WorkflowMax Project & Job Management Software

Packed with tools to help maximise your profit & drive profitiability

Know your number – WorkflowMax’s powerful job financial summary reports helps you understand where your profit is being made and potentially lost.
Keep on top of your costs – Purchase orders let you push bills through to Xero automatically and eliminate double handling. Get full control over your business costs.
Make data-driven decisions – Our reporting tools help you work smarter and gain insights into productivity, performance, workflow and overall profitability.

All-in-One Project and Job Management Software

Facilitate seamless collaboration between back-office teams, field service technicians and customers, maximizing operational efficiency and improving customer experiences.

Power up your job management by integrating

Get even more from your software through integrating with other great apps in our ecosystem like; Xero, Hubspot, Google Drive, and many more

A new dashboard to highlight your performance

Enjoy the new customisable dashboard to keep track of all your important job related tasks, business performance and cash flow. Show or hide widgets, rearranging them into your preferred layout. The dashboard makes it easier to see your key business metrics and identify any actions that need to be taken.

A fresh new look for managing your sales pipeline

There’s a beautiful new way to see and manage your sales pipeline with additional filtering and visualisation. You’ll never miss winning a new customer again!

Quoting and estimating improvements

Now you can add custom fields to your quotes which will carry through to your jobs. And these fields can now be mandatory. Display a dedicated sales person on your quote and track their successful deals and pipeline more easily. Surface optional items by using the checkbox within the quote information screen.

Time tracking just got easier

You can now copy all your job tasks from the previous week’s time sheet to this week. We’ve added a drop down field with all staff members so you can easily switch between staff time sheet views – great for managers and approvals.

Job overview performance snapshot

You’ll love the new job manager screen with the handy job overview dashboard that shows projected profit, overall profitability, hours and tasks so you can easily see where each job is at.

Enjoy an even better Xero integration

All the tax rates you’ve set up in Xero will automatically be synced to your WorkflowMax account. No more limits on the number of tax rates you can have. We’ve added deep linking too, so it’s easier and quicker to view an invoice or PO in the alternate platform.

Seamless new search functionality

We’ve extended the search capabilities to return more results so you can find the information you need quickly. No more scrolling through pages and pages. Simply type three characters and you’ll be amazed by what you see.

Added drag and drop and in-line editing across the product

Now you’ll experience wider availability to drag and drop items. Reordering and editing tasks, costs and phases, and allocating tasks and costs to phases has never been easier.

Everything’s better when you can do it in bulk

You can now perform more bulk actions to speed up your processes, including assigning staff to jobs, changing job or quote statuses, deleting tasks and costs on a job or quote, and more.