WorkflowMax

Overview

WorkflowMax is a cloud-based job management solution with comprehensive time tracking, designed for professional services firms and businesses using Xero accounting software.

Time Tracking

• Timer and manual time entry
• Mobile time tracking
• Job-level time allocation
• Billable vs. non-billable tracking
• Time approvals
• Timesheets

Job Management

• Job creation and tracking
• Task management
• Document management
• Job templates
• Client portals
• Purchase orders

Financial Features

• Quoting and estimates
• Invoicing from time
• Expense tracking
• Job costing
• Profitability tracking
• Budget management
• Xero integration

Reporting

• Time reports
• Job profitability
• Staff utilization
• WIP reports
• Custom reports

Pricing

Contact for pricing. Integrated with Xero subscriptions.