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WorkflowMax Pricing, Features, Reviews and Alternatives
WorkflowMax product overview
What is WorkflowMax?
WorkflowMax, a Xero-owned product, is used by more than 10,000 businesses all over the world, providing a total cloud-based business solution for construction firms, creative agencies, architects, engineers, surveyors, lawyers, IT companies, consultants and anyone else who bills by time.
Key benefits of using WorkflowMax
1. All-in-one software - Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.
Leads, quotes, time tracking, job management, invoicing - WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.
2. Access anywhere, anytime: The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.
3. WorkflowMax mobile app: Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.
4. Complete transparency & visibility: Because all the data is real-time - you can see where every job in your business is at, who is doing what, and when you can schedule in more work. Use this data to give more accurate quotes and keep clients informed of progress.
5. Powerful Reporting: With Reports, you can get actionable insights on your business. With a few clicks you can find out the net profitability on any job, or which invoices are still outstanding.
6. Xero owned & integrated: WorkflowMax integrates with Xero accounting - providing a beautiful, seamless software solution you can trust. Invoices, purchase orders and other information flow seamlessly between Xero and WorkflowMax, helping you to get paid faster and giving you a complete business solution.
6. Integration with over 30 Add-ons: WorkflowMax integrates with more than just Xero. Using WorkflowMax as the core of your business, you can integrate it with your accounting, payroll, customer support, staff scheduling and other add-on solutions.
No more messy spreadsheets, no more lost files, no more undercharging. WorkflowMax gives you control of your business with just the push of a button.
There's so much more to WorkflowMax - and it’s easy to get started with a free trial.
Start changing the way you do business.
Typical customers
Platforms supported
Support options
Training options
WorkflowMax pricing information
Value for money
4.0
/5
115
Starting from
15
/user
Per month
Value for money contenders
WorkflowMax features
Functionality
3.8
/5
115
Total features
84
9 categories
Functionality contenders
WorkflowMax users reviews
Overall Rating
4.3
/5
115
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend7.3/10
5
4
3
2
1
57
43
10
4
1
KS
Katrin S.
LM
Loreto M.
AM
Alison M.
AR
Anonymous Reviewer
AR
Anonymous Reviewer
LM
Lucille M.
Overall rating contenders
David M.
Verified reviewer
1-10 employees
Review source
Share this review:
I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order...
- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero
- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.
Uwais A.
Accounting, 11-50 employees
Used daily for 1-2 years
Review source
Share this review:
Reasonably happy with the experiences
The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.
Planning for longer than a month is tricky if you only link jobs to projects that have been approved.
Anonymous Reviewer
Verified reviewer
Accounting, 1-10 employees
Used daily for 2+ years
Review source
Share this review:
Great, would recommend
Ease of use day to day, product updates regularly
The report Centre can be difficult to access as in building reports
Yara E.
Architecture & Planning, 1-10 employees
Used daily for 6-12 months
Review source
Share this review:
As the title suggests, it's an archaic program. There was no real "flow" to anything you did within Workflow Max and although it integrated ok with Xero, even that was limited. The Gantt charts were terrible, you had to click on numerous things to get to where you wanted to go within a project, the custom reporting was a nightmare and the tasks and milestones were difficult to set up and super limited.
It was cheap and integrated ok with Xero
Not very user friendly, not very customizable, customer service was slow,
Jon R.
Construction, 11-50 employees
Used daily for 1-2 years
Review source
Share this review:
Overall it has been ok but a steep learning curve for us
Tracking of costs for projects, purchasing and time writing
Lots of mouse clicks to get around, some terminology confusing for first time users but would have improved with training.
WorkflowMax FAQs and common questions
Q. What type of pricing plans does WorkflowMax offer?
WorkflowMax has the following pricing plans:
Starting from: $15.00/month
Pricing model: Subscription
Free Trial: Available
Q. Who are the typical users of WorkflowMax?
WorkflowMax has the following typical customers:
Mid Size Business, Small Business
Q. What languages does WorkflowMax support?
WorkflowMax supports the following languages:
English
Q. Does WorkflowMax support mobile devices?
WorkflowMax supports the following devices:
Android, iPad, iPhone
Q. Does WorkflowMax offer an API?
Yes, WorkflowMax has an API available for use.
Q. What other apps does WorkflowMax integrate with?
WorkflowMax integrates with the following applications:
MYOB Business, HubSpot Marketing Hub, Dropbox Business, Spotlight Reporting, Deputy, Exsalerate CRM, Google Drive, Box, Dext Prepare, Freshdesk, Salesforce Sales Cloud, Xero, HubSpot CRM, Zendesk
Q. What level of support does WorkflowMax offer?
WorkflowMax offers the following support options:
FAQs/Forum, Knowledge Base, Email/Help Desk, Chat
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