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.
Pricing
Price Starts At:
$33/month
Free Trial Offered?:
Yes
Integrations
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Clockify
Engineered by CAKE.com, Clockify functions as a high-efficiency hub for logging hours and managing labor through a remarkably intuitive layout. It strips away complexity, offering a purpose-built toolset that aligns perfectly with modern professional workflows.
Actionable Intelligence & Billing
The transition from recording time to evaluating performance is seamless. By categorizing tasks as remunerable or internal, you eliminate the headache of manual bookkeeping.
Automated Invoicing: Convert tracked hours into professional bills instantly.
Fiscal Precision: Enhance your bottom line by removing human error from budget tracking and project estimates.
Orchestrating Your Workforce
Clockify doubles as a comprehensive resource management platform. Rather than juggling multiple spreadsheets, you can oversee your entire team's availability in one place.
Leave Management: Centralize PTO requests and formalize company-wide time-off policies.
Shift Planning: Designate specific duties and hours, then use the visual timeline to monitor capacity. This prevents burnout by ensuring work is distributed evenly across the board.
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Connectivity & Legacy
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Screenshots and Video
Company Facts
Company Name:
Xero
Date Founded:
2007
Company Location:
New Zealand
Company Website:
www.workflowmax.com
Product Details
Deployment
SaaS
iPhone
iPad
Training Options
Documentation Hub
Online Training
Webinars
Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
WorkflowMax Categories and Features
Workflow Management Software
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration
Time and Expense Software
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 Software
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
Quoting Software
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Proposal Management
Proposal Management Software
Calendar Management
Collaboration
Contact Management
Document Management
Task Management
Templates
Project Management Software
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
Job Costing Software
Bills of Material
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Construction Management Software
Budget Tracking/Job Costing
CRM
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
Timesheets
Billing and Invoicing Software
Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Payment Processing
Project Billing
Tax Calculator
Architecture Software
Bills of material
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
WorkflowMax Customer Reviews
Write a Review-
Would you Recommend to Others? 8 out of 10
Simple Project Management
4 out of 5 stars Date: Aug 18 2021SummaryOverall our company has had a great experience with this software and the support on their product. We continue to see updates showing the software is not slowing down but keeping up with the fast pace change that we are all getting used to with cloud applications.
PositiveThe software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless.
NegativeThe software could use a bit of an upgrade on the timeline features for overall project management dashboard.
Read More... -
Would you Recommend to Others? 10 out of 10
Productive Project Manager
5 out of 5 stars Date: Aug 29 2020SummaryWorkflowMax is a very productive web-based project management tool. It offers complete management of workflow to maximize efficiency. The project planning works flawlessly and offers great project outcomes.
PositiveIt offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration.
NegativeIt worked great for me. Nothing to share about cons.
Read More...
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