WorkflowMax
All-in-one job management software.
Overview
WorkflowMax is a job management software designed for service-based businesses to handle projects from quoting and estimating through to time tracking and invoicing. It provides real-time insights into job profitability and staff productivity, integrating tightly with Xero for accounting.
✨ Key Features
- Quoting & Estimating
- Job Costing
- Time Tracking
- Project Management
- Invoicing & Billing
- Profitability Reporting
🎯 Key Differentiators
- Deep, seamless integration with Xero accounting.
- Powerful job costing and profitability reporting.
- All-in-one solution from lead to invoice.
- Flexibility to serve various professional service industries.
Unique Value: Provides service businesses, including small contractors, with a comprehensive tool to manage the entire job lifecycle, offering deep financial visibility through its powerful job costing features and Xero integration.
🎯 Use Cases (5)
✅ Best For
- Managing project-based work for service businesses
- Tracking job profitability and staff productivity in real-time
- Streamlining the workflow from quote to invoice
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses not using Xero for accounting
- Teams needing highly visual or agile project management tools
🏆 Alternatives
Offers more robust job costing and financial management than generic project management tools like Asana or ClickUp. It is more focused on professional services than construction-specific platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (N/A tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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