facts

Organization Name

Xero

Date Founded

2007

Company Location

New Zealand

Company Website

www.workflowmax.com

Company Facts

Organization Name

floreysoft

Date Founded

2008

Company Location

Germany

Company Website

www.floreysoft.net

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

App Design

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Application Development

Access Controls/Permissions
Collaboration Tools
Compatibility Testing
Debugging
No-Code
Source Control

Billing and Invoicing

Customizable Invoices
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing

Business Process Management

Business Rules Management
Collaboration
Process Mapping
Process Modeling & Design

Content Management

Document Indexing
E-forms
Full Text Search
Text Editor
Version Control
Website Management

Digital Signature

Authentication
Customizable Templates
Multi-Party Signing

Email Marketing

Customer Surveys
Dynamic Content
Event Triggered Email
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Template Management
WYSIWYG Email Editor

Forms Automation

Approval Process Control
Collaboration
Drag & Drop
Rules-Based Workflow
Version Control

Integration

Dashboard
Multiple Data Sources
Web Services

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Time Tracking

Not specified

Productivity

Collaboration
Document Creation
File Sharing
Task Management
Team Chat

Survey

Custom Survey URLs
Email Marketing
Mobile Survey
Question Branching
Skip Logic
Supports Audio / Images / Video

Time Tracking

Billing & Invoicing
Mobile Time Tracking
Timesheet Management

Workflow Management

Access Controls/Permissions
Business Process Automation
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
Third Party Integrations
Workflow Configuration

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