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WorkflowMAX
5
62
4
44
3
13
2
3
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Job management software for professional services firms
Table of Contents
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WorkflowMAX - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: November 2026
WorkflowMAX overview
What is WorkflowMAX?
WorkflowMAX is cloud-based job and project management software for professional services firms, including architects, engineers, designers, consultants, creative agencies and building and construction businesses. It covers the full job lifecycle, from quote to timesheets, invoicing and profitability reporting, in one system.
KEY FUNCTIONS
- Sales and quoting: Quotes on every plan. Leads, quote variations and online quote acceptance on Pro and Advanced.
- Job management: Jobs and staff scheduling on every plan. Job phases, Kanban view, a consolidated task view and custom fields on Pro and Advanced. Capacity planning on Advanced.
- Time tracking: Timesheets and a timer with pause on every plan. Timesheet reminders, leave management and Xero AU/NZ payroll export on Pro and Advanced. Timesheet approval workflows on Advanced.
- Invoicing: Invoices on every plan. Invoicing by phase, multi-job invoicing, invoicing by percentage of quote and importing invoices from Xero on Pro and Advanced. Individual WIP entry management on Advanced.
- Purchasing: Purchase orders on every plan. Stock receiving workflows, bulk PO creation and multi-currency purchasing on Pro and Advanced.
- Reporting: Dashboard and standard reports on every plan. Customizable dashboards, custom reporting and productivity and capacity reporting on Pro and Advanced. Scheduled reports and AI reporting insights on Advanced.
- Mobile: Native iOS and Android apps to manage jobs, enter time and view tasks on the go.
SPECS
- Document storage: 5 GB on Essentials, 50 GB on Pro, 500 GB on Advanced.
- Team size: Essentials for 3-25 users, Pro from 5 users, Advanced from 10 users.
- Roles and permissions: Create custom roles on Pro and Advanced.
INTEGRATIONS
- Every plan: Xero and QuickBooks.
- Pro and Advanced: API access, Zapier, HubSpot, Airwallex, Dropbox, Box, Google Drive, SharePoint and SuiteFiles.
- Advanced: Microsoft 365 and Google Calendar sync, plus the WorkflowMAX MCP server for Claude, ChatGPT, Microsoft Copilot and Gemini.
- More partner apps, including Memtime, PlanRight, SyncHub and EzzyBills, are listed in the WorkflowMAX integrations directory.
SECURITY
- Hosted on Amazon Web Services (AWS) in a Virtual Private Cloud.
- Private data and backups encrypted with AES-256, and all access over HTTPS with TLS 1.3.
- Encrypted backups stored across multiple geographically dispersed AWS data centers.
- Multi-factor authentication, required when connected to an accounting platform and optional otherwise.
- Integrations authenticate with OAuth 2.0, so credentials aren't stored on WorkflowMAX servers.
- GDPR compliant, with regular vulnerability scanning.
- Subscription payments processed by Stripe, a PCI DSS Level 1 service provider.
PRICING AND SUPPORT
Priced per user, billed monthly, quarterly (save 5%) or annually (save 10%), with no setup fees or lock-in contracts. 14-day free trial, no credit card required. Support through in-app live chat powered by MAX AI, with handover to the support team. Advanced customers with 25+ users on an annual plan also get a dedicated account manager, guided onboarding and a sandbox account.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Ease of Use
Invoicing
Integrations
Staff Management
Task Costing
Do you work for WorkflowMAX? Manage this product listing
WorkflowMAX’s user interface
WorkflowMAX review summaries overview
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.1
Features
3.8
Ease of use
4.0
Customer support
4.1
Reviews sentiment
What do users say about WorkflowMAX?
Reviewers feel WorkflowMax is easy to use, with a straightforward setup and user-friendly interface that helps them manage projects, quotes, and time tracking efficiently. They appreciate its seamless integration with Xero, which streamlines invoicing and financial reporting, and say it offers strong value for the price, especially for small to medium businesses. They find custom reporting flexible, though some mention limitations in advanced customization and visualization.
Users report that WorkflowMax simplifies project cost tracking and quoting, allowing them to monitor budgets and progress. They note, however, that complex quotes and multi-line itemization can be cumbersome, and per-user pricing may be costly for larger teams.
Select to learn more
Who uses WorkflowMAX?
Based on 123 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
WorkflowMAX's key features
Most critical features, based on insights from WorkflowMAX users:
All WorkflowMAX features
Features rating:
WorkflowMAX alternatives
WorkflowMAX
Starting from
12.22
/user
Per month
HoneyBook
Starting from
36
Per month
Jobber
Starting from
39
Per month
Xero
Starting from
25
Per month
WorkflowMAX pricing
Pricing plans
Pricing details:
User opinions about WorkflowMAX price and value
Value for money rating:
To see what individual users think of WorkflowMAX's price and value, check out the review snippets below.
Fiona S.
Office administrator
Xiang L.
Director
WorkflowMAX integrations (18)
Integrations rated by users
We looked at 123 user reviews to identify which products are mentioned as WorkflowMAX integrations and how users feel about them.
Integration rating: 4.6 (9)
Integration rating: 5.0 (2)
Integration rating: 4.0 (1)
“Integrating Dropbox cloud storage provides absolutely zero technical value. Our engineering team uses SonarQube strictly for analyzing Git-based source code repositories and enforcing CI/CD quality gates, not for generic file sharing.”
Rowan D.
Software Engineer
Integration rating: 5.0 (1)
“Connecting Salesforce to an infrastructure monitoring tool offers absolutely zero value to our engineering teams, as CRM customer pipelines are entirely disconnected from server health.”
Rowan D.
Software Engineer
Integration rating: 5.0 (1)
WorkflowMAX support options
Typical customers
Platforms supported
Support options
Training options
WorkflowMAX FAQs
WorkflowMAX has the following typical customers:
Small Business, Mid-size Business
These products have better value for money
Q. What level of support does WorkflowMAX offer?
WorkflowMAX offers the following support options:
FAQs/Forum, Knowledge Base, Email/Help Desk, Chat
