We are always looking for efficiencies to streamline work practices and Workflow MAX certainly helped us with this goal. Since implementing the platform in January 2013, we have realised transformative business benefits.
With over 10 000 customers globally, Workflow MAX integrates with 30+ world-class software solutions including Xero. Payments in Xero are automatically synced with the corresponding invoice in Workflow MAX, giving you an accurate picture of profitability per job.
Complete project management from quote through to job and invoice. The staff allocation feature gives more visibility over workflow, team productivity and capacity
Workflow MAX allows you to:
- Understand your productivity with accurate snapshots of time spent on projects/tasks.
- See who has been working on each job and how long it has taken them!
- Understand resource capacity and ensure you’ve distributed workload evenly.
- See start and finish dates or get a “percentage complete” for jobs.
- Manage your purchase orders in one place. Enter data once and have it appear in Xero and Workflow MAX.
- Create quotes in just a few clicks.
- Create customised invoices – quickly!
- Control every aspect of your invoice, from how it looks to what information gets displayed.
- Splice and dice the data however you like with robust reporting capabilities.
- Complete tasks and record time on the go, via the mobile app.
There is a no obligation free trial option – it’s easy – no credit cards, no contracts.
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