WorkflowMAX is a Xero owned product that specialise in managing jobs from quote to invoice whilst allowing you to add time and costs. Designed to replace messy & inefficient spreadsheets to allow easy & accurate job management.
WorkflowMAX is a job management software solution which assists with lead management, invoicing, staff timesheets, purchase orders and is generally used by professional service firms such as engineers, IT Professionals and other hourly rate consultants. It is designed to provide an end to end solution to help you track job profitability from the lead/quote stage through to post project completion evaluation. WorkflowMax is owned by Xero although it is a stand alone product offering – with its own set of fees and charges per user on top of your Xero subscription.
See below WorkflowMAX promotional YouTube video explaining how their software works in more detail:
Key Points:
Workflow management including leads, quotes, time tracking, project budgeting etc.
All cloud based and available in mobile apps for remote working teams
Integrates seamlessly with Xero so there is no duplication of effort
Remember, WorkflowMAX is not right for every business. Our team of accredited specialists will work with you to find the add on products that are right for your business. Like everything in life, it is not a one size fits all and we don’t push any particular products onto our clients!
Interested In Workflow Max?
Enter your details and we will show you how Workflow Max will transform your business.